Robert Peckham is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Infinex Investments, Inc. for 17 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Michael Baptiste is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked with Prudential Insurance Company of America since 1994 and joined LPL Enterprise in 2024. Baptiste is also involved with Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of advisors. The firm offers model-driven investment solutions, financial planning, and access to third-party asset managers, along with insurance and trustee services through affiliated entities.

Ravi Sankar is a Series 66 licensed financial advisor with two years of industry experience. He is currently with LPL Enterprise and has prior experience at Pruco Securities LLC, Sutherland Global, and Wipro. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, using model-driven investment implementation and offering access to third-party asset managers and insurance products.

Ronald Rienas is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Rienas serves on the Board of Directors for the Yonkers Chamber of Commerce and owns a business entity established to manage his practice’s staff and expenses. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered in partnership with financial advisors.

Brian Tabanski is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses. He has four years of experience in financial services, including two years with Primerica Advisors and ongoing involvement with Primerica Financial Services since 2022. Outside of his advisory role, he is the owner and chef of SimplyFood LLC, a business he has operated since 2012. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

David Zavarelli is a financial advisor with LPL Financial in Danbury, CT, holding Series 63 and Series 66 licenses and 20 years of industry experience. His career includes prior roles at Raymond James Financial, Union Savings Bank, and Edward Jones. He is also a commissioned notary in the state of Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, and institutions through a broad platform offering financial planning, model portfolios, third-party asset management, and institutional programs. The firm supports its advisors with a wide range of tools and services and manages over $819 billion in discretionary assets.

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.

Henry Cooperman is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 credentials. He has 44 years of industry experience, including a decade at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC beginning in 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Andrew Wigzell is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding the ChFC® designation and Series 66 license. He has 26 years of industry experience, including prior roles at Metlife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory role, he is an insurance agent specializing in individual and group life, health, fixed annuities, long-term care, and disability products. MassMutual 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 programs, structuring engagements as annual collaborative relationships utilizing firm-approved software and strategies.

James Hurley Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management provides a variety of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Jonathan Di Pietro is a financial advisor at LPL Enterprise with four years of industry experience. He holds the Series 66 designation and previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory work, he is involved in non-variable insurance activities affiliated with Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Zachary Bass is a financial advisor with LPL Enterprise, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at Edward Jones, SagePoint Financial, Inc., and OSAIC. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm utilizes model-driven investment implementation with access to third-party asset managers and insurance products.

Peter Goldberg is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, emphasizing assets managed within Ameriprise and incorporating algorithmic tools overseen by a dedicated consulting team.

Julie Sterling is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 32 years of industry experience. She has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2019 and previously spent 11 years at Capitol Securities Management, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Timothy Smith is a financial advisor at Cetera with 37 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to his current role at Cetera, he has been associated with Cetera Wealth Services, LLC and Georgetown Financial Group, Inc. outside of advisory work, he serves as an independent insurance agent specializing in life, accident, health, and long-term care insurance and is involved in product education and underwriting support for Amicor Enterprise Insurance Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to affiliated and third-party managers, supporting diverse investment models and program structures.

Stephen Schneider is a financial advisor at Wells Fargo Advisors in Danbury, CT, holding Series 63 and Series 65 licenses with 29 years of industry experience. He previously worked at Wells Fargo Clearing for nine years and Prudential Equity Group, LLC for six years. Outside of his advisory role, he serves as co-executor for his father’s estate. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing proprietary research and tools, with optional implementation through brokerage or advisory programs.

Jeffrey Spiewak is a financial advisor at Ameriprise with Series 63 and Series 66 designations and four years of industry experience. Prior to joining Ameriprise in 2023, he worked at Dibico Construction, Inc. and Rockit Solutions, LLC. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Robert Tinkler is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining LPL Financial in 2025, he spent 15 years with Raymond James Financial Services and 14 years in accounting, CPA, and tax preparation. 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, using a mix of model portfolios, discretionary, and non-discretionary strategies.

Wayne Locke Jr. is a CFP® with 39 years of industry experience, currently serving with Cetera. His prior roles include Matson Financial Advisor's, Inc., and Cetera Wealth Services, LLC. He is a board member of the New Milford Chamber of Commerce and owns a business providing expense management services. Cetera Investment Advisers LLC distributes financial services through a nationwide network of independent advisors, serving individual, corporate, and institutional clients. The firm offers diversified portfolio management and financial planning options, operating as a multi-manager platform with access to affiliated and third-party investment strategies.