Christopher Benjamin is a financial advisor with Wells Fargo Advisors in Southington, CT, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His career includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is the sole owner of Christopher Benjamin Financial Group, an investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, using proprietary research and planning tools to develop tailored recommendations across a broad range of financial planning areas.

Alison Masopust is a financial advisor with Stifel in Southbury, CT, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Bank of America, Merrill, and UBS Financial Services. Outside of her advisory work, she is involved with the Investment & Wealth Institute as a CIMA® Certification Commission member and participates in maintaining certification standards. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Paul Fitzpatrick is a financial advisor with OSAIC, holding a Series 66 designation and 25 years of industry experience. He previously worked at Sagepoint Financial, INC for 14 years and has operated Diversified Financial Solutions, P.C., a CPA firm providing accounting and tax preparation services, since 1984. He serves on the board of the YMCA of Naugatuck and has been involved in its capital campaign. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

James Atkinson is a Series 66 licensed financial advisor with Merrill in Southbury, CT, and has 8 years of industry experience. He previously worked at Webster Bank for two years before joining Merrill. 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 investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregg Karal is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Cambridge since 2006 and previously worked at Advest, Inc. and National Planning Corporation. Outside of advisory work, he is involved in independent insurance sales and tax preparation, including volunteering with the AARP Tax-Aide program. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management platforms and proprietary model strategies, serving clients through thousands of financial professionals managing a multi-billion dollar asset base.

Heather Hepburn is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 26 years of industry experience, including 19 years at People's Securities, Inc., and has been with LPL Financial and Webster Bank since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by extensive research and operational tools.

David Ferris is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and six years of industry experience. Prior to joining LPL Financial in 2024, he worked at John Hancock Distributors LLC for four years and at Oracle Corporation for five 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 financial planning and asset management services through a large network of investment adviser representatives, utilizing various investment strategies and supporting tools.

Erin Smith is a Series 65–licensed financial advisor with Edelman Financial Engines, based in Oakville, CT. She has three years of industry experience, including roles at Financial Engines Advisors L.L.C. since 2022 and Bank of America from 2015 to 2022. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Michael Blaszczak is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at Tower Square Securities, Inc. and Veravest Investment Advisors, Inc. Additionally, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform offerings.

Laura Maguire is a financial advisor with LPL Financial based in Southbury, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Kestra Advisory Services, Kestra Investment Services, and CETERA Advisor Networks LLC. Maguire serves as secretary on the board of the Winding Brook Condominium Association and volunteers assisting elders with money management through New Opportunities RSVP. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by research tools and a broad non-advisory financial services platform.

Jackson Fredericks is a financial advisor with Ameriprise in Southbury, CT, holding a Series 66 credential and four years of industry experience. His prior work includes roles at the Dental Associates of Connecticut and Jackson, Grant Investment Advisors Inc., among others. He also worked at Eastern Connecticut State University and Brookfield Public Schools. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Klaus Engstler is a CFA® and ChFC® credentialed financial advisor with seven years of industry experience, currently serving clients at Edward Jones since 2019. His professional background is concentrated at Edward Jones, with a period of unemployment from 2016 to 2019. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm is notable for its extensive advisor and branch network, as well as its fiduciary standards and affiliated capabilities including trust services and securities-based lending.

Robert Brochu is a financial advisor with LPL Financial in Farmington, CT, holding a Series 63 designation and over 41 years of industry experience. He has been with LPL Financial since 1994 and operates RGB Financial, a related advisory business, which he has managed since 1984. Brochu serves on the Town of Farmington Municipal Employees Pension Plan Retirement Board and is a limited liability member of Cincinnati Donuts, LLC, an investment partnership owning several Dunkin Donuts locations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive research and technology tools.

Michael Taguiam is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 47 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. His other business activities include appointments with United Health Care, Reliance Standard, and Sun Life. Equitable Advisors serves individual clients across varying net-worth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Gary Tasillo is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004 and previously worked at Main Street Management Company for six years. Tasillo is associated with Tunxis Wealth Management, which offers health and life insurance products alongside 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 broad range of investment strategies and financial planning services, combining advisory platforms with extensive non-advisory financial activities.

Marc Dynder is a CFP® and ChFC® with 26 years of experience in financial advisory. He has been with Ameriprise since 2005, currently serving in Southington, CT. Outside of his advisory role, he is involved in community activities including serving on the Southington Conservation Commission and Open Space Committee, and acting as an assistant coach for the Southington Youth Wrestling Club. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Cailyn Paradise is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked for Lincoln Financial (formerly Liberty Mutual Benefits) from 2011 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates a nationwide network of financial advisors and branch offices.

William George III is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and having eight years of industry experience. His career includes roles at Raymond James Financial Services and Prudential Financial. 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.

James Coleman Sr. is a Series 63 credentialed financial advisor with 36 years of industry experience. He has been with LPL Financial since 2024 and previously operated the Coleman Financial Advisory Group for 18 years. Coleman serves as chairman of the Connecticut chapter of the Society of Financial Awareness and is an author on the topic of educated investing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisory resources and technology.

Ronald Rienas is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Rienas serves on the Board of Directors for the Yonkers Chamber of Commerce and owns a business entity established to manage his practice’s staff and expenses. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered in partnership with financial advisors.