Michael Serfillippi is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 17 years of industry experience. He has worked with Mass Mutual and its subsidiaries since 2018 and previously spent ten years at People's Securities, Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations as part of annual, collaborative planning engagements.

Cory Bradley is a financial advisor with Ameriprise based in Stafford Springs, CT. He holds a Series 66 designation and has been with Ameriprise since 2024. Prior to his advisory role, he has worked at FedEx and attended Bryant University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored financial advice through a centralized consulting team.

Rebecca Marouski is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Waddell & Reed, Inc., and 360 Federal Credit Union. Outside of her advisory role, she performs data entry and tax document coordination for Don Brooks & Associates. MassMutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Kansas Sienna is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, Kansas held positions at the University of Connecticut and Ross Haven Farm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers the Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Eric Sharp is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and several other affiliated firms prior to joining Cetera. Outside of his advisory role, Sharp serves on the advisory committees of local nonprofit organizations focused on pregnancy support and community ministry, and he provides tax services through Cour Tax Consultants. Cetera Investment Advisers LLC is a national SEC-registered firm offering a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with options that include model portfolios, third-party managers, and bespoke strategies across various program structures.

Calla Poulos is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. She has worked at Cetera since 2021 and previously at Voya Financial Advisors and MassMutual Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with over $256 billion in assets under management.

Bruce Hodgins is a financial advisor with LPL Financial in Hebron, CT, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he serves as a guardian of person for an individual, acting in a fiduciary capacity. 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 financial planning and investment management services, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Conor Moore is a CFP® professional affiliated with LPL Financial in Tolland, CT, with 22 years of industry experience. His prior roles include positions at Voya Financial Advisors and GWFS Equities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jake Meza Hernandez is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked at Thrivent Financial since 2024 and previously held roles at Voya Financial Partners, RBC Capital Markets, and TD Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account programs, focusing on comprehensive financial analyses without discretionary trading authority.

Randi Saboski is a financial advisor with MassMutual Investors Services in Manchester, CT, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Prior to joining MassMutual Investors Services in 2017, she worked at MetLife Securities Inc. from 2015 to 2017. She is also an insurance agent involved in disability, fixed annuity, life, accident, health, and long-term care insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements supported by firm-approved analytical tools.

Derek Lussier is a CFP® and Series 66 credentialed advisor with eight years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones and Enterprise. Outside of advisory work, he is involved as a cosigner on a short-term rental property loan managed by his brother. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Alexander Goodkind is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior work history at Bank of America and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Mark Wolverton is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2015 and has accumulated 10 years of industry experience. Outside of his advisory role, he owns and operates a rental property business under Woll LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Parker Stone is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and previously worked at firms including DoorDash, Empower Energy Solutions, and Vector Marketing, where he served as a sales representative for Cutco Cutlery. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, goal-oriented financial planning using firm-approved analytical tools and offers a range of programs including educational seminars, wrap accounts, and money-manager services.

Richard McMahon is a CFP® and ChFC® with 41 years of industry experience, currently serving at Ameriprise since 2015. He holds a role on the board of directors as treasurer for The Foundation of Possibilities. Ameriprise offers retirement-income planning services for clients meeting specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

David Kahal is a financial advisor with Equitable Advisors in Lebanon, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Equitable Distributors, LLC since 2012 and was previously affiliated with AXA Distributors, LLC. Outside of his advisory role, he is a member of Kahal Family Vineyards LLC, a small winery producing and distributing limited quantities of wine. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

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.

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.

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.

Katherine Giguere is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Hartford Investment Management Company, and Aetna. She also has experience in educational and administrative roles at the University of Connecticut and in retail operations. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and a variety of financial planning and consulting services.