Scott Berney is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Securities for nine years. Berney is also involved with the Nutmeg Advisory Group and the Berney Insurance Group, both related to investment and insurance services. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

John Picard is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, Picard serves on multiple boards, including as Chairman of the Tweed New Haven Airport Board of Directors and as a member of the Town of Madison Board of Finance. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering tailored, research-supported recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions within a large institutional framework.

William Fochi Jr. is a ChFC®-designated financial advisor with 38 years of industry experience, currently with Cambridge Investment Research Advisors since 2022. His prior experience includes over three decades at Northwestern Mutual in various roles and a three-year tenure at Cantella & Co., Inc. He is also involved in real estate ownership and operates a financial services business. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 variety of portfolio management solutions and platform arrangements tailored to client objectives.

David Morales is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services since 2017, following over three decades at Metlife Securities. Outside of his advisory role, he is a licensed property and casualty and Medicare supplement insurance agent and a notary. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative planning relationships and uses firm-approved tools to analyze client goals.

Robert Taylor Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he is the managing member of BeckTaylor Music, LLC, and the author of a workbook titled "Creating Your Power List-Find Your Ultimate Occupation." Ameriprise is a large institutional firm offering retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Mark Roberti is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Cintas from 2002 to 2017. He holds the Series 66 designation. 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, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

William Campbell is a financial advisor with Raymond James Financial, holding a PFS™ designation and securities licenses Series 63 and Series 65, with 28 years of industry experience. He previously worked extensively with Avantax Insurance Agency and Avantax Advisory Services and maintains an accounting and tax preparation practice through his own firm, William H. Campbell, P.C. 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, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical modeling and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jennifer Waldron is a Series 66-licensed financial advisor with Ameriprise in Berlin, CT, bringing 11 years of industry experience. She has worked at Ameriprise since 2018, including its affiliated entities, and previously operated her own advisory business. Outside of her advisory role, she serves on the Board of Directors for the Connecticut Financial Planning Association, acts as a Girl Scouts troop leader, and co-chairs the pro bono committee for the FPA's financial literacy initiatives. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm delivers personalized, algorithm-supported recommendations through a centralized consulting team working alongside financial advisors.

Robert Peters is a financial advisor with Raymond James Financial in Rocky Hill, CT, holding a Series 63 designation and 47 years of industry experience. He has worked with Raymond James Financial since 2006 and is the owner of Peters Financial LLC, a support company. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Theodore Hintz Jr. is a Series 66-licensed financial advisor with LPL Financial, bringing 26 years of industry experience. He has previously worked at Securities America Advisors, National Planning Corporation, and has maintained his own firms, Hintz & Company, LLC and Hintz Financial Services, for two decades. Outside of advisory work, he serves as a notary, election moderator, and justice of the peace, and owns a farm in Middle Haddam, CT. 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 wide range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Andrew Gardner is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Cetera and its affiliated entities since 2014. Gardner also serves as vice president and wealth manager at Reliance Wealth Management and is an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Wanda Short is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for the National Council of Negro Women. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Timothy Cahill is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior work includes roles at Bank of America, Merrill, and City National Bank. Outside of his advisory work, he serves on committees for the Valley Shore YMCA and the Ray School Corporation, focusing on community and educational initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, incorporating a variety of investment managers and strategies.

Steven Fazo is a CFA® charterholder with 14 years of experience in the financial industry. He is currently affiliated with Cetera and has previously worked at Ciampi Financial Services and Ciampi Wealth Management Corp. Outside of his advisory role, he is a partner in a retail business selling yarn and knitting accessories. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

Joseph Dipasquale is a financial advisor with Cetera, holding the ChFC® designation and over 22 years of industry experience. His prior roles include positions at Avantax and Symetra, among others. He also operates Retire Safety First LLC, a business focused on retirement, investment, and insurance planning. Cetera Investment Advisers LLC distributes services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a wide range of investment programs and third-party managers.

Charles Bailey III is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He is currently with Cetera and has held prior roles at Avantax Investment Services, 1st Global Advisors, and his own firm, Charles Bailey & Associates, LLC, where he also serves as a CPA. Additionally, he is president of Beacon Healthcare Services, Inc., a financial services business. 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 multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Scott Tansley is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Advisors since 2026. He has previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling over 18 years within Wells Fargo-affiliated firms. Outside of his advisory role, he is a member and secretary of a local investment club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Richard Metcalfe Jr. is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 designations. He has 41 years of industry experience and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile using a combination of in-house and third-party investment managers.

Shawn Murphy is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Capital Corp. In addition to his advisory work, Murphy serves as Director and President of a condominium association in Rocky Hill, CT. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through multiple program structures and manager options.

Erika Osbeck is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds the Series 66 designation and has worked at firms including Wells Fargo Clearing Services and Liberty Bank. At Liberty Bank, she has supported client service operations alongside her advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.