Kayla Weaver is an advisor with Wells Fargo Clearing holding Series 65 and Series 63 licenses. She has experience working at Wells Fargo Bank, nA since 2021 and previously worked in education and retail. 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 uses research from Wells Fargo Investment Institute and third-party sources to evaluate investment options and offers both brokerage and advisory solutions.

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 at LPL Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at RightCapital, The Cigna Group, and Tribute Financial, along with four years working at the University of Connecticut and Farmington Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including 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 research and model portfolios.

Cody St John is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed from 2019 to 2021 and spent over a decade at Good Hill Mechanical. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs and financial planning services, utilizing discretionary and non-discretionary management and research-supported model portfolios.

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 at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Paul Raymond. Carella is based in Southington, CT. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Christopher Carvotta is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various divisions of Fidelity since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Guy Howard is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior work includes 15 years at Ameriprise Financial Services and roles within Cambridge Investment Research since 2020. Howard also operates as an independent insurance agent through his own business, GWHOWARD Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm employs a range of portfolio management strategies and supports both discretionary and non-discretionary investment approaches through various custody platforms.

Karl Rickel is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with MML Investors Services, Inc. since 1985 and has a longstanding affiliation with MassMutual Life Insurance Co. dating back to 1977. In addition to his advisory role, Rickel is an insurance agent specializing in life, group health, and long-term care insurance. MML Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, annual planning engagements using firm-approved tools to analyze client goals and deliver written recommendations.

James Combs is a CFP® professional with six years of industry experience, currently serving at Cetera and Cartier Wealth. His career includes roles at Ameriprise, National Life Group, and PricewaterhouseCoopers LLP. Outside of finance, he managed Good Neighbor Lawn Care for over a decade. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management and financial planning services. The firm supports a variety of investment strategies and program structures with over 10,000 advisors and more than $256 billion in assets under management.

Christopher Testa is a financial advisor with LPL Financial in Southbury, CT, holding Series 63 and Series 66 designations and nine years of industry experience. His career includes roles at Webster Bank and Financial Resources Group. There are no additional outside activities reported. LPL Financial serves 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, model portfolios, and retirement plan consulting.

Peter Tasillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Tunxis Wealth Management LLC and has experience in education through roles at Windsor Public School and Johnson & Wales University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with access to in-house and third-party research, discretionary and non-discretionary management, and advanced portfolio management tools.

Janet Parry is a financial advisor at Merrill with 31 years of industry experience. She has been with Merrill since 1994 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a board member for the Farview Farm Association, a homeowners association in Redding, CT. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Shay is a financial advisor at OSAIC with 46 years of industry experience. He holds the ChFC® designation and has worked at Lincoln Financial Securities for 17 years. In addition to his advisory role, he is involved in life insurance sales and service. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm combines brokerage and investment advisory services, offering integrated portfolio management with access to third-party managers and employs various asset-allocation and risk management tools.

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.

Lydia Taft is a financial advisor with Ameriprise in Middlebury, CT, holding a Series 66 designation and two years of industry experience. Prior to her current role, she worked in various positions including at Farmhouse Tacos and Building Blocks Childcare & Preschool. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

David Meade is a financial advisor with LPL Financial in Southington, CT, holding Series 63 and Series 65 designations and 28 years of industry experience. He previously worked for People's Securities, Inc. for 11 years before joining LPL Financial in 2018. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios from internal and third-party sources.

Julie Beauchamp is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning from 2009 to 2022. She also owns Beauchamp Investment Group, a financial enterprise based in Burlington, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing Wells Fargo research and tools to deliver tailored recommendations.

Bosmat Cohen is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to her role in finance, she worked with the Cheshire Board of Education and Lincoln College of New England. Outside of her advisory duties, she is a spinning instructor at the Southington-Cheshire YMCA. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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.