Dawn Rosa is a financial advisor with LPL Financial in Wolcott, CT, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has worked at LPL Financial since 2011 and Webster Investment Services since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of investment adviser representatives and utilizes various strategies including model portfolios and third-party subadvisors.

Timothy Blankenship is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer and is a member of the Board of Directors for CT Storm. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide non-discretionary retirement income recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Ronald Vaill is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Chimera Securities, and Boars Head, East Coast Provisions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Martha Gibson is a financial advisor with RBC Capital Markets in Farmington, CT, holding a Series 66 designation and 24 years of industry experience. She has worked previously at City National Bank, Bank of America, and Merrill. Gibson serves as a committee member on the Investment Committee for the Community Foundation of Eastern Connecticut. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.

Michelle Ransom is a financial advisor with Mass Mutual Investors Services in Hamden, CT, holding Series 63 and Series 66 designations and having 20 years of industry experience. She has been with Mass Mutual Investors Services since 2006 and has been affiliated with MassMutual life Insurance Co since 2003. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including wrap accounts, money-manager programs, and educational seminars.

Francesca Debonis is a financial advisor with LPL Financial in Middlebury, CT, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked with Bergamo Tax & Accounting Services and UBS Realty Investors. She is a business owner of FD Realty LLC and serves as a notary in addition to her tax preparation and accounting work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Christopher Fry is a financial advisor with Ameriprise in Southington, CT, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2004. Outside of his advisory role, Fry is the CEO and CFO of Watermark Management Partners, LLC, where he provides direct leadership and manages financial responsibilities. He is also a Notary Public in the state of Connecticut. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that include written Recommendation Reports and ongoing annual planning focused on dependable income and tax-aware withdrawal strategies. The firm’s retirement income offering involves a centralized service team and operates within a defined investment universe influenced by affiliated product relationships.

Nicholas Guiditta III is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns two real estate businesses in Connecticut. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stuart Pearl is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with LPL Financial since 2004, following prior roles at Main Street Management Company and Osaic FS, Inc. In addition to his advising work, he is involved in a tax preparation and accounting business based in Hamden, CT. 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 advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Suzanne Macero is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has been with Merrill since 2010. Outside of advising, she works as a banquet server with Vyne LLC. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides a range of model-based and discretionary investment strategies supported by internal and third-party managers serving individuals, high-net-worth clients, and institutional investors.

Mark Potocsny is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Wells Fargo Clearing, and A.G. Edwards & Sons. Potocsny operates PFG Wealth Management Inc., an investment-related business affiliated with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced research tools and a wide range of investment options.

Alexander Bauer is a financial advisor at Merrill with 14 years of industry experience. He has held his current position at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Bauer holds the Series 63 and Series 65 designations and is based in Southbury, CT. 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. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Aquila is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services, Inc. since 1999. Aquila is also the owner of Shoreview Wealth Management, a business where he dedicates significant time. 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, corporations, and institutions. The firm employs a non-discretionary approach tailored to client goals and supports various advisory programs and specialized services, including public finance and SIMPLE IRA consulting.

Scott Berney is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Securities for nine years. Berney is also involved with the Nutmeg Advisory Group and the Berney Insurance Group, both related to investment and insurance services. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

John Picard is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, Picard serves on multiple boards, including as Chairman of the Tweed New Haven Airport Board of Directors and as a member of the Town of Madison Board of Finance. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering tailored, research-supported recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions within a large institutional framework.

Robert Taylor Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he is the managing member of BeckTaylor Music, LLC, and the author of a workbook titled "Creating Your Power List-Find Your Ultimate Occupation." Ameriprise is a large institutional firm offering retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Mark Roberti is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Cintas from 2002 to 2017. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jennifer Waldron is a Series 66-licensed financial advisor with Ameriprise in Berlin, CT, bringing 11 years of industry experience. She has worked at Ameriprise since 2018, including its affiliated entities, and previously operated her own advisory business. Outside of her advisory role, she serves on the Board of Directors for the Connecticut Financial Planning Association, acts as a Girl Scouts troop leader, and co-chairs the pro bono committee for the FPA's financial literacy initiatives. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm delivers personalized, algorithm-supported recommendations through a centralized consulting team working alongside financial advisors.

Nicholas Drew is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized wealth management guidance to help clients build, preserve, and transition their assets. He focuses on understanding each client's financial goals, risk tolerance, and priorities to deliver disciplined strategies based on long-term planning and sound investment principles. Nicholas leverages Merrill Lynch's research, resources, and technology to design customized portfolios, support retirement and tax-efficient planning, and assist clients in navigating complex financial decisions. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Nicholas earned a Bachelor's Degree from Keene State College. His client focus areas include college education planning, legacy planning, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, Nicholas is involved with St. Jude's and enjoys a variety of personal interests such as basketball, football, gardening, golfing, hiking, skiing, soccer, spending time with family, and woodworking.

Jennifer Leblanc is a financial advisor with Wells Fargo Clearing in Farmington, CT, holding a Series 63 designation and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.