Michael Lucas is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Foresters Financial and Foresters Advisory Services, LLC. He is a 41% owner of New View Wealth Management LLC, which operates as a dba for Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with various program structures and custodial relationships.

John Difederico Jr. is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation and Investors Capital Corp. Outside of his advisory role, he manages a local bowling alley through an ownership position in Wolcott Lanes, Inc. OSAIC Wealth serves a broad range of clients, including individual investors and institutional entities, offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, with multiple program options and a platform supported by a complex affiliate network.

Maxwell Mclenna is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial and Webster Bank for 10 years each. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program platforms and third-party managers.

James Coleman Sr. is a Series 63 credentialed financial advisor with 36 years of industry experience. He has been with LPL Financial since 2024 and previously operated the Coleman Financial Advisory Group for 18 years. Coleman serves as chairman of the Connecticut chapter of the Society of Financial Awareness and is an author on the topic of educated investing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisory resources and technology.

Ronald Rienas is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Rienas serves on the Board of Directors for the Yonkers Chamber of Commerce and owns a business entity established to manage his practice’s staff and expenses. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered in partnership with financial advisors.

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 credentials 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 a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services employing various strategies and advisor-support tools.

Justin Knickerbocker is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Ameriprise and Ameriprise Financial Services since 2014. Outside of his advisory role, he participates 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 large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Leonard Whitlock Jr. is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at Citigroup Global Markets, Bank of America, Merrill, and Wells Fargo. He is also associated with Webster Bank in a financial institution capacity. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad range of non-advisory financial products.

Jeffrey Bruneau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics guided by diversification principles and modern portfolio theory.

Anthony Sorrentino Jr. is a financial advisor with LPL Financial, holding a Series 65 credential and nearly five decades of industry experience. His career includes roles at Securities America, Securities Service Network, and Financial Underwriters, where he has worked since 1976. He is also involved with Retirement Planning Partners LLC, which operates as a related business. 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 financial planning and access to third-party asset management, and supports advisors with model portfolios, customized strategies, and technology tools.

Michelle Cutrali is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Wells Fargo Advisors, she was with Eagle Strategies and New York Life Insurance Company. She is also the owner of Cutrali Insurance & Financial Services, LLC, where she serves as an independent insurance agent. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options including retirement, education, and wealth-transfer strategies. Advisors use Wells Fargo research and tools to develop tailored recommendations, with implementation options through brokerage or advisory programs.

Richard Suraci is a financial advisor with Primerica Advisors in Hamden, CT, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advising, he is involved with Christian Question Inc, a role he has held since 2000. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and implementation delegated to BNY Mellon Advisors.

Robert Tinkler is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining LPL Financial in 2025, he spent 15 years with Raymond James Financial Services and 14 years in accounting, CPA, and tax preparation. 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 and access to third-party asset management, using a mix of model portfolios, discretionary, and non-discretionary strategies.

Robert Hoynes is a financial advisor at LPL Financial with 25 years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to joining LPL Financial in 2019, he worked at Sagepoint Financial, Inc., OSAIC Services, Inc., WealthSpire Advisors, and Osaic FA, Inc. 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 portfolios, third-party asset management, and institutional platforms.

Zachary Verdi is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, he held positions at Thermo Fisher Scientific, Johnson and Johnson, and Iqvia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment programs and utilizes a combination of model portfolios, third-party subadvisors, and customized strategies.

Steven Tillona is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes long tenures at LPL Financial and Cetera Advisors LLC, among other firms. Outside of his advisory work, he serves as an adjunct professor teaching personal finance, sits on the board of a nonprofit serving persons with disabilities, and owns a tax preparation 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 a range of portfolio management options, including discretionary and non-discretionary strategies, model portfolios, and access to third-party managers.

Matthew Garcia is a financial advisor with Merrill and holds a Series 66 designation. He has seven years of industry experience, including roles at Bank of America and Asset Inventories Inc. Outside of his advisory work, he serves as a consultant and independent contractor for Fortina Harbor Point LLC, where he assists with security and patron management at a rooftop bar in Stamford, Connecticut. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Frank Delucia is a Series 66 licensed financial advisor at LPL Enterprise with 19 years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and financial planning services.

Ryan Peck is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities and David Lerner Associates, Inc. Peck’s background includes roles in various sectors prior to his current position. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of investment structures including registered investment companies.