David Ross Jr. is a financial advisor with LPL Financial in Southington, CT, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior experience includes roles at VOYA Financial Advisors and Capital Financial Planning, where he has worked alongside his ongoing affiliation with CFP Associates. 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 services including financial planning, model portfolios, and institutional platforms, supported by proprietary research and third-party subadvisors.

John Laggis Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has worked at Cetera and its related entities since 2019 and previously spent 33 years at Foresters Financial Services. Laggis is a 59% owner of New View Wealth Management LLC, which operates for Cetera business, continuity, and succession purposes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies across various program structures and custodial relationships.

Adam Reed is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and City National Bank. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to client risk profiles.

Michael Argiro is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. His career includes roles at Cetera Advisors LLC and Everbank, among others. Outside of his advisory work, he teaches financial literacy and related topics to adults and schoolchildren in local education and recreation centers, and participates in charitable fundraising and nonprofit networking groups. Cetera Investment Advisers LLC is a nationally recognized SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, combining discretionary and non-discretionary authorities across diverse program structures and custodial relationships.

Nicholas Renzi is a financial advisor at Ameriprise with Series 65 and Series 66 designations and one year of industry experience. Prior to joining Ameriprise in 2026, he worked at Connecticut Wealth Management, LLC and has experience in various roles including positions at iRobot and Boston University Product Innovation Center. He is also involved with NAR Supply Co., where he has been active since 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and annual retirement-income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

Jonathan Haulenbeek is a financial advisor with LPL Financial in Northfield, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with LPL Financial since 2002. 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 services, utilizing both proprietary models and third-party strategies, and supports its advisors with technology tools while maintaining a broad platform that includes insurance and banking partnerships.

Erika Pape is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has nine years of industry experience. Her prior work includes positions at KeyBank and Essex Financial Services. She is currently associated with Liberty Bank and Liberty Bank Investment Services, where she focuses on financial advising and investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains unique affiliations and advisory programs in the municipal and public finance sectors.

Michael Schloss is a financial advisor at LPL Financial with 40 years of industry experience. He has held roles at Bts Asset Management, Inc. and Main Street Management Company prior to joining LPL in 2004. He serves as a non-profit board member and is a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including model portfolios and third-party asset management, supported by advanced research and operational tools.

David Martins is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC® designation along with Series 66 and Series 63 licenses and has been with Edward Jones since 2014. 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 solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Thomas La Pointe is a financial advisor with LPL Financial in Waterbury, CT, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Securities America Advisors, Ameriprise Financial Services, Equitable Advisors, and MSI Financial Services. He is also commissioned as a notary in Connecticut. 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 asset management solutions, including model portfolios and third-party subadvisors, supported by advanced operational tools and a large network of over 22,800 advisors.

Latifa Kolarevic is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kiran Suresh Mirpuri is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL and Webster Investments in 2023, Kiran worked at Northeastern University and held roles at International Money Matters Private Limited, Finscholarz Wealth Managers LLP, and KPMG India Private Limited. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning and portfolio management solutions, supported by various institutional platforms and advanced technology tools.

Robert Pascale is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Emily Savage is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliate since 1990. Outside of her advisory role, she serves as a Notary Public and is involved with Honey Badger Management. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm provides written, research-based recommendation reports that integrate tax-smart strategies and probability modeling, delivered through a centralized consulting team in partnership with its financial advisors.

Edwin Toth is a CFP®-certified financial advisor with 45 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Sagepoint Financial, OSAIC, Citigroup Global Markets, and UBS Financial Services. He is also involved in selling non-variable insurance products through Integrity Financial Service. 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 extensive operational and research tools.

Daniel Dominello is a financial advisor with RBC Capital Markets in Farmington, CT, holding a Series 66 designation and seven years of industry experience. His previous work includes roles at PricewaterhouseCoopers, LLP, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ Advisory Risk Profiles and integrates in-house and third-party managers while providing access to alternative investments and tax-management options.

Jon Kehl is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Questar Capital Corporation. Outside of his advisory role, he serves on the Finance Committee of the Connecticut Humane Society, assisting with oversight and management of the organization’s endowment and capital campaign investments. OSAIC is a multi-advisor platform serving retail and institutional clients with brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, and it is notable for its scale, affiliate network, and recent consolidation activity.

Nicholas Provera is a financial advisor with Edward Jones in Southington, CT. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Newcountry Mercedes Benz and operated his own business, The Bumper Pros, for nine years. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Anthony Smith is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Northwestern Mutual Wealth Management Company and American Airlines, where he worked part-time as a ramp service agent. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios, including model portfolios for intermediary platforms, and is registered as a commodity pool operator with the CFTC.

Christopher Perry is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley and related entities since 1991, with prior experience at Citigroup Global Markets. Outside of his advisory role, he is a partner in Perkin Holdings LLC, which owns land mineral interests in Avon, Connecticut. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and firm-approved tools, offering tailored plans without individual security recommendations as part of standalone planning.