Matthew Sondrini is a financial advisor with Ameriprise in Granby, CT, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at VOYA Financial Advisors and VOYA Financial for eight years before joining Ameriprise. Outside of his advisory role, he serves on a local board of directors and works as a delivery driver for GrubHub. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a retirement income team to deliver tailored, non-discretionary advice.

Kevin Spada is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc., Securities America, Inc., Investacorp, and Kingston Wealth Management. Outside of his advisory role, he provides tax preparation and general accounting services through Kingston Wealth Management Group, LLC, and is involved in the sales and servicing of fixed insurance products. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment programs and maintaining multiple custodial and legacy arrangements.

Michael Martin is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 26 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years and served in the United States Marine Corps Reserve for 34 years and on active duty from 2018 to 2024. Martin is the owner of M2 Wealth Partners, where he provides wealth management advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and sponsors wrap-fee advisory programs and institutional consulting.

Alexander Macdonald is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and beginning his industry career in 2025. His prior work includes roles outside finance such as campus recreation at Southern Methodist University and municipal positions with the Town of Dennis. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs including tailored financial planning and estate planning strategies, with approximately $2.74 trillion in client assets under management.

Laura Depergola is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at both LPL Financial and 360 Federal Credit Union since 2014. 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.

Ryan Sokolowski is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and six years of industry experience. He has worked at multiple firms including Pioneer Valley Financial Group, Commonwealth Financial Network, Bank of America, and Merrill. 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 clients. The firm uses a tailored, non-discretionary approach supported by analytical tools and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

David Hannah is a financial advisor with Ameriprise in East Longmeadow, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s retirement income program emphasizes dependable income sources and tax-aware withdrawal strategies within a structured investment approach.

Tami Maurice is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management 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 supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

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.

Jakob Boutet is a financial advisor at Ameriprise with two years of industry experience. He holds Series 66 and Series 63 credentials. His prior roles include positions at CUNA Brokerage Services, TruStage, and CUNA Mutual Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice through a written Recommendation Report 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.

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 CFP® and ChFC® with 50 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has prior experience at Retirement Doctor, LLC and ON Investment Management CO. Outside of his advisory work, he is active in community and personal pursuits including membership in the Hartford Gun Club and the Masons, as well as operating a small eBay business and buying and selling shotguns and hunting rifles. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Dean Spada Jr. is a financial advisor with OSAIC, holding a Series 66 designation and 21 years of industry experience. His prior work history includes positions at Securities America Advisors, Inc., Investacorp Advisory Services, and Connecticut Investment Management. He also provides educational instruction on broad financial planning topics outside of his advisory role. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services supported by a model-based investment process and multiple custodial and affiliate arrangements.

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 and holds a Series 66 designation. He has 27 years of industry experience, including previous work at Tower Square Securities, Inc. Outside of his advisory role, he is involved as a silent partner in a child care service center and has ownership interests related to real estate and business operations connected to that center. Cambridge Investment Research Advisors serves a diverse client base comprising individual and institutional investors, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides various management platforms and proprietary model strategies under the Founders Gate Capital brand.

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.