Giuseppe Terranova is a financial advisor with LPL Financial in Newington, CT, holding a Series 66 designation and three years of industry experience. His prior work includes roles at SagePoint Financial, Hedberg Wealth Management, and several corporate positions at Raytheon Technologies, Henkel Corporation, and United Technologies Corporation. He is also involved with Hedberg Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment options, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and integrated financial services.

Damian Campagnano is a financial advisor at Stifel with 27 years of industry experience. He has held his current position since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Richard Belanger is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2024, he worked at Cetera Investment Services and Foresters Advisory Services. 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 financial planning and investment services through a large network of advisors using both proprietary and third-party strategies.

Henry Cormier is a financial advisor with Ameriprise in Unionville, CT, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he holds a real estate license and owns Cormier Wealth Management, LLC, a business established to manage salaries and expenses related to his Ameriprise activities. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and the use of algorithmic tools under oversight.

Wilbur Mann Jr. is a financial advisor at LPL Financial with 31 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Main Street Management Company. He holds Series 63 and Series 65 credentials and is based in Cheshire, CT. Mann also acts as an independent agent for fixed insurance products. 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, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.

Mark Levesque is a financial advisor at Edward Jones in Newington, CT, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Edward Jones, he worked at Elevance Health for three years and Cigna for fifteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed investment strategies and affiliated products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Mark Massa is a financial advisor with Equitable Advisors in Hamden, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999 and prior to that was affiliated with Axa Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching clients to appropriate program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Zachary Green is a financial advisor with Wells Fargo Advisors in Cheshire, CT, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Wells Fargo Bank NA, Wells Fargo Clearing Services LLC, and Wells Fargo Advisors since 2017, with earlier experience in retail. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients’ needs using proprietary research and planning tools.

Michael Bencivengo Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 15 years. Outside of advisory services, he is licensed as an agent offering accident & health, disability, fixed annuities, and traditional life insurance products. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing a range of investment tools and third-party platforms to construct portfolios tailored to client risk profiles and preferences.

Donna Potter is a financial advisor with LPL Financial in Oxford, CT, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. Her prior work includes roles at Merrill, Commonwealth Financial Network, Cambridge Investment Research Advisors, and Webster Bank. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by over 22,800 advisors and more than $819 billion in discretionary assets.

Christopher Pascale is a CFP® professional with 29 years of industry experience. He currently works at Raymond James Financial and previously spent 24 years with Commonwealth Financial Network. He is also co-founder and president of Lobo & Pascale Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Nicholas Miceli is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 12 years of experience in the financial services industry. Since beginning his career in 2011 with Merrill Lynch, he has developed expertise in wealth management, employee benefits planning, portfolio management, and retirement income strategies. Nicholas and his team leverage Merrill’s global resources to provide comprehensive wealth management services tailored to corporate executives and their families. Nicholas holds a Bachelor of Science in Business Administration with a concentration in finance from Seton Hall University. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His experience spans advising on corporate benefit programs such as equity compensation, defined benefit, and defined contribution plans, as well as helping clients manage concentrated stock positions and transition events like retirement or business sales. Outside of his professional role, Nicholas enjoys spending time with his family and pursuing personal interests such as golf, chess, fishing, football, reading, and watching movies.

Matthew Koziol is a financial advisor with LPL Financial in New Britain, CT, holding a Series 66 credential and six years of industry experience. His career includes roles at Merrill Lynch, Tumolo Wealth Management, and Webster Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options through a large network of investment adviser representatives and incorporates advanced operational tools alongside a broad suite of non-advisory financial services.

Margaret Guzman is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior experience includes roles at Wells Fargo Advisors, Wells Fargo Bank, and Wells Fargo Securities. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various investment options.

Christian Rausch is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Voya Financial Advisors, Inc. and Scottrade. He is currently based in Berlin, CT. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors, utilizing multiple program structures and third-party managers.

Edward Graham Handley is a financial advisor with Edward Jones in Southington, CT. He holds a Series 66 designation and has 10 years of industry experience, including 11 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Belanger is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL in 2024, he worked at Cetera and Cetera Investment Services. Before his financial services career, he spent ten years at Penskee Automotive Group. 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 portfolios, third-party asset management, and institutional platforms.

Kevin Prell is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services for 12 years before joining RBC in 2022. Outside of his advisory role, he serves on the Simsbury Republican Town Committee and the Town of Simsbury Board of Finance and is the treasurer of a local social club. RBC Wealth Management serves a broad range of clients, including individual investors, institutions, and charitable organizations, offering customized advisory programs that incorporate both in-house and third-party investment managers. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

David Dufour is a financial advisor with LPL Financial in New Britain, CT, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His prior firms include Fidelity, Santander Securities, and CUNA Brokerage Services. Outside of finance, he teaches at Powder Ridge Ski Resort. 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 broad range of financial planning and advisory services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Christina Lake is a financial advisor at Ameriprise with 24 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she has involvement in real estate ownership. Ameriprise is a large institutional firm that offers a specialized retirement-income planning service for individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive written recommendations using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.