Xochil Rivera is a financial advisor with Mass Mutual Investors Services holding a Series 66 license and nine years of industry experience. She has been with MML Investors Services, LLC since 2017 and affiliated with MassMutual Life Insurance Company since 2016. Outside of her advisory work, she serves as president of Jaxon In Action, a nonprofit organization involved in event organization. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative planning engagements supported by advanced analytical tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

Vincent Winans is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 13 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2017 and previously worked at Financial Vision Advisory Services, LLC and Securities Service Network, Inc. from 2015 to 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative planning engagements supported by firm-approved analytical tools and delivers recommendations primarily focused on investment categories and strategies.

Christopher Rupp is a financial advisor with Raymond James Financial Services, Inc. in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Raymond James in 2018, he worked at Morgan Stanley and its affiliated entities from 2008 to 2018. He is also involved as owner and partner in two support companies, Crescent Point Private Wealth, LLC and DJA Financial, LLC, and provides insurance services through Highland Capital Brokerage. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and is known for its municipal and public-finance advisory capabilities and innovative retirement plan solutions.

Daniel Clark is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Clark is involved in insurance sales and serves as a partner in the Clark Agency, LLC. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supported by extensive resources and technology.

Eric Judge is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Glastonbury, CT, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Judge teaches Edward Jones-approved financial education classes at the Glastonbury Adult Education Program and serves as a board member and treasurer for The Villages II at Glen Lochen Condominium Association. Edward Jones is a wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm offers a variety of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices, and operates under a fiduciary standard.

Kevin Young is a financial advisor with Edward Jones in Manchester, CT, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Switchenko is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Adam Lattarulo is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Prior to entering the financial services industry, he was involved with Kahan O'Neill Realty and Ticket Network/Eventvest. 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, third-party asset management, and institutional platforms.

David Caruana is a Series 66 licensed financial advisor at Stifel with six years of experience, including five years at Landscape Capital. He has been with Stifel since 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Clara Asensio is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Kenneth Huffine is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at firms including Long View Wealth Management and Securities America. Huffine is involved with Long View Wealth Management, LLC, a business entity related to his LPL practice. 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, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of more than $819 billion in discretionary assets.

Pedro Martinez is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at VOYA Financial Advisors and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs.

Thomas Bivona is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including City National Bank and Wells Fargo Advisors. He serves on the board of directors for the Arthritis Foundation Connecticut, where he helps organize fundraising events. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.

Manuel Negron is a financial advisor with Ameriprise in Cromwell, CT, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, algorithm-assisted recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies.

Michael Nicoletti is a Series 66-licensed financial advisor at Raymond James Financial with eight years of industry experience. He previously worked at Commonwealth Financial Network for eight years before joining Raymond James in 2025. Outside of his advisory role, he is associated with Capital Wealth Management, LLC, where he serves as a non-variable insurance sales agent. 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 non-discretionary planning tailored to client goals and supports municipal and public finance work, distinguishing it among large institutional advisors.

Susan Tate is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and having 30 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2011 and is also involved in Retirement Security, where she serves as president. Additionally, she operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Gregory Williams is a Series 66-registered financial advisor at OSAIC with 24 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and SSN Advisory, Inc. He is also the owner of KMA Wealth Management, LLC, which offers variable life and annuity products. Outside of financial services, he holds a leadership role as president of Prospect Physician Enterprise, overseeing physician and medical group operations. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and a range of investment products to construct portfolios managed on discretionary or non-discretionary bases.

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, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services. He has operated Nobile Financial Group since 1982. 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 portfolio programs, third-party asset management, and institutional platforms.