Jennifer Wheatley is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has spent over a decade with Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public in Glastonbury. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that are tailored to clients meeting certain net-worth criteria and integrates advisory services with other financial products and referral channels.

Robert Reier is a Financial Advisor at Merrill Lynch Wealth Management, where he has been working since 2022. In his role, he advises individuals, families, executives, and business owners on financial strategies, goal planning, and retirement planning. He focuses on building long-term relationships with his clients and helps them navigate the financial landscape to create plans aimed at achieving financial freedom. Robert's expertise includes college education planning, corporate executive services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He serves as a behavioral coach to assist clients in maintaining discipline during uncertain times and provides access to resources available through Bank of America, such as Wealth Management Bankers, Lending Specialists, Trust Specialists, and Consumer Investment Specialists. He holds a Bachelor's Degree in Financial Economics from Emory University and a Personal Investment Advisor (PIA) designation. Robert was born and raised in Rye, New York, attended Trinity Pawling High School, and currently resides in Canton, Connecticut. Outside of work, he enjoys fishing, fly-fishing, and outdoor activities.

Sean Donovan is a financial advisor with Mass Mutual Investors Services in Glastonbury, CT. He holds Series 63 and Series 66 licenses and has one year of industry experience. His background includes roles at Carrington Capital Management and various positions outside the financial sector, including involvement with Glastonbury Parks and Recreation. Mass Mutual 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 employs collaborative, software-supported planning approaches and offers specialized programs such as Divorce Planning and event-driven estate and employer-sponsored planning.

Lester Butnick is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 63 designation and 43 years of industry experience. He has been with Ameriprise since 2005, including his current role since 2020. Outside of advisory work, he is a partner in an LLC that holds the building where he works and rents office space to other businesses. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Michael Ihrke is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and nine years of industry experience. Before joining Ameriprise in 2025, he worked at Equitable Advisors for eight years and previously held roles at Axa Advisors, LLC and Wagner Spray Tech. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Mccabe is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63 designation and has previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services, Inc. He has operated McCabe Wealth Management since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research.

Paxton Heinrich is a financial advisor with Thrivent Investment Management based in Manchester, CT. He holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2025. Prior to his advisory role, his work history includes positions in the automotive and retail sectors, as well as experience with a retirement company and community college. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across a wide range of financial topics, combining planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate services.

Joseph Mercier is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been in the industry for one year, with prior experience at firms including Northwestern Mutual Investment Services LLC and Newedge Securities LLC. His background also includes a four-year period at Bryant University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations without having investment discretion.

Joseph Carollo is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has a diverse career background that includes roles at Avantax Advisory Services and Avantax Insurance Agency. In addition to his advisory work, he is president of Carollo & Associates P.C., a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nathanael Di Salvatore is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services Inc. Di Salvatore also has experience as a tax associate at Cour Tax Consultants and provides administrative and tax support at Captain Hale Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering both discretionary and non-discretionary portfolio management through a multi-manager platform with access to various model portfolios and third-party managers.

Thomas Ragonese is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as executor for his father's estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with planning engagements typically delivered through discrete consultations.

Steven Lombardo is a financial advisor at OSAIC with 37 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and National Planning Corporation. Lombardo also operates his own insurance agency and financial services business and serves as vice president of a local networking group. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs analytical tools and automated rebalancing to construct diversified portfolios across various asset classes.

Nathan Pierce is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services and Northwestern Mutual Investment Services. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative financial planning engagements using firm-approved software and offers a range of programs including estate settlement and employer-sponsored planning.

Kevin Carriere is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 39 years of industry experience. His career includes over three decades at Metlife Securities Inc., followed by roles at MassMutual Life Insurance Company and Mass Mutual Investors Services. He is also an independent insurance agent specializing in various insurance products, including dental, disability, life, and long-term care insurance. Mass Mutual 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 provides financial planning, asset management, and educational seminars using firm-approved analytical tools to support goal-based planning and investment strategy recommendations.

Christopher Clarke is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include nine years at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank of America, N.A., followed by a year at Key Investment Services LLC. He is currently associated with Webster Bank through LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology such as machine learning to support diversified investment strategies.

Douglas Veillette is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Veillette serves on the Board of Directors for the Boys & Girls Club of Greater Waterbury. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports in partnership with clients' advisors.

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.

Peter Borrello is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 1988 to 2019 before joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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 and with 23 years of industry experience. He has worked at LPL Financial since 2018 and has been associated with INVEST Financial Corp since 2005. Becker also operates Becker Financial Solutions LLC, a registered representative entity related to his LPL business. LPL Financial is an SEC-registered 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, retirement plan consulting, and brokerage services, with access to model portfolios, research, and multiple investment management strategies.