Edward Graham Handley is a financial advisor with Edward Jones in Southington, CT. He holds a Series 66 designation and has 10 years of industry experience, including 11 years with Edward Jones. 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 and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Bryan Lauriat is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.

Dashaun James is a financial advisor with Ameriprise in Manchester, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked for seven years at Saldamarco's Deli. He is also involved with Brownstone Management of CT LLC, managing an advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team.

Michael Belanger is a financial advisor with LPL Financial in North Haven, CT, holding a Series 66 credential and five years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cetera and Cetera Investment Services from 2021 to 2024, and he has a background in the automotive industry with Penskee Automotive Group from 2011 to 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Kevin Prell is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services for 12 years before joining RBC in 2022. Outside of his advisory role, he serves on the Simsbury Republican Town Committee and the Town of Simsbury Board of Finance and is the treasurer of a local social club. RBC Wealth Management serves a broad range of clients, including individual investors, institutions, and charitable organizations, offering customized advisory programs that incorporate both in-house and third-party investment managers. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Elaine Prewitt is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Riverside Retirement Advisors and Coldwell Banker. In addition to her advisory work, she owns a hobby laser engraving business called Customs on Main LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Arthur Sullivan Jr. is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Highland Capital Brokerage. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet certain net-worth criteria.

Felicia Carucci is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. She has 18 years of industry experience, including prior roles at MetLife Securities Inc. Outside of her advisory work, she is the principal owner of FAB Design LLC, a holiday decorating business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides comprehensive financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and a collaborative approach to deliver customized financial plans.

Bryan Paquette is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its affiliated entities since 2013. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services on a multi-manager platform with over $256 billion in assets under management.

Alexander Fredericks is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services Inc. since 2014. Ameriprise provides a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies and uses algorithmic automation overseen by specialist committees to support its retirement planning services.

David Dufour is a financial advisor with LPL Financial in New Britain, CT, holding Series 63 and Series 66 credentials and 31 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Citizens Securities, American Eagle FCU, and a previous tenure at LPL Financial. Outside of his advisory work, he is employed as a part-time ski instructor at Powder Ridge Ski Resort. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and a range of technology-driven investment strategies.

Steven Marantz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes previous roles at Voya Financial Advisors, PURSHE KAPLAN STERLING INVESTMENTS, Conscious Capital Wealth Management, and J.W. Cole Financial. Outside of his advisory work, he serves as a member of the Select Board for the Town of Longmeadow and participates in local community mitigation efforts related to casino impacts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, financial planning, and access to a range of third-party money managers.

Christina Lake is a financial advisor at Ameriprise with 24 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she has involvement in real estate ownership. Ameriprise is a large institutional firm that offers a specialized retirement-income planning service for individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive written recommendations using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

William Giaquinto Jr. is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 16 years at Lincoln Financial Securities Corporation and over 18 years with Nutmeg Advisory Group LLC. Outside of advisory work, he is involved with Nutmeg Advisory Group LLC in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, leveraging research and model portfolios to support diversified investment strategies.

Frederick Trotta Jr. is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. His prior work experience includes roles at Royal Alliance Associates, Independence Financial Partners, and Horton Group LLC. He is also engaged in insurance-related activities, including client service and case management. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes a wide range of investment tools and strategies, offering integrated brokerage and advisory services with access to third-party money managers and wrap programs.

James Pazareskis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked with AXA Advisors and related entities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk profiles.

Robert Mosley is a financial advisor at MassMutual Investors Services with Series 66 accreditation. He has been in the industry since 2026, having worked previously at Advanced Office Systems and the University of Connecticut. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and recently introduced a standalone Divorce Planning service.

George Dominello is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as treasurer on the board of directors for Esprit, a charitable foundation focused on supporting local community initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Rosario Pulino is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and serves as Vice President at Liberty Bank, where he has worked since 2015. Pulino has also been involved with Liberty Bank Investment Services since 2007. 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 supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ryan Kubasek is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2016, following a brief period at Neuberger Berman LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.