Craig Ferris is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Highland Golf Club and The Spotted Horse and was involved with Jones Family Tree Farm for six years. 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, supported by a large network of investment adviser representatives.

Julie Beauchamp is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Advest, Inc. She owns and operates Beauchamp Investment Group, an independent advisory practice based in Connecticut. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options that address diverse needs such as retirement, education, and business-owner transitions. The firm supports tailored recommendations through proprietary research and tools, with clients able to implement strategies via brokerage or advisory programs.

Bosmat Cohen is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to her role in finance, she worked with the Cheshire Board of Education and Lincoln College of New England. Outside of her advisory duties, she is a spinning instructor at the Southington-Cheshire YMCA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Lisa Simon is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors such as pension and profit-sharing plans.

Kevin Gargano is a financial advisor with LPL Financial in Hamden, CT, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at Prudential Insurance Co. of America, Raymond James Financial Services, and Liberty Bank. He is also the president and owner of RoGar Pharma, a non-investment-related business. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Patrick Skelly is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2016. Outside of his advisory role, he is involved in fiduciary activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning with written recommendation reports and annual advice on income sources and tax-aware withdrawal strategies.

Wayne Miller is a financial advisor with Wells Fargo Clearing in Farmington, CT, holding a Series 63 designation and 38 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Robin Di Nicola is a financial advisor with Edward Jones in Farmington, CT, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Di Nicola worked at Simsbury Bank from 2008 to 2017. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, operating under a fiduciary standard.

Luke Derose is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked previously at Cetera from 2020 to 2024. Outside of finance, he was involved with Mecha Noodle Bar from 2016 to 2021. 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.

Michael Riley is a CFP® with 36 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, he spent 29 years at Ameriprise Financial Services, Inc. In addition to his advisory work, he is involved with Northstar Wealth Partners in a business development role. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kenneth Smith Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for ten 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Chelsea Le Moine is a financial advisor with LPL Financial in Waterbury, CT, holding a Series 66 designation and one year of industry experience. Her prior background includes roles at Webster Bank, Fidelity Investments, and MassMutual, as well as work with the Incline Village General Improvement District and involvement with nonprofit organizations such as the Full Community Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Steven Tavares is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 19 years of industry experience. He previously worked at Foresters Financial from 2007 to 2019 before joining Cetera Investment Services LLC in 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various investment management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and strategies.

Kurt Lenz is a financial advisor with Equitable Advisors in Hamden, CT, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is a joint owner of a vacation property where he manages contractor hiring for its upkeep. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management services. The firm utilizes a range of advisory programs and third-party managers, offering products including mutual funds, ETFs, separately managed accounts, and alternative investments.

Michael Martin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Michael earned his Bachelor's Degree from Central Connecticut State University. Details regarding his specific areas of expertise, professional experience, or personal interests have not been provided.

Adam K Mangs is a financial advisor with LPL Financial in Farmington, CT, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2011. 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 investment management solutions, including advisory and brokerage services supported by a large network of investment adviser representatives.

Jeffrey Desmarais is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Pruco Securities, The Prudential Insurance Company of America, Massachusetts Mutual Life Insurance Company, and New York Life Insurance Company, among others. He is based in Plantsville, CT. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm leverages a range of third-party advisory models and delivering tools including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Larry Esposito is a Series 66-credentialed financial advisor with Edward Jones in Wallingford, CT, and has two years of industry experience. Prior to joining Edward Jones, he worked for ten years at Wallingford Buick-GMC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of advisors and branch offices.

Robert Ginsberg is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Woodbury Financial Services and Investors Capital Corp. Ginsberg is also involved in non-variable insurance activities as a licensed agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Gerald Oliano is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 designations and has 33 years of industry experience. His prior roles include positions at H. Beck, Inc. and Main Street Management Company. He is also president of Jerry Oliano LLC, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers both discretionary and non-discretionary management across multiple platforms.