Joshua Ferreira is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as operating Ferreira Wealth Strategies and working at the City of Torrington. 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, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Brian Davis is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 18 years of industry experience. He has been with LPL Financial since 2011 and is also associated with Webster Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across diverse asset classes.

Steven Tripp is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked with Valley Financial Group LLC and Raymond James Financial Services Advisors, Inc. His activities include serving as a trustee and personal representative for the Tripp Family Trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and various organizations, offering tailored, non-discretionary advisory services supported by analytical and risk-profiling tools.

Jakob Boutet is a financial advisor with Ameriprise in Springfield, MA, holding Series 66 and Series 63 licenses and bringing two years of industry experience. His prior roles include positions at CUNA Brokerage Services, TruStage, CUNA Mutual Group, and Summer House, in addition to six years in full-time education. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Raissa D Danna is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies.

Craig Buhrendorf is a financial advisor with Raymond James Financial in Avon, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been affiliated with Raymond James Financial and Raymond James Financial Services since 2009 and has worked with Valley Financial Group since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools to support client goals.

James Calabrese is a financial advisor at UBS Financial Services in Springfield, MA, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Enrique Alvarez is a financial advisor at Cambridge Investment Research Advisors with 50 years of industry experience. He holds the CFP® and ChFC® designations and has worked with Cambridge Investment Research, Inc. since 2011. Outside of his advisory role, Alvarez is a member of the Hartford Gun Club and a Freemason, and he operates a small business buying and selling firearms and other items on eBay. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals. The firm provides various portfolio management options and proprietary model strategies under Founders Gate Capital, supported by institutional features such as advisor support programs and compliance processes.

Dean Spada Jr. is a financial advisor with Osaic, holding a Series 66 designation and over 21 years of industry experience. His prior experience includes roles at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of advising, he provides educational instruction on broad financial planning topics. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and other methodologies to construct portfolios with a wide range of investment options, managing accounts on both discretionary and non-discretionary bases.

Erich Zielonka is a financial advisor at Cetera with 19 years of industry experience and holds the Series 66 designation. His career includes roles at Avantax Insurance Agency and Avantax Investment Services, as well as ownership of a CPA practice focused on tax preparation and wealth management. Zielonka also manages an LLC for rental properties. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and oversees assets exceeding $256 billion through a large network of independent advisors.

Michael Goralski is a financial advisor with Ameriprise in Middlebury, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at GE Electric Insurance Company and held positions at Wilkes University and Xavier High School. He is involved with Honey Badger Management, a management company associated with Fiduciam Financial. Ameriprise is a large institutional firm offering retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement recommendations tailored to clients’ financial situations.

Nancy Miller is a financial advisor with LPL Enterprise and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 44 years of industry experience, including over two decades with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she performs as a musician with Meadow Flutes and Jazzy Flute Duo and has served on the board of permanent funds for Faith United Church. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third-party strategists, with additional services including financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Brian Cassidy is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 registration and 27 years of industry experience. He has been with Cambridge since 2012. Outside of his advisory work, Cassidy is involved in several non-investment ventures, including partnerships in a child care service center and real estate ownership related to that business. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services with flexible implementation options, combining proprietary models and access to third-party strategists.

Phillip Rodowicz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Massachusetts Mutual Life Insurance Co., Key Bank, and Key Investment Services LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Daryl Devillier is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates from 2006 to 2018 before joining Ameriprise Financial Services Inc. He also participates in mentoring activities, speaking with high school students about careers in finance. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that delivers tailored, algorithm-supported retirement income recommendations.

Harry Miller is a financial advisor at Merrill Lynch Wealth Management in Springfield, Massachusetts. He leverages his background in engineering and business to assist clients in making informed financial decisions tailored to their personal goals. His expertise includes divorce transition planning, employee benefits planning, institutional and corporate benefit services, investment consulting for defined contribution plans, personal retirement planning, socially responsible and ESG investing, and tax minimization. Before transitioning to financial planning, Mr. Miller worked as an engineer leading teams on projects in the food manufacturing industry. He holds a Bachelor's degree and an MBA from the University of Massachusetts. He has earned several professional designations including Accredited Wealth Management Advisor (AWMA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Western Massachusetts, Mr. Miller maintains a strong connection to his community and participates in local initiatives such as Revitalize CDC. Outside of his professional life, he enjoys cooking, football, golfing, hiking, and spending time with his family.

Lynn Sorel is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 63 designation and 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Akira Sato is a financial advisor with Edward Jones in Simsbury, CT, holding a Series 66 designation and having four years of experience at the firm. Prior to his career in finance, he worked in retail store operations for six years and is involved in Carpe Diem Racing, LLC, an event promotion business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, supported by a nationwide network of over 23,000 advisors and managing approximately $1.01 trillion in assets.

Stefano Cacciola is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, IFMG Securities, People’s Securities, and People’s United Advisors prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nicholas Walsh is a CFP® professional with 27 years of experience, currently with Wells Fargo Advisors since 2018. His prior roles include positions with Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he is involved in a ceramics family business called Jilly's Jubilee, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet certain net-worth requirements, utilizing proprietary research and tools to deliver customized recommendations.