David Dinatali is a financial advisor with Ameriprise in Cheshire, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at DDK Capital LLC for eight years. He is also involved in managing an advisory business through Centurion Holdings LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Armand Fisher is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and at Sii from 2013 to 2018. In addition to his advisory role, he is involved in life insurance sales and holds a leadership position as president of a life insurance company. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, combining proprietary and third-party investment solutions.

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 at Cambridge Investment Research Advisors with one year of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Northwestern Mutual and other financial services firms. He is also involved as an agent in insurance and benefits-related activities through his other business engagements. Cambridge Investment Research Advisors serves a broad range of clients, including individual and institutional investors, by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm utilizes a variety of portfolio management approaches and emphasizes tailored strategies through a network of independent Financial Professionals.

Leonard Lye is a financial advisor with LPL Financial in Kensington, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior employment includes roles at Citigroup, Santander Bank, KeyBank, and Wells Fargo Clearing. Currently, he also serves as a Private Client Relationship Manager at Webster Bank. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management through a large network of investment adviser representatives.

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.

Brendan Donahue is a financial advisor at Sovereign Financial Services with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ing Financial Partners, Inc. since 2011. Sovereign Financial Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, offering portfolio management services with ongoing portfolio oversight and periodic account reviews. The firm also coordinates investment advice with tax and insurance considerations as part of its client services.

Mark Mazzone is a financial advisor with Sovereign Financial Services, holding a Series 65 designation and possessing 22 years of industry experience. He is also a 50% owner and member of D'Agostino & Mazzone, LLC, a CPA firm providing tax planning, tax compliance, and financial planning services. He has been with D'Agostino & Mazzone since 2000. Sovereign Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes ongoing portfolio oversight and coordination of investment advice with tax and insurance considerations.