Nils Anderson is a financial advisor with Cambridge Investment Research Advisors and holds the Series 65 designation. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2026. Prior to this, he worked at Aon plc and Apple, Inc. and is involved with Freedom Financial Coaching. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals. The firm offers both discretionary and non-discretionary management, proprietary model strategies, and access to third-party advisers.

Colin St. Pierre is a financial advisor at LPL Enterprise with a Series 66 credential and three years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities LLC. Outside his advisory roles, he has been involved with Newtown Country Club since 2015. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Brett Amendola is a financial advisor with Cetera in New Haven, CT, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He is the owner of Wooster Square Advisors, LLC and Wooster Square Partners LLC, and chairs the investment committee as an elected board member of Quinnipiac University. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting discretionary and non-discretionary account structures across multiple program options.

Susan Cooper is a CFP® with 42 years of experience in the financial industry. She has been with Cambridge Investment Research Advisors since 2014 and previously operated Cooper Financial Services, Inc. for 23 years. In addition to her advisory work, she serves as president of Susan Cooper Capital Management Inc., where she acts as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services, supporting both discretionary and non-discretionary management across multiple platforms and proprietary model strategies.

Wayne Blanchette is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC, serving the Shelton, CT area. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and corporate and charitable entities, using model-driven investment implementation and offering financial planning, third-party asset manager access, and insurance product services through affiliated entities.

Heidi Whelahan is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop financial plans aimed at enhancing their families' financial well-being. She has held several roles at Fidelity Investments, including Relationship Manager from 2024 to 2025 and Financial Representative from 2023 to 2024. Her experience encompasses client relationship management and financial planning. Outside of her professional responsibilities, Heidi has interests in beach activities, cooking and baking, gardening, skiing, and volunteering.

Thomas J Madigan is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 26 years of industry experience. He previously worked at UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Madigan serves as Treasurer and Board Member of the Willie & Aikisha Colon Foundation, a charitable organization. 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 solutions, supported by research, third-party subadvisors, and various institutional platforms.

Mark Franco is a financial advisor with LPL Financial in North Haven, CT, holding Series 63 and Series 65 licenses and 34 years of industry experience. His prior roles include positions at Benjamin F. Edwards & Company, Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved with a non-investment-related business, UGNTERPRISES. 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 services including financial planning, model portfolios, and third-party asset management, with advisory strategies that can be discretionary or non-discretionary and span multiple asset allocation approaches.

Steven Cohen is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at firms including JPMorgan Chase and Instacart. Outside of his advisory role, Cohen performs live music. MassMutual Investors Services 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, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs including divorce planning and estate-settlement services.

Amy Terzakis is a financial advisor with Morgan Stanley in Orange, CT, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2014 and previously worked at Citigroup Global Markets from 2007 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial and estate planning. The firm employs a structured financial planning process using firm-approved tools and investment committee insights to assist clients in developing their plans.

Sabra Donovan is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 40 years of industry experience. Her prior roles include positions at MetLife Resources and MassMutual Life Insurance Company. She also works as an independent insurance agent, providing life, long-term care, fixed annuities, health, and disability insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning processes.

Tran Nguyen Tran is a financial advisor at Merrill with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Bank of America, Equitable Advisors LLC, and Pruco Securities LLC. Outside of his advisory role, Tran is a managing member of Trizzy Tran LLC, where he creates fashion and makeup marketing materials for brands. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Frederick Cotton is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Securities America Advisors, SSN Advisory, Ameritas Investment Company, and Retirement Planning Partners LLC. Outside of his advisory role, Cotton is involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives.

Sandra Senich is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2009. Prior to that, she worked at Bank of America, N.A. since 2004. Outside of her advisory role, she serves on several nonprofit boards, including as Director of THE UCONN CLUB and Vice Chair of the Mattatuck Historical Society, and is involved in charitable fundraising and community arts organizations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and various institutional clients.

Gerald Janosko is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2011 to 2017. Janosko also works as an independent insurance agent, selling various insurance and Medicare-related products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, structuring financial planning as annual, collaborative engagements using firm-approved software and tools.

Christian Foxen is a financial advisor at UBS Financial Services in New Haven, CT, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2021, he was involved with Clube do Povo de Esgueira and Guifoes Sport Club, as well as entrepreneurial ventures including Pine and Iron Axe Throwing and Bluestone Landscapes LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and also offers custody, underwriting, and capital markets solutions.

Peter Cowen is a financial advisor with LPL Financial in Wallingford, CT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Waddell & Reed, and he has also operated CFP Associates LLC and his own tax preparation business. Outside of advisory services, he provides tax preparation and insurance services. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies, and supports its extensive network of over 22,800 advisors with advanced operational and research tools.

Kieran Doherty is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Snowden Lane Partners and Morgan Stanley. He serves on the Board of Directors for The Madison Jaycees in Madison, Connecticut. 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 tailored retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Dante D'amore is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. He previously attended Sacred Heart University from 2021 to 2025 before beginning his career in financial services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, annual planning engagements supported by firm-approved analytical tools.

Joseph Mccarthy is a financial advisor with LPL Financial in Hamden, CT, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is a co-owner of Smedley Aerial Lifts LLC and Smedley Industrial Services, Inc., businesses unrelated to investment management. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with diverse investment strategies and advanced operational tools.