Emily Medrek is a financial advisor with LPL Financial in Waterbury, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. She previously worked at People's Securities, Inc. for 24 years and has been with Webster Bank since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services employing various strategies and advisor-support tools.

Lee Hoffman is a financial advisor at Edward Jones in Berlin, CT, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at LoopMe, Quantcast, and Match Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Justin Knickerbocker is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Ameriprise and Ameriprise Financial Services since 2014. Outside of his advisory role, he participates as a swimming meet official for USA Swimming and is involved with Doolittles of America, an organization for descendants of Abraham Doolittle. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Leonard Whitlock Jr. is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at Citigroup Global Markets, Bank of America, Merrill, and Wells Fargo. He is also associated with Webster Bank in a financial institution capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad range of non-advisory financial products.

Peter Goldberg is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, emphasizing assets managed within Ameriprise and incorporating algorithmic tools overseen by a dedicated consulting team.

Jeffrey Bruneau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics guided by diversification principles and modern portfolio theory.

Anthony Sorrentino Jr. is a financial advisor with LPL Financial, holding a Series 65 credential and nearly five decades of industry experience. His career includes roles at Securities America, Securities Service Network, and Financial Underwriters, where he has worked since 1976. He is also involved with Retirement Planning Partners LLC, which operates as a related business. 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 advisory and brokerage services, including financial planning and access to third-party asset management, and supports advisors with model portfolios, customized strategies, and technology tools.

Michelle Cutrali is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Wells Fargo Advisors, she was with Eagle Strategies and New York Life Insurance Company. She is also the owner of Cutrali Insurance & Financial Services, LLC, where she serves as an independent insurance agent. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options including retirement, education, and wealth-transfer strategies. Advisors use Wells Fargo research and tools to develop tailored recommendations, with implementation options through brokerage or advisory programs.

Richard Suraci is a financial advisor with Primerica Advisors in Hamden, CT, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advising, he is involved with Christian Question Inc, a role he has held since 2000. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and implementation delegated to BNY Mellon Advisors.

Robert Hoynes is a financial advisor at LPL Financial with 25 years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to joining LPL Financial in 2019, he worked at Sagepoint Financial, Inc., OSAIC Services, Inc., WealthSpire Advisors, and Osaic FA, Inc. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Zachary Verdi is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, he held positions at Thermo Fisher Scientific, Johnson and Johnson, and Iqvia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment programs and utilizes a combination of model portfolios, third-party subadvisors, and customized strategies.

Steven Tillona is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes long tenures at LPL Financial and Cetera Advisors LLC, among other firms. Outside of his advisory work, he serves as an adjunct professor teaching personal finance, sits on the board of a nonprofit serving persons with disabilities, and owns a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary strategies, model portfolios, and access to third-party managers.

Matthew Garcia is a financial advisor with Merrill and holds a Series 66 designation. He has seven years of industry experience, including roles at Bank of America and Asset Inventories Inc. Outside of his advisory work, he serves as a consultant and independent contractor for Fortina Harbor Point LLC, where he assists with security and patron management at a rooftop bar in Stamford, Connecticut. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Peck is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities and David Lerner Associates, Inc. Peck’s background includes roles in various sectors prior to his current position. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of investment structures including registered investment companies.

Christopher Podkowiak is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Primerica in various capacities since 2010. Outside of advising, he has been serving at the Probate Court of Berlin, CT since 2015. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and billions in assets under management.

Chelsea Spencer is a financial advisor at Cetera with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Foresters Financial Services and in the hospitality sector. Outside of her advisory role, she is involved with New View Wealth Management LLC, operating under Cetera Business. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

George Kovka is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, Kovka is a notary public and is involved with a marketing entity called Barbara Butler Artist Builder Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its investment adviser representatives with model portfolios, third-party asset management, and advanced operational tools, serving over 22,800 advisors and managing substantial discretionary assets.

Anthony Marciano is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes 14 years at LPL Financial. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures and investment options, managing over $256 billion in assets.

Antonio Ciocca is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Cantella & CO., Inc. and AI Plan Services, Inc. He also provides financial planning and consulting services through Institutional Investment Consulting, an independent registered investment advisor. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Maximo Trama is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked previously with Wealthbuilding LLC, Mariano McGrath and Associates, and Charter Oak Financial. Outside of his advisory work, he has been involved in pizza delivery through a local business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, with a focus on collaborative, annual financial planning engagements.