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.

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.