Michelle Mcguire is a financial advisor with Equitable Advisors, holding a Series 66 designation and 21 years of industry experience. She has been with Equitable Advisors since 2004, including prior work at Axa Advisors, LLC. Mcguire serves as a board member of the Lewisboro Horsemen's Association, participating in governance and event management. Equitable Advisors provides financial planning and retirement-plan support to individual investors, corporations, and charitable organizations. The firm utilizes a hybrid referral and implementation model, offering access to asset management through LPL programs and third-party asset managers.

Luis Abella is a financial advisor with Edward Jones in New Milford, CT, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Abella serves on the board of the Visiting Nurses Association of New Milford. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Heather Hepburn is a financial advisor with LPL Financial in Waterbury, CT, holding Series 63 and Series 65 licenses and 25 years of industry experience. Prior to joining LPL Financial in 2019, she worked at People's Securities, Inc. for 19 years. She is also associated with Webster Bank in an investment-related capacity. 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 services, including financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Richard Sica is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior work includes roles at Merrill Lynch and Bank of America. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by dedicated research and due diligence.

Ivan Shiffman is a financial advisor with Edward Jones in New Milford, CT, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Ion Bank and Union Savings Bank. He serves as Vice Chairman of the New Milford Economic Development Corporation, a volunteer role focused on local economic activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Charles Hickey Sr. is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and bringing 34 years of industry experience. He has been associated with Primerica Advisors and Primerica Financial Services since 1992 and previously worked at Convergencetp Inc. from 2010 to 2022. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices and offers investment options that include cryptocurrency ETF allocations.

Erin Smith is a Series 65–licensed financial advisor with Edelman Financial Engines, based in Oakville, CT. She has three years of industry experience, including roles at Financial Engines Advisors L.L.C. since 2022 and Bank of America from 2015 to 2022. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Michael Blaszczak is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Blaszczak has been with Cambridge Investment Research Advisors since 2007 and also works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, delivering customized strategies across multiple platforms and a mix of discretionary and non-discretionary management options.

Riley Ward is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 and Series 63 licenses. His prior work includes roles at Manzi Insurance and Bull's Bridge Golf Club, as well as time spent at Salve Regina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Seth Stark is a financial advisor at Ameriprise in Oxford, CT, with Series 66 credentials and less than one year of industry experience. His prior work includes roles at Investec, King Paper, and Borderline Surf Shop, as well as academic pursuits. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Steven Mattson Jr. is a financial advisor at Wells Fargo Advisors in Danbury, CT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has worked at Wells Fargo Advisors and related entities since 2009. Outside of his financial career, he is the author of a book titled *Adventures Around Putnam Volume I*, which explores hiking and the history of Putnam County, NY. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Swapna Patra is a financial advisor at Fidelity with Series 65 and Series 63 credentials and seven years of industry experience. Her prior roles include positions at Symbridge LLC, MML Investor Services, Bank of America, and Merrill Lynch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund-of-funds structures, and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Laura Maguire is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has previously worked at Kestra Advisory Services, Kestra Investment Services, and CETERA Advisor Networks. In addition to her advisory role, Maguire serves as secretary on the board of a local condominium association and volunteers assisting elders with money management services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and nonprofit organizations through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jackson Fredericks is a financial advisor with Ameriprise in Southbury, CT, holding a Series 66 credential and four years of industry experience. His prior work includes roles at the Dental Associates of Connecticut and Jackson, Grant Investment Advisors Inc., among others. He also worked at Eastern Connecticut State University and Brookfield Public Schools. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Klaus Engstler is a financial advisor at Edward Jones in Middlebury, CT, with seven years of industry experience. He holds the CFA® and ChFC® designations, as well as Series 66 and Series 63 licenses. Engstler has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Michael Taguiam is a Series 66-licensed financial advisor with Equitable Advisors in Brookfield, CT, where he has worked since 1999. He has 47 years of industry experience, including prior work with Axa Advisors, LLC. He also holds non-Equitable network appointments with United Health Care, Reliance Standard, and Sun Life. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Anthony Leonardi is a CFP® with 31 years of industry experience and is currently affiliated with OSAIC since 2025. Prior to joining OSAIC, he spent 25 years at Lincoln Financial Advisors Corp. Outside of his financial advisory role, Leonardi owns Muscle Up Bars LLC, a business focused on producing and selling protein bars, and he is also an author. OSAIC serves a broad mix 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, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Colton De Leo is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, he held roles at LL Bean, J & H Pool and Patio, and worked at the University of Southern Maine and Fairfield Comedy Club. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vincent Camarota Jr. is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He also works with Wealth Group Financial Advisors in Danbury, CT, providing financial services in conjunction with Raymond James guidelines. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and investment consulting that incorporates risk profiling and analytical modeling to support client goals.

Cailyn Paradise is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked for Lincoln Financial (formerly Liberty Mutual Benefits) from 2011 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates a nationwide network of financial advisors and branch offices.