Stephen Purdy is a Financial Consultant currently working with Fidelity Investments since 2022. He has previous experience as a Financial Advisor at Ameriprise from 2021 to 2022. Stephen partners with his clients to co-create, implement, and maintain financial plans that align with their goals and visions of success, security, and peace of mind. With a background as a former college professor, Stephen has a strong passion for financial education. He emphasizes comprehensive client understanding of the planning process, guiding them step by step. His objective is to establish lifelong and enduring relationships with clients, supporting their financial well-being over time. Outside of his professional work, Stephen has interests in art, comedy, golf, music as an instrumentalist, and parenthood.

Stephen Schneider is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within Wells Fargo's affiliated firms since 2009. Outside of his advisory role, he serves as co-executor for his father’s estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Robert Tinkler is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. He has prior experience at Raymond James Financial Services and in accounting, tax preparation, and CPA services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by model portfolios and third-party research.

Wayne Locke Jr. is a CFP® with 39 years of industry experience, currently serving with Cetera. His prior roles include Matson Financial Advisor's, Inc., and Cetera Wealth Services, LLC. He is a board member of the New Milford Chamber of Commerce and owns a business providing expense management services. Cetera Investment Advisers LLC distributes financial services through a nationwide network of independent advisors, serving individual, corporate, and institutional clients. The firm offers diversified portfolio management and financial planning options, operating as a multi-manager platform with access to affiliated and third-party investment strategies.

Frank Delucia is a financial advisor with LPL Enterprise, holding a Series 66 designation and 19 years of industry experience. His prior roles include long-term positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a variety of brokerage and insurance products via its integrated platform.

Ryan Peck is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked for firms including J.P. Morgan Securities and David Lerner Associates. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Maximo Trama is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked previously with Wealthbuilding LLC, Mariano McGrath and Associates, and Charter Oak Financial. Outside of his advisory work, he has been involved in pizza delivery through a local business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, with a focus on collaborative, annual financial planning engagements.

Leonard Manz III is a CFP® professional with 19 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has been with JPMorgan Chase Bank, N.A. since 2007. Outside of his advisory role, he manages several rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm offers advisory services alongside brokerage, distribution, and investment management capabilities.

Todd Rubsamen is a financial advisor with Raymond James & Associates in Woodbury, CT, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary relationships and a range of portfolio management approaches.

Mary Gray is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior roles include positions at Bank of America, Robert B. Ausdal & Co., Inc., and Probabilities Fund Management, LLC. 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 plans, corporations, and charitable organizations.

David Salustro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Kenneth Mcadam is a financial advisor with Wells Fargo Advisors in Danbury, CT, holding Series 63 and Series 65 licenses and having 43 years of industry experience. He has worked with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, Mcadam serves on the Business & Finance Committee for the First Church of Christ in Redding, CT. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services tailored to qualified clients. The firm integrates advisory services with banking and other financial products, delivering recommendations developed using Wells Fargo research and planning tools.

Joseph Stango is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves on the board of Dora's Voice and contributes as a commentator on issues affecting the Medicaid population for the Waterbury Sunday Republican and WATR. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and integrates algorithmic tools overseen by an internal committee.

Victor Joseph is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His career includes multiple tenures at Joseph Brothers, LLC and roles at Bourgeon Capital Management and Wells Fargo Advisors LLC. He previously owned a landscaping business through Joseph Brothers LLC, which has been inactive since 2014. 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 employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Paul Lavelle is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently affiliated with LPL Financial and M&T Bank, having worked previously at Edward Jones for seven years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by both discretionary and non-discretionary management and utilizes a variety of research and model portfolio options.

Daniel Bedard is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. His career includes prior roles at Avantax Advisory Services and Premier Pay Solutions, and he also operates Bedard & Company, PC, providing tax preparation and accounting services. Bedard serves on the board of directors for Newtown Savings Bank, a mutually owned local community bank. 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 broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

David Rudolf is a financial advisor at Osaic with over 34 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Phoenix Mutual Life Insurance Co since 1989. Outside of his advisory role, he is president of Rudolf Associates Inc, a company that sells group benefits, Medicare plans, and various types of insurance, and owns a blue stone quarry on forestry property where lumber is sold periodically. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios tailored to client risk tolerance.