David Guardia is a financial advisor with LPL Financial in Newington, CT, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He worked at Edward Jones for five years before joining LPL Financial in 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and 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 a large network of advisors and various technology tools.

Joseph Witkowski is a CFP® and Series 65 credentialed financial advisor with five years of industry experience. He has worked at Ameriprise since 2026 and previously spent six years with Thrivent Advisor Network, 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 tailored retirement-income planning advice supported by a centralized team, combining internal research and third-party data to deliver written recommendations focused on income sources and tax-aware withdrawal strategies.

Garrett Ambrosino is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at Benchmark Senior Living, Encompass Home Health, and New Horizons Learning Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a network of approximately 23,701 financial advisors. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Mozeleski is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining RBC in 2019, he worked at Bank of America and Merrill from 2011 to 2019. He serves on the board of the Tradewinds Home Owners Association, contributing as a homeowner and volunteer. RBC Wealth Management provides services to a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through multiple advisory programs and a combination of in-house and third-party investment managers.

David Ellovich is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Andrew Aubrey is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with LPL Financial and has previously worked at Janney Montgomery Scott LLC, Bank of America, Merrill, Quick & Reilly, and E*TRADE Advisory Services. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Bryan Kotlarz is a CFP® with 13 years of industry experience, currently an advisor at Osaic since 2023. He previously worked at Sagepoint Financial, Inc. and TD Private Client Wealth LLC/TD Bank, N.A. His outside activities include serving as CFO of Diant Pharma and managing an investment management LLC, BK Capital. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios comprising stocks, bonds, options, mutual funds, ETFs, and alternative investments.

William Clark is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Merrill since 2016. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Joseph Klein is a financial advisor at Osaic Wealth with 40 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Equity Services Inc for 23 years. Klein also provides educational seminars and assists business owner clients with business valuations and insurance planning, including Medicare and prescription drug options. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various portfolio construction tools and supporting discretionary and non-discretionary account management.

Shaun Cour is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He has an extensive background that includes roles at Avantax Insurance Agency, Sterling Principle Financial Services, and longstanding involvement with H&R Block, where he provides tax preparation and advice. Outside of his advisory work, he serves on the board of Lights Up Productions and manages several family-owned rental property entities. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, including discretionary and non-discretionary services, financial planning, and access to third-party managers, backed by significant scale and a comprehensive suite of affiliated service offerings.

Garrett Palmer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and has previous experience at Cambridge Investment Research, Inc. and Retirement Security, Inc. Palmer operates as an advisory representative of a registered investment adviser. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Timothy Collins is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Glastonbury, CT. Raymond James & Associates is a large 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 charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser network.

Michelle Doffek is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at SagePoint Financial, Inc. and Morgan Stanley Private Bank. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily through its network of investment adviser representatives.

Crystal Leppo is a financial advisor at UBS Financial Services in Hartford, CT, with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo Advisors, LLC since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

William Matzinger is a CFP® with 30 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Lincoln Financial Advisors and Merrill. He also conducts non-variable insurance business under Charter Oak Financial. 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 advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Dante Ambrogio is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at UBS since 2013. Outside of his advisory role, Ambrogio serves on the Board of Directors for the Cesare Barbieri Endowment, assisting in hosting public lectures on Italian arts and academia. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor investment plans to clients’ goals.

Timothy Rhouddou is a financial advisor at Raymond James Financial with a Series 66 designation. He has held roles at several firms including Commonwealth Financial Network, Fidelity Investments, and Northwestern Mutual Investment Services. Outside of finance, he has experience working with Skyhawks Sports Camps and in academic settings at Bryant University and the University of Massachusetts at Amherst. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to tailor recommendations to client goals.

Joseph Murphy is a CFP® professional with 40 years of experience in the financial services industry. He has worked at LPL Financial since 2011, with additional experience at United Bank, Infinex Investments, Key Investment Services, Connecticut Investment Management, Newalliance Investments, and OSAIC Institutions. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Emily Hodgdon is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017, and has additional work experience at the Florida Department of Agriculture and Consumer Services since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment solutions through both direct and employer-sponsored financial planning arrangements.

Armand Fisher is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and at Sii from 2013 to 2018. In addition to his advisory role, he is involved in life insurance sales and holds a leadership position as president of a life insurance company. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, combining proprietary and third-party investment solutions.