John Dezzutti is a financial advisor with Ameriprise in Lakeside, CT, holding a Series 63 designation and 39 years of industry experience. He has worked with Ameriprise and its affiliates since 1986. Outside of his advisory role, he teaches weekly yoga classes in Litchfield, CT. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic automation with expert oversight to deliver tailored retirement income advice and offers a broad range of advisory, brokerage, and insurance solutions.

Ashish Verma is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Bank NA for 10 years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.

Jeffrey Florio is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill. He is also the owner of Florio Financial Advisors, managing his Ameriprise business part-time. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ernest Montavon is a financial advisor with Wells Fargo Clearing in Ansonia, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and is also involved with Millenmium Construction And Development, LLC, a business he has been associated with since 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Timothy O'Connell is a CFP® with 29 years of industry experience and currently advises at Cetera. His prior roles include positions with Mass Mutual Investors Services and MassMutual Life Insurance Company, where he worked for 15 years. He is co-owner of Financial Guide Solutions, LLC, an entity used for pass-through compensation. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Ira Taber is a financial advisor with Ameriprise in Stratford, CT, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for the Hawley Commons Condominium Association. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team to deliver research-based, tax-efficient retirement income recommendations.

John Atkins is a financial advisor at Cetera with 20 years of industry experience and holds Series 63 and Series 66 designations. His career includes roles at ION Investments, Osaic Institutions, Cambridge Investment Research Advisors, and Main Street Financial Group. Outside of his advisory work, he is a bass player in two bands, Capricorn and Guy Malone. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets.

Kenneth Handwerker is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors since 1993 and with Primerica Financial Services since 1992. Outside of his advisory role, he is the founder of Faithful Champions Global, Inc., a faith-based clothing and awards company. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients, operating primarily as a wrap-fee solution.

Benjamin Edwards is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Sammons Institutional Group, Jackson National Life Distributors, Mass Mutual Investors Services, MSI Financial Services, Morgan Stanley, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a range of investment approaches, including model portfolios, third-party asset management, and customized strategies, and maintains significant scale with over 22,800 advisors and $819 billion in discretionary assets under management.

Sanjayraj Khanna is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wachovia Bank, N.A. since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and incorporates research and analytics from Wells Fargo Investment Institute along with external databases in its investment evaluation.

Garett Ceraso is a financial advisor with LPL Financial holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Fidelity Investments and People's United Advisors, spanning over a decade before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plans. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Michael Gill is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial. His career includes roles at firms such as National Securities Corp, United Advisors, and Cetera. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced advisor-facing tools.

John Hirschauer is a financial advisor with LPL Financial in Danbury, CT, holding a Series 63 designation and bringing 39 years of industry experience. He worked at Crown Capital Securities, LP for 23 years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing strategic and tactical allocation models alongside technology-driven research tools.

Charles Meade is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Raymond James Financial since 2009 and with its affiliate Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he serves as president of Nutmeg Investment Group, Inc., a support company. 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 investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized municipal and public-finance offerings.

Ketan Shah is a CFP® and holds a Series 66 designation with 23 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. and related entities since 2017, following a four-year tenure at Citizens Investment Services Corp. Shah is also associated with Liberty Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and analytical tools, and supports municipal and public-finance work through an affiliated municipal advisor.

Samuel Kingston is a financial advisor at Edward Jones with 10 years of industry experience. Prior to joining Edward Jones in 2024, he held positions at firms including HashWorks Digital Industries, Kingston Energy LLC—where he served as CEO of his consulting business—and several energy asset management and capital firms. He is a board member and 14% shareholder of Sociedad Agricola Santa Sara S.A., an agriculture business based in Casablanca, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Margaret Arndt is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Cambridge since 2010. Outside of her advisory role, she is involved in several entrepreneurial and consulting ventures, including founding Sage Consulting, Inc. and Conscious Evolution Boston, where she engages in coaching, authoring, and speaking. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals and manages a multi-billion dollar asset base.

Sharon Vaupen is a financial advisor with Wells Fargo Clearing. She holds Series 63 and Series 65 registrations and has been with Wells Fargo Bank, N.A. since 2018. Prior to her career in finance, she worked at Starbucks from 2016 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Scott Zavatkay is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Securities America Advisors, National Planning Corporation, and Equitable Advisors. Outside of his advisory work, he is a partner at RetirementPlus Financial Solutions LLC, providing retirement, college, and investment planning advice. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization tools across various investment programs.

Patrick Naughton is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked at LPL Financial since 2011 and was previously with Webster Investment Services, Inc. from 1999 to 2007. 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 provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a large network of investment adviser representatives.