James Coleman Sr. is a financial advisor with LPL Financial in Waterbury, CT, holding a Series 63 designation and 36 years of industry experience. He previously led Coleman Financial Advisory Group for over 18 years and worked with Securities America Advisors and Securities America, Inc. He serves as chairman of the Connecticut chapter of the Society Of Financial Awareness and is an author of "Educated Investing." LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with access to model portfolios, research, and a range of investment strategies.

Michael Baptiste is a financial advisor at LPL Enterprise with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 30 years. Baptiste is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services with an integrated platform that includes access to model portfolios, third-party asset management, and insurance products through affiliated entities.

Ravi Sankar is a financial advisor at LPL Enterprise with Series 66 credentials and two years of industry experience. His prior work includes roles at Pruco Securities LLC, Sutherland Global, and Wipro. Outside of advising, he is a passive owner of a rental property in Chennai, India. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform.

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 bringing 19 years of industry experience. His prior work includes roles at Raymond James Financial and Union Savings Bank, as well as non-variable insurance positions. Outside of advising, he is a commissioned notary in Connecticut and manages a business entity for tax and investment purposes. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with research-supported model portfolios and diversified strategies.

Emily Medrek is a financial advisor with LPL Financial in Waterbury, CT, holding Series 63 and Series 65 designations 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 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 financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

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 Series 66-licensed advisor with LPL Enterprise, based in Shelton, CT, and has four years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. His background also includes a long tenure at Waterford Hotel Group. In addition to his advisory role, he is involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

Zachary Bass is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include seven years at Edward Jones and positions at SagePoint Financial and OSAIC. Outside of advising, he is involved in non-variable insurance activities. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party asset managers within an integrated platform that includes insurance products and collateralized lending programs.

Stephen Purdy is a Financial Consultant currently working with Fidelity Investments since 2022. He has previous experience as a Financial Advisor at Ameriprise from 2021 to 2022. Stephen partners with his clients to co-create, implement, and maintain financial plans that align with their goals and visions of success, security, and peace of mind. With a background as a former college professor, Stephen has a strong passion for financial education. He emphasizes comprehensive client understanding of the planning process, guiding them step by step. His objective is to establish lifelong and enduring relationships with clients, supporting their financial well-being over time. Outside of his professional work, Stephen has interests in art, comedy, golf, music as an instrumentalist, and parenthood.

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, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and was previously with Capitol Securities Management for 11 years. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

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 with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within Wells Fargo's affiliated firms since 2009. Outside of his advisory role, he serves as co-executor for his father’s estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Jeffrey Spiewak is a financial advisor at Ameriprise with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Dibico Construction, Inc. and Rockit Solutions, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Robert Tinkler is a CFP® with 25 years of industry experience, currently affiliated with LPL Financial. He has prior experience at Raymond James Financial Services and in accounting, tax preparation, and CPA services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by model portfolios and third-party research.

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.