Michael Gilliland is a financial advisor with Mass Mutual Investors Services in Middletown, CT, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Lincoln Financial Advisors, where he worked for 18 years. He has been with Mass Mutual Investors Services since 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing 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 supports a range of event-driven planning programs.

Gennaro Nardelli is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously spent time at Foresters Financial Services. Outside of his advisory role, he is involved in the resale of goods from online marketplaces. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that combines affiliated and third-party models to provide tailored investment solutions.

Luke Violette is a CFP®-designated financial advisor with 14 years of industry experience, currently with RBC Capital Markets in Farmington, CT. His prior experience includes roles at City National Bank, GYL Financial Synergies, LLC, and Wells Fargo Advisors. RBC Wealth Management serves a wide range of clients including individual investors, institutions, and charitable organizations, offering tailored investment strategies through various advisory programs that combine in-house and third-party managers.

Guillermo Robles is a financial advisor at Fidelity with a Series 66 designation and 12 years of industry experience. His work history includes roles at Janney Montgomery Scott, Merrill, Bank of America, and Wells Fargo. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Michael Tangney is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2007. Outside of his advisory role, he serves on the board of directors for Rick's Place, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Caiaze is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes positions at Wells Fargo Advisors LLC and City National Bank. Outside of his advisory role, he serves on multiple nonprofit boards and committees, including Ronald McDonald House Charities of Connecticut and Western Massachusetts, where he chairs the investment committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofits. The firm offers tailored advisory programs and portfolio management services, utilizing both in-house and third-party investment managers.

Cameron Rice is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Waddell & Reed. He is also registered as a non-variable insurance agent. 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, model portfolios, third-party asset management, and institutional platforms.

Christopher Rizzio is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at the University of Hartford. Outside of advising, he works as an independent contractor for Varsity Tutors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing proprietary and third-party models across various custody platforms.

Kara Sherman is a CFP® designated financial advisor with Ameriprise Financial Services, based in Glastonbury, CT. She has 23 years of industry experience and has worked with Riversource Distributors, Inc. since 2007. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Gregg Karal is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 licenses. He has 32 years of industry experience, including over 20 years with Cambridge Investment Research Advisors. Outside of his advisory role, he works as an independent insurance agent and tax preparer. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Heather Hepburn is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 26 years of industry experience, including 19 years at People's Securities, Inc., and has been with LPL Financial and Webster Bank since 2019. 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 wide range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by extensive research and operational tools.

Elisa Stark Rifkin is a CFP®-certified financial advisor with 37 years of industry experience. She has been with Ameriprise since 2005, currently serving in Glastonbury, CT. Outside of her advisory role, she owns and operates Elisa Stark-Rifkin Coaching, a consulting business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Justin Vescovi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at M&T Bank, Webster Bank, People's Securities, Inc., and People's United Bank. He is also a commissioned notary in Connecticut. 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 such as the Bank Wealth Program.

Stephen Anagnostou is a financial advisor with J.P. Morgan Securities in Newington, CT, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Barnum Financial Group, and MSI Financial Services. He has worked with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

David Ferris is a financial advisor with LPL Financial in Bristol, CT, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial in 2024, he worked at John Hancock Distributors LLC for four years and at Oracle Corporation for five years. 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 and access to third-party asset management, with a focus on both discretionary and non-discretionary investment strategies.

David Tauber is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America and Investacorp. In addition to his advisory work, he operates Tauber Asset Management, providing fee-based asset management and financial planning services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs a variety of investment tools and supports multiple advisory platforms and third-party money managers.

Christopher Maciejak is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 23 years of industry experience. He has been with Ameriprise since 2006, including six years at the current firm. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Haddam Killingworth Little League. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

John Capece is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Voya Financial Advisory and Waddell & Reed. In addition to his financial advisory work, he serves as a substitute teacher at Grammer School in North Haven, CT. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Renison is a financial advisor at Edward Jones in Glastonbury, CT, holding a Series 66 credential with five years of industry experience. His prior roles include positions at Bank of America, Merrill, Excel Wealth Management, Aflac Field Force, and Charter Oak Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Timothy Lassen is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Voya Financial Advisors and Equitable Advisors. In addition to his advisory role, he is involved with Brokers Service Marketing Group, focusing on non-variable insurance. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.