Kayla Weaver is an advisor with Wells Fargo Clearing holding Series 65 and Series 63 licenses. She has experience working at Wells Fargo Bank, nA since 2021 and previously worked in education and retail. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research from Wells Fargo Investment Institute and third-party sources to evaluate investment options and offers both brokerage and advisory solutions.

Brian Bender is a financial advisor with Primerica Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Nick Exias is a Financial Consultant who focuses on helping clients develop and implement financial plans utilizing the resources available through Fidelity. He works to assist clients in achieving improved financial outcomes. His professional experience includes roles as a Private Client Banker at Santander Bank from 2021 to 2022, Sr. Investment Consultant at TD Ameritrade from 2019 to 2021, Private Client Banker at JPM Chase & Co. from 2016 to 2019, and Financial Planning Consultant at Barnum Financial Group from 2012 to 2015. Nick's personal interests include fitness, kayaking, running, soccer, traveling, and volunteering.

Christian Forsyth is a CERTIFIED FINANCIAL PLANNER™ with 27 years of industry experience. He is currently with Edelman Financial Engines and has held previous roles within affiliated firms dating back to 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios, discretionary management, and non-discretionary online advice while managing approximately $326 billion for roughly 477,000 clients.

Patricia Zak is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Paul Nadeau is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his industry career in 2023. His prior experience includes roles at RightCapital, The Cigna Group, Tribute Financial, and the University of Connecticut. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cody St John is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed and Good Hill Mechanical. 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, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

Joseph Irizarry Jr. is a financial advisor with Ameriprise in Hamden, CT, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, delivering tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Vernon Baker is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Mr. Baker has worked with Allianz Life and Bach Investments Plus since 1993 and 2002, respectively. He serves on the board of the Friendship Service Center, a nonprofit organization, where he is involved in organizational management and investment policy review. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, using proprietary tools and third-party platforms to construct portfolios that include a wide range of asset classes.

Michael Bacon is a financial advisor with Cetera in West Hartford, CT, holding Series 66 and Series 63 licenses and with three years of industry experience. He has worked at several firms including Concourse Financial Group Securities Inc and PBI Financial Group. Outside of his advisory role, he is involved in tax preparation through Bacon and Gendreau Tax Preparation. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supported by a network of over 10,000 advisors managing more than $256 billion in assets.

Stephen Carella is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Woodbury Financial Services and Paul Raymond. Carella operates a DBA for his LPL business, Raymond Wealth Management LLC, based in Southington, CT. 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.

David Ivanoudis is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018. Prior to that, he was associated with Proequities and Protective Life from 2014 to 2018. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Patrick Glynn Jr. is a financial advisor at OSAIC with 33 years of industry experience and holds the ChFC® and Series 63 designations. He has worked at OSAIC since 2024 and previously held positions at Securities America Advisors, Inc., Investacorp, Inc., and Highland Capital Brokerage, where he has been involved in insurance sales since 2010. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary accounts with a diverse set of investment options.

Scott Levine is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Voya and Directed Services, LLC. Levine is based in Farmington, CT. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and reported over $256 billion in assets under management across more than 10,000 advisors.

Bryce Metzger is a Series 66-licensed financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Glenn Thompson is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at MetLife Securities and MassMutual Life Insurance. Outside of his advisory work, he serves as a trustee for his daughter. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships without discretionary investment authority.

James English is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Robert Mckinnon III is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked at JL Glowka Wealth Management and Invest Financial Corporation. In addition to his advisory role, he owns a tax preparation business and serves on the Berlin Republican Town Committee. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers various investment implementation platforms and strategies, including proprietary models and access to unaffiliated strategists, with services tailored to client objectives through a network of independent financial professionals.

Peter Tasillo is a financial advisor with LPL Financial based in Farmington, CT. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining LPL Financial, he worked at Tunxis Wealth Management LLC and held positions at Windsor Public School and Johnson & Wales University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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.

Brad Simonds is a financial advisor with Mass Mutual Investors Services in West Hartford, CT. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including roles at MassMutual Life Insurance Company since 2007. He has worked with Mass Mutual Investors Services since 2017 and was previously with MSI Financial Services, Inc. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and tools to structure collaborative, ongoing planning relationships.