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.

Robert Impelluso is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of advising, he is a member of a local business networking group. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide tailored portfolio management, financial planning, and brokerage services through a combination of in-house and third-party investment managers.

Joanna Plage is a financial advisor with Ameriprise in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise since 2015. Outside of her role at Ameriprise, she manages day-to-day practice management activities at McMahon Wealth Management. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ financial situations.

Ryan Masse is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 credential and six years of industry experience. He has worked previously at Edward Jones and Avantax Advisory Services. Outside of his advisory role, Masse serves as a Worship Director at Crossroads Community Cathedral, where he conducts music for worship services and trains volunteers. Cetera Investment Advisers LLC is an SEC-registered firm with a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and access to both affiliated and third-party money managers.

Paul Lantieri is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies, combining in-house and third-party managers alongside integrated services such as financial planning, custody, and brokerage.

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.

James Armstrong is a financial advisor at Merrill with the Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2019 and previously served at the Capitol Region Education Council for eleven years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Sapiro is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Brendan Perkins is a financial advisor with Merrill in Hartford, CT, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2009 and also has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he is a co-owner and trustee of Connecticut Dance Academy, LLC, where he contributes marketing and financial guidance. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Elizabeth Linderman is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Kathleen Ringler is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Chelsea Groton Bank and Infinex Investments, Inc. since 2016. In addition to her advisory role, she serves on the Advisory Board for educational programs at North Kingstown High School, providing mentorship and business feedback to students. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and advisory services using a mix of in-house and third-party investment managers, supported by RBC’s capital-markets capabilities.

Jordanna Fallon is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and previously worked at Johnson Brunetti Investments and Hartford Interval House Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Patricia Parent is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has over six years of experience in the financial services industry. Her career includes roles at Edward Jones and MassMutual Life Insurance Company, as well as an eight-year tenure at Baribault Jewelers prior to entering finance. MassMutual 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 emphasizes collaborative, annual financial planning engagements supported by analytical tools and provides specialized planning services including divorce planning and estate settlement.

Luke Marino is a CFP® professional with 10 years of experience in the financial services industry. He has been with Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. He is a partner of Risley Marino Group and co-owner of Riverview Financial Partners, both affiliated with Cetera. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Joseph Kavumpurath is a financial advisor with Mass Mutual Investors Services and holds a Series 65 license. He has 34 years of industry experience, including 27 years at Metlife Securities Inc. and over a decade with Mass Mutual-related firms. He is also an insurance broker offering life, disability, long-term care, health, and fixed annuity products and owns a financial services business, JMK Financial Associates, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing collaborative, goal-based client engagements using firm-approved analytical tools.

Lincoln Maguire is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2006, with prior experience at Somerset Wealth Strategies and other firms. Outside of his advisory role, he is involved with Risk Strategies, a non-variable insurance business. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment services, utilizing both proprietary models and third-party strategies, supported by extensive technology and a broad platform of financial products.

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.

Michael Connery is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Signator Investors, Inc. for 31 years before joining OSAIC in 2018. In addition to his advisory role, Connery is involved in insurance brokerage, offering auto and home insurance policies and related services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing various investment platforms and third-party solutions to construct diversified portfolios tailored to client risk tolerance and preferences.