Gene Callahan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Daniel Recalde is a financial advisor with Cambridge Investment Research Advisors in Woodbridge, CT, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Northwestern Mutual and GRAPH Strategy. He is also involved as an agent in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers a range of investment solutions, including proprietary models and third-party manager referrals, with both discretionary and non-discretionary options tailored to client objectives.

Leonard Lye is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at institutions including Citigroup, Santander Bank, and KeyBank. His current roles also include serving as a Private Client Relationship Manager at Webster Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research from internal and third-party sources.

Daniel Bedard is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. His career includes prior roles at Avantax Advisory Services and Premier Pay Solutions, and he also operates Bedard & Company, PC, providing tax preparation and accounting services. Bedard serves on the board of directors for Newtown Savings Bank, a mutually owned local community bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Richard Branchaud is a financial advisor at Your Choice Financial, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several manufacturing firms, including Connecticut Spring & Stamping, where he serves as a senior design engineer. Branchaud has been with Your Choice Financial since 2007. Your Choice Financial, LLC serves a small number of individual clients, primarily providing investment recommendations on a non-discretionary basis. The firm does not offer portfolio management, focusing instead on consultative advisory services.