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.

Riley Ward is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity, he worked at Manzi Insurance and has experience in both the hospitality and education sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers a range of advisory services, including managing funds and delivering model portfolios.

Seth Stark is a financial advisor at Ameriprise in Oxford, CT, with Series 66 credentials and less than one year of industry experience. His prior work includes roles at Investec, King Paper, and Borderline Surf Shop, as well as academic pursuits. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Swapna Patra is a financial advisor at Fidelity with Series 65 and Series 63 licenses and seven years of industry experience. Her prior roles include positions at Symbridge LLC, MML Investor Services, Bank of America, and Merrill Lynch. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and acts as an advisor to multiple registered investment companies and fund-of-funds.

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.

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.

Anthony Leonardi is a CFP® professional at OSAIC with 31 years of industry experience. He previously spent 25 years with Lincoln Financial Advisors Corp. Outside of his advisory role, he owns Muscle Up Bars LLC, a business that produces and sells protein bars, and he has authored a book. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Colton De Leo is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, he held roles at LL Bean, J & H Pool and Patio, and worked at the University of Southern Maine and Fairfield Comedy Club. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Abel Ramos is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 1999. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports advisory programs with a wide network of advisors.

Vincent Camarota Jr. is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He also works with Wealth Group Financial Advisors in Danbury, CT, providing financial services in conjunction with Raymond James guidelines. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and investment consulting that incorporates risk profiling and analytical modeling to support client goals.

George Schott is a financial advisor with Primerica Advisors, holding a Series 66 designation and 24 years of industry experience. He previously worked at Clearbridge Investments and Legg Mason, where he was employed for 14 years. Outside of his advisory role, he is employed by Stamford Public Schools. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Sandi Forman is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Primerica Advisors since 2019 and was previously employed at Nexvue/Bio Analytics Corp. Forman serves as co-executor of her mother’s estate, managing multiple condominiums. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered wrap fee structure for its services.

Robert Peckham is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Infinex Investments, Inc. for 17 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advice. The firm’s approach 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.

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.

Michael Baptiste is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked with Prudential Insurance Company of America since 1994 and joined LPL Enterprise in 2024. Baptiste is also involved with Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of advisors. The firm offers model-driven investment solutions, financial planning, and access to third-party asset managers, along with insurance and trustee services through affiliated entities.

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.

Brian Tabanski is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses. He has four years of experience in financial services, including two years with Primerica Advisors and ongoing involvement with Primerica Financial Services since 2022. Outside of his advisory role, he is the owner and chef of SimplyFood LLC, a business he has operated since 2012. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

David Zavarelli is a financial advisor with LPL Financial in Danbury, CT, holding Series 63 and Series 66 licenses and 20 years of industry experience. His career includes prior roles at Raymond James Financial, Union Savings Bank, and Edward Jones. He is also a commissioned notary in the state of Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, and institutions through a broad platform offering financial planning, model portfolios, third-party asset management, and institutional programs. The firm supports its advisors with a wide range of tools and services and manages over $819 billion in discretionary assets.