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.

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.

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.

Kimberly Saja is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has been with Ameriprise Financial Services since 2019, following roles at Massachusetts Mutual Life Insurance Company, MML Investors Services, Barnum Financial Group, and Connecticut Children's Medical Center. Kimberly is also involved with Honey Badger Management, an S Corporation connected to her Ameriprise employment. 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 tailored retirement-income planning and ongoing advice, utilizing both proprietary research and third-party data.

James Ferris is a financial advisor with LPL Financial in Bristol, CT, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining LPL Financial in 2023, he was with Columbia Management Investment Distributors, Inc. from 2021 to 2023 and worked at Oracle Corporation for eight years. 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, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Michael Leone is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2012. Additionally, he has operated Leone Financial Services since 1996. Outside of financial advising, Leone serves on the board of PLAN of CT, acts as secretary and treasurer of the Plainville Fish and Game Association, owns a race car business, works as a tax preparer, and is an author of a book on race car setup. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple management platforms, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Jeremy Beitel is a CFP® professional with 28 years of industry experience, currently affiliated with OSAIC since 2024. His prior experience includes roles at Securities America Advisors, LPL Financial, Merrill, and Wells Fargo Clearing. He serves as a board member of MW Chrysalis, a nonprofit organization providing services for domestic violence victims. OSAIC operates a multi-advisor platform serving retail and institutional clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a range of client types, including high-net-worth individuals, retirement plans, charities, and corporations.

Robert Pike is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Bristol, CT. He joined Thrivent in 2026 and has prior experience in education and retail, including roles at Liberty University, Tunxis Community College, and The Home Depot. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning with written recommendations across various topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

Michael Przygocki is a financial advisor with Ameriprise in Plainville, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm serves clients through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

John Holmes is a Series 66-licensed financial advisor with Edward Jones, based in Woodbury, CT, with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eleven years at Bank of America. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a national network of more than 23,700 advisors.

Conner Morgan is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at American Income Life and Renewal By Andersen as well as a period in full-time education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives.

William Conner is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 credential and has worked previously at Ameriprise and UBS Financial Services. Outside of his advisory role, he is co-owner of a wellness center with his wife. 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 financial planning and investment services through a large network of advisers, employing various portfolio strategies and advisory platforms.

Miya Spinella is a financial advisor at Fidelity with the Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Spinella held various roles across multiple companies including JPMorgan Chase and CVS Pharmacy. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse set of portfolios, including model portfolios for intermediary platforms.

Raymond Powell is a CFP®-credentialed financial advisor with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Heritage Financial Services and MFS Investment Management. He also worked at a legal services firm and was involved with Bentley Service Learning & Civic Engagement Center. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services through a broad network of financial professionals.

Ryan Allison is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Cheshire, CT. He has been with Thrivent Financial and Thrivent Investment Management since 2026. His prior experience includes roles at Detwiler's Farm Market, Power Home Remodeling Group, and the University of Florida. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans without discretionary trading authority. The firm integrates planning with managed-account programs through the WealthPlan option while maintaining separate planning and investment services.

Christopher Borajkiewicz is a financial advisor with Ameriprise in Prospect, CT, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Borajkiewicz serves on the Southern Connecticut State University Alumni Board of Directors and is chair of the Southern Connecticut State University Foundation. Ameriprise provides a range of advisory, brokerage, and insurance solutions, including a retirement-income planning service tailored for individuals with significant investable assets. The firm’s approach includes detailed income and tax planning supported by algorithmic tools and oversight from specialized committees.

Daniel Cueva is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He has held positions at Wells Fargo Bank, JPMorgan Chase Bank, and JPMorgan Securities LLC. His credentials include the Series 63 and Series 65 licenses. 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 combines research and analytics with diversification principles and modern portfolio theory to inform its investment approach.

Stephanie Field is a financial advisor with Ameriprise in Cheshire, CT, holding a Series 66 designation and five years of industry experience. She has been with Ameriprise since 2018 and has prior work experience outside finance, including roles at Vespucci's Restaurant and Eye Level Learning Center. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides tailored retirement-income planning through a collaborative, non-discretionary approach using proprietary research and third-party data.

Thomas D'avanzo is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in client-focused financial planning areas including college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, portfolio management services, small business strategies, women and wealth, and retirement income. Thomas works collaboratively with clients to define and prioritize their financial goals, creating tailored financial roadmaps aimed at minimizing risk, maximizing profitability, preserving assets, and reducing financial uncertainty. Thomas holds a Bachelor of Science and a Bachelor of Business Administration from Manhattan University and is a Personal Investment Advisor (PIA). He is bilingual in Russian and English. His professional involvement includes memberships in the Brookfield Economic Development Commission, Brookfield, CT Lion's Club, Greater Danbury Connecticut Chamber of Commerce, and the Knights of Columbus. Beyond his advisory role, Thomas contributes to his community through participation in the Brookfield Food Bank and the Brookfield, CT Volunteer Fire Department. He pursues personal interests in boxing, golfing, ice hockey, music, rock climbing, surfing, and yoga.