Joseph Jack is a financial advisor with LPL Financial based in Glastonbury, CT. He holds the Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining LPL Financial in 2026, he worked at firms including TIAA-CREF and MassMutual. Outside of his advisory role, he also works as an independent contractor for Uber Eats. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions supported by research and technology tools.

Adam Richwine is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, LLC, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and advanced operational tools.

Ryan Nuzzo Sr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to his current role, he worked at Long View Investments LLC and has experience in educational settings including the University of Connecticut and Amity Regional High School. He is also involved with Long View Investments LLC, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through various advisory programs and maintaining a focus on technology and compliance.

Craig Ferris is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Highland Golf Club and The Spotted Horse and was involved with Jones Family Tree Farm for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Julie Beauchamp is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning from 2009 to 2022. She also owns Beauchamp Investment Group, a financial enterprise based in Burlington, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing Wells Fargo research and tools to deliver tailored recommendations.

Patrick Mc Laughlin is a financial advisor with LPL Financial holding a Series 66 credential and one year of industry experience. He concurrently works as a physical therapist and coach at Atrinity Home Health and Select Medical. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of advisory and brokerage services, including financial planning and access to third-party asset management, with investment strategies ranging from model portfolios to customized allocations.

Steven Banaletti is a financial advisor at LPL Financial with 34 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Janney Montgomery Scott from 2006 to 2009. He holds Series 63 and Series 66 credentials. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, utilizing models, third-party subadvisors, and customized strategies.

Steven Kesses is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at National Planning Corporation, Raymond James Financial Services, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kristin Hill is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. Prior to joining LPL Financial in 2023, she worked at Securities America Advisors and National Planning Corporation. Outside of her advisory role, she co-owns a podcast called Sockeytome. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with diverse investment strategies, including model portfolios and third-party management, alongside various financial and credit-related services.

Bosmat Cohen is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to her role in finance, she worked with the Cheshire Board of Education and Lincoln College of New England. Outside of her advisory duties, she is a spinning instructor at the Southington-Cheshire YMCA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Mark Sperandio is a financial advisor with LPL Financial in Glastonbury, CT, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2011 and also maintains a role with Webster Bank/Financial since 2010. Outside his advisory work, he serves as an engineer and volunteer firefighter with the Simsbury Volunteer Fire Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large advisory network with diverse investment options and operational tools.

Kevin Gargano is a financial advisor with LPL Financial in Hamden, CT, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at Prudential Insurance Co. of America, Raymond James Financial Services, and Liberty Bank. He is also the president and owner of RoGar Pharma, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Patrick Skelly is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2016. Outside of his advisory role, he is involved in fiduciary activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning with written recommendation reports and annual advice on income sources and tax-aware withdrawal strategies.

Joseph Kintschi is a financial advisor with Ameriprise in Portland, CT, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves as Vice President on the Nutmeg Business Network Board, is a board member of Middlesex United Way, and volunteers as a youth basketball coach for Rocky Hill Park and Rec. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service, which provides tailored retirement income planning through a combination of proprietary research and third-party data.

Sean Allen is a financial advisor with Ameriprise in Wethersfield, CT, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is a partner and 25% owner of Maple Tree Cafe, a restaurant in Simsbury, CT. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Luke Derose is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked previously at Cetera from 2020 to 2024. Outside of finance, he was involved with Mecha Noodle Bar from 2016 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sydney Ratte is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise in 2023, Sydney worked at The Metropolitan District Commission, Manpower, and the University of Connecticut’s Department of Events & Conferences. Sydney holds a Series 66 designation. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves clients with significant investable assets and delivers solutions through a centralized consulting team and affiliated broker-dealer and insurance companies.

Kevin Wheeler is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Wheeler has been with Liberty Bank and its investment services division since 2011, serving as Vice President and financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools for risk profiling and outcome modeling.

Chelsea Le Moine is a financial advisor with LPL Financial in Waterbury, CT, holding a Series 66 designation and one year of industry experience. Her prior background includes roles at Webster Bank, Fidelity Investments, and MassMutual, as well as work with the Incline Village General Improvement District and involvement with nonprofit organizations such as the Full Community Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Steven Tavares is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 19 years of industry experience. He previously worked at Foresters Financial from 2007 to 2019 before joining Cetera Investment Services LLC in 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various investment management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and strategies.