Michael Nicoletti is a Series 66-licensed financial advisor at Raymond James Financial with eight years of industry experience. He previously worked at Commonwealth Financial Network for eight years before joining Raymond James in 2025. Outside of his advisory role, he is associated with Capital Wealth Management, LLC, where he serves as a non-variable insurance sales agent. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work, distinguishing it among large institutional advisors.

Susan Tate is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and having 30 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2011 and is also involved in Retirement Security, where she serves as president. Additionally, she operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Josy Santiago is a financial advisor at Ameriprise in Manchester, CT, holding the Series 66 designation. Santiago has one year of industry experience, having previously worked in real estate and related fields. 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 planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Nicholas Fusco is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cantella & Co., Merrill, and Tauber Asset Management. Outside of advising, he is the sole owner of Osprey Legal, LLC, a law firm. Osaic Wealth, Inc. 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.

Michael Nobile is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Cadaret, Grant & Co., Securities America Advisors, and Investacorp Advisory Services, along with over four decades leading Nobile Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Jordan Hickey is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after 14 years at Capital Wealth Management, LLC and Commonwealth Financial Network. Outside of his advisory work, he serves as power of attorney for his elderly grandfather, managing his financial accounts and bill payments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports implementation through its advisory programs and affiliated firms.

Daniel Cote is a financial advisor at Merrill with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Bank of America, Principle Wealth Partners, and positions related to education and community recreation in Connecticut. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenny Bergeron is a financial advisor with LPL Financial in Glastonbury, CT, holding a Series 66 designation and 13 years of industry experience. She previously worked at Edward Jones for five years before joining LPL Financial in 2018. Bergeron is involved with Allegra Wealth Management, an entity related to her LPL business. 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 advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

Scott Hinchey is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior work includes roles at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services. Outside of his advisory work, he coaches sports and fitness with the Glastonbury Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Nicholas Dobie is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 66 designations and having four years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2020. Outside of finance, he previously managed Huskies Restaurant and Bar and has been involved with the University of Connecticut since 2017. Dobie also works as an independent insurance agent, selling life, fixed annuities, disability, long-term care, 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, focusing on collaborative, annual planning relationships without investment discretion.

Margaret Seabrooke is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with LPL Financial since 2017 and has been affiliated with National Planning Corporation since 2003. Additionally, she is a CPA with a tax preparation and accounting practice dating back to 1989 and holds a non-variable insurance agent license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services with access to diverse model portfolios and research, supporting both discretionary and non-discretionary management strategies.

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.

Christopher Davey is a financial advisor at Edward Jones with 14 years of industry experience. His prior work includes roles at MassMutual Life Insurance Co, Penn Mutual Life Insurance Company, and Prudential Insurance Company of America. Outside of his advisory career, he owns a business selling items on eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies and affiliated services, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch footprint.

Kenneth Mcmanus is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, and National Planning Corporation. He is also involved in insurance and financial services through his ownership of Kenneth McManus Financial Services LLC and related entities. OSAIC serves a broad range of retail and institutional clients and offers integrated brokerage and advisory services, financial planning, and access to diverse investment options. The firm supports both discretionary and non-discretionary account management, employing various asset-allocation tools and third-party platforms to tailor portfolios.

Jared Hill is a CFP® professional with five years of industry experience, currently serving at Mass Mutual Investors Services. His career includes roles at Mass Mutual Life Insurance Company and earlier positions in athletics and coaching. Outside of financial advising, he is a professional disc golf athlete who competes in local tournaments. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools to deliver collaborative, personalized financial recommendations.

Michael Tangney is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2007. Outside of his advisory role, he serves on the board of directors for Rick's Place, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kara Sherman is a CFP® designated financial advisor with Ameriprise Financial Services, based in Glastonbury, CT. She has 23 years of industry experience and has worked with Riversource Distributors, Inc. since 2007. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Elisa Stark Rifkin is a CFP®-certified financial advisor with 37 years of industry experience. She has been with Ameriprise since 2005, currently serving in Glastonbury, CT. Outside of her advisory role, she owns and operates Elisa Stark-Rifkin Coaching, a consulting business. Ameriprise Financial Services is a large 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 focused on income sources and tax-aware withdrawal strategies.

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.

David Tauber is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America and Investacorp. In addition to his advisory work, he operates Tauber Asset Management, providing fee-based asset management and financial planning services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs a variety of investment tools and supports multiple advisory platforms and third-party money managers.