James Oliver III is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors and through his own firm, Oliver Asset Advisors LLC. He serves as president of the 123 Elm Street Association, a commercial condominium board in Old Saybrook, CT. 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 tailored, non-discretionary planning and supports municipal and public-finance work through its affiliation with a municipal advisor.

Christopher Battaglia is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management's 5th Avenue Office. He has been with Merrill Lynch since 2013, focusing on providing personalized financial strategies to his clients. Christopher serves two primary client groups: corporate executives and key employees managing concentrated stock positions, deferred compensation, and liability management; as well as small groups of affluent families nationwide, offering multi-generational wealth and estate planning services. His expertise includes college education planning, corporate benefits, divorce transition planning, liquidity management, managing new wealth, sports and entertainment, and tax minimization. He holds a Bachelor's Degree in Business Administration from Boston University with concentrations in Finance and Entrepreneurship. Christopher is also a Personal Investment Advisor (PIA). In 2019, he was named to Forbes' "Best-in-State Next-Gen Wealth Advisors."

Evan Wilke is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in consulting and held roles in international education, including at the Korean International School in Jeju and the American Nicaraguan School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tracy Mackinstry is a financial advisor with LPL Financial in Clinton, CT, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked at LPL Financial since 2001 and was previously with Northstar Wealth Partners LLC from 2014 to 2019. Her other business activities include senior insurance services and serving as a general agent for term and universal life insurance and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms supported by extensive operational and research tools.

Kevin Power is a CFP® professional with eight years of industry experience, currently affiliated with Mass Mutual Investors Services. His prior work includes roles at Morgan Stanley and Halliday Financial. In addition to his advisory duties, he operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. 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 offers financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

Janice Reed is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, following nine years at UBS Financial Services. Ameriprise provides a retirement-income planning service designed for clients approaching or in retirement with specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports through a centralized consulting team.

Jacqueline Bianco is a financial advisor with UBS Financial Services in Sag Harbor, NY, holding Series 63 and Series 65 licenses and 33 years of industry experience. She has been with UBS since 2004 and previously worked at Merrill from 2000 to 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Christine Vogt is a Series 66 licensed financial advisor with Edward Jones in Old Saybrook, CT, with three years of industry experience. Prior to joining Edward Jones, she worked for MindEdge and SkyeLearning for nine years and has experience co-managing softball camps through Goin' Yard LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Ann Pellegrini is a Series 66 credentialed financial advisor with Edward Jones in Clinton, CT, with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Robert Milstein is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Hartfield, Titus & Donnelly, LLC for eight years. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with asset allocation and financial planning analyses that support client decision-making.

Tyler Potts is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Connecticut Wealth Management, Northstar Wealth Partners, Essex Financial Services, and Fidelity. He is trustee of a family revocable trust and involved with a business entity for tax and investment purposes. 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, supporting advisors with a range of strategic and tactical investment options.

Philip Sicuro is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial, Bank of America, Merrill, and Institutional Investor. Outside of his advisory role, he is a 20% owner of Andrew Rich Selections LLC, which imports organic and bio-dynamic wines from Germany and Italy. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process relies on model-based asset allocation and portfolio optimization, with various program options including third-party money manager programs and Unified Managed Accounts.

Susan Dowling is a CFP® with 43 years of industry experience. She is currently with Ameriprise Financial Services LLC and previously spent 41 years at UBS Financial Services. She serves on the Board of Trustees for the Williams School. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Rainey Miller is a CFP® with 25 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2013. Miller holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor financial plans.

Zachary Stagno is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses, with five years of industry experience. He has worked at Spartan Capital Securities, Forte Capital, and SUNY Maritime, and currently operates as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. 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 offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Paul Cuneo is a financial advisor at UBS Financial Services with 39 years of industry experience. He has previously worked at Merrill and Bank of America. Outside of his advisory role, he serves on the advisory boards of Oakcliff Sailing, a charitable organization providing sailing opportunities for underprivileged youth, and St. Francis Heart Hospital. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management services.

Joel Blum is a financial advisor with Ameriprise in Old Saybrook, CT, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, Blum owns Blum Operational Support LLC, which facilitates payroll and office expenses. Ameriprise offers retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports. As a large institutional firm, Ameriprise also delivers a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Catherine Arnold is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 credential and has previously worked at Franklin Distributors, LLC and Putnam Investment Management. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Vincent Martino is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and Empire Asset Management Company. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients with significant investable assets and integrates algorithmic automation with advisor oversight in its planning approach.

Debra Flint is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2017, following nine years at UBS Financial Services. 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 clients with written recommendation reports and ongoing retirement-income planning advice focused on income sources, tax-aware withdrawal strategies, and Social Security options.