Robert Tedoldi Jr. is a financial advisor at Osaic with 35 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Lincoln Financial Securities Corporation and Infocus Financial Group LLC, which he owns. Outside of his advisory work, he owns a merchandise business called IS Life Brands, LLC. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing various managed account programs, third-party money manager options, and retirement plan consulting.

Kenrich Marte Perez is a financial advisor with Ameriprise in Agawam, MA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Thrivent Financial, Pension Boards - UCC, and several health and service-related companies. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies through a structured Recommendation Report and ongoing advice.

Phyllis Puckette is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2014. She is based in Canton, CT, and has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roy Caso Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and bringing 35 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2000. In addition to his advisory work, he consults with athletes regarding salary negotiations and contract stipulations through Post Game Financial and owns Post Game Realty, LLC, which operates an office in East Longmeadow, MA. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative planning processes to deliver written recommendations and offers specialized planning services, including divorce and estate-settlement planning.

Tsvetelina Dean is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. She has been with RBC Capital Markets since 2022 and previously worked at Berkshire Bank for 13 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in‑house and third‑party managers, alongside access to alternative investments and integrated financial services.

David Culver is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Voya Financial Advisors, Fidelity, and TD Ameritrade. He is based in West Hartford, CT. 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. The firm offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and a centralized operational structure.

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 who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His career includes roles at MML Investor Services, Massachusetts Mutual Life Insurance Company, and Charles Schwab. He is also associated with Bartlett Wealth Management, operating under a trade name. Cambridge Investment Research Advisors serves a broad client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base across multiple platforms and offers proprietary model strategies and access to third-party advisers.

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.

James Campbell is a financial advisor at Edward Jones in Tariffville, CT, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, he worked at Grossman Solutions and Credit Suisse, and he has operated a database consulting business since 2008. He serves as President of the Kiwanis Club of Glastonbury, where he assists in overseeing fundraising and the disbursement of funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

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.

Chad Czerwinski is a Series 66-licensed financial advisor at UBS Financial Services in Hartford, CT, with 24 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves on the Board of Directors for Hartford Youth Scholars, a nonprofit providing training and education to youth in Hartford, CT, and oversees the management of an irrevocable trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

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.

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.

Charles Beyer is a financial advisor at Edward Jones with the designations ChFC® and Series 66, and six years of industry experience. His prior career includes 24 years of service in the U.S. Army. He is the principal and registered agent of B2G LLC, a company with no activity since its registration in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies and manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,700 financial advisors.

Timothy Reynolds is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 23 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2010 and is also affiliated with Viola Chrabaszc Reynolds and Co., LLC since 1977. Outside of his advisory role, Reynolds serves as a member of the board of directors for Peoples Bank and is an elected selectman for the town of Suffield, CT. He is also a partner at Fiondella, Milone & LaSaracina LLP, providing tax preparation and accounting services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

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.