Nolan Cleary is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 11 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is an agent for individual life and disability insurance through Charter Oak Financial and owns Clear World Financial LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers programs including wrap accounts and money-manager options.

Jeffrey Snyder is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services. He is also involved with Snyder & Company CPAs, PC, a tax preparation and accounting firm in Hebron, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

William Forte is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm employs a structured planning process and manages approximately $2.74 trillion in client assets.

John Landry is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Waddell & Reed, Inc., and various insurance carriers. He is also an independent insurance agent with involvement in sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform for portfolio management and financial planning, with access to a range of program structures and third-party money managers.

Joseph Coleman is a financial advisor with Mass Mutual Investors Services in Glastonbury, CT. He holds Series 65 and Series 63 licenses and has been in the industry since 2025. Prior to joining the firm, he worked at JBS Corp and studied at the University of Connecticut. Outside of finance, he has owned and operated Wood N Tap Bar and Grill since 2018. 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 provides financial planning, asset management, and educational seminars, using firm-approved analytics and offering event-driven planning services including divorce and estate settlement planning.

Thomas Saltalino is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He previously worked for Avantax Advisory Services and Avantax Investment Services for over two decades. Outside of advising, he serves as Head Moderator for election results in New Britain, CT, and acts as a consultant following the sale of his accounting and tax practice. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with diverse program structures and custodial relationships.

Daniel Waldron is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A., David Lerner Associates, Inc., and Brescome Barton. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to various products and services beyond typical managed accounts.

Frances Guerrette is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Ameriprise since 2012, including her current role since 2020. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Alison Gaffney is a Series 66-credentialed financial advisor with 22 years of industry experience. She is currently with LPL Financial and has held previous roles at Summit Asset Management, Lincoln Financial Securities Corporation, and Summit Planning Group. Outside of her advisory work, she is also a fitness coach. 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 discretionary and non-discretionary management, model portfolios, retirement plan consulting, and various brokerage services.

Angela Roy is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, with prior experience at State Farm and roles outside finance including Chili's Grill & Bar and Southern Connecticut State University. Roy is also employed as a Client Service Manager at Watermark Management Partners. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joseph Glowka is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Inc. and INVEST Financial Corp., as well as operating JL Glowka Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.

Thomas Pompei is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Barnum Financial Group and MassMutual Life Insurance Co. Outside of finance, he has experience with Prime Valet Services and worked as a lifeguard at North Island Lifeguards. Mass Mutual Investors Services is a broker‑dealer and SEC‑registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and provides a range of investment programs and educational seminars.

Christian Fragoso is a CFP® professional with 32 years of industry experience, currently advising at Wells Fargo Advisors since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Fragoso also fully owns Catalyst Asset & Wealth Management Group LLC and serves as a trustee for its associated 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth thresholds, combining advisory solutions with product referrals across banking and securities services.

Jacklin Ledoux is a financial advisor with Primerica Advisors in Hamden, CT, holding Series 65 and Series 63 certifications and one year of industry experience. Prior to joining Primerica Advisors, Ledoux worked at Amazon.com LLC and Hospitality Staffing Solutions. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of financial advisors utilizing model-based investment strategies supported by third-party asset managers and custodians.

Alicja Jackiewicz is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and has worked previously at TD Bank, People's United Bank, and Polam Federal Credit Union. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services with strategies tailored to each client’s risk profile.

Holly Geer is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding a Series 66 designation and 10 years of industry experience. She has worked at RBC Capital Markets since 2017 and previously held roles at LPL Financial and Webster Investment Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party managers to implement customized portfolio strategies.

Marla Charron is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 66 credential and five years of industry experience. She previously worked at Bombardier Business Aircraft and Loomer & Associates. Outside of her advisory role, she serves as a paraplanner and financial planning analyst for HUB AND SPOKE OPERATIONAL SUPPORT LLC. 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-income planning focused on income sources and tax-aware withdrawal strategies.

Susan Cooper is a CFP® with 42 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. She also acts as president of Susan Cooper Capital Management Inc., where she functions as an independent insurance agent for various companies. Additionally, she holds a Notary Public commission in Hamden, CT. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing tailored strategies across multiple custody platforms and both discretionary and non-discretionary arrangements.

Brian Bender is a financial advisor with Primerica Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Nick Exias is a Financial Consultant who focuses on helping clients develop and implement financial plans utilizing the resources available through Fidelity. He works to assist clients in achieving improved financial outcomes. His professional experience includes roles as a Private Client Banker at Santander Bank from 2021 to 2022, Sr. Investment Consultant at TD Ameritrade from 2019 to 2021, Private Client Banker at JPM Chase & Co. from 2016 to 2019, and Financial Planning Consultant at Barnum Financial Group from 2012 to 2015. Nick's personal interests include fitness, kayaking, running, soccer, traveling, and volunteering.