Pamela Miscia is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 19 years of industry experience. She has worked at Thrivent since 2001, including 19 years with Thrivent Investment Management. Pamela serves as a board member of the Berlin Bears Youth and Football League, a nonprofit organization focused on providing youth in Berlin a structured environment for competitive football and cheer. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations across various planning topics without discretionary trading authority or portfolio management for institutional clients.

William Passarelli is a Series 66-licensed financial advisor with seven years of industry experience, currently with LPL Financial since 2021. His prior roles include positions at MassMutual, Edward Jones, and Sherwin-Williams. Outside of his advisory work, he is employed in an electronics systems server role at Pratt & Whitney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.

Michael Mendillo Jr. is a CFP® professional with 11 years of industry experience, currently with Raymond James Financial. He previously worked at Commonwealth Financial Network and Lobo & Pascale Wealth Management for over a decade. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary investment advice using analytical tools and supports its recommendations through various advisory programs.

Noemi Rodriguez is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 21 years of industry experience. She previously worked at Voya Financial Partners and VOYA Financial Advisors. Rodriguez serves as the President of Prospanica Connecticut, a nonprofit organization focused on supporting Hispanic professionals through networking and career development events. She is also a trustee for a special needs trust for a family member. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial planning topics without discretionary trading authority. The firm allows clients to integrate planning with managed accounts under a consolidated billing option while keeping services separate.

Sherry Olson Lusardi is a financial advisor at UBS Financial Services with 41 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Gregory Rufa is a financial advisor with LPL Financial in Cromwell, CT, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked at Santander Securities, LLC and Santander Bank, NA before joining LPL Financial and Webster Bank in 2020. 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 advisors. The firm offers a range of financial planning, advisory programs, and brokerage services, employing both discretionary and non-discretionary management and providing access to diverse model portfolios and research.

Lucas Van Zandt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with LPL Financial since 2021 and has held roles at Waddell & Reed, Inc. and various insurance carriers through W&R Insurance Agencies from 2009 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Christopher Covello is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at Union Savings Bank and MetLife Securities Inc. Covello holds a Series 66 license and is based in Middletown, CT. Mass Mutual Investors Services 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, wrap and money-manager programs, and educational seminars.

Maria Coffey is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones Investments since 2024. Prior to joining Edward Jones, she had ten years of experience in an unspecified role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory and investment strategies supported by a large nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

David Murphy is a financial advisor at Osaic with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Boston Private Wealth LLC, TD Private Client Wealth LLC, and People United Advisors. Outside of his advisory role, he serves as an ice hockey referee and is a board member of the Memorial Day Flowers Foundation, an organization dedicated to remembering fallen veterans. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing firm-provided tools and third-party solutions to construct diversified portfolios that accommodate client preferences and investment restrictions.

Mark Coletta is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 27 years of industry experience. He has worked previously at Raymond James Financial Services Advisors and Financial Services, and he is a partner at Coletta & Coletta LLC, where he has been involved in accounting and tax preparation since 1991. He also serves as a board member of Friends of Lake Williams, Inc., a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client goals.

Bradley Nelsen is a financial advisor with OSAIC based in Durham, CT, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Allstate Financial. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party money managers and investment platforms.

Michael Gilliland is a financial advisor with Mass Mutual Investors Services in Middletown, CT, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Lincoln Financial Advisors, where he worked for 18 years. He has been with Mass Mutual Investors Services since 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and supports a range of event-driven planning programs.

Beat Ryff is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has been associated with LPL Financial since 2022 and previously worked with People's United Advisors, Inc. and People's Securities, Inc. He is also involved in Wilmington Advisors @ M&T in an investment-related role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Cameron Rice is a financial advisor with LPL Financial in Wallingford, CT, holding a Series 63 designation and 27 years of industry experience. He previously worked at Voya Financial Advisors for seven years before joining LPL Financial in 2021. Outside of his advisory role, Rice is also a licensed non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from various sources.

Selette Jones Jemison is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to this, she was employed by Massachusetts Mutual Life Insurance Company and MML Distributors LLC from 2015 to 2019. She has also served as a finance committee member for Liberty Christian Center in Hartford, CT. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Stephen Anagnostou is a financial advisor with J.P. Morgan Securities in Newington, CT, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Barnum Financial Group, and MSI Financial Services. He has worked with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Capece is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Voya Financial Advisory for seven years and has been with LPL Financial since 2021. Outside of his advisory role, he works as a substitute teacher at Grammer School in North Haven, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Timothy Lassen is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at VOYA Financial Advisors for seven years before joining LPL Financial. Outside of his advisory role, Lassen is involved with Brokers Service Marketing Group, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a national network of investment adviser representatives.

Jacqueline Ferguson is a financial advisor at Osaic Wealth, Inc. with five years of industry experience. She holds Series 63 and Series 65 designations and previously worked at TD Private Client Wealth LLC and TD Bank. Outside of her advisory role, she is involved with Ragnarok Tattoo Company, Inc. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs a variety of asset-allocation tools and third-party solutions to construct diversified portfolios for its clients.