Patrick Glynn Jr. is a financial advisor at Osaic Wealth with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Securities America Advisors, Inc., Investacorp, Inc., and Highland Capital Brokerage. Osaic Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and a broad platform encompassing multiple investment and cash-management programs.

Scott Levine is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Voya and Directed Services, LLC. Levine has been with Cetera and its related entities since 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Peter Cowen is a financial advisor with LPL Financial in Wallingford, CT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Waddell & Reed, and he has also operated CFP Associates LLC and his own tax preparation business. Outside of advisory services, he provides tax preparation and insurance services. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports its extensive network of over 22,800 advisors with advanced operational and research tools.

Guy Howard is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 15 years before joining Cambridge. Outside of his advisory role, he operates an independent insurance agency under GWHOWARD FINANCIAL. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies under the Founders Gate Capital brand.

Joseph Mccarthy is a financial advisor with LPL Financial in Hamden, CT, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is a co-owner of Smedley Aerial Lifts LLC and Smedley Industrial Services, Inc., businesses unrelated to investment management. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with diverse investment strategies and advanced operational tools.

James Combs is a CFP® professional with six years of industry experience, currently serving at Cetera and Cartier Wealth. His career includes roles at Ameriprise, National Life Group, and PricewaterhouseCoopers LLP. Outside of finance, he managed Good Neighbor Lawn Care for over a decade. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management and financial planning services. The firm supports a variety of investment strategies and program structures with over 10,000 advisors and more than $256 billion in assets under management.

James English is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at A.G. Edwards & Sons, Inc. for six years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Christopher Testa is a financial advisor with LPL Financial based in Southbury, CT, holding Series 63 and Series 66 designations and nine years of industry experience. His prior experience includes roles at Webster Bank and Financial Resources Group. 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 financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customizable strategies across various platforms.

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.

Janet Parry is a financial advisor at Merrill with 31 years of industry experience. She has been with Merrill since 1994 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a board member for the Farview Farm Association, a homeowners association in Redding, CT. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Gavin is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 18 years at Waddell & Reed, Inc. Outside of his advisory work, Gavin owns several non-investment businesses, including The Sweets Pond Food Company, LLC and TrailIntel. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a broad range of advisory and brokerage services. The firm supports its network of over 22,800 advisors with various investment strategies and operational tools, managing more than $819 billion in discretionary assets.

Paul Shay is a financial advisor with Osaic, holding the ChFC® and Series 63 designations, and has 46 years of industry experience. He has worked at Osaic since 2025 and previously spent 17 years with Lincoln Financial Securities. He also has experience selling and servicing life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a variety of portfolio management strategies and tools.

Kiok Kim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stephen Harrington is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2017. Harrington holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Christian Tompkins is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Meritage Financial Strategies, AdviceOne Advisory Services, and Mackinstry Financial. 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 advisory and brokerage services through a large network of advisers, offering financial planning, third-party asset management, and institutional platforms with a variety of investment strategies.

Felix Malitsky is a financial advisor with Mass Mutual Investors Services in Newtown, CT, holding a Series 66 designation and 24 years of industry experience. He previously worked at METLIFE Securities Inc and MassMutual Life Insurance Company. Outside of his advisory role, he volunteers as a wrestling coach and serves on the board of Connecticut Pride Football, a youth sports program. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of investment and planning programs, including recent additions such as divorce planning and employer-sponsored planning services.

Lydia Taft is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. She has previously worked in roles outside of finance, including positions at Farmhouse Tacos and Building Blocks Childcare & Preschool. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides written recommendations and ongoing annual advice focused on reliable income sources and tax-aware withdrawal strategies.

David Meade is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He previously worked at People's Securities, Inc., Signator Investors, Inc., and MSI Financial Services, Inc. Meade operates several investment-related businesses under LPL Financial, including Meade Wealth Management. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Dominic Zmarlicki is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Advisors and Webster Bank, as well as experience at Wagner College and Supreme Lake Manufacturing. 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 wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring options for tax management, responsible investing, and alternative investments.

Ryan Nuzzo Sr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to his current role, he worked at Long View Investments LLC and has experience in educational settings including the University of Connecticut and Amity Regional High School. He is also involved with Long View Investments LLC, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through various advisory programs and maintaining a focus on technology and compliance.