Edward Barry is a financial advisor with Raymond James Financial, holding a Series 63 designation and 41 years of industry experience. He has worked at Raymond James Financial since 2009 and is also the owner of Valley Financial Group, LLC. In addition to his advisory role, he is an agent for United Healthcare-Medicare Advantage, focusing on health insurance. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized municipal and public finance capabilities uncommon among large institutional advisors.

Matthew Udal is a financial advisor with Ameriprise in West Hartford, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on several nonprofit boards, including Open Doors Outdoors and the Nutmeg Symphony Orchestra, and is involved in fitness class training. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific eligibility criteria, delivering written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.

Francois Marquis is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Merrill, Citigroup Global Markets, and Vanguard Advisers prior to joining LPL Financial in 2013. He is also associated with Valenti Wealth Management in Farmington, CT, as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both in-house research and third-party strategies.

Joshua Ferreira is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as operating Ferreira Wealth Strategies and working at the City of Torrington. 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 portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Steven Tripp is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked with Valley Financial Group LLC and Raymond James Financial Services Advisors, Inc. His activities include serving as a trustee and personal representative for the Tripp Family Trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and various organizations, offering tailored, non-discretionary advisory services supported by analytical and risk-profiling tools.

Craig Buhrendorf is a financial advisor with Raymond James Financial in Avon, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been affiliated with Raymond James Financial and Raymond James Financial Services since 2009 and has worked with Valley Financial Group since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools to support client goals.

Jonathan Johnson is a Senior Vice President and Senior Financial Advisor at the Farmington Merrill Lynch Wealth Management office. He works directly with clients to establish quantifiable financial goals and assists in developing long-term financial strategies. Jonathan has been in the financial services industry for over 30 years, with more than 27 years at Merrill Lynch. He was appointed to the State of Connecticut Teachers Retirement Board in 2008. Jonathan holds a Bachelor's Degree from Central Connecticut State University and a Master's Degree in Finance from the University of Connecticut. He also holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Beyond his professional role, Jonathan has been a board member for Amy's Angels, a nonprofit organization, since 2015. He continues to contribute to his community through his involvement with the Connecticut State Retirement Board and Amy's Angels.

Michael Samoska Jr. is a financial advisor with LPL Financial in Farmington, CT, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and AXA Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a large network of representatives, with a range of investment programs and platforms supported by research and technology.

Michael Goralski is a financial advisor with Ameriprise in Middlebury, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at GE Electric Insurance Company and held positions at Wilkes University and Xavier High School. He is involved with Honey Badger Management, a management company associated with Fiduciam Financial. Ameriprise is a large institutional firm offering retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement recommendations tailored to clients’ financial situations.

Robert Taylor Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he is the managing member of BeckTaylor Music, LLC, and the author of a workbook titled "Creating Your Power List-Find Your Ultimate Occupation." Ameriprise is a large institutional firm offering retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Jennifer Waldron is a Series 66-licensed financial advisor with Ameriprise in Berlin, CT, bringing 11 years of industry experience. She has worked at Ameriprise since 2018, including its affiliated entities, and previously operated her own advisory business. Outside of her advisory role, she serves on the Board of Directors for the Connecticut Financial Planning Association, acts as a Girl Scouts troop leader, and co-chairs the pro bono committee for the FPA's financial literacy initiatives. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm delivers personalized, algorithm-supported recommendations through a centralized consulting team working alongside financial advisors.

Phillip Rodowicz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Massachusetts Mutual Life Insurance Co., Key Bank, and Key Investment Services LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Akira Sato is a financial advisor with Edward Jones in Simsbury, CT, holding a Series 66 designation and having four years of experience at the firm. Prior to his career in finance, he worked in retail store operations for six years and is involved in Carpe Diem Racing, LLC, an event promotion business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, supported by a nationwide network of over 23,000 advisors and managing approximately $1.01 trillion in assets.

Jennifer Leblanc is a financial advisor with Wells Fargo Clearing in Farmington, CT, holding a Series 63 designation and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Timothy Cahill is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior work includes roles at Bank of America, Merrill, and City National Bank. Outside of his advisory work, he serves on committees for the Valley Shore YMCA and the Ray School Corporation, focusing on community and educational initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, incorporating a variety of investment managers and strategies.

David Bouffard is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2011. Outside of his advisory role, he oversees Honey Badger Management Inc., a business he owns and manages. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and employs a centralized consulting team that delivers non-discretionary, research-based retirement recommendations.

Betsy Udal is a financial advisor with Ameriprise in West Hartford, CT, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves on several nonprofit boards, including as Treasurer of Tara's Starfish Foundation and as a board member for Playhouse on Park and Pilgrim Pines, and she is involved with the Travelers Championship as a player relations contact. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a centralized consulting team to deliver written, data-driven recommendation reports that incorporate modeling and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Stefano Cacciola is a financial advisor with LPL Financial in Avon, CT, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at People's United Advisors, People's Securities, IFMG Securities, and Merrill. 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 financial planning, asset management through various platforms, and incorporates tools like machine learning to support advisors, managing over $819 billion in discretionary assets.

Nicholas Walsh is a CFP® professional with 27 years of experience, currently with Wells Fargo Advisors since 2018. His prior roles include positions with Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he is involved in a ceramics family business called Jilly's Jubilee, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet certain net-worth requirements, utilizing proprietary research and tools to deliver customized recommendations.

Guy Beaudoin is a financial advisor with Edward Jones in Farmington, CT, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His career includes eighteen years at Charles Schwab and three years at TD Ameritrade prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and branch offices across the United States.