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.

Phillip Dimond is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 43 years of industry experience. His prior experience includes roles at Securities America and National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 credentials and over 25 years of industry experience. Her prior roles include positions at Chelsea Groton Bank, Infinex Investments, Commonwealth Financial Network, and Bank Rhode Island. She serves on the advisory board of North Kingstown High School’s CTE program, 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 customized advisory programs with portfolio management, financial planning, and custody services, leveraging a combination of in-house and third-party investment managers.

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.

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.

Samuel Belsito III is a CFP® professional with 26 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked for Woodbury Financial Services, Inc. for 14 years. Outside of his advisory role, he is the sole member of SB Wealth Solutions, LLC and the managing member of Bluebelle Holdings LLC, a real estate holding company with potential forestry income. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm employs advanced asset-allocation tools and multiple advisory platforms to construct diversified portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Lincoln Maguire is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2006, previously associated with Somerset Wealth Strategies, LLC for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

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.

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.

Brian Paquette is a financial advisor at MassMutual Investors Services with 15 years of industry experience. He holds a Series 66 designation and has worked at MassMutual Investors Services since 2017, including prior roles at MassMutual Life Insurance and MetLife Securities. He is also a partner member of JB Wealth Partners, LLC, a collaborative entity focused on pooling resources and sharing expenses. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software to develop collaborative, goal-based plans without investment discretion over client assets.

Frank Zocco Jr. is a CFP® with 31 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Jacobs Financial Partners, Voya Financial Advisors, and Cambridge Investment Research. In addition to his advisory work, he operates a food review blog called Dough Daddy Cooks. Cetera Investment Advisers LLC serves a large nationwide network of independent advisors, providing portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers access to a multi-manager platform with a variety of program structures and investment options.

Joseph Thornton is a financial advisor with Ameriprise in Manchester, CT, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2016. Outside of Ameriprise, he manages an advisory business through Brownstone Management of CT LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide customized income recommendations. The firm delivers these services through a centralized team in partnership with advisors like Thornton and offers a broad range of advisory, brokerage, and insurance solutions.

Andrew Bassock is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 1999. Outside of his advisory role, he serves as president of the University of Pennsylvania Alumni Club in the Hartford area. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing a combination of financial planning, portfolio management, and proprietary research to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.