Lawrence Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and with 51 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent nine years at Prudential Equity Group, LLC. Murphy serves on the finance committee of the South Windsor Rotary Club, where he participates in evaluating donation requests and community events. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Gregg Maleri is a CFP® professional with 25 years of industry experience, currently advising clients at Ameriprise in Glastonbury, CT. He has worked at Ameriprise and its affiliated entities since 2017, with prior experience at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Emily Richardson is a financial advisor at OSAIC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial Distributors. She serves as Director of Special Projects on the national board of Women in Insurance and Financial Services, chairing both the Sales and Marketing and Editorial Committees. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers.

Garrett Ambrosino is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at Benchmark Senior Living, Encompass Home Health, and New Horizons Learning Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a network of approximately 23,701 financial advisors. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Mozeleski is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining RBC in 2019, he worked at Bank of America and Merrill from 2011 to 2019. He serves on the board of the Tradewinds Home Owners Association, contributing as a homeowner and volunteer. RBC Wealth Management provides services to a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through multiple advisory programs and a combination of in-house and third-party investment managers.

Andrew Aubrey is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with LPL Financial and has previously worked at Janney Montgomery Scott LLC, Bank of America, Merrill, Quick & Reilly, and E*TRADE Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Shaun Cour is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He has an extensive background that includes roles at Avantax Insurance Agency, Sterling Principle Financial Services, and longstanding involvement with H&R Block, where he provides tax preparation and advice. Outside of his advisory work, he serves on the board of Lights Up Productions and manages several family-owned rental property entities. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, including discretionary and non-discretionary services, financial planning, and access to third-party managers, backed by significant scale and a comprehensive suite of affiliated service offerings.

Garrett Palmer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and has previous experience at Cambridge Investment Research, Inc. and Retirement Security, Inc. Palmer operates as an advisory representative of a registered investment adviser. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Timothy Collins is a financial advisor with Raymond James & Associates in Glastonbury, CT, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Raymond James & Associates since 2019. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

William Matzinger is a CFP® with 30 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Lincoln Financial Advisors and Merrill. He also conducts non-variable insurance business under Charter Oak Financial. 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 with access to model portfolios, third-party asset management, and institutional platforms.

Timothy Rhouddou is a financial advisor at Raymond James Financial with a Series 66 designation. He has held roles at several firms including Commonwealth Financial Network, Fidelity Investments, and Northwestern Mutual Investment Services. Outside of finance, he has experience working with Skyhawks Sports Camps and in academic settings at Bryant University and the University of Massachusetts at Amherst. 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, corporations, and institutional investors. The firm offers non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to tailor recommendations to client goals.

Joseph Murphy is a CFP® professional with 40 years of experience in the financial services industry. He has worked at LPL Financial since 2011, with additional experience at United Bank, Infinex Investments, Key Investment Services, Connecticut Investment Management, Newalliance Investments, and OSAIC Institutions. 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 portfolios, third-party asset management access, and institutional platforms.

Yolanta Rondinelli is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She has worked at Cetera and affiliated entities since 2021 and is also the Client Service Manager at Reed Financial Planning Services, LLC, a role she has held since 2019. Additionally, she is involved in the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a large network of over 10,000 advisors and approximately $256 billion in assets under management.

Jennifer Carroll is a financial advisor with Raymond James & Associates in Glastonbury, CT. She holds the Series 66 designation and has 10 years of industry experience, including prior roles at Merrill and Bank of America, N.A. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, and municipal entities—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Bruce Filingeri is a financial advisor at Glastonbury CPA's Financial Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and has been a tax partner at SRC, Certified Public Accountants, P.C. since 1989. Outside of his advisory role, he serves as an investment advisor representative and partial owner of Glastonbury Financial Advisors, LLC. Glastonbury CPA's Financial Advisors, LLC provides portfolio management and related advisory services to individual investors and a limited number of institutional clients. The firm combines a formal CPA affiliation with portfolio management, offering services at a modest scale.

Wayne Connors is a financial advisor at Black Swan Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including 3D Asset Management and Symmetry Partners. Connors is also a managing partner of Retirement Investor LLC, an online educational content business related to investments. Black Swan Wealth Management serves individual clients primarily through the selection and referral of third-party investment advisers rather than direct portfolio management. The firm focuses on modern portfolio theory and monitoring outside managers, without discretionary authority over client accounts.

Ryan Groves is a financial advisor at Black Swan Wealth Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Black Swan Wealth Management since 2013, with a brief tenure at 3 D Asset Management in 2016. Outside of advisory services, he is a licensed real estate broker and insurance agent in Massachusetts and is a partner in an online educational content business for do-it-yourself investors. Black Swan Wealth Management provides advisory guidance primarily through selecting and referring third-party investment advisers rather than direct portfolio management. The firm focuses on vetting and monitoring outside managers using modern portfolio theory and does not have discretionary authority over client accounts.