Kyle Casagrande is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory work, he serves on the Board of Directors for Tolland Little League and acts as the Tee Ball Director. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Tomas Cern is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and 21 years of industry experience. He has been with Cambridge Investment Research Advisors and related entities since 2013, with prior experience at Compton Capital Management. Outside of advising, he is also an independent insurance agent with Windrush Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services. The firm delivers customized investment solutions through a network of independent professionals and provides access to proprietary and unaffiliated strategies with both discretionary and non-discretionary management options.

Brian Oconnell is a financial advisor at LPL Financial with 29 years of industry experience. He has been with LPL Financial since 2010 and holds the Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with O'Connell Wealth Management, a business affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Andrew Spremulli is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Fidelity Investments and prior experience in marketing and gymnastics-related businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Mary Young is a CFP® and ChFC® affiliated with OSAIC, with 17 years of industry experience. She has worked at Lincoln Financial Group since 1988 and joined OSAIC in 2025. Outside of her advisory role, she offers disability and traditional life insurance products as a broker. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, employing various asset-allocation tools and third-party solutions to manage discretionary and non-discretionary portfolios.

Bruce Giguere is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has 23 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Tolland, CT. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Susan Tate is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. She has been with Cambridge Investment Research Advisors since 2011 and is also president of Retirement Security Inc., a company she has managed since 2000. Additionally, she operates as an independent insurance agent serving various independent insurance firms. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, institutional plans, and charitable organizations. The firm offers both proprietary and third-party investment strategies, delivered through a network of independent financial professionals using multiple platform arrangements tailored to client objectives.

Gregory Williams is a Series 66-registered financial advisor at OSAIC with 24 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and SSN Advisory, Inc. He is also the owner of KMA Wealth Management, LLC, which offers variable life and annuity products. Outside of financial services, he holds a leadership role as president of Prospect Physician Enterprise, overseeing physician and medical group operations. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and a range of investment products to construct portfolios managed on discretionary or non-discretionary bases.

Steven Hahn is a financial advisor with Ameriprise in Avon, CT, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hahn serves as Vice President and Golf Committee Chair on the Board of Directors of the Golf Club of Avon. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-smart strategies to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Selette Jones Jemison is a financial advisor at Edward Jones with 24 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to this, she was employed by Massachusetts Mutual Life Insurance Company and MML Distributors LLC from 2015 to 2019. She has also served as a finance committee member for Liberty Christian Center in Hartford, CT. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Blake Sharp is a financial advisor at Cetera with the Series 66 designation and one year of industry experience. Prior to joining Cetera, he held various roles including positions at H&R Block and operated small businesses such as Puff N Stuff Catering and A Thyme to Cook. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with more than 10,000 advisors nationwide.

Timothy Brunson is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously served in the US Army for eight years. His professional background also includes roles at Transfer Enterprises and Goosetown Communications. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jackson Wolff is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and has been in the industry since 2023. Prior to his advisory role, he spent four years at Babson College and six years at Kingswood Oxford. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools to analyze client goals and provides collaborative, annual financial planning engagements.

Trystan Randazzo is a Series 66 licensed financial advisor at LPL Enterprise with two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC, and has experience in educational roles at the University of Connecticut and Edwin O. Smith High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage channels, and access to model portfolios and third-party asset management programs.

Daniel Duffey is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Voya Financial Advisors, RBC Capital Markets, Bank of America, and Merrill. Duffey has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC 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, offering services such as discretionary portfolio management and fund advisory.

Heather Rossitto is a financial advisor at LPL Financial with 14 years of industry experience. She holds the Series 66 designation and has previously worked at Financial Resources Group, Infinex Investments, Inc., and United Bank. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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.

Shaun Cour is a financial advisor with Cetera, holding a Series 66 credential and 12 years of industry experience. His prior work includes roles at Avantax Insurance Agency and Sterling Principle Financial Services. Outside of advising, he prepares tax returns and provides tax advice through H&R Block. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services, offering access to multiple program structures and third-party money managers.

Garrett Palmer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and has previous experience at Cambridge Investment Research, Inc. and Retirement Security, Inc. Palmer operates as an advisory representative of a registered investment adviser. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Samantha Grupe is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. Her background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Prior to entering the financial industry, she held positions in education and the food service sector. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, nonprofits, corporations, and institutional investors, offering both advisory and brokerage services through an integrated platform that includes financial planning, managed portfolios, and access to insurance products.