Laurence Hale II is a financial advisor at Commonwealth Financial Network with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Commonwealth since 2006, including through its affiliation with Weiss, Hale & Zahansky Strategic Wealth Advisors and WHZ Strategic Wealth Advisors. He is also the owner of Clear Bay Asset Management, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, technology, investment management, compliance, and practice-management services.

Ryan Howard is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Key Investment Services LLC since 2024 and previously held positions at MML Investors Services and Mass Mutual Life Insurance Company from 2019 to 2024. Prior to his financial services career, he was involved with WoodnTap and has experience connected to Plymouth State University and Harry's Place. Key Investment Services LLC is an SEC-registered adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model featuring discretionary implementation by Envestnet, portfolio design by internal and third-party managers, and offers wrap programs supported by custodial and trade execution services.

Nicholas Olson is a financial advisor at Commonwealth Financial Network with Series 63 and 66 licenses and four years of industry experience. His prior roles include positions at Raymond James Financial Services and Fidelity Personal and Workplace Advisors. Olson is also a content creator for Olson Auto, producing material for platforms such as YouTube and Instagram. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services, working with clients to implement tailored investment strategies.

John Bernier is a CFP® professional with 43 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and concurrently affiliated with Ing Financial Partners, Inc. and Cambridge Investment Research, Inc. since 2004. In addition to his advisory work, he operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering customizable portfolio solutions and proprietary as well as third-party investment strategies.

Benjamin Tomczak is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Tomczak is also involved in the sales and service of insurance and investments through a related business entity. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Horace Carryl Jr. is an advisor at Wells Fargo Clearing with Series 63 and Series 65 certifications. He has been with Wells Fargo Clearing since 2026 and has prior experience at Footlocker Inc., Wells Fargo Bank, and Target Corporation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources to offer diversified investment options through both brokerage and advisory solutions.

Edward Myers is a financial advisor with LPL Financial in Vernon, CT, holding Series 63 and Series 65 designations and 43 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc., National Planning Corporation, and Main Street Management Company. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Couzens is a financial advisor with Ameriprise who holds the ChFC® and Series 66 designations and has 23 years of industry experience. He has been with Ameriprise and its related entities since 2005. In addition to his advisory work, he is involved in commercial real estate management and serves on the development board of the Cornerstone Foundation Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement planning, dependable income, and tax-aware withdrawal strategies. The firm’s approach combines in-depth investment research and algorithmic tools to provide tailored retirement income recommendations.

Michael Gisleson is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Prudential Insurance Company of America since 1999 and transitioned to LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Jessica Callahan is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. She has worked with several Cetera entities since 2021 and spent seven years at Voya in various advisory roles. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, institutional, corporate, and charitable clients nationwide. The firm offers a range of portfolio management and retirement services, with over $256 billion in assets under management and more than 10,000 advisors across its network.

Thomas Brown is a financial advisor with Osaic Wealth, Inc. based in Coventry, CT, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has worked at Osaic Wealth since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Brown also has a longstanding role with the Charles G. Marcus Agency, where he has been involved in the sale and marketing of fixed annuities and non-variable insurance products since 1994. Additionally, he serves as trustee for his son's irrevocable testamentary trust. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating stocks, bonds, mutual funds, ETFs, and alternative investments.

Jillian Pelkey is a financial advisor at Charles Schwab with seven years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018, and previously was with MacKinstry Financial & Investments LLC from 2016 to 2018. She holds a Series 66 designation. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and operational support.

Jon Lindblom is a Series 66 licensed financial advisor with Thrivent Investment Management, where he has worked since 2015. He has 10 years of industry experience and serves as an elder on the council board of Union Congregational Church, overseeing church governance and operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic goal-based analyses and written recommendations across a range of planning topics without providing portfolio management for institutional clients.

Marc Moreno is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials. He has been with Ameriprise since 2025 with prior experience at companies including Wayfair and TEKsystems. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice. The firm emphasizes tax-aware withdrawal strategies and uses research, third-party data, and algorithmic tools to support its recommendations within a defined investment universe.

Nathanael Di Salvatore is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services Inc. Di Salvatore also has experience as a tax associate at Cour Tax Consultants and provides administrative and tax support at Captain Hale Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering both discretionary and non-discretionary portfolio management through a multi-manager platform with access to various model portfolios and third-party managers.

Cory Bradley is a financial advisor with Ameriprise based in Stafford Springs, CT. He holds a Series 66 designation and has been with Ameriprise since 2024. Prior to his advisory role, he has worked at FedEx and attended Bryant University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored financial advice through a centralized consulting team.

Rebecca Marouski is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Waddell & Reed, Inc., and 360 Federal Credit Union. Outside of her advisory role, she performs data entry and tax document coordination for Don Brooks & Associates. MassMutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Kansas Sienna is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, Kansas held positions at the University of Connecticut and Ross Haven Farm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers the Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Eric Sharp is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and several other affiliated firms prior to joining Cetera. Outside of his advisory role, Sharp serves on the advisory committees of local nonprofit organizations focused on pregnancy support and community ministry, and he provides tax services through Cour Tax Consultants. Cetera Investment Advisers LLC is a national SEC-registered firm offering a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with options that include model portfolios, third-party managers, and bespoke strategies across various program structures.

Calla Poulos is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. She has worked at Cetera since 2021 and previously at Voya Financial Advisors and MassMutual Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with over $256 billion in assets under management.