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.

Eliot Bassin is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 12 years of industry experience. He previously worked at LPL Financial from 2014 to 2017 before joining Cambridge Investment Research Advisors, where he has been since 2017. Outside of his advisory role, Bassin serves on the finance committees of Congregation Beth Israel and the Golf Club of Avon, and he holds volunteer board and committee positions with the Connecticut Society of Certified Public Accountants and the Estate and Business Planning Council of Hartford. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse mix of clients including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a range of strategies including proprietary models, third-party manager referrals, and flexible custody arrangements.

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.

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.

William Passarelli is a Series 66-licensed financial advisor with seven years of industry experience, currently with LPL Financial since 2021. His prior roles include positions at MassMutual, Edward Jones, and Sherwin-Williams. Outside of his advisory work, he is employed in an electronics systems server role at Pratt & Whitney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.

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.

Cara Richards Kickham is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds the CFP® and Series 66 credentials and has previously worked at Commonwealth Financial Network and Farmington River Financial Group. Outside of her advisory role, she is involved independently in nutrition supplement distribution and provides yoga and Reiki services at a holistic health center. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs, combining discretionary and non-discretionary portfolio management with financial planning and brokerage services tailored to clients’ Advisory Risk Profiles.

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.

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.

Brett Bartkiewicz is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at TD Private Client Wealth LLC and TD Bank N.A. He is currently based in Avon, CT. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a range of advisory programs and institutional portfolio management.

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.

Margaret Arndt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She has been with Cambridge Investment Research Advisors since 2010. Outside of her advisory role, she is involved in several entrepreneurial and consulting ventures, including founding Sage Consulting, Inc. and Conscious Evolution Boston, where she engages in education and authorship. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of investment strategies and platform arrangements tailored to client objectives.

Kenneth Foisie is a financial advisor with LPL Financial in Avon, CT, holding Series 63 and Series 65 credentials and over 54 years of industry experience. He previously worked at National Planning Corporation for 12 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Alexander Walsh is a financial advisor with Wells Fargo Advisors in Avon, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, Walsh is engaged in buying and selling 19th and early 20th-century artwork through a personal business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet specific net-worth criteria. The firm offers a wide range of planning services and integrates advisory recommendations with other financial products and referral channels.

James Ferris is a financial advisor at LPL Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Columbia Management Investment Distributors, Inc. and Oracle Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with access to model portfolios and research from multiple sources.