David Ferris is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining LPL Financial in 2024, he worked at John Hancock Distributors LLC for four years and spent five years at Oracle Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Christopher Maciejak is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 23 years of industry experience. He has been with Ameriprise since 2006, including six years at the current firm. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Haddam Killingworth Little League. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

John Capece is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Voya Financial Advisory for seven years and has been with LPL Financial since 2021. Outside of his advisory role, he works as a substitute teacher at Grammer School in North Haven, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Timothy Lassen is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at VOYA Financial Advisors for seven years before joining LPL Financial. Outside of his advisory role, Lassen is involved with Brokers Service Marketing Group, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a national network of investment adviser representatives.

Michael Massa is a financial advisor with Equitable Advisors in Hamden, CT, holding a Series 66 designation and four years of industry experience. Prior to his current role beginning in 2022, he worked at Del Mar Union School District for six years and at Point Loma Nazarene University for three years. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers. The firm’s approach includes matching clients to advisory models and discretionary managers, utilizing a range of investment vehicles and fiduciary services for qualified plans.

Erin Smith is a Series 65–licensed financial advisor with Edelman Financial Engines, based in Oakville, CT. She has three years of industry experience, including roles at Financial Engines Advisors L.L.C. since 2022 and Bank of America from 2015 to 2022. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Michael Blaszczak is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Blaszczak has been with Cambridge Investment Research Advisors since 2007 and also works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, delivering customized strategies across multiple platforms and a mix of discretionary and non-discretionary management options.

Brian Cohan is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has one year of industry experience and has worked at Cambridge Investment Research entities since 2023. His prior work includes roles at Chubb and PLS Logistics. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of portfolio management options and customized strategies.

Riley Ward is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 and Series 63 licenses. His prior work includes roles at Manzi Insurance and Bull's Bridge Golf Club, as well as time spent at Salve Regina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Mark Stevens is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He has held various roles in financial services, including leadership positions at Stevens Group Financial Services LLC and Stevens & Boutilier Financial Advisors. Stevens has also worked in the insurance sector throughout his career. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Seth Stark is a financial advisor at Ameriprise in Oxford, CT, with Series 66 credentials and less than one year of industry experience. His prior work includes roles at Investec, King Paper, and Borderline Surf Shop, as well as academic pursuits. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Adam Peterson is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at JPMorgan Chase Bank, Santander Bank, and Hartford Healthcare. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Swapna Patra is a financial advisor at Fidelity with Series 65 and Series 63 credentials and seven years of industry experience. Her prior roles include positions at Symbridge LLC, MML Investor Services, Bank of America, and Merrill Lynch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund-of-funds structures, and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Laura Maguire is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has previously worked at Kestra Advisory Services, Kestra Investment Services, and CETERA Advisor Networks. In addition to her advisory role, Maguire serves as secretary on the board of a local condominium association and volunteers assisting elders with money management services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and nonprofit organizations through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jackson Fredericks is a financial advisor with Ameriprise in Southbury, CT, holding a Series 66 credential and four years of industry experience. His prior work includes roles at the Dental Associates of Connecticut and Jackson, Grant Investment Advisors Inc., among others. He also worked at Eastern Connecticut State University and Brookfield Public Schools. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Ryan Naser is a financial advisor with LPL Financial in Wallingford, CT, holding a Series 66 designation and 12 years of industry experience. He previously worked at Woodbury Financial Services for six years before joining LPL Financial, where he has been since 2022. In addition to his advisory work, he is involved in software sales through a separate business venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by model portfolios and research from multiple sources.

Klaus Engstler is a financial advisor at Edward Jones in Middlebury, CT, with seven years of industry experience. He holds the CFA® and ChFC® designations, as well as Series 66 and Series 63 licenses. Engstler has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Robert Brochu is a Series 63-licensed financial advisor with LPL Financial, based in Farmington, CT, bringing 41 years of industry experience. He has been with LPL Financial since 1994 and has operated R.G.B. Financial since 1984. Brochu serves on the Town of Farmington Municipal Employees Pension Plan Retirement Board and is involved in tax preparation through RGB Tax Services LLC, a business he operates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Gary Tasillo is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with LPL Financial and its predecessor firms since 2004. Outside of his advisory role, he is involved with Tunxis Wealth Management, which focuses on health and life insurance, long-term care insurance, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, comprehensive financial planning, and utilizes model portfolios and research to support diversified investment strategies.

Anthony Leonardi is a CFP® with 31 years of industry experience and is currently affiliated with OSAIC since 2025. Prior to joining OSAIC, he spent 25 years at Lincoln Financial Advisors Corp. Outside of his financial advisory role, Leonardi owns Muscle Up Bars LLC, a business focused on producing and selling protein bars, and he is also an author. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.