Jon Laroche is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Cambridge since 2011. Outside of advising, he is active in Kiwanis International and provides strategic guidance and community relations support for the Danbury Area Salvation Army. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and access to both proprietary and third-party strategies.

Joan Buonocore is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2011. 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 offers model-based and discretionary strategies designed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dirk Feather is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation and Series 63 license. He has 13 years of industry experience, having worked previously at NYLIFE Securities LLC and NYLIFE Distributors, LLC. Outside of his advisory role, he serves as a volunteer firefighter and EMT with the Bridgewater Fire Department, is president of a local business networking group, and consults for a micro farm. Mass Mutual 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 offers a range of programs including wrap accounts and educational seminars, focusing on collaborative, annual financial planning engagements.

Timothy Blankenship is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer and is a member of the Board of Directors for CT Storm. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide non-discretionary retirement income recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Nicholas Guiditta III is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns two real estate businesses in Connecticut. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Suzanne Macero is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has been with Merrill since 2010. Outside of advising, she works as a banquet server with Vyne LLC. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides a range of model-based and discretionary investment strategies supported by internal and third-party managers serving individuals, high-net-worth clients, and institutional investors.

Alexander Cass is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Alexander Bauer is a financial advisor at Merrill with 14 years of industry experience. He has held his current position at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Bauer holds the Series 63 and Series 65 designations and is based in Southbury, CT. 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 offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Lariccia is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Northwestern Mutual, and several automotive dealerships. Outside of financial services, he works as a consultant and independent contractor for Amazon Flex. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Zachary Passman is a financial advisor with LPL Financial in Sherman, CT, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, he writes, plays, records, and produces music, including composing jingles on a freelance basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gary Beane is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors Corporation for 21 years and Veravest Investment Advisors, Inc. for one year. Outside of advising, he is involved in real estate sales and rentals as well as 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 provides a range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset managers.

Kenneth Lindner is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at LPL Financial and Webster Services Inc. since 2015 and was previously employed by Wells Fargo Clearing from 2009 to 2015. 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 advice delivered through a large network of investment adviser representatives.

Joseph Kabulis Jr. is a financial advisor with Primerica Advisors in Brookfield, CT, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of advising, he is the owner of Genco Holdings, LLC, a Primerica entity. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients, operating under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors for implementation.

William Flash is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he serves as a director of the Brewster Chamber of Commerce, participates as a board member promoting local businesses in Amherst, and is involved in nonprofit education through presentations on non-violence and social inclusion. He also performs as a musician at community events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory and investment solutions supported by a nationwide network of over 23,000 advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Benn Albrecht is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2023 and previously held positions at Hudson Valley Credit Union, Instacart, and People's United Bank. Albrecht is also a New York State notary. 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 investment strategies implemented by advisors through discretionary and non-discretionary approaches.

Nicholas Drew is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized wealth management guidance to help clients build, preserve, and transition their assets. He focuses on understanding each client's financial goals, risk tolerance, and priorities to deliver disciplined strategies based on long-term planning and sound investment principles. Nicholas leverages Merrill Lynch's research, resources, and technology to design customized portfolios, support retirement and tax-efficient planning, and assist clients in navigating complex financial decisions. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Nicholas earned a Bachelor's Degree from Keene State College. His client focus areas include college education planning, legacy planning, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, Nicholas is involved with St. Jude's and enjoys a variety of personal interests such as basketball, football, gardening, golfing, hiking, skiing, soccer, spending time with family, and woodworking.

Joshua Heimann is a financial advisor with UBS Financial Services in Bridgewater, CT, holding a Series 66 designation and bringing 26 years of industry experience. He has been with UBS since 2013. Heimann serves on the board of a housing cooperative, involving general administration and management responsibilities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and provides a broad range of financial services including custody, underwriting, and securities-backed lending.

Bruce Iacono is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2018, following six years at Axa Advisors LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jared White is a financial advisor with LPL Financial who holds the Series 66 designation and has 20 years of industry experience. He has worked at several firms, including Cetera Advisor Networks and Kestra Advisory, before his current role. Outside of his advisory work, he is involved with Compass Capital Management, providing portfolio advice and financial planning services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both in-house and third-party strategies across various asset classes.

Richard Fabian is a Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive financial planning and investment management. With over 10 years of experience, he provides tailored strategies to help clients achieve goals across areas such as college education planning, family wealth management, retirement income, and socially responsible investing. Richard leverages Merrill's extensive resources and research alongside his industry expertise to develop customized solutions aligned with each client's unique needs and aspirations. Richard holds a Bachelor's Degree from Lehman College and a Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish, enabling him to effectively communicate with a diverse client base. His professional approach emphasizes transparency and trust, focusing on building long-term relationships to support clients and their families in securing their financial futures. Outside of his professional role, Richard enjoys adventure sports, baseball, basketball, biking, dancing, and music. He values spending quality time with his family and engages in community service events to contribute to the well-being of others.