Todd Rubsamen is a financial advisor with Raymond James & Associates in Woodbury, CT, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary relationships and a range of portfolio management approaches.

Mary Gray is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior roles include positions at Bank of America, Robert B. Ausdal & Co., Inc., and Probabilities Fund Management, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Salustro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. His prior work includes tenures at Merrill from 1999 to 2003 and LPL Financial from 2003 to 2004. Since 2016, he has been with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

Joseph Stango is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Merrill and Wells Fargo Clearing prior to joining Ameriprise. Outside of his advisory work, he serves on the Board of Directors for Dora's Voice and contributes commentary on Medicaid issues for local media outlets. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research and algorithmic analysis to provide tailored, tax-aware withdrawal strategies.

Victor Joseph is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 17 years of industry experience. He has worked at several firms including Wells Fargo Advisors LLC, Northwestern Mutual Investment Management, LPL Financial, and has operated Joseph Brothers, LLC, a landscaping business that has been inactive since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from the Wells Fargo Investment Institute with third-party data to support its investment approach, offering both brokerage and advisory solutions at a large scale.

Daniel Recalde is a financial advisor with Cambridge Investment Research Advisors holding the Series 63 and Series 65 designations and has one year of industry experience. His prior work includes positions at Northwestern Mutual and roles outside finance such as eCommerce and brand management. He is also active as an insurance and benefits agent and operates Caban Financial, LLC, a registered administrative business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management styles and provides access to third-party advisers and proprietary model strategies.

Daniel Bedard is a financial advisor with LPL Financial, holding a Series 66 license and over 16 years of industry experience. Prior to joining LPL in 2024, he was involved with Avantax Advisory Services and Premier Pay Solutions, among other firms. He is also engaged in tax preparation and accounting through Bedard & Company, PC, and serves on the board of directors for Newtown Savings Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management access, supported by extensive operational and research tools.

David Rudolf is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Osaic in 2024, he worked at Phoenix Mutual Life Insurance Co for 37 years. Outside of advising, he is president of Rudolf Associates Inc, which sells group benefits and various insurance plans, and owns a blue stone quarry on forestry property where he manages lumber sales. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services including comprehensive financial planning and managed portfolios. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.