Thomas Di Fiore is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and nine years of industry experience. He has worked with MassMutual Life Insurance Co. and its affiliates since 2016. In addition to his advisory role, he is licensed as an insurance agent providing life and health insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning with optional implementation through separate brokerage or insurance arrangements.

Theodore Earl Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 20 years with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company, alongside a long tenure at Minnesota Mutual Life starting in 1997. In addition to his advisory role, he operates a sole proprietorship selling insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms including third-party money managers. The firm employs asset allocation tools and automated rebalancing to manage portfolios with diverse investments and supports both discretionary and non-discretionary accounts.

William Grant IV is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Service, LLC since 2017. Outside of his advisory role, he serves as treasurer on the board of directors for Lets Grab Lunch, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Todd Becker is a financial advisor with LPL Financial in South Windsor, CT, holding Series 63, 65, and 66 licenses. He has 23 years of industry experience, including 13 years at INVEST Financial Corp before joining LPL Financial in 2018. Becker also has a background in non-variable insurance products such as fixed annuities and life, health, and long-term care insurance. 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 portfolio programs, third-party asset management, and institutional platforms.

Zachary Tracey is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing, Osaic FS, Inc., and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche planning areas, and advisors develop tailored recommendations using Wells Fargo's research and tools.

Benjamin Howarth is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following a 15-year tenure at Metlife Securities Inc. Additionally, he maintains an independent insurance agent role specializing in disability, fixed annuities, life, accident, health, long-term care, and Medicare-related products. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap programs, and educational seminars, structuring financial planning as annual collaborative engagements using firm-approved software to analyze client goals and recommend investment strategies.

John Zahner is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Outside of his advisory role, he is a venue coordinator for an event venue in Michigan and serves on the board of fire commissioners for the South Windsor Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Brian Bednarz is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at MassMutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, following 17 years at MetLife Financial Services. In addition to his advisory role, he is a member and partner of JB Wealth Partners LLC, a collaborative practice focused on pooling resources and managing cash flow and taxation. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, with an emphasis on structured, collaborative financial planning engagements.

Lori Carroll is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes positions at Wells Fargo Clearing and Prudential Equity Group. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by extensive capital markets capabilities.

Carl Castanho is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Equity Services Inc and Securities America. He is also the managing member of Castanho Advisory Group LLC, a financial services firm providing planning and advisory-related products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to multiple advisory platforms. The firm utilizes various asset-allocation tools and third-party services to construct and manage portfolios for its clients.

Michael Serfillippi is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 17 years of industry experience. He has worked with Mass Mutual and its subsidiaries since 2018 and previously spent ten years at People's Securities, Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations as part of annual, collaborative planning engagements.

Bryan Lauriat is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.

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.

Elaine Prewitt is a financial advisor with Edward Jones in Glastonbury, CT, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Edward Jones in 2025, she worked at Riverside Retirement Advisors for five years and has operating experience with a laser engraving business, Customs on Main LLC. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Arthur Sullivan Jr. is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Highland Capital Brokerage. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet certain net-worth criteria.

Felicia Carucci is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. She has 18 years of industry experience, including prior roles at MetLife Securities Inc. Outside of her advisory work, she is the principal owner of FAB Design LLC, a holiday decorating business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides comprehensive financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and a collaborative approach to deliver customized financial plans.

Bryan Paquette is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its affiliated entities since 2013. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services on a multi-manager platform with over $256 billion in assets under management.

Jonathan Brice is a financial advisor with LPL Financial and holds a Series 66 credential. He has seven years of industry experience, including prior roles at Securities America Advisors and BlackRock. Outside of his advisory work, he is involved with ProEast Asset Management, LLC, which includes non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technology tools while overseeing substantial discretionary assets through an extensive network of advisors.

Steven Marantz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes previous roles at Voya Financial Advisors, PURSHE KAPLAN STERLING INVESTMENTS, Conscious Capital Wealth Management, and J.W. Cole Financial. Outside of his advisory work, he serves as a member of the Select Board for the Town of Longmeadow and participates in local community mitigation efforts related to casino impacts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, financial planning, and access to a range of third-party money managers.

Robert Mosley is a financial advisor at MassMutual Investors Services with Series 66 accreditation. He has been in the industry since 2026, having worked previously at Advanced Office Systems and the University of Connecticut. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and recently introduced a standalone Divorce Planning service.