Hunter Ford is a financial advisor with LPL Financial in Ellington, CT. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has work experience in fitness and hospitality sectors as well as academic roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of advisors to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party asset managers and institutional platforms.

Daniel Lupo is a financial advisor with MassMutual Investors Services holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Western New England University and has owned and operated The Pizza Shoppe, where he works as a cook. He is also licensed to sell various insurance products including life, disability, and fixed annuities. MassMutual 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 programs, emphasizing collaborative, annual planning engagements using firm-approved software tools.

Barbara Comer is a CFP® with 44 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Her prior experience includes roles at Securities America Advisors, Inc., Investacorp Advisory Services, and Comer & Greak Financial Consultants. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

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

C D Kaye II is a financial advisor at Merrill with 18 years of industry experience and holds the Series 66 designation. He has worked at Bank of America, N.A. since 2011 and has been with Merrill since 2009. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristina Oswald is a CFP®-certified financial professional with 38 years of industry experience. She is affiliated with Cetera and Kelly & Company Wealth Partners LLC, and has held roles at various Cetera entities since 2013. Oswald serves on the subcommittee overseeing the endowment funds for the First Congregational Church Canton Center and holds board positions with the Financial Planning Association of Connecticut and the Canton Community Health Fund. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, leveraging a nationwide advisor network and a variety of program options including model portfolios, third-party managers, and bespoke strategies.

James Galloway is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Cambridge since 2020 and also has a background in education with roles at Enfield and Plainville Public Schools. Outside of his advisory work, he is involved with the Northern Connecticut Lacrosse organization as an owner and serves on the Somers Board of Education and the Northern Connecticut Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

David Berube is a financial advisor with Ameriprise, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is associated with business ownership entities related to administrative and real estate purposes in Suffield, Connecticut. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm delivers personalized, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis, and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

William Caruana is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, Caruana serves as a board member of the South End Community Center and has contributed to the construction of a new building for the organization. Stifel serves a diverse client base including individuals, institutions, and charitable entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Mark Brown is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by advanced modeling tools.

Kevin Grant is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at TD Private Client Wealth LLC and TD Bank N.A. Grant has served in the United States Navy Reserve since 2016 as a Petty Officer First Class specializing in weaponry and ammunition. He also acts as an arbitrator for FINRA, handling dispute resolution between investors and brokerage firms. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning and asset management services using firm-approved software and collaborative annual planning engagements.

Stephen Strand is a ChFC® credentialed financial advisor with 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering holistic, goal-based analyses across a broad range of planning topics without discretionary portfolio management.

Douglas Reed is a financial advisor at Morgan Stanley with 46 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations as part of its financial planning process.

Jeffrey Whyte is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles at firms including Investors Capital Corp., Banc of America Investment Services, and Quick & Reilly, Inc. In addition to his advisory work, he manages commercial real estate properties through the S. William Whyte Trust. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a comprehensive multi-manager platform.

Samuel Einzig is a financial advisor with LPL Financial in Springfield, MA, holding the Series 66 designation and four years of industry experience. His prior roles include positions at UMassFive College Federal Credit Union and CUSO Financial Services. 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 and access to third-party asset management, supported by a large network of investment adviser representatives and extensive resources.

Mary Thompson is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previously worked at Oldfields School, One Source Contracting, Loomis Chaffee, Stanley Black and Decker, and Edward Jones Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

James Hammel is a CFA® charterholder with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds a Series 63 license and is based in Granby, CT. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients, offering a range of investment advisory services and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

Andrea Pease is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 23 years of industry experience. Her career includes roles at Securities America, National Planning Corporation, and Professional Investors Network, which she has been associated with since 2002. She is also involved in selling non-variable insurance products such as life, health, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, employing a combination of discretionary and non-discretionary strategies supported by advisor-facing technology tools.

Daniel Dionne is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Prudential Investment Management Services, and Global Portfolio Strategies. Outside of advisory roles, he operates a sole proprietorship related to real estate. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various platforms, including proprietary model strategies under the Founders Gate Capital brand.

Yu Xiang Lin is a financial advisor at Merrill with Series 63 and Series 66 licenses and less than one year of industry experience. Prior to joining Merrill, Lin held roles at Bank of America and JPMorgan Chase Bank, N.A., and has experience in the food service industry through various business ventures. Lin is also affiliated with the NYU Professional School of Studies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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, and institutional investors.