William Brodeur is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held positions at National Financial Network and Fiducient Advisors, along with several roles in the hospitality sector. His background includes involvement with multiple businesses in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Janice Reed is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, following nine years at UBS Financial Services. Ameriprise provides a retirement-income planning service designed for clients approaching or in retirement with specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports through a centralized consulting team.

Christine Vogt is a Series 66 licensed financial advisor with Edward Jones in Old Saybrook, CT, with three years of industry experience. Prior to joining Edward Jones, she worked for MindEdge and SkyeLearning for nine years and has experience co-managing softball camps through Goin' Yard LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Ann Pellegrini is a Series 66 credentialed financial advisor with Edward Jones in Clinton, CT, with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Keith Noyes Jr. is a financial advisor with LPL Financial based in Norwich, CT. He holds a Series 66 designation and has two years of industry experience, including prior roles at CorePlus Federal Credit Union and Enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from internal and third-party sources.

William Fusco is a financial advisor at Stifel with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2012. In addition to his advisory role, he is the managing partner of a family investment partnership, High Ground Partners FLP. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thomas Burrows Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at VOYA Financial Advisors and running his own firm, T.M. Burrows Associates, LLC. He also operates as an independent insurance agent specializing in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers various portfolio management and financial planning services through a multi-manager platform, leveraging a large network of independent advisors and multiple investment program options.

Jeffrey Harrison is a financial advisor with Equitable Advisors in Chester, CT, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2012 and was previously associated with Axa Advisors, LLC. His other business activities include involvement in insurance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Kenneth Chmielewski is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Roderick Duxbury is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors and Liberty Bank since 2010. In addition to his advisory role, he is an associate at Liberty Bank Investment Services, where he provides planning, wealth management, and portfolio guidance. Raymond James Financial Services Advisors offers financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports its clients through advisory programs and institutional consulting services.

Paul Schott is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 25 years of industry experience. His prior roles include positions at Edward Jones, Wealthvest, and Broker's Central. He is also the owner of Seaview Wealth Advisors LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

Devin Rajza is a financial advisor at Edward Jones in Waterford, CT, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at The Vanguard Group, Morgan Stanley, and ABARTA Coca Cola. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Adam Richwine is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at City National Bank, RBC Capital Markets, LLC, and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Steven Banaletti is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with discretionary and non-discretionary management, utilizing research and model portfolios from multiple sources.

Stephen Siderewicz is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 27 years of industry experience. He previously worked at Metlife Securities Inc. for 15 years before joining Mass Mutual and has been with Mass Mutual Investors Services since 2017. In addition to his advisory role, he is an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning using firm-approved analytical tools and offers specialized programs such as divorce planning and estate settlement.

Tyler Potts is a financial advisor with LPL Financial in Old Saybrook, CT, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Connecticut Wealth Management, and Northstar Wealth Partners. He also serves as trustee for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement consulting, and brokerage services.

Jeffrey Knight is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Edward Jones and Cantella & Co Inc. Outside of his advisory work, he is the owner of Plunderchess, a business he has operated since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Kristen Garnett is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2008 to 2016. Outside of her advisory role, she serves as an executor for an estate in Madison, CT. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Susan Dowling is a CFP® with 43 years of industry experience. She is currently with Ameriprise Financial Services LLC and previously spent 41 years at UBS Financial Services. She serves on the Board of Trustees for the Williams School. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Carter Chambers is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he held roles in education and local government, including positions at Hamilton College and the East Lyme Parks and Recreation Department. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing research-driven, model-based investment strategies tailored to client goals.