Brannon Ozark is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2019. He brings a background as a military veteran and is a CERTIFIED FINANCIAL PLANNER™ professional. Brannon focuses on helping individuals and families build confidence in their financial future through planning, education, and personalized guidance. His professional experience includes roles as a Senior Paraplanner at Apella Capital from 2018 to 2019, Financial Advisor at Key Investment Services from 2016 to 2018, Premier Banker at United Northeast Financial Advisors from 2015 to 2016, and Financial Center Manager II at Bank of America from 2012 to 2015. Outside of his professional work, Brannon has interests in food, military service, parenthood, pets, reading, and traveling.

John Cleary Jr. is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior roles include positions at Bank of America and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jonathan Gruber is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and offering 26 years of industry experience. His prior roles include positions at MML Investor Services, Massachusetts Mutual Life Insurance Company, Mid Atlantic Capital Corp, and Hooker & Holcombe Investment Advisors. He also operates Bartlett Wealth Management as a trade name in West Hartford, CT. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides comprehensive financial planning and investment management services through independent Financial Professionals, utilizing both proprietary and third-party strategies across various custody platforms.

Bradford Parsons is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 33 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009. Parsons serves as a trustee for the Berlin VFW Post 10732, conducting quarterly audits for the post’s quartermaster. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, including proprietary models under the Founders Gate Capital brand and access to third-party strategists, with both discretionary and non-discretionary portfolio management options.

Eric Gagne is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2014 and holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated products through a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Spencer Wesley is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. He has previously worked at Bank of America and ClearView Wealth Management LLC, among other roles. Outside of his financial career, he has been involved with The Hidden Still for several years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Joseph Manzi is a financial advisor with Thrivent Investment Management in Berlin, CT. He holds a Series 66 designation and has been with Thrivent and its related entities since 2025. His prior work experience includes roles at the University of Connecticut, Fireworks by Grucci, and Berlin Public Schools. 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, holistic planning across various topics without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Louis Follo is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has been with LPL Financial and its predecessor firms since 1994. Outside of his advisory role, he is involved in non-variable insurance sales. 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, model portfolios, and institutional platforms, supporting advisors with both proprietary research and third-party strategies.

Cassandra Watson is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones in 2024, she worked for ESPN/Disney from 1996 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Christopher Borowiec is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He has been with Merrill and its affiliate Bank of America, N.A. since 2009. Outside of his advisory role, he serves as a committee member for the Springfield Museums, a charitable organization in Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jason Tutin is a financial advisor with LPL Financial who holds a Series 66 designation and has 14 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Webster Bank, Ameriprise, and Morgan Stanley. Outside of his advisory work, he serves as the Treasurer on the board of VARK, Inc., a for-profit organization. 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 variety of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across discretionary and non-discretionary account structures.

Jason Gutcheon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. He serves as President of Professional Business Insurers, providing employee benefit plans and health insurance services to small businesses. Gutcheon is also a board member of the Greater Hartford Arts Council and Junior Achievement of Southwest New England, where he contributes to arts advocacy and financial education. Cetera Investment Advisers LLC supports a large nationwide network of independent advisors and offers a range of portfolio management, financial planning, and retirement services for individuals, employer plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with various program structures and custodial relationships, managing over $256 billion in assets across more than 10,000 advisors.

Kari Mcleod is a Series 65-registered financial advisor with Cambridge Investment Research Advisors, bringing 10 years of industry experience. She has worked at Cambridge since 2020 and previously spent four years at Pangaro Wealth Management and two years at Gap, Inc. Mcleod owns Wealth Strategies Team, LLC, a business based in Farmington, CT. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary investment options tailored to client needs.

Nathan Stephens is a financial advisor at Charles Schwab with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at Fidelity Personal and Workplace Advisors and TD Ameritrade. Outside of his advisory work, he owns a rental property used for short-term vacation rentals. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory models with access to discretionary separately managed accounts and alternative investments.

Althea Mortensen is a financial advisor at Ameriprise with a Series 66 designation and five years of industry experience. Her prior work history includes roles at Mount Holyoke College and UMass Amherst. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Richard Caruso is a financial advisor with Cambridge Investment Research Advisors and has 39 years of industry experience. His prior work includes roles at Ohanesian/Lecours, Inc. and Connecticut Mutual Life Insurance Company. He is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management approaches and custody arrangements.

Annette Hassan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has worked at LPL Financial since 2011 and has been affiliated with Webster Investment Services, Inc. since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Mulhall is a financial advisor with LPL Financial in Middlebury, CT, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services from 2005 to 2007 before joining Linsco/Private Ledger Corp. and continuing with LPL Financial since 2007. He is also a CPA and provides seasonal tax preparation along with non-variable insurance sales, including health, life, disability, and long-term care insurance. 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, model portfolios, third-party asset management, and institutional platforms, supported by various investment approaches and operational tools.

Mena Haile is a financial advisor at Morgan Stanley in Hartford, CT, with four years of industry experience. Prior to joining Morgan Stanley in 2025, Mena worked at CapAcuity Securities, Sidney Federal Credit Union, The Ayco Company, and Liberty Mutual Insurance. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by a structured planning process and advanced modeling tools.

Harvey Silverman is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 66 licenses and has 52 years of industry experience. His career includes roles at Metlife Securities and Mony Securities Corporation prior to joining MassMutual. Outside of financial advising, he is a licensed funeral director and embalmer and has worked as an independent insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, annual client relationships that generate written recommendations without discretionary authority.