Peter Tasillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Tunxis Wealth Management LLC and has experience in education through roles at Windsor Public School and Johnson & Wales University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with access to in-house and third-party research, discretionary and non-discretionary management, and advanced portfolio management tools.

Emily Bordeau is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 17 years of industry experience. She has worked at Mass Mutual Investors Services since 2018 and previously at Essex Financial and infinex Investments, Inc. In addition to her advisory role, she teaches yoga at Core and Restore. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, using firm-approved tools and a collaborative approach.

Wesley Marshall is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 25 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Financial Group since 2004 and has also worked with W. S. Griffith & Co., Inc. since 2000. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing tools such as Monte Carlo simulations and automated asset-allocation software. The firm provides ongoing, collaborative financial planning engagements with options for implementation through separate brokerage or insurance arrangements.

Mark Wojtowicz is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at MassMutual, Voya Financial Advisors, and AssetMark Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Christopher Gavin is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of experience in the industry. He has been with LPL Financial since 2019 and also operates Squareknot Advisory Partners LLC. Outside of his advisory work, he is involved in several business ventures including a food company and a consulting group. LPL Financial serves a wide range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services supported by extensive research and diverse portfolio management options.

Paul Shay is a financial advisor at OSAIC with 46 years of industry experience. He holds the ChFC® designation and has worked at Lincoln Financial Securities for 17 years. In addition to his advisory role, he is involved in life insurance sales and service. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm combines brokerage and investment advisory services, offering integrated portfolio management with access to third-party managers and employs various asset-allocation and risk management tools.

Eric Iseley is a CFP® professional at Fisher Investments with eight years of industry experience. Prior to joining Fisher Investments in 2024, he held roles at Gwfs Equities, Prudential Investment Management Services, and The Prudential Insurance Company of America. Outside of his advisory work, he has experience as a tutor and has been affiliated with the University of Hartford. Fisher Investments serves a global client base including institutions and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process utilizing quantitative and qualitative research and offers a range of services including sub-advisory and retirement plan management.

David Meade is a financial advisor with LPL Financial in Southington, CT, holding Series 63 and Series 65 designations and 28 years of industry experience. He previously worked for People's Securities, Inc. for 11 years before joining LPL Financial in 2018. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios from internal and third-party sources.

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.

John Glowka is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation and Invest Financial Corp. He also operates JL Glowka Wealth LLC and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning and investment management through a network of independent professionals, employing a range of portfolio management strategies and multiple custody platforms tailored to client objectives.

Charles Crolle Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 53 years of industry experience. Prior to joining LPL Financial in 2017, he worked for National Planning Corporation from 2005 to 2017. He has owned Crolle & Associates since 1978, where he provides permanent and term life insurance services as part of his practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and various technology-driven investment solutions.

Adam Richwine is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at City National Bank, RBC Capital Markets, LLC, and Edward Jones. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

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.

Julie Beauchamp is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning from 2009 to 2022. She also owns Beauchamp Investment Group, a financial enterprise based in Burlington, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing Wells Fargo research and tools to deliver tailored recommendations.

Patrick Mc Laughlin is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has concurrent roles as a physical therapist at Atrinity Home Health and Select Medical. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research, providing both discretionary and non-discretionary portfolio management options.

Steven Banaletti is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with LPL Financial since 2009. 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 with discretionary and non-discretionary management, utilizing research and model portfolios from multiple sources.

Kristin Hill is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and National Planning Corporation. Outside of her advisory role, she co-owns a podcast called Sockeytome. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management supported by model portfolios, third-party research, and advanced technology solutions.

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.

Mark Sperandio is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2011 and also at Webster Bank/Financial since 2010. Outside of his advisory role, he serves as a volunteer firefighter and engineer for the Simsbury Volunteer Fire Department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kevin Gargano is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior work includes roles at Prudential Insurance Co of America, Prudential Annuities Distributors, Raymond James Financial Services, Liberty Bank, and Vantis Life Insurance Co of CT. Outside of finance, he is the president and owner of RoGar Pharma, a non-investment-related business. 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, leveraging research and model portfolios from various sources to support both discretionary and non-discretionary management strategies.