Viola Hubert is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Dominic Carfora is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bank of America, Corbin Advisors, and Delphian Trading, as well as various engagements with Quinnipiac University and involvement with the Conny Lacrosse Tournament. 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 a range of client types including individuals, high-net-worth clients, and institutions.

Jessica Callahan is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. She has worked with several Cetera entities since 2021 and spent seven years at Voya in various advisory roles. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, institutional, corporate, and charitable clients nationwide. The firm offers a range of portfolio management and retirement services, with over $256 billion in assets under management and more than 10,000 advisors across its network.

Utpal Parekh is a CFP® and ChFC® with 17 years of industry experience. He is currently with LPL Financial and has previously worked at People's United Advisors, People's Securities, Inc., and PRUCO Securities, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Cormier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Janney Montgomery Scott for 16 years and Citigroup Global Markets for four years. 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.

Robert Thevenet is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2011. His career includes roles at Cambridge Investment Research, Inc. He is active outside of advising as a member of the Jewett City Savings Bank Board of Directors and the Voluntown Republican Town Committee, and he also contributes as a National Ski Patrol instructor providing first aid and emergency care training. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides both proprietary and third-party investment strategies across multiple platform arrangements, allowing customization to client objectives with discretionary or non-discretionary management options.

Seth Burzycki is a financial professional with Cetera, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at Cetera and affiliated entities since 2025 and has been involved with Guided Financial Strategies LLC since 2020. Outside of financial advising, he serves as a board member for a retail appliance business and works as a staff pharmacist for a medication delivery service. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Joseph Kotula is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His career includes 23 years at MetLife Securities Inc. and ongoing roles at Mass Mutual Investors Services and MassMutual Life Insurance Co. He is also active as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, LTC, Medicare-related products, and property and casualty insurance. 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 comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning and a range of specialized services such as divorce and estate settlement planning.

Joseph Hedley is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has prior work experience that includes roles at Elizabeth City State University and the Northeast Academy for Aerospace and Advanced Technologies. Mass Mutual Investors Services, LLC 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 analyze client goals and deliver written recommendations.

Jonathan Daly is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Voya Financial Advisors, Inc., Citizens Securities Inc., and Cco Investment Services Corp. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party investment options.

Rodney Campopiano is a Series 66-credentialed financial advisor with 25 years of industry experience, currently with Ameriprise in Norwich, CT. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he serves on the Board of Directors for Lifestream. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations in partnership with clients’ advisors.

Erika Christine D'atri is a financial advisor with Ameriprise in Colchester, CT, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 1999. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Holland Rajaniemi is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing nine years of industry experience. He has worked with firms including CUNA Brokerage Services, CUNA Mutual Group, Citizens Securities, Citizens Bank, and Jewett City Savings Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Keith Noyes Jr. is a Series 66-credentialed financial advisor at LPL Financial with two years of industry experience. He has worked at LPL Financial since 2023 and has held positions at CorePlus Federal CU and other firms in prior years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolio programs, third-party asset management access, and institutional platforms.

Jennifer Fissette is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and 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 who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized guidance, primarily for clients with Ameriprise-managed accounts.

Parker Stone is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and previously worked at firms including DoorDash, Empower Energy Solutions, and Vector Marketing, where he served as a sales representative for Cutco Cutlery. Mass Mutual Investors Services 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 collaborative, goal-oriented financial planning using firm-approved analytical tools and offers a range of programs including educational seminars, wrap accounts, and money-manager services.

David Stewart is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Liberty Bank and its investment services since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors, using tailored, non-discretionary planning and analytical tools to support client goals.

Seanice Austin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica, she worked at the University of Connecticut for over two decades. Outside of her advisory role, she manages a short-term rental property in New London, Connecticut. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure.

David Kahal is a financial advisor with Equitable Advisors in Lebanon, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Equitable Distributors, LLC since 2012 and was previously affiliated with AXA Distributors, LLC. Outside of his advisory role, he is a member of Kahal Family Vineyards LLC, a small winery producing and distributing limited quantities of wine. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Andrew Nollman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Cambridge since 2009. Outside of his advisory work, he serves in several community roles including chairman of the Greater Norwich Area Chamber of Commerce and board memberships with local nonprofit organizations and educational institutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing both proprietary and third-party model strategies across multiple custody platforms.