Samuel Lusardi is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has seven years of industry experience. He has been with MassMutual and its affiliated entities since 2017. Prior to his career in financial services, he worked at Price Chopper for one year. 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 tools to help structure collaborative, goal-oriented planning engagements.

William Lohrey is a Series 65 licensed financial advisor at Edelman Financial Engines with three years of industry experience. His prior positions include roles at Financial Engines Advisors L.L.C., Connecticut Wealth Management, New York Life Insurance GBS, Cigna Life Insurance Company, and Ameritas Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Charles Bonatakis III is a financial advisor at Raymond James & Associates. He holds the Series 66 designation and has been working in the industry since 2023. Prior to joining Raymond James, he worked at MFS for one year and was a high school student from 2015 to 2022. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutional investors, and government entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Kerrie Sander is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Thrivent, she worked at Voya for two decades and briefly at DoorDash. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning without discretionary trading authority, with services delivered on a one-time or ongoing basis.

James Desrocher is a financial advisor at DeNovo Financial in Windsor, CT, holding Series 63 and Series 66 registrations with 10 years of industry experience. He previously worked at Keynote Financial Services, LLC for 11 years. DeNovo Financial serves individuals and families, including trust and estate accounts, providing investment management, retirement planning, and financial planning. The firm employs a research-driven investment process focused on long-term business ownership and dividend income growth, with individualized portfolio management and financial planning offered as core services.

Timothy Denehy is a CFP® professional with 11 years of industry experience currently serving at Advocacy Wealth Management, LLC since 2012. He is also involved as an agent with Forge Consulting, LLC, a general insurance agency that provides annuity and life products integrated into client plans. Advocacy Wealth Management, LLC is a multi-team firm with 28 advisors, offering wealth management services to its clients.