Jeffrey Cole is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Stifel since 2019. His prior experience includes roles at Bank of America and Merrill Lynch, each spanning a decade. Cole is also the owner of a rental property outside of his securities trading hours. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

David Nastri is a financial advisor with LPL Financial in Cheshire, CT, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Webster Investment Services Inc. Nastri is also a licensed attorney in Connecticut and provides legal services with the Connecticut Veteran's Legal Center. LPL Financial is an SEC-registered investment 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 financial planning and advisory programs, along with access to model portfolios and research from multiple sources.

Rob Cassella is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he owns a private office space in Wallingford, CT, which he shares with other advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Deborah Putnam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jack Argiro is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He previously worked at BNY Mellon and has held roles at several other firms including 4T Financial and Argonaut Advisors. Argiro serves on the Babson College Alumni Advisory Board and the Beavers of the Last Decade Advisory Board. He is also involved in a ticket resale business as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform offering access to affiliated and third-party managers with a range of program structures and custodial relationships.

Michael Walsh is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of experience to his role. He has been with Cambridge since 2009 and has operated as a self-employed independent insurance agent since 1993. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies across multiple custody platforms.

Jorge Dias is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management in Southbury, Connecticut. He has been with Merrill Lynch since 2003 and utilizes the Merrill Lynch Wealth Management Process to assist clients in identifying financial goals, formulating strategies, implementing appropriate solutions, and overseeing progress to guide them toward financial security. Jorge works closely with various clients including business owners, families, individuals, retirees, and seniors. Jorge holds a Bachelor of Science degree in Management Information Systems from Central Connecticut State University, earned in 2002. He is a Personal Investment Advisor (PIA) and is fluent in both Portuguese and English. In addition to his professional role, Jorge engages with seniors at a local retirement community, gaining insights into the retirement needs of this group. He is involved in professional and community organizations such as the Knights of Columbus - Middlebury, LIONS Club of Middlebury, and Southbury Heritage BNI. Outside of his financial advisory work, Jorge enjoys biking, dancing, gardening, genealogy, spending time with his family, traveling, watching movies, and practicing yoga. He embraces a personal philosophy of working collaboratively with clients to develop personalized financial strategies aimed at achieving their long-term goals.

Khuong Ho is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Dwight Wildman is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2015. Outside of his advisory role, he owns and operates an e-commerce business specializing in dropshipping home goods. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Joseph Hooper is a Financial Advisor with Merrill Lynch Wealth Management, where he is responsible for working closely with clients to meet their financial goals. He focuses on helping clients calculate risk appropriately to both preserve and grow their capital. Joseph takes time to understand what matters to his clients and their families, creating strategies to pursue their short-, mid-, and long-term financial objectives. As a member of The Hooper Group, Joseph specializes in serving growing families by providing guidance on areas such as education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He works to enable clients to focus on their daily lives while securing their retirement and other important financial goals. Joseph holds a Bachelor's Degree from Central Connecticut State University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his personal time, he enjoys activities such as golfing, pickleball, fishing, hiking, boating, camping, playing chess, watching football, skiing, and visiting new breweries.

Chad Cartier is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at Cetera Investment Advisers, LLC since 2017. Cartier also operates Cartier Wealth and has been involved with Pillar Plan Financial since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets across a network of over 10,000 advisors.

Nathanael Leveille is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Merrill and Bank of America, where he has worked for six years. His prior experience includes roles at Morgan Stanley and KeyBank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Atkins is a financial advisor at Cetera with 20 years of industry experience and holds Series 63 and Series 66 designations. His career includes roles at ION Investments, Osaic Institutions, Cambridge Investment Research Advisors, and Main Street Financial Group. Outside of his advisory work, he is a bass player in two bands, Capricorn and Guy Malone. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets.

Anthony Maselli is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 credentials and previously worked with USPBL and Evansville Otters LLC. Outside of advising, he is involved in coaching activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

James Zeller is a financial advisor with Edward Jones in Thomaston, CT, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Zeller serves as a corporator for Thomaston Savings Bank, attending biannual meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Edwards is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior roles include positions at Sammons Institutional Group, Jackson National Life Distributors LLC, Mass Mutual Investors Services, and MSI Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Sanjayraj Khanna is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, as well as over two decades with Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tyra Ellison is a Senior Financial Advisor with Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA). Tyra focuses on helping clients pursue personal goals such as funding education, planning for retirement, managing potential healthcare costs, and creating personalized long-term financial plans. Her approach takes into account clients’ unique perspectives and priorities to bring clarity and transparency to the wealth management process. She earned a Bachelor's Degree from Pace University.

Jeffrey Ratner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has previously worked at Royal Alliance Associates, Inc. and Sii. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs supported by research and technology-driven portfolio management.

Samuel Kingston is a financial advisor at Edward Jones with 10 years of industry experience. Prior to joining Edward Jones in 2024, he held positions at firms including HashWorks Digital Industries, Kingston Energy LLC—where he served as CEO of his consulting business—and several energy asset management and capital firms. He is a board member and 14% shareholder of Sociedad Agricola Santa Sara S.A., an agriculture business based in Casablanca, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.