Michael Nicoletti is a financial advisor with Raymond James Financial in Glastonbury, CT, holding a Series 66 designation and seven years of industry experience. He previously worked at Commonwealth Financial Network for eight years and has experience in both academic and recreational roles at the University of Connecticut. Nicoletti is also involved with Capital Wealth Management, LLC as a non-variable insurance sales agent. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers tailored, non-discretionary advisory services and has a notable presence in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Susan Tate is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. She has been with Cambridge Investment Research Advisors since 2011 and is also president of Retirement Security Inc., a company she has managed since 2000. Additionally, she operates as an independent insurance agent serving various independent insurance firms. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, institutional plans, and charitable organizations. The firm offers both proprietary and third-party investment strategies, delivered through a network of independent financial professionals using multiple platform arrangements tailored to client objectives.

Josy Santiago is a financial advisor at Ameriprise in Manchester, CT, holding the Series 66 designation. Santiago has one year of industry experience, having previously worked in real estate and related fields. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Nicholas Fusco is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cantella & Co., Merrill, and Tauber Asset Management. Outside of advising, he is the sole owner of Osprey Legal, LLC, a law firm. Osaic Wealth, Inc. 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.

Michael Nobile is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Cadaret, Grant & Co., Securities America Advisors, and Investacorp Advisory Services, along with over four decades leading Nobile Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Jordan Hickey is a CFP® with 16 years of industry experience and is currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent 14 years with Capital Wealth Management, LLC and Commonwealth Financial Network. Outside of his advisory role, Hickey acts as a power of attorney for a family member, managing account consolidation and bill payments. Raymond James Financial Services Advisors provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and municipal entities. The firm offers customized advisory solutions and maintains a connection to public finance through its municipal client services and affiliated departments.

Thomas Oakley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he has worked with Wilbraham Parks, Springfield Public Schools, The Literacy Lab, and Catholic Charities Archdiocese of Hartford. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Osber is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in investment portfolio design and tactical asset allocation, serving individuals, business owners, and corporate executives. With over thirty years of experience in the investment industry, Douglas joined Merrill Lynch following the acquisition of Advest, Inc. in 2005, where he held the position of Senior Vice President, Investments. He also has experience as a producing Branch Manager at Legg Mason, Wood, Walker. Douglas earned the CERTIFIED FINANCIAL PLANNER™ certification in 1987 and holds an honors bachelor's degree in Finance from the University of Connecticut. Douglas resides in Naples, Florida. His family includes his wife, Stacie, and two daughters.

Daniel Cote is a financial advisor with Merrill and holds the Series 66 designation. He has one year of industry experience and has previously worked at Bank of America, Principle Wealth Partners, and the University of Hartford. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jenny Bergeron is a financial advisor with LPL Financial in Glastonbury, CT, holding a Series 66 designation and 13 years of industry experience. She previously worked at Edward Jones for five years before joining LPL Financial in 2018. Bergeron is involved with Allegra Wealth Management, an entity related to her LPL business. 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 of advisors. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

Scott Hinchey is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior work includes roles at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services. Outside of his advisory work, he coaches sports and fitness with the Glastonbury Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Nicholas Dobie is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 66 designations and having four years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2020. Outside of finance, he previously managed Huskies Restaurant and Bar and has been involved with the University of Connecticut since 2017. Dobie also works as an independent insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships without investment discretion.

Margaret Seabrooke is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with LPL Financial since 2017 and has been affiliated with National Planning Corporation since 2003. Additionally, she is a CPA with a tax preparation and accounting practice dating back to 1989 and holds a non-variable insurance agent license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services with access to diverse model portfolios and research, supporting both discretionary and non-discretionary management strategies.

Mark Coletta is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 27 years of industry experience. He has worked previously at Raymond James Financial Services Advisors and Financial Services, and he is a partner at Coletta & Coletta LLC, where he has been involved in accounting and tax preparation since 1991. He also serves as a board member of Friends of Lake Williams, Inc., a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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 both proprietary and third-party strategies tailored to client goals.

Eileen Martyn is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at RBC Capital Markets since 2018, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charities. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Christopher Davey is a financial advisor at Edward Jones with 14 years of industry experience. His prior work includes roles at MassMutual Life Insurance Co, Penn Mutual Life Insurance Company, and Prudential Insurance Company of America. Outside of his advisory career, he owns a business selling items on eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies and affiliated services, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch footprint.

Kenneth Mcmanus is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, and National Planning Corporation. He is also involved in insurance and financial services through his ownership of Kenneth McManus Financial Services LLC and related entities. OSAIC serves a broad range of retail and institutional clients and offers integrated brokerage and advisory services, financial planning, and access to diverse investment options. The firm supports both discretionary and non-discretionary account management, employing various asset-allocation tools and third-party platforms to tailor portfolios.

Jared Hill is a CFP® professional with five years of industry experience, currently serving at Mass Mutual Investors Services. His career includes roles at Mass Mutual Life Insurance Company and earlier positions in athletics and coaching. Outside of financial advising, he is a professional disc golf athlete who competes in local tournaments. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools to deliver collaborative, personalized financial recommendations.

Alexander Stringer is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise Financial Services LLC, The Fat Tuna, General Dynamics Electric Boat, Andiamo Italian Restaurant, and Ed Bartelli Inc. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Daniel Eberle is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. He has worked at Raymond James & Associates since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm provides non-discretionary advisory services supported by firm research and planning tools, and it also engages in municipal finance and institutional consulting.