Joseph Stone is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Bloomfield is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2018, following eight years at INVEST Financial Corp. He also operates as an insurance agent specializing in health, Medicare, and life insurance. 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 network of over 22,800 advisors.

James Ian is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of advising, he manages an LLC and operates as an insurance agent offering various life and health insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using collaborative, technology-driven analysis and offers specialized planning services including divorce and estate-settlement planning.

Meagan Dejesus is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 13 years of industry experience, including prior roles at Ohio National Financial Services and O.N. Equity Sales Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and operational tools.

James Oliver III is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors and through his own firm, Oliver Asset Advisors LLC. He serves as president of the 123 Elm Street Association, a commercial condominium board in Old Saybrook, CT. 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 investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through its affiliation with a municipal advisor.

Ethan Reid is a financial advisor with Morgan Stanley in Madison, Connecticut, holding a Series 66 credential and having 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner in Reid Family LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without providing individual security recommendations as part of standalone planning.

David O'Connor is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Breen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing seven years of industry experience. His prior roles include positions at Edward Jones, PartnerRe Asset Management, and White Mountains Advisors LLC. Breen is also active as an independent insurance agent for various agencies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent financial professionals, utilizing multiple custody platforms and proprietary as well as third-party model strategies.

Matthew Christopher is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial and its predecessor firms since 2000. Outside of his advisory role, he is involved in non-variable insurance businesses including fixed annuities. 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 through a network of advisors, supported by various advisory platforms and tools.

Mark Wingfield is a financial advisor at Morgan Stanley in Madison, CT, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at LPL Financial, The Investment Center, Inc., and Northwestern Mutual. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

John Barnes is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1998. Outside of his advisory role, Barnes serves on the finance committee at St. John's Episcopal Church and is a member of the nominating committee at the Hartford Golf Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process supported by its Global Investment Committee’s research.

Harold Hartmann Jr. is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at OSAIC and Sagepoint Financial, Inc., along with running his own firm, Hartmann & Company Inc., where he also serves as CEO and president focusing on tax preparation and accounting services. 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 and access to model portfolios, with a platform distinguished by its scale and breadth of non-advisory financial activities alongside its advisory services.

Ronald Gallant is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Sagepoint Financial Inc., Cambridge Investment Research, and TD Bank. Outside of his advisory work, he is involved in real estate through ownership and partnership in several LLCs focused on property acquisition and management. OSAIC serves a diverse range of clients, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes a variety of asset-allocation tools and supports discretionary and non-discretionary portfolios spanning stocks, bonds, mutual funds, ETFs, and alternative investments.

John La France is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior work history includes roles at MassMutual Life Insurance Company and several other firms. Outside of advising, he is also engaged in insurance brokerage, focusing on life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars through structured, annual planning engagements using firm-approved analytical tools.

Jonathan Ingalls is a financial advisor with Ameriprise in Essex, CT, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he serves as a director of multi-sport activities for triathlons. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Thomas Cosgriff is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at Barnum Financial Group and Parkview Advance LLC. He is also an independent insurance agent specializing in the sales and service of life insurance, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing collaborative, goal-focused strategies supported by firm-approved analytical tools.

Kristina Daoud is a financial advisor with Ameriprise in Guilford, CT, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Ameriprise since 2012. Outside of her advisory role, she is involved with Nancy S. Daoud & Associates, LLC in a non-investment-related capacity. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income and tax-aware withdrawal strategies through a structured, non-discretionary service model.

Connor Carroll is a financial advisor with Ameriprise based in Madison, CT. He holds a Series 66 designation and has been with Ameriprise since 2026. Prior to his advisory role, he has professional experience with Structure Tone and an academic background from Providence College. 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 written recommendation reports and ongoing retirement-income planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Kevin Harris is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Edward Jones in 2017. Harris is also involved with the Nephrology Nursing Certification Commission as a board member and has published books available through Amazon. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Evan Wilke is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in consulting and held roles in international education, including at the Korean International School in Jeju and the American Nicaraguan School. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.