Kurt Lenz is a financial advisor with Equitable Advisors in Hamden, CT, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is a joint owner of a vacation property where he manages contractor hiring for its upkeep. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management services. The firm utilizes a range of advisory programs and third-party managers, offering products including mutual funds, ETFs, separately managed accounts, and alternative investments.

Gary Helbling is a financial advisor with Ameriprise in Durham, CT, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He previously worked at Oppenheimer from 2014 to 2019 before joining Ameriprise Financial Services Inc. and Ameriprise in 2019 and 2020, respectively. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, primarily for clients maintaining assets in Ameriprise Managed Accounts.

David O'Connell is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Dickinson College for eleven years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Jeffrey Desmarais is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Pruco Securities, The Prudential Insurance Company of America, Massachusetts Mutual Life Insurance Company, and New York Life Insurance Company, among others. He is based in Plantsville, CT. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm leverages a range of third-party advisory models and delivering tools including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Larry Esposito is a Series 66-credentialed financial advisor with Edward Jones in Wallingford, CT, and has two years of industry experience. Prior to joining Edward Jones, he worked for ten years at Wallingford Buick-GMC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of advisors and branch offices.

Robert Ginsberg is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Woodbury Financial Services and Investors Capital Corp. Ginsberg is also involved in non-variable insurance activities as a licensed agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

R Grenier is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial since 2025. Prior to joining LPL, Grenier held positions at Cadaret, Grant & Co., Inc., BRP/Grenier Financial, Grenier Baker & Associates, Inc., and Nathan & Lewis Securities, Inc. He serves as a board member and finance committee member for Mason Wright Assisted Living, a nonprofit organization. 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 advisory and brokerage services, including financial planning and various portfolio management programs, supported by both proprietary and third-party strategies.

Jeremy Lobo is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. and Raymond James Financial Services Inc., having previously spent 24 years at Commonwealth Financial Network. In addition to his advisory work, he is co-founder and president of Lobo & Pascale Wealth Management, LLC, a support company he has led since 2001. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisor affiliation and targeted advisory programs.

Gerald Oliano is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for H. Beck, Inc. before joining Cambridge in 2017. He is also president of Jerry Oliano LLC, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent financial professionals, utilizing a variety of portfolio management approaches and platform arrangements.

Yoselin Murillo is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2019, following two years at People's United Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios with systematic, long-term asset allocation strategies.

Joshua Salgado is a financial advisor with LPL Financial in Hamden, CT, holding Series 63 and Series 66 licenses and bringing two years of industry experience. Prior to joining LPL Financial in 2026, he worked at David Lerner Associates for two years and spent several years at PepsiCo. 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 portfolios, third-party asset management, and institutional platforms, supported by technology tools for advisor use.

John Lombardi is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PFS Investments Inc. and Primerica Financial Services since 2010. Outside of advisory work, he is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process, with trade implementation delegated to BNY Mellon Advisors.

Roberto Laguer is a financial advisor with Primerica Advisors in Newington, CT, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Primerica Advisors since 2016 and has prior experience with Rick Bus Co. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Alan Williams is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Avantax Insurance Agency and Avantax Investment Services, as well as self-employment since 1993. Outside of advising, he owns and operates a tax preparation and accounting business and serves as treasurer and comptroller for a construction company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party model portfolios.

Timothy Hoynes is a Series 66-licensed financial advisor with LPL Financial, bringing one year of industry experience. Prior to joining LPL, he worked at Berkshire Hathaway Specialty Insurance and has a background including roles at UMass Amherst and Cheshire High School. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment options.

Frank Adams III is a financial advisor with LPL Financial in Wallingford, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at VOYA Financial Advisors, CFP Associates, and Waddell & Reed. He is a partial owner and tenant of a real estate rental building through CFP Associates. 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 broad range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gerald Nearier is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel since 2007 and previously worked at Ryan Beck & Co. from 2004 to 2007. He holds Series 63 and Series 65 licenses and serves clients from Hamden, CT. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Thomas Hine is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network for 14 years. Outside of his advisory role, he is a writer and author with Shodan Publication, LLC, where he dedicates time to book projects. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm utilizes analytical tools and risk profiling to tailor non-discretionary planning and supports its clients through extensive advisory programs and institutional consulting.

Gary Radler is a financial advisor at OSAIC with 49 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His work history includes roles at Securities America Advisors, National Planning Corporation, and his own firm, Radler Retirement Strategies, LLC. Outside of advisory work, he owns Fixed Insurance, offering fixed insurance products to clients. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a range of portfolio construction tools and access to third-party money managers.

Lindsey Torres is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and previously worked at Voya and Directed Services, LLC. She is based in Wethersfield, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.