Brian Davis is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with LPL Financial since 2011 and also operates through Webster Investment Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management along with research from internal and third-party sources.

Steven Tripp is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked with Valley Financial Group LLC and Raymond James Financial Services Advisors, Inc. His activities include serving as a trustee and personal representative for the Tripp Family Trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and various organizations, offering tailored, non-discretionary advisory services supported by analytical and risk-profiling tools.

Steven Greco is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS and its predecessor Painewebber, Inc. since 1989. Outside of his advisory work, he operates a retail reseller business on eBay under the name Charter Oak Trading. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Jack Ryan is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to joining the financial industry, his background includes roles at Liberty Honda, Moving Pieces, USI Consulting Group, and Affordable Paint and Tile. Fidelity Strategic Advisers provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

Arthur Peske is a financial advisor with LPL Financial in Manchester, CT, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. and various insurance carriers affiliated with W & R Insurance Agencies from 2009 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 from internal and third-party sources.

Craig Buhrendorf is a financial advisor with Raymond James Financial in Avon, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been affiliated with Raymond James Financial and Raymond James Financial Services since 2009 and has worked with Valley Financial Group since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools to support client goals.

Shannon Smith is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Wealth Management Advisors to understand clients' unique service and financial planning needs and assists them in working towards their personal financial goals. Shannon's career at Fidelity Investments began in 2018 as a Customer Relationship Advocate. She progressed through several roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2024. This progression reflects her experience in client relationship management and financial planning. No additional information about Shannon's education, credentials, personal interests, or community involvement has been provided.

Matthew Couzens is a financial advisor with Ameriprise in Avon, CT, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. prior to joining Ameriprise in 2020. Outside of advising, he serves on the development board of the Cornerstone Foundation Inc. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic automation to deliver personalized, non-discretionary retirement income advice.

Enrique Alvarez is a financial advisor at Cambridge Investment Research Advisors with 50 years of industry experience. He holds the CFP® and ChFC® designations and has worked with Cambridge Investment Research, Inc. since 2011. Outside of his advisory role, Alvarez is a member of the Hartford Gun Club and a Freemason, and he operates a small business buying and selling firearms and other items on eBay. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals. The firm provides various portfolio management options and proprietary model strategies under Founders Gate Capital, supported by institutional features such as advisor support programs and compliance processes.

Dean Spada Jr. is a financial advisor with Osaic, holding a Series 66 designation and over 21 years of industry experience. His prior experience includes roles at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of advising, he provides educational instruction on broad financial planning topics. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and other methodologies to construct portfolios with a wide range of investment options, managing accounts on both discretionary and non-discretionary bases.

Denise Yuu is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized wealth management strategies that align with their full financial picture and evolving market conditions. Denise provides access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to support clients in pursuing their financial goals. Denise holds a Personal Investment Advisor (PIA) designation and earned a Master's Degree from Columbia Business School as well as a Bachelor's Degree from Simmons College. She follows Merrill’s tradition of community involvement by volunteering with local organizations. Her approach centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most.

Raymond Beloin is a financial advisor at LPL Financial with 34 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2011, following an 18-year tenure at Webster Investment Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jaime Petricca is a Financial Consultant at Fidelity Investments, a position held since 2024. Jaime has more than a decade of experience in the financial services industry, working in partnership with clients to create customized financial plans aligned with their goals. Jaime focuses on delivering thoughtful strategies, clear guidance, and confidence through personalized financial planning. Jaime's professional experience includes roles at several notable financial institutions. Prior to joining Fidelity Investments, Jaime served as Vice President at Goldman Sachs from 2022 to 2024. Other previous roles include Senior Sales Associate at Allspring Global Investments (2020-2022), Associate Regional Director at Wells Fargo Asset Management (2017-2020), Regional Consultant at Congress Asset Management (2015-2017), and Retirement Sales Associate at Putnam Investments (2014-2015).

William Dicristofaro is a financial advisor with Mass Mutual Investors Services and holds the CFP® and ChFC® designations. He has 43 years of industry experience, including prior roles at MetLife Financial Services and Mass Mutual Life Insurance Company. He serves on the finance committee of Saint Bridget of Kildare Roman Catholic Church and is a member of the East Haddam Village Revitalization Agency, which oversees local property conversion projects. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements and a range of investment and educational programs.

Erich Strunk is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding a Series 65 license and 42 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he operates as an independent insurance agent specializing in dental, group disability income, life, accident, and health insurance. MassMutual Investors Services 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 emphasizes collaborative, annual planning relationships using firm-approved tools and offers specialized services including divorce planning and employer-sponsored planning programs.

Michael Goralski is a financial advisor with Ameriprise in Middlebury, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at GE Electric Insurance Company and held positions at Wilkes University and Xavier High School. He is involved with Honey Badger Management, a management company associated with Fiduciam Financial. Ameriprise is a large institutional firm offering retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement recommendations tailored to clients’ financial situations.

Brendon Hutchins is a CFP® professional with 32 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2025 and previously spent 12 years at UBS Financial Services. 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 offers both brokerage and advisory solutions.

Nancy Miller is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses. She has 44 years of industry experience, including over two decades with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, Miller is an active musician performing paid and community gigs and has served on the board of permanent funds for Faith United Church. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and brokerage and insurance products within an integrated platform.

Janice Johnson is a CFP®-certified financial advisor with 27 years of industry experience, currently with Cambridge Investment Research Advisors, where she has worked for 15 years. She also maintains a background as a registered dietitian and serves as adjunct faculty teaching certified financial planning courses. Johnson holds board positions with the Town of Manchester Pension Fund and the Bennett Housing Authority, overseeing low-income housing for the elderly. Additionally, she is involved in independent insurance agency activities and tax planning and preparation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a variety of financial planning and investment management services through a network of independent professionals, utilizing multiple investment platforms and proprietary as well as third-party model strategies tailored to client objectives.

Wesley Johnson Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 31 years of industry experience. He has worked with Foresters Financial Services for 24 years and Foresters Advisory Services for 3 years before joining Cetera in 2019. Johnson also serves on the board of directors for Connex Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.