Scott Miller is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and over 27 years of industry experience. He has worked with Liberty Bank and Liberty Investment Services since 2012, serving clients primarily in Newington, CT. 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, using tailored, non-discretionary planning and analytical tools to support client goals.

Eric Zimmerman is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 26 years of industry experience. His prior firms include Securities America Advisors, Securities America, Inc., and National Planning Corporation. Outside of his advisory work, he is involved in local sports as a soccer referee and coach and serves as a ticket seller and timekeeper for high school sports events. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, with a range of portfolio management options supported by asset-allocation tools and third-party platforms.

Daniel Kearney is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Karn, Couzens & Associates, Royal Alliance, and Voya Financial. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide collaborative, goal-based recommendations.

William Micari is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he serves on investment committees for the Main Street Community Foundation and St. Paul Catholic High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management and platform options.

Steven Crabtree is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, he is a member of the band Cartwheel and serves on committees at the First Church of Christ in Middletown, CT, including chairing the church’s endowment subcommittee. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Paula Cohen is a financial advisor with Ameriprise in Hebron, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved in financial plan production for Ameriprise franchise advisors and AFAs. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized planning, with an emphasis on assets held in Ameriprise managed accounts.

Bradford Parsons is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 33 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009. Parsons serves as a trustee for the Berlin VFW Post 10732, conducting quarterly audits for the post’s quartermaster. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, including proprietary models under the Founders Gate Capital brand and access to third-party strategists, with both discretionary and non-discretionary portfolio management options.

Joseph Fountain is a financial advisor with Mass Mutual Investors Services based in Glastonbury, CT, holding a Series 66 designation and 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at METLIFE Securities Inc from 2014 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides specialized services including divorce planning, estate-settlement, and employer-sponsored planning programs.

Michael Cosenza is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and MFS Fund Distributors, Inc. Cosenza serves as a director of the Rotary Club of Worcester. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Spencer Wesley is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. He has previously worked at Bank of America and ClearView Wealth Management LLC, among other roles. Outside of his financial career, he has been involved with The Hidden Still for several years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Theodore Davis is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Ameriprise and its related entities since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with its financial advisors.

Joseph Manzi is a financial advisor with Thrivent Investment Management in Berlin, CT. He holds a Series 66 designation and has been with Thrivent and its related entities since 2025. His prior work experience includes roles at the University of Connecticut, Fireworks by Grucci, and Berlin Public Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various topics without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

David Troy is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. Before joining LPL Financial in 2024, he worked at Charles Schwab and Charles Schwab Bank from 2017 to 2024 and at Fidelity Investments from 2011 to 2017. Outside of his advisory role, he is authoring a book titled "So, You Think You Know Connecticut?" through OMNI Publishing Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research.

Jill Honeycomb is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Raymond James and Liberty Bank Investment Services since 2015, where she also serves as Program Director for Liberty Bank Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored investment consulting and supports municipal and public-finance work through its affiliation with a municipal advisor.

Angelo Carlone is a financial advisor with LPL Enterprise holding CFP®, Series 63, and Series 66 designations and has 33 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Advisors. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Michael Gandolfini is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL in 2024, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2022 to 2024, and at Bank of America and Merrill from 2019 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

John Wostbrock is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously spent 28 years with Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he is the owner of a tax preparation and accounting firm. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and retirement services through a nationwide network of independent advisors.

Kari Mcleod is a Series 65-registered financial advisor with Cambridge Investment Research Advisors, bringing 10 years of industry experience. She has worked at Cambridge since 2020 and previously spent four years at Pangaro Wealth Management and two years at Gap, Inc. Mcleod owns Wealth Strategies Team, LLC, a business based in Farmington, CT. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary investment options tailored to client needs.

Nicholas Provost is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been in the financial services industry since 2025. Prior to his current role, he has worked in various positions including roles at UPS and several local businesses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative annual planning process using firm-approved software and provides specialized programs such as divorce planning and estate settlement services.

Todd Rosen is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 21 years of industry experience. Prior to joining LPL Financial in 2022, he worked at VOYA Financial Advisors and affiliated entities from 2014 to 2022. Rosen is also involved in non-variable insurance activities outside his advisory role. LPL Financial is a national 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, retirement consulting, and brokerage services supported by proprietary and third-party research resources.