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.

Brian Kelaher is a Wealth Management Advisor based in the Farmington Merrill Lynch Wealth Management office. He has been a financial advisor with Merrill Lynch since November 2012 and has spent his entire career in financial services. Brian works with clients to develop personalized wealth management strategies that address various factors including risk tolerance, current resources, family dynamics, and long-term goals. His approach emphasizes consistent communication and collaboration to help clients navigate their financial futures. Brian holds a Bachelor's Degree in Economics from Brown University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise covers a range of client focus areas such as retirement income, legacy planning, family wealth management strategies, investment consulting for defined contribution plans, small business strategies, and college education planning. Outside of his professional work, Brian is involved with Amy's Angels in the community. He lives in Canton, CT with his wife and their two children. Brian welcomes the opportunity to learn about clients’ financial goals and to apply his knowledge and resources to support their long-term success.

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.

Dominic Schioppo Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools, with a broad range of investment and insurance solutions offered through separate brokerage or insurance arrangements.

Spencer Langweil Sr is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles in hospitality and educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of representatives and offers a variety of financial planning and investment management solutions.

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 financial advisor with LPL Financial in Farmington, CT, holding a Series 63 designation and over 41 years of industry experience. He has been with LPL Financial since 1994 and operates RGB Financial, a related advisory business, which he has managed since 1984. Brochu serves on the Town of Farmington Municipal Employees Pension Plan Retirement Board and is a limited liability member of Cincinnati Donuts, LLC, an investment partnership owning several Dunkin Donuts locations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive research and technology tools.

Gary Tasillo is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with LPL Financial and its predecessors since 2004 and previously worked at Main Street Management Company from 1998 to 2004. Tasillo is involved part-time in selling group and individual health and life insurance, long-term care insurance, and fixed annuities through Tunxis Wealth Management. 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 advisors and technology tools.

Marc Dynder is a CFP® and ChFC® with 26 years of experience in financial advisory. He has been with Ameriprise since 2005, currently serving in Southington, CT. Outside of his advisory role, he is involved in community activities including serving on the Southington Conservation Commission and Open Space Committee, and acting as an assistant coach for the Southington Youth Wrestling Club. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Cailyn Paradise is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked for Lincoln Financial (formerly Liberty Mutual Benefits) from 2011 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates a nationwide network of financial advisors and branch offices.

Gregg Desmarais is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Raymond James in 2024, he worked at TD Bank N.A. and TD Private Client Wealth LLC for eight years. Desmarais serves as a school council member for Southwick Regional School and is a partner in a wealth management firm in Avon, CT. 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, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

William George III is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at Raymond James Financial Services, Aspire Wealth Group, Prudential Financial, and Mifflinburg Bank and Trust. 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 institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and oversight of more than $819 billion in discretionary assets.

Jason Warnke is a financial advisor with Ameriprise in Avon, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Warnke is involved in several non-investment-related business activities, including managing consulting services and real estate holding companies. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and emphasizes managed accounts within its investment approach.

Daniel Lupacchino is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has a background that includes service in the United States Army from 2017 to 2025. Outside of his advisory work, he serves as president of Reconnect, an organization supporting young veterans transitioning to civilian life in Connecticut. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

James Coleman Sr. is a Series 63 credentialed financial advisor with 36 years of industry experience. He has been with LPL Financial since 2024 and previously operated the Coleman Financial Advisory Group for 18 years. Coleman serves as chairman of the Connecticut chapter of the Society of Financial Awareness and is an author on the topic of educated investing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisory resources and technology.

Julia Weston is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. She has been with Thrivent Financial for Lutherans since 2011 and with Thrivent Investment Management since 2010. Outside of her advisory role, she serves as the Distribution Committee Vice Chair for The Women and Girls Fund in Bristol, a nonprofit that grants funds to programs supporting women and girls. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various topics, allowing clients to combine planning with managed-account services under a consolidated billing option while keeping the services separate.

John Daddona is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the board of the Country Club of Waterbury. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Emily Medrek is a financial advisor with LPL Financial in Waterbury, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. She previously worked at People's Securities, Inc. for 24 years and has been with Webster Bank since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services employing various strategies and advisor-support tools.