Daniel Dionne is a Series 66-registered financial advisor with 16 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held prior roles at Prudential Investment Management Services, Global Portfolio Strategies, Inc., and GWFS Equities, Inc. Dionne has also operated as a self-employed advisor. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, retirement-plan sponsors, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party model strategies tailored to client objectives.

Kara Sherman is a CFP® designated financial advisor with Ameriprise Financial Services, based in Glastonbury, CT. She has 23 years of industry experience and has worked with Riversource Distributors, Inc. since 2007. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Elisa Stark Rifkin is a CFP®-certified financial advisor with 37 years of industry experience. She has been with Ameriprise since 2005, currently serving in Glastonbury, CT. Outside of her advisory role, she owns and operates Elisa Stark-Rifkin Coaching, a consulting business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Selette Jones Jemison is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to this, she was employed by Massachusetts Mutual Life Insurance Company and MML Distributors LLC from 2015 to 2019. She has also served as a finance committee member for Liberty Christian Center in Hartford, CT. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

David Tauber is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America and Investacorp. In addition to his advisory work, he operates Tauber Asset Management, providing fee-based asset management and financial planning services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs a variety of investment tools and supports multiple advisory platforms and third-party money managers.

Daniel Champagne is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 and 65 licenses. He has 16 years of industry experience, previously working at Metlife Securities Inc. He is also involved in insurance sales related to life, property/casualty, and health coverage. 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 provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Blake Sharp is a financial advisor at Cetera with the Series 66 designation and one year of industry experience. Prior to joining Cetera, he held various roles including positions at H&R Block and operated small businesses such as Puff N Stuff Catering and A Thyme to Cook. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with more than 10,000 advisors nationwide.

Matthew Renison is a financial advisor at Edward Jones in Glastonbury, CT, holding a Series 66 credential with five years of industry experience. His prior roles include positions at Bank of America, Merrill, Excel Wealth Management, Aflac Field Force, and Charter Oak Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Timothy Brunson is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously served in the US Army for eight years. His professional background also includes roles at Transfer Enterprises and Goosetown Communications. 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 written Recommendation Reports and ongoing retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Loscialpo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 2001. In addition to his advisory role, he is a licensed attorney practicing in Connecticut, New York, and Massachusetts. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee model and ongoing manager oversight.

Steven Hintz is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and over 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and operates a CPA practice providing tax preparation services. Hintz is also involved in community conservation as a director and assistant treasurer of the South Windsor Land Conservation Trust and holds a part ownership in a massage therapy franchise. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm supports a variety of investment strategies through independent Financial Professionals using multiple platform arrangements and both proprietary and third-party model strategies.

Luke Grabowski is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has worked with firms including Braley and Finnegan LLC and Mass Mutual Life Insurance Company. Outside of advisory work, he is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual financial planning using firm-approved software tools, with implementation options that may involve brokerage or insurance arrangements.

Jackson Wolff is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and has been in the industry since 2023. Prior to his advisory role, he spent four years at Babson College and six years at Kingswood Oxford. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools to analyze client goals and provides collaborative, annual financial planning engagements.

Nicholas Oliveros Pipkin is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Mass Mutual since 2018. Prior to his advisory role, he served in the Army for six years and was involved with Lucky Taco and Red Robin. He is also an independent insurance agent selling fixed insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including wrap and money-manager options as well as educational seminars.

Benjamin Stephens is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2024, he worked at GWFS Equities, Inc. for three years and Shamrock Companies for 23 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Sean Drinan is a financial advisor at Stifel with 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he is involved with Dream Big Basketball LLC, where he gives basketball lessons and conducts training camps. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Jaime Mcauliffe is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Fisher Investments since 2017 and previously was with Voya Financial Advisors and Voya Financial from 2014 to 2017. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Bryan Greenleaf is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has eight years of industry experience, having worked previously with UBS Financial Services and St. Germain Securities. His current tenure at Mass Mutual Investors Services began in 2018, with a brief interval before returning in 2024. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-focused engagements supported by firm-approved software tools.

Derek Mazzarella is a financial advisor with LPL Financial in Glastonbury, CT. He holds the Series 66 designation and has 16 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is an author and a seminar speaker. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and utilizes research from LPL Research and third-party subadvisors.

Jay Bigman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior work includes 26 years at Investacorp, Inc. and roles at Securities America Advisors, Inc. and Securities America, Inc. He operates Bigman Consulting Services, LLC, a vendor for checking products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and a range of investment strategies.