Paula Cohen is a financial advisor with Ameriprise in Hebron, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved in financial plan production for Ameriprise franchise advisors and AFAs. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized planning, with an emphasis on assets held in Ameriprise managed accounts.

Bradford Parsons is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 33 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009. Parsons serves as a trustee for the Berlin VFW Post 10732, conducting quarterly audits for the post’s quartermaster. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, including proprietary models under the Founders Gate Capital brand and access to third-party strategists, with both discretionary and non-discretionary portfolio management options.

Joseph Fountain is a financial advisor with Mass Mutual Investors Services based in Glastonbury, CT, holding a Series 66 designation and 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at METLIFE Securities Inc from 2014 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides specialized services including divorce planning, estate-settlement, and employer-sponsored planning programs.

Eric Gagne is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2014 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Michael Cosenza is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and MFS Fund Distributors, Inc. Since 2021, he has served as a director for the Rotary Club of Worcester. 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.

Joseph Manzi is a financial advisor with Thrivent Investment Management in Berlin, CT. He holds a Series 66 designation and has been with Thrivent and its related entities since 2025. His prior work experience includes roles at the University of Connecticut, Fireworks by Grucci, and Berlin Public Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various topics without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

David Troy is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab, Fidelity Investments, MSI Financial Services, and Ameriprise. Outside of his advisory work, he is an author and is currently writing a book titled "So, You Think You Know Connecticut?" through OMNI Publishing Inc. 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, supported by a large network of investment adviser representatives and advanced operational tools.

Jill Honeycomb is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Raymond James and Liberty Bank Investment Services since 2015, where she also serves as Program Director for Liberty Bank Investment Services. 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 investment consulting and supports municipal and public-finance work through its affiliation with a municipal advisor.

Angelo Carlone is a CFP® with 34 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Wells Fargo Clearing, Wells Fargo Advisors LLC, Raymond James & Associates, Merrill, and Tower Square Securities, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Michael Gandolfini is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. LPL Financial is a national broker-dealer and 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.

Nicholas Provost is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been in the financial services industry since 2025. Prior to his current role, he has worked in various positions including roles at UPS and several local businesses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative annual planning process using firm-approved software and provides specialized programs such as divorce planning and estate settlement services.

Todd Rosen is a financial advisor with LPL Financial in Glastonbury, CT. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining LPL Financial in 2019, Rosen worked with Voya Financial and related entities for over a decade. 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 portfolio programs, third-party asset management, and institutional platforms.

Mason Neurath is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Pepper Corn Mill and Maggie McFly's. He also serves as an insurance agent, focusing on life, disability, long-term care, fixed annuities, and health products. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, using firm-approved tools to support annual, collaborative planning relationships.

Matthew Christopher is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial and its predecessor firms since 2000. Outside of his advisory role, he is involved in non-variable insurance businesses including fixed annuities. 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 financial planning and investment management services through a network of advisors, supported by various advisory platforms and tools.

Paul Muska is a financial advisor at Edward Jones in Newington, CT, holding the ChFC® designation and Series 66 license with seven years of industry experience. Before joining Edward Jones in 2018, he worked in the education sector at Bristol and Stafford Public Schools. He also serves as an Emergency Medical Technician for the Suffield Ambulance service. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Brian Mc Laughlin is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been affiliated with Raymond James Financial Services, Inc. since 1999 and has served at Liberty Bank as an associate since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public finance through a unique municipal advisor affiliation.

Sandra Bertrand is a financial advisor with Merrill in Glastonbury, CT, holding a Series 66 designation and 24 years of industry experience. She has been with Merrill since 2006. 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. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gary Salva is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 27 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Brennan Mc Mahon is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His prior roles include positions at Lincoln Financial Distributors and Equitable Advisors. He has also worked outside the financial sector in fitness and hospitality. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm employs a centralized consulting team that delivers written, non-discretionary recommendation reports using research-driven and algorithmic methods, alongside a broad range of advisory, brokerage, and insurance solutions.

Ronald Gallant is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Sagepoint Financial Inc., Cambridge Investment Research, and TD Bank. Outside of his advisory work, he is involved in real estate through ownership and partnership in several LLCs focused on property acquisition and management. OSAIC serves a diverse range of clients, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes a variety of asset-allocation tools and supports discretionary and non-discretionary portfolios spanning stocks, bonds, mutual funds, ETFs, and alternative investments.