Michael Ihrke is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and nine years of industry experience. Before joining Ameriprise in 2025, he worked at Equitable Advisors for eight years and previously held roles at Axa Advisors, LLC and Wagner Spray Tech. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Mccabe is a financial advisor with LPL Financial, holding a Series 63 designation and over 41 years of industry experience. His career includes roles at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., Investacorp Advisory Services, Inc., and Veravest Investment Advisors, Inc. He also operates McCabe Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Paxton Heinrich is a financial advisor with Thrivent Investment Management in Manchester, CT, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Manchester Mazda and Monaco Ford, among other positions outside financial services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering in-depth written recommendations across various planning areas such as retirement, tax, and estate planning. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

David Parent is a financial advisor with Cambridge Investment Research Advisors, Inc., holding a Series 63 designation and 35 years of industry experience. His career includes roles at Cambridge Investment Research, Securities America, Inc., and over two decades at Financial Vision Advisory Services, LLC and Financial Vision, LLC. He is also involved in managing his own financial advisory and wealth planning firms. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Mariana Lima is a Series 66-licensed financial advisor with Morgan Stanley in Hartford, CT. She has approximately four years of experience at Morgan Stanley, following prior roles at Planet Home Lending and The Money Source. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Riley Cooper is a financial advisor with UBS Financial Services in Hartford, CT. He holds a Series 66 designation and has one year of industry experience, including prior roles at Block 15, Marcus & Millichap, and the University of Oregon Lundquist College of Business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Kariann Walker is a financial advisor at Merrill with 15 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2009. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Dan Olson is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining UBS in 2016, Olson worked at Merrill, Chase Investment Services Corp., and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Ina Goldschmidt is a Series 66 licensed financial advisor with UBS Financial Services in Hartford, CT, where she has worked since 2007, totaling 18 years of industry experience. She serves as treasurer for the German Shepherd Club of Greater New Haven. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocation.

Robin Anderson Jr. is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Merrill from 2007 to 2016 before joining UBS in 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

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.

Aaron Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, and Baystate Health. Outside of his advisory work, he has been involved with Aaron and Ayesha Associates since 2020. Primerica Advisors is an institutional firm that provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

Kyle Ross is a financial advisor at UBS Financial Services with 17 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he serves as an alderman for the City of New Haven, participating in local legislative policymaking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering customized financial planning and portfolio management informed by proprietary research and model-based asset allocations.

Thomas Ragonese is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Osaic FS, Inc. and Wells Fargo Clearing. Outside of his advisory role, he serves as executor for his father's estate. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that leverage proprietary research and tools. The firm integrates advisory services with various financial products and referral channels to serve its clients.

Steven Lombardo is a financial advisor with Osaic Wealth based in Glastonbury, CT. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior work includes roles at Securities America Advisors and National Planning Corporation, and he has operated Lombardo Financial Services and Lombardo Insurance Agency for over two decades. Outside of his advisory work, he holds a leadership position as vice president of a local networking group. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement consulting. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various tools and multiple custodial and legacy program arrangements.

Nathan Pierce is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services and Northwestern Mutual Investment Services. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative financial planning engagements using firm-approved software and offers a range of programs including estate settlement and employer-sponsored planning.

Dean Calderoni is a financial advisor with RBC Capital Markets in Hartford, CT, holding a Series 66 designation and having nine years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and the State of Connecticut Judicial Branch, where he worked for over two decades. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers along with comprehensive portfolio management and financial planning services.

Kevin Carriere is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 39 years of industry experience. His career includes over three decades at Metlife Securities Inc., followed by roles at MassMutual Life Insurance Company and Mass Mutual Investors Services. He is also an independent insurance agent specializing in various insurance products, including dental, disability, life, and long-term care insurance. Mass Mutual 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 financial planning, asset management, and educational seminars using firm-approved analytical tools to support goal-based planning and investment strategy recommendations.

Dean Forstmann is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior work includes over three decades at Charles Schwab and roles at Charles Schwab Bank and M&T Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and operational technology.

Terrence Nichols is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm integrates research, modeling, and tax-efficiency analysis to deliver written recommendation reports, utilizing algorithmic automation alongside personalized review to support clients’ retirement income strategies.