Thomas Hine is a CFP® professional with 36 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He worked at Commonwealth Financial Network for 14 years prior to joining Raymond James. Besides his advisory role, he is an author involved with Shodan Publication, LLC, where he writes and conducts interviews related to book projects. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers tailored, primarily non-discretionary advisory services and oversees specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Katherine Giguere is a Series 66-licensed financial advisor with LPL Enterprise, bringing two years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Hartford Investment Management Company, and Aetna. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through a platform that integrates model portfolios, third-party asset management, and affiliated insurance products.

Brian Paquette is a financial advisor at MassMutual Investors Services with 15 years of industry experience. He holds a Series 66 designation and has worked at MassMutual Investors Services since 2017, including prior roles at MassMutual Life Insurance and MetLife Securities. He is also a partner member of JB Wealth Partners, LLC, a collaborative entity focused on pooling resources and sharing expenses. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software to develop collaborative, goal-based plans without investment discretion over client assets.

Frank Zocco Jr. is a CFP® with 31 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Jacobs Financial Partners, Voya Financial Advisors, and Cambridge Investment Research. In addition to his advisory work, he operates a food review blog called Dough Daddy Cooks. Cetera Investment Advisers LLC serves a large nationwide network of independent advisors, providing portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers access to a multi-manager platform with a variety of program structures and investment options.

Joseph Thornton is a financial advisor with Ameriprise in Manchester, CT, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2016. Outside of Ameriprise, he manages an advisory business through Brownstone Management of CT LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide customized income recommendations. The firm delivers these services through a centralized team in partnership with advisors like Thornton and offers a broad range of advisory, brokerage, and insurance solutions.

Matthew Marcarelli is a CFP® and holds a Series 66 license with six years of industry experience. He is currently affiliated with RBC Capital Markets and has prior experience at City National Bank and Cross Sector Consulting, LLP. He also spent a year in full-time education at Williams College. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Kristen Bellemare is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has five years of industry experience and previously worked at Morgan Stanley for ten years. In addition to her advisory role, she serves as a registered assistant and client relationship manager at Crescent Point Private Wealth. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with an emphasis on tailored financial plans developed through comprehensive risk profiling and firm research.

Donald Bonvisuto is a financial advisor with Osaic Wealth, Inc. based in Glastonbury, CT. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 15 years at Lincoln Financial Advisors prior to joining Osaic in 2025. In addition to his advisory role, he is also licensed to offer accident, health, disability, long-term care insurance, fixed annuities, and fixed index annuities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios across various asset classes, offering integrated brokerage and investment advisory services as well as access to third-party money managers and wrap programs.

David Rogers Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Citizens Securities, Inc., Infinex Investments, Inc., and Naugatuck Savings Bank. 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. The firm offers a broad range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by model portfolios and research.

Eileen Keegan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 34 years of industry experience. She has previously worked at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, and is notable for its integrated public finance capabilities and extensive affiliate network.

Sweyden Dibble is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2012. He has also been associated with Illinois Mutual since 2002 and operates an eBay business specializing in sales of keyless remote entry fobs and postage stamp collections. Dibble holds a leadership role as chairperson of the Personnel Committee at First Baptist Church Manchester and is a Board Member at Large for the Baptist Foundation of New England. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary SMAs and offers a range of integrated brokerage, custody, and advisory services.

Matthew Grohocki Jr. is a financial advisor with LPL Financial in Glastonbury, CT, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Gateway Wealth Partners, LLC and Adviser's Pride, Inc. He also engages in authoring outside of his investment work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, and charitable organizations, offering various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Paul Hipsky III is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, 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, and brokerage services tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Jorge Jacome is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank NA. He also owns JAJ Financial Planning, LLC, a financial planning practice based in Guilford, CT. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options including cash-flow, retirement, education, and specialized planning areas. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in implementation through brokerage or advisory programs.

Alexander Ochse is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors Inc., Liberty Bank, Bank of America, and Merrill Lynch. He is also involved with Liberty Bank Investment Services in a non-investment advisory capacity. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, often acting in an advisory and implementation-support role rather than as a delegated manager.

Justin Podbielski is a CFP® professional with 16 years of experience in the financial services industry. He has worked with Mass Mutual Investors Services since 2017 and was previously employed at MetLife Securities Inc. Outside of advising, he serves as Vice President of the nonprofit organization Jaxon in Action, Inc. MassMutual Investors Services, LLC is an SEC-registered broker-dealer and investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-oriented financial planning using firm-approved analytical tools and features programs such as divorce planning and employer-sponsored planning services.

Kelly Outhuse is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining LPL Financial, Outhuse worked at ProEast Asset Management, Raymond James Financial Services, Pioneer Valley Financial Group, Commonwealth Financial Network, and Signator Investors. 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 through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brian Oconnell is a financial advisor at LPL Financial with 29 years of industry experience. He has been with LPL Financial since 2010 and holds the Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with O'Connell Wealth Management, a business affiliated with LPL Financial. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Kevin Tabellione is a CFP® professional with 33 years of experience in the financial industry. He is currently associated with RBC Capital Markets and City National Bank, having worked at RBC Capital Markets since 2008 and City National Bank since 2019. He serves on the boards of two nonprofit organizations, Cherish the Children Foundation and Carry My Brother, Inc., where he is involved in securing sponsorships and fundraising efforts. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Mark Rogozinski is a financial advisor at Edward Jones with eight years of industry experience, including two years in healthcare consulting at Theralent Healthcare Consulting LLC. He holds a Series 66 designation and has been with Edward Jones since 2017. Outside of his advisory role, he owns and occasionally sells timeshare weeks to manage maintenance costs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.