Angela Roy is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, with prior experience at State Farm and roles outside finance including Chili's Grill & Bar and Southern Connecticut State University. Roy is also employed as a Client Service Manager at Watermark Management Partners. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Cheryl Chapis is a Certified Financial Planner® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, supported by algorithmic automation and oversight committees.

Robert Berg is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Cetera in 2023, he worked at Cetera Wealth Services, LLC and Summit Financial Group Inc. He also owns Berg Wealth Management, where he manages client investments. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Kayla Weaver is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials. She has experience working at Wells Fargo Bank, N.A. since 2021 and began her role with Wells Fargo Clearing in 2025. Prior to her career in financial services, she spent 14 years working with Waterbury Public Schools. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions supported by research and analytics, managing roughly $671 billion in assets with over 14,000 financial advisors.

Brian Bender is a financial advisor with Primerica Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Paul Nadeau is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his industry career in 2023. His prior experience includes roles at RightCapital, The Cigna Group, Tribute Financial, and the University of Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cody St John is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed and Good Hill Mechanical. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

Joseph Irizarry Jr. is a financial advisor with Ameriprise in Hamden, CT, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, delivering tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Stephen Carella is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Woodbury Financial Services and Paul Raymond. Carella operates a DBA for his LPL business, Raymond Wealth Management LLC, based in Southington, CT. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

David Ivanoudis is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018. Prior to that, he was associated with Proequities and Protective Life from 2014 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Peter Tasillo is a financial advisor with LPL Financial based in Farmington, CT. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining LPL Financial, he worked at Tunxis Wealth Management LLC and held positions at Windsor Public School and Johnson & Wales University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stephen Harrington is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2017. Harrington holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Christian Tompkins is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Meritage Financial Strategies, AdviceOne Advisory Services, and Mackinstry Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of advisers, offering financial planning, third-party asset management, and institutional platforms with a variety of investment strategies.

Lydia Taft is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. She has previously worked in roles outside of finance, including positions at Farmhouse Tacos and Building Blocks Childcare & Preschool. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

David Meade is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He previously worked at People's Securities, Inc., Signator Investors, Inc., and MSI Financial Services, Inc. Meade operates several investment-related businesses under LPL Financial, including Meade Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Susan Davies is a CFP® professional with two years of industry experience, currently affiliated with LPL Financial. She previously worked at US Wealth Management from 2014 to 2023. In addition to her role at LPL, she serves as a commissioned notary public in Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. Its platform offers access to model portfolios, third-party asset managers, and customized investment strategies.

Craig Ferris is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Highland Golf Club and The Spotted Horse and was involved with Jones Family Tree Farm for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Julie Beauchamp is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Advest, Inc. She owns and operates Beauchamp Investment Group, an independent advisory practice based in Connecticut. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options that address diverse needs such as retirement, education, and business-owner transitions. The firm supports tailored recommendations through proprietary research and tools, with clients able to implement strategies via brokerage or advisory programs.

Christine Blaha is a CFP® professional with 14 years of industry experience, currently advising clients at Edward Jones since 2011. She holds a Series 66 license and is based in Unionville, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, providing services under a fiduciary standard.

Robin Di Nicola is a financial advisor with Edward Jones in Farmington, CT, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Di Nicola worked at Simsbury Bank from 2008 to 2017. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, operating under a fiduciary standard.