Craig Koehler is a ChFC®-credentialed financial advisor with 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. Outside of his advisory work, Koehler is an independent insurance agent and a member of the Coastal Business Network in Groton, CT. 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 through a network of independent professionals using a range of portfolio management strategies and platform arrangements.

Ryan Busby is a financial advisor with Charles Schwab in Old Saybrook, CT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Scottrade, Inc. for 16 years and spent time at TD Ameritrade Investment Management and TD Ameritrade, Inc. before joining Schwab in 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services with a multi-asset model portfolio approach and centralized operational structure.

Bruce Buck is a financial advisor with Ameriprise in Stonington, CT, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he serves on the Board of Directors for the Kappa Rho Alumni Association of the Pi Kappa Alpha Fraternity and engages in writing fiction and freelance voiceover work. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-smart strategies with algorithmic support to deliver tailored recommendations through a centralized consulting team.

William Canning is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs. The firm’s financial planning process uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Steven Wedegis is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 35 years of industry experience, including over 25 years with Cambridge Investment Research. Wedegis is also president of Financial Directions Inc., a tax preparation, accounting, and probate services firm. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

John Grillo is a CFP® professional with over 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and previously operated Grillo & Associates for more than two decades. Outside of advising, he is owner and CPA at Compass Tax LLC and serves on the board of the Atlanta Neuroscience Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charities, and trusts. The firm offers financial planning, investment management, retirement advisory, and financial-wellness services through a network of independent professionals utilizing multiple platform arrangements and a mix of proprietary and third-party strategies.

Kelly Maryeski is a financial advisor with Merrill, holding a Series 66 designation and 1 year of industry experience. She has worked with Merrill since 2008 and Bank of America, N.A. since 2024. Outside of advising, she operates a food delivery business as a 1099 contractor. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alexander Crocker is a financial advisor with Morgan Stanley in Mystic, CT. He holds a Series 66 designation and began his advisory career at Morgan Stanley in 2026. Prior to entering the financial industry, he worked at Wells Fargo Bank and spent six years employed at Petrillo's Pizza Pub and Grill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with various advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to assist in financial planning.

Kathleen Montano is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. She worked at Raymond James Financial Services, Inc. for 25 years before joining Wells Fargo Clearing in 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Silviya Cassar is a financial advisor with Ameriprise in Mystic, CT, holding Series 63 and 65 credentials and seven years of industry experience. She previously worked at Citizens Securities, Inc., Citizens Bank, and Jackson Hewitt. Outside of advising, she works as a waitress helping with events. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through detailed Recommendation Reports and ongoing advice. The firm employs a research-driven approach and operates within a defined product ecosystem that includes managed accounts and affiliated investment options.

David Topkin is a financial advisor at Stifel with 46 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a diverse client base, including individuals, institutional clients, and municipalities, providing brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Russel Burgess is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations and has been with Charles Schwab since 2013. He is also the sole member of Barberry Quayside, LLC, a financial services entity focused on managing that firm’s revenues and expenses. Charles Schwab serves 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 affiliated discretionary separate managed accounts and offers a multi-asset investment approach supported by Schwab Center for Financial Research.

David Volpe Jr. is a financial advisor with Morgan Stanley, holding a Series 66 designation and possessing 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

James A Chambers II is a financial advisor with UBS Financial Services in New London, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 2002. Outside his advisory role, he consults for his father's business, Saybrook Counseling Center, providing services related to drug and alcohol counseling, accounting advice, and retirement planning. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and integrated capital markets services.

Matthew Gross is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, with a brief period outside the industry. Outside of finance, he contributes occasional writing and blogging to SB Nation as a hobby. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining investment research and algorithmic tools to support tax-aware withdrawal strategies and dependable income sources.

Nancy Holstein is a financial advisor at Cetera with 13 years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, LLC and Voya Financial Advisors, Inc. Prior to her current role, she was president and owner of NH Investment Management, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.