Robert Brochu is a Series 63-licensed financial advisor with LPL Financial, based in Farmington, CT, bringing 41 years of industry experience. He has been with LPL Financial since 1994 and has operated R.G.B. Financial since 1984. Brochu serves on the Town of Farmington Municipal Employees Pension Plan Retirement Board and is involved in tax preparation through RGB Tax Services LLC, a business he operates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Gary Tasillo is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004. Outside of his advisory role, he is involved with Tunxis Wealth Management, which focuses on health and life insurance, long-term care insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, comprehensive financial planning, and utilizes model portfolios and research to support diversified investment strategies.

Anthony Leonardi is a CFP® with 31 years of industry experience and is currently affiliated with OSAIC since 2025. Prior to joining OSAIC, he spent 25 years at Lincoln Financial Advisors Corp. Outside of his financial advisory role, Leonardi owns Muscle Up Bars LLC, a business focused on producing and selling protein bars, and he is also an author. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Marc Dynder is a CFP® and ChFC® with 26 years of experience in financial advisory. He has been with Ameriprise since 2005, currently serving in Southington, CT. Outside of his advisory role, he is involved in community activities including serving on the Southington Conservation Commission and Open Space Committee, and acting as an assistant coach for the Southington Youth Wrestling Club. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Cailyn Paradise is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked for Lincoln Financial (formerly Liberty Mutual Benefits) from 2011 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates a nationwide network of financial advisors and branch offices.

William George III is a financial advisor with LPL Financial in Farmington, CT, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Raymond James Financial Services Advisors and Prudential Financial, among other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios.

Justin Williams is a financial advisor with Cetera holding a Series 66 designation and currently has one year of industry experience. Prior to joining Cetera, he worked as a consultant at Protiviti and has experience supporting financial services operations through Williams Tax & Financial Services. He provides operational consulting services related to capacity planning and AML compliance, and supports client relationship management and administrative tasks in his other business activities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and operates as a multi-manager platform with diverse program structures and custodial relationships.

James Coleman Sr. is a financial advisor with LPL Financial in Waterbury, CT, holding a Series 63 designation and 36 years of industry experience. He previously led Coleman Financial Advisory Group for over 18 years and worked with Securities America Advisors and Securities America, Inc. He serves as chairman of the Connecticut chapter of the Society Of Financial Awareness and is an author of "Educated Investing." LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with access to model portfolios, research, and a range of investment strategies.

Julia Weston is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. She has been with Thrivent Financial for Lutherans since 2011 and with Thrivent Investment Management since 2010. Outside of her advisory role, she serves as the Distribution Committee Vice Chair for The Women and Girls Fund in Bristol, a nonprofit that grants funds to programs supporting women and girls. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various topics, allowing clients to combine planning with managed-account services under a consolidated billing option while keeping the services separate.

Emily Medrek is a financial advisor with LPL Financial in Waterbury, CT, holding Series 63 and Series 65 designations and 24 years of industry experience. She previously worked at People's Securities, Inc. for 24 years and has been with Webster Bank since 2023. 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, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

Justin Knickerbocker is a financial advisor with Ameriprise in Cheshire, CT, holding the Series 66 and Series 63 credentials and bringing 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as a swimming meet official for USA Swimming and is involved with Doolittles of America, an organization for descendants of Abraham Doolittle. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and ongoing advice. The firm’s retirement income offering involves a collaborative, non-discretionary process supported by proprietary investment research and third-party data.

Leonard Whitlock Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His prior roles include positions at Citigroup Global Markets, Merrill, Bank of America, and Wells Fargo. He is also associated with Webster Bank. 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. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and diverse investment strategies.

Stephen Purdy is a Financial Consultant currently working with Fidelity Investments since 2022. He has previous experience as a Financial Advisor at Ameriprise from 2021 to 2022. Stephen partners with his clients to co-create, implement, and maintain financial plans that align with their goals and visions of success, security, and peace of mind. With a background as a former college professor, Stephen has a strong passion for financial education. He emphasizes comprehensive client understanding of the planning process, guiding them step by step. His objective is to establish lifelong and enduring relationships with clients, supporting their financial well-being over time. Outside of his professional work, Stephen has interests in art, comedy, golf, music as an instrumentalist, and parenthood.

Jeffrey Bruneau is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and a tenure at Wachovia Bank, N.A. dating back to 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Elena Gomelauri is a financial advisor at LPL Financial with 20 years of industry experience. She has been with LPL Financial since 2011 and previously worked at Webster Investment Services from 2008 to 2017. Her credentials include Series 63 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from both internal and third-party sources.

Michelle Cutrali is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has worked at firms including TD Ameritrade, New York Life Insurance Company, and Eagle Strategies, and owns Cutrali Insurance & Financial Services, LLC, where she acts as an independent insurance agent. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering comprehensive investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with a broad menu of planning options for clients who meet net-worth thresholds.

Larrat Williams is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, he owns and manages a golf driving range and snack bar and founded a nonprofit organization focused on maintaining land and supporting artists and musicians in Leeds, Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers various advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Robert Tinkler is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. He has prior experience at Raymond James Financial Services and in accounting, tax preparation, and CPA services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by model portfolios and third-party research.

Robert Hoynes is a financial advisor with LPL Financial, holding the ChFC® and Series 66 designations and bringing 25 years of industry experience. He previously worked for Sagepoint Financial, Inc. for 10 years before joining LPL Financial in 2019. Hoynes also serves as a trustee in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and a variety of portfolio options.

Zachary Verdi is a financial advisor at LPL Financial with a Series 66 license and one year of industry experience. Prior to joining LPL Financial, he held positions at Thermo Fisher Scientific, Johnson and Johnson, Iqvia, and Elegran Real Estate. 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 broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.