Donna Potter is a financial advisor with LPL Financial in Oxford, CT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior work includes roles at Webster Bank, Citizens Securities, Inc., and It Works. LPL Financial is an SEC-registered firm serving individual and institutional clients through a national network of investment adviser representatives, offering a broad range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Christopher Pascale is a CFP® with 29 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2025 following a 24-year tenure at Commonwealth Financial Network. He is also co-owner and president of Lobo & Pascale Wealth Management, LLC, a support company he co-founded. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, generally non-discretionary advisory services and has a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Matthew Koziol is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and Tumolo Wealth Management. His prior roles also include positions at Webster Bank and Mott Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Margaret Guzman is a financial advisor with LPL Financial in Waterbury, CT, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at Wells Fargo Bank, Wells Fargo Securities, and Webster Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and utilizes both discretionary and non-discretionary management alongside research-supported model portfolios.

Christian Rausch is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Voya Financial Advisors, Inc. and Scottrade. He is currently based in Berlin, CT. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors, utilizing multiple program structures and third-party managers.

Edward Graham Handley is a financial advisor with Edward Jones in Southington, CT. He holds a Series 66 designation and has 10 years of industry experience, including 11 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Dashaun James is a financial advisor with Ameriprise in Manchester, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked for seven years at Saldamarco's Deli. He is also involved with Brownstone Management of CT LLC, managing an advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team.

Michael Belanger is a financial advisor with LPL Financial in North Haven, CT, holding a Series 66 credential and five years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cetera and Cetera Investment Services from 2021 to 2024, and he has a background in the automotive industry with Penskee Automotive Group from 2011 to 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Alexander Fredericks is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services Inc. since 2014. Ameriprise provides a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies and uses algorithmic automation overseen by specialist committees to support its retirement planning services.

David Dufour is a financial advisor with LPL Financial in New Britain, CT, holding Series 63 and Series 66 credentials and 31 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Citizens Securities, American Eagle FCU, and a previous tenure at LPL Financial. Outside of his advisory work, he is employed as a part-time ski instructor at Powder Ridge Ski Resort. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and a range of technology-driven investment strategies.

Jeffrey Adelglass is a financial advisor with LPL Financial in Ansonia, Connecticut, holding a Series 66 designation and six years of industry experience. He has been associated with LPL Financial and Adelglass Wealth Management since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research from LPL and third-party sources.

Glenn Ufland is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Gavin720 Holdings LLC, through which he manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.

Christina Lake is a financial advisor at Ameriprise with 24 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she has involvement in real estate ownership. Ameriprise is a large institutional firm that offers a specialized retirement-income planning service for individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive written recommendations using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

William Giaquinto Jr. is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nutmeg Advisory Group LLC and Lincoln Financial Securities Corporation. Outside of advisory services, he is involved with Nutmeg Advisory Group, LLC, providing tax preparation and accounting services in North Haven, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning services, advisory programs, retirement plan consulting, and brokerage solutions, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Frederick Trotta Jr. is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. His prior work experience includes roles at Royal Alliance Associates, Independence Financial Partners, and Horton Group LLC. He is also engaged in insurance-related activities, including client service and case management. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes a wide range of investment tools and strategies, offering integrated brokerage and advisory services with access to third-party money managers and wrap programs.

James Pazareskis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked with AXA Advisors and related entities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk profiles.

Paul Rohner is a financial advisor with Ameriprise in Bristol, CT, holding Series 63 and Series 65 licenses and bringing 30 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 focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, algorithm-supported advice primarily for assets managed within Ameriprise.

Zachary Brown is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His prior roles include positions at Newport Healthcare, Labonne's Market, and the University of Connecticut. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides personalized planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Brianna Gambacini is a CFP® and Series 66-registered financial advisor with Ameriprise in Waterbury, CT, bringing two years of industry experience. Her background includes roles at Gentle Care Animal Hospital and academic positions at the University of Connecticut and North Carolina State University. She is also involved in managing her own advisory business, Honey Badger Management. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Rosario Pulino is a financial advisor with Raymond James Financial Services Advisors, Inc. and Liberty Bank Investment Services, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He serves as Vice President and Advisor at Liberty Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.