David Guardia is a financial advisor at LPL Financial with 24 years of industry experience. He has held his current position at LPL Financial since 2012. Guardia holds Series 63 and Series 66 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from various sources.

Garrett Ambrosino is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at Benchmark Senior Living, Encompass Home Health, and New Horizons Learning Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a network of approximately 23,701 financial advisors. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Mozeleski is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining RBC in 2019, he worked at Bank of America and Merrill from 2011 to 2019. He serves on the board of the Tradewinds Home Owners Association, contributing as a homeowner and volunteer. RBC Wealth Management provides services to a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through multiple advisory programs and a combination of in-house and third-party investment managers.

Andrew Aubrey is a CFP® professional with 29 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Janney Montgomery Scott and Bank of America. 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 offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Bryan Kotlarz is a CFP® with 13 years of industry experience, currently an advisor at Osaic since 2023. He previously worked at Sagepoint Financial, Inc. and TD Private Client Wealth LLC/TD Bank, N.A. His outside activities include serving as CFO of Diant Pharma and managing an investment management LLC, BK Capital. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios comprising stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Steven Hartman is a financial advisor with Raymond James & Associates in West Hartford, CT, holding Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2007 to 2018. Hartman serves as a board member of the Arthritis Foundation and is involved as a timekeeper for the Avon CT High School Girls Varsity Basketball team. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers tailored financial planning and consulting services that primarily operate on a non-discretionary basis.

Joseph Klein is a financial advisor at Osaic Wealth with 40 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Equity Services Inc for 23 years. Klein also provides educational seminars and assists business owner clients with business valuations and insurance planning, including Medicare and prescription drug options. Osaic Wealth 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, employing various portfolio construction tools and supporting discretionary and non-discretionary account management.

Timothy Collins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Glastonbury, CT. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser network.

Albert Innarelli III is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2017, including a recent role at Morgan Stanley Private Bank, N.A. from 2026. Prior to joining Morgan Stanley, he was employed by Follett Higher Education for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

Michelle Doffek is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at SagePoint Financial, Inc., and Morgan Stanley, including a private banking role. Michelle also owns Doffek LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.

William Matzinger is a CFP® professional affiliated with LPL Financial, based in Glastonbury, CT, with 30 years of industry experience. He previously worked at Lincoln Financial Advisors for 16 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved with Charter Oak Financial, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven management solutions.

Timothy Rhouddou is a financial advisor at Raymond James Financial with a Series 66 designation. He has held roles at several firms including Commonwealth Financial Network, Fidelity Investments, and Northwestern Mutual Investment Services. Outside of finance, he has experience working with Skyhawks Sports Camps and in academic settings at Bryant University and the University of Massachusetts at Amherst. 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 investors. The firm offers non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to tailor recommendations to client goals.

Joseph Murphy is a CFP® with 40 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. He previously worked at United Bank, Infinex Investments, Inc., and Key Investment Services LLC. LPL Financial is a registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Mia Wallack is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at Webster Bank and LPL Financial since 2014. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and various portfolio management technologies.

Armand Fisher is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and at Sii from 2013 to 2018. In addition to his advisory role, he is involved in life insurance sales and holds a leadership position as president of a life insurance company. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, combining proprietary and third-party investment solutions.

Patrick Willcutts is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as president and is a member of the Finance Oversight Committee for Rotary International District in Evanston, IL. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Yolanta Rondinelli is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She has worked at Cetera and affiliated entities since 2021 and is also the Client Service Manager at Reed Financial Planning Services, LLC, a role she has held since 2019. Additionally, she is involved in the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a large network of over 10,000 advisors and approximately $256 billion in assets under management.

Leonard Lye is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at institutions including Citigroup, Santander Bank, and KeyBank. His current roles also include serving as a Private Client Relationship Manager at Webster Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research from internal and third-party sources.

Jennifer Carroll is a financial advisor with Raymond James & Associates in Glastonbury, CT. She holds the Series 66 designation and has 10 years of industry experience, including prior roles at Merrill and Bank of America, N.A. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, and municipal entities—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Bruce Filingeri is a financial advisor at Glastonbury CPA's Financial Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and has been a tax partner at SRC, Certified Public Accountants, P.C. since 1989. Outside of his advisory role, he serves as an investment advisor representative and partial owner of Glastonbury Financial Advisors, LLC. Glastonbury CPA's Financial Advisors, LLC provides portfolio management and related advisory services to individual investors and a limited number of institutional clients. The firm combines a formal CPA affiliation with portfolio management, offering services at a modest scale.