Benjamin Edwards is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior roles include positions at Sammons Institutional Group, Jackson National Life Distributors LLC, Mass Mutual Investors Services, and MSI Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

John Hirschauer is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 designation and previously worked for Crown Capital Securities, LP for 23 years before joining LPL Financial in 2024. 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 brokerage services, utilizing model portfolios, third-party subadvisors, and research to provide discretionary and non-discretionary management.

Charles Meade is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Raymond James Financial since 2009 and with its affiliate Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he serves as president of Nutmeg Investment Group, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized municipal and public-finance offerings.

Samuel Kingston is a financial advisor at Edward Jones with 10 years of industry experience. Prior to joining Edward Jones in 2024, he held positions at firms including HashWorks Digital Industries, Kingston Energy LLC—where he served as CEO of his consulting business—and several energy asset management and capital firms. He is a board member and 14% shareholder of Sociedad Agricola Santa Sara S.A., an agriculture business based in Casablanca, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Margaret Arndt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She has been with Cambridge Investment Research Advisors since 2010. Outside of her advisory role, she is involved in several entrepreneurial and consulting ventures, including founding Sage Consulting, Inc. and Conscious Evolution Boston, where she engages in education and authorship. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of investment strategies and platform arrangements tailored to client objectives.

Sharon Vaupen is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo Bank, N.A. since 2018 and joined Wells Fargo Clearing in 2025. Her prior work experience includes roles at Starbucks and FixturePronto. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, employing over 14,000 financial advisors and providing both brokerage and advisory solutions.

Patrick Naughton is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has been with LPL Financial since 2011 and has worked at Webster Investment Services, Inc. since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Kimberly Saja is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has been with Ameriprise Financial Services since 2019, following roles at Massachusetts Mutual Life Insurance Company, MML Investors Services, Barnum Financial Group, and Connecticut Children's Medical Center. Kimberly is also involved with Honey Badger Management, an S Corporation connected to her Ameriprise employment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice, utilizing both proprietary research and third-party data.

Carol Crain is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Crain previously served on the Board of Finance for the United Congregational Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

John Holmes is a Series 66-licensed financial advisor with Edward Jones, based in Woodbury, CT, with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eleven years at Bank of America. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a national network of more than 23,700 advisors.

James Carrion is a financial advisor with LPL Financial in Brewster, NY, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Hudson Valley Credit Union and HVCU, with earlier experience at McDonald's and as a student. He also serves as a notary and relationship manager at Hudson Valley Federal Credit Union. 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

William Conner is a financial advisor with LPL Financial, holding the Series 66 credential and bringing 20 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is a co-owner of a wellness center, Healthy Weighs, LLC, located in Brookfield, CT. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by various model portfolios and research resources.

Benjamin Dubinski is a CFP® professional with 17 years of experience in financial services. He currently works at Cetera and has previous experience with firms such as Wells Fargo and Mass Mutual. Outside of his advisory role, he also works as an insurance broker providing consultation and sales of Medicare Health Insurance plans. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

Thomas D'avanzo is a Financial Advisor at Merrill Lynch Wealth Management, where he specializes in creating personalized financial plans that address the unique goals of his clients. His approach involves working closely with individuals to define and prioritize their objectives, resulting in financial roadmaps aimed at minimizing risk, maximizing profitability, preserving assets, and reducing financial uncertainty. Thomas has expertise in areas including college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, portfolio management services, small business strategies, women and wealth, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor of Science and Bachelor of Business Administration from Manhattan University. Thomas is fluent in Russian and English. Beyond his professional work, Thomas is involved in community organizations such as the Brookfield Economic Development Commission, the Brookfield, CT Lion's Club, the Greater Danbury Connecticut Chamber of Commerce, and the Knights of Columbus. He also volunteers with the Brookfield Food Bank and the Brookfield, CT Volunteer Fire Department. His personal interests include boxing, golfing, ice hockey, music, rock climbing, surfing, and yoga.

Robert Tosetti III is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Orange Hills Country Club. Outside of his advisory role, he is also a registered staff member in client service at Nancy S Daoud & Associates LLC. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations delivered through a centralized consulting team. The firm serves a broad client base and provides a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Martucci is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 designations and over 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Alison Masopust is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America. Outside of her advisory role, she is involved in a family-run horticulture business and serves on the CIMA Certification Commission for the Investment & Wealth Institute. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services guided by a proprietary investment strategy methodology.

Paul Fitzpatrick is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial, Inc. for 14 years. Fitzpatrick is a 25% owner of Diversified Financial Solutions, P.C., a CPA firm where he performs accounting and tax preparation services, and he serves on the board of the YMCA of Naugatuck. OSAIC serves a diverse range of clients including individual investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and supports both discretionary and non-discretionary portfolio management across various investment vehicles.

Siobhan Mcintyre is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors, LLC. Outside of her advisory role, she is a landlord of a rental property in Danbury, Connecticut. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

James Atkinson is a Series 66 licensed financial advisor with Merrill in Southbury, CT, and has 8 years of industry experience. He previously worked at Webster Bank for two years before joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.