Robert Oliver III is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Martin Mc Mahon is a Certified Financial Planner (CFP®) with 27 years of experience, currently serving at Edward Jones since 1998. He holds Series 63 and Series 66 licenses and is based in Windsor, CT. Outside of his advisory role, Mc Mahon is involved with the Windsor Historical Society’s Board of Finance and is a partner in DKNK Enterprises, a real estate business developing a building to house financial advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of financial advisors and branch offices across the United States.

Kenneth Foisie is a financial advisor with LPL Financial in Avon, CT, holding Series 63 and Series 65 credentials and over 54 years of industry experience. He previously worked at National Planning Corporation for 12 years before joining LPL Financial in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Peter Cote is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to LPL, he worked at Cetera Advisor Networks LLC from 2013 to 2017. He is also an author of a financial guide titled "A Consumer's Guide to Finding a Financial Advisor." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and incorporating research from LPL Research and third-party subadvisors.

Adrian Levsky is a financial advisor with UBS Financial Services in Springfield, MA, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Joseph Miller is a financial advisor with Wells Fargo Clearing in Holyoke, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 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 management. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

James Martin is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Osaic since 2023 and previously spent over two decades with Lincoln Financial Advisors Corporation and Lincoln National Life. Outside of his advisory work, Martin serves as an ordained minister and provides notary public services as well as coaching and consulting through a separate business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory, and retirement planning services with a broad selection of investment options and third-party managed account solutions.

Rob Tarantino is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1995 and is based in South Windsor, Connecticut. Rob graduated from Rensselaer Polytechnic Institute and brings nearly three decades of experience helping families manage their financial affairs, following in the footsteps of his father, Richard. His areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and working with women and wealth. He has particular experience assisting medical professionals and their families with their business and personal financial needs, offering services such as cash management, liability management, asset and risk management, retirement, and succession planning. Rob holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Rob is active in professional and community organizations including the Rensselaer Polytechnic Institute Alumni Association, Habitat for Humanity, and youth lacrosse. Outside of work, he enjoys boating, fishing, skiing, and tennis.

Sophie Miller is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and has worked at several firms, including Commonwealth Financial Network and Equitable Advisors. Prior to her financial career, she worked in education and the hospitality industry. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing non-discretionary financial planning and investment consulting supported by extensive research and modeling tools. The firm is notable for its emphasis on non-discretionary advisory services and a broad affiliate network serving municipal and institutional clients.

Christopher Scuderi is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, VP Distributors LLC, Virtus Investment Partners, and John Hancock. Scuderi is also involved with Charter Oak Financial, where he conducts non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various investment strategies.

Elizabeth Hodgman is a financial advisor with UBS Financial Services in Simsbury, CT, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Merrill and Wells Fargo Clearing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor investment strategies.

Mack Hicklen is a financial advisor at Edward Jones in Longmeadow, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked briefly at Innovative Wealth Management and has experience in healthcare research and education. 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 managed solutions and separately managed accounts, and operates under a fiduciary standard.

Lori Vengruskas is a financial advisor with UBS Financial Services in Springfield, MA, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of services including financial planning, portfolio management, and access to proprietary research and capital markets resources.

Patrick Donnelly is a CFP® professional with 35 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at UBS Financial Services Inc. for 10 years. Outside of his advisory role, he has worked as an occasional background actor in motion pictures and television. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm provides financial planning and non-discretionary investment consulting through various advisory programs and institutional services.

Colleen Duffy is a financial advisor at Edward Jones in Collinsville, CT, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Edward Jones, she worked in various roles at organizations including the Broad Institute and Tufts Medical Center. 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 strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Thomas Oakley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he has worked with Wilbraham Parks, Springfield Public Schools, The Literacy Lab, and Catholic Charities Archdiocese of Hartford. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dakota Johnson is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked across multiple Cetera entities since 2021, as well as at Voya Financial Advisors and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm 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 various portfolio management options and access to third-party money managers, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Daniel Lupo is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding a Series 66 designation and having one year of industry experience. Prior to his current role, he worked at Western New England University and has been involved in the food service industry as a cook at The Pizza Shoppe since 2018. He also engages in outside insurance sales, including life, disability, and fixed annuities products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software to analyze client goals and provides event-driven planning programs including estate and employer-sponsored planning.

Barbara Comer is a CFP® with 44 years of experience in the financial services industry. She is currently with OSAIC and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Comer has also been associated with Comer & Greak Financial Consultants since 1993. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Brandon Affeldt is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2018, following roles at Columbia Management Investment Distributors and Putnam Retail Management. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.