Charles Meade is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Raymond James Financial since 2009 and with its affiliate Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he serves as president of Nutmeg Investment Group, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized municipal and public-finance offerings.

Samuel Kingston is a financial advisor at Edward Jones with 10 years of industry experience. Prior to joining Edward Jones in 2024, he held positions at firms including HashWorks Digital Industries, Kingston Energy LLC—where he served as CEO of his consulting business—and several energy asset management and capital firms. He is a board member and 14% shareholder of Sociedad Agricola Santa Sara S.A., an agriculture business based in Casablanca, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Jeremy Hus is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 21 years of industry experience. He previously worked at METLIFE Securities Inc for 12 years before joining Mass Mutual in 2016. He is also the CEO of Holistic Planning Support, a company that provides data entry services for financial planners. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning engagements.

Margaret Arndt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She has been with Cambridge Investment Research Advisors since 2010. Outside of her advisory role, she is involved in several entrepreneurial and consulting ventures, including founding Sage Consulting, Inc. and Conscious Evolution Boston, where she engages in education and authorship. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of investment strategies and platform arrangements tailored to client objectives.

Thomas Kelly is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. 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, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products within an integrated platform.

Sharon Vaupen is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo Bank, N.A. since 2018 and joined Wells Fargo Clearing in 2025. Her prior work experience includes roles at Starbucks and FixturePronto. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, employing over 14,000 financial advisors and providing both brokerage and advisory solutions.

Jorge Quinto is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an officer of Pirraglia Chiropractic, a healthcare business in New Rochelle, New York. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients with a focus on tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its financial planning process.

Patrick Naughton is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has been with LPL Financial since 2011 and has worked at Webster Investment Services, Inc. since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Roy Johansen Jr. is a financial advisor with LPL Financial in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is a commissioned notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technological tools.

Imad Afiouni is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved with EPIC Homes LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage, distribution, and investment management capabilities.

James Maloney is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' financial priorities and works closely with them to identify and achieve their financial goals through personalized planning strategies. His expertise areas include education planning, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. James holds a Bachelor's Degree and a Master of Business Administration (MBA) from Pace University. He carries the designation of Personal Investment Advisor (PIA). Outside of his professional responsibilities, James volunteers as a basketball coach, bringing a similar level of attention and dedication to his community involvement as he does in his work with clients. He aims to serve as a financial resource for his clients by looking at their complete financial picture and designing customized plans to help attain both essential and aspirational financial goals.

Timothy Nuland is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2004 and Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carol Crain is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Crain previously served on the Board of Finance for the United Congregational Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Isabella Griffin is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors Inc. since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Roger Ciriello is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prudential Annuities Distributors and Primerica Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Todice Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 15 years at Metlife Securities Inc. Todice also operates an independent insurance business, focusing on disability, fixed annuities, life, accident, health, long-term care, and medical-related insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm emphasizes ongoing financial planning engagements using firm-approved software and provides various programs including asset management, wrap fee programs, and educational seminars.

Christopher Baudouin is a financial advisor at Ameriprise with 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he owns and manages Ascend Coastal, Inc. and is involved in buying and selling sports memorabilia through Bodes Cards. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Hugo Guerra Valdez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 66 licenses. Before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Hudson Valley Credit Union and H&R Contracting Corp. Outside of his advisory role, he is involved with VM Home Development LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Andrew Champagne is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has been involved with Kelley Bros Hardware, providing commercial hardware bids for construction contractors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

Glen Maleri is a Series 65-credentialed advisor at OSAIC with 35 years of industry experience. He previously worked at Securities America Advisors and National Planning Corporation and has been owner-manager of The Maleri Group since 2005. He serves as an uncompensated board member of The Children's Community Programs of CT. OSAIC serves a broad client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and uses firm-supported tools for portfolio construction and management.