Justin Vescovi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at M&T Bank, Webster Bank, People's Securities, Inc., and People's United Bank. He is also a commissioned notary in Connecticut. 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 portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Stephen Anagnostou is a financial advisor with J.P. Morgan Securities in Newington, CT, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, and has prior experience with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Barnum Financial Group, and MSI Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Lauren Gotay is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. Prior to joining Raymond James in 2018, she worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for nearly a decade. 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 and consulting services supported by a range of portfolio management strategies and affiliated research.

David Ferris is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and six years of industry experience. Prior to joining LPL Financial in 2024, he worked at John Hancock Distributors LLC for four years and at Oracle Corporation for five years. 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 financial planning and asset management services through a large network of investment adviser representatives, utilizing various investment strategies and supporting tools.

Jeffrey Minkos is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He previously worked at Allstate Insurance Company and Allstate Financial Services from 2008 to 2022. Outside of his advisory role, he is the owner of Minkos Insurance, LLC, which focuses on life and fixed indexed annuities sales. 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 comprehensive financial planning, asset management, and educational programs, emphasizing collaborative client relationships and event-driven planning services.

John Capece is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Voya Financial Advisory and Waddell & Reed. In addition to his financial advisory work, he serves as a substitute teacher at Grammer School in North Haven, CT. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Lassen is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Voya Financial Advisors and Equitable Advisors. In addition to his advisory role, he is involved with Brokers Service Marketing Group, focusing on non-variable insurance. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Erin Smith is a Series 65–licensed financial advisor with Edelman Financial Engines, based in Oakville, CT. She has three years of industry experience, including roles at Financial Engines Advisors L.L.C. since 2022 and Bank of America from 2015 to 2022. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Michael Blaszczak is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at Tower Square Securities, Inc. and Veravest Investment Advisors, Inc. Additionally, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform offerings.

Brian Cohan is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Chubb and PLS Logistics. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individual and institutional investors, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and a multi-billion dollar asset base.

Brian Kelaher is a Wealth Management Advisor based in the Farmington Merrill Lynch Wealth Management office. He has been a financial advisor with Merrill Lynch since November 2012 and has spent his entire career in financial services. Brian works with clients to develop personalized wealth management strategies that address various factors including risk tolerance, current resources, family dynamics, and long-term goals. His approach emphasizes consistent communication and collaboration to help clients navigate their financial futures. Brian holds a Bachelor's Degree in Economics from Brown University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise covers a range of client focus areas such as retirement income, legacy planning, family wealth management strategies, investment consulting for defined contribution plans, small business strategies, and college education planning. Outside of his professional work, Brian is involved with Amy's Angels in the community. He lives in Canton, CT with his wife and their two children. Brian welcomes the opportunity to learn about clients’ financial goals and to apply his knowledge and resources to support their long-term success.

Alexander Nweeia is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Western International Securities, GBS Financial Corp., and multiple Morgan Stanley entities. He serves as a board member for a nonprofit organization in Culver City, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, incorporating model portfolios, third-party asset managers, and institutional platforms.

Adam Peterson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he has worked at JPMorgan Chase Bank, Santander Bank, Hartford Healthcare, and several other organizations across various sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence that combines quantitative screens and qualitative research.

Tom Dussault is an Investment Consultant at Fidelity Investments. He focuses on assisting clients in building financial plans tailored to their unique life circumstances and financial situations. By understanding the goals, values, and concerns of clients and their families, he collaborates with them to develop strategies that aim to meet their objectives while managing life's challenges. Tom has been with Fidelity Investments since 2024, progressing through roles such as Workplace Planning Associate and Workplace Planning Consultant before assuming his current position in 2026. His professional experience centers on workplace planning and investment consulting. Outside of his professional work, Tom has interests in fitness, football, hiking, running, and skiing.

Antonio Alves is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Wealth Enhancement Group, Triad Advisors, KeyBank, and The Prudential Insurance Company of America. He was also involved with Artistic Demos LLC in 2018. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing a multi-asset model portfolio approach supported by centralized operational and custody services.

Jared Kahn is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their advisors to develop financial plans tailored to their specific circumstances, priorities, and goals. He has been with Fidelity Investments in various roles since 2023, including Relationship Manager and Financial Representative. Prior to joining Fidelity, Jared worked as a Financial Representative at PFS Investments from 2021 to 2023. His professional experience centers around financial planning and client relationship management. Outside of his professional work, Jared has personal interests that include baseball, beach activities, fitness, football, and golf.

Laura Maguire is a financial advisor with LPL Financial based in Southbury, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Kestra Advisory Services, Kestra Investment Services, and CETERA Advisor Networks LLC. Maguire serves as secretary on the board of the Winding Brook Condominium Association and volunteers assisting elders with money management through New Opportunities RSVP. 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, and institutional platforms, supported by research tools and a broad non-advisory financial services platform.

Dominic Schioppo Jr. is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Metlife Securities, New England Securities, and Northwestern Mutual Investment Management. In addition to his advisory role, he operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs, emphasizing collaborative annual planning relationships with clients.

Spencer Langweil Sr is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles in hospitality and educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of representatives and offers a variety of financial planning and investment management solutions.

Jackson Fredericks is a financial advisor with Ameriprise in Southbury, CT, holding a Series 66 credential and four years of industry experience. His prior work includes roles at the Dental Associates of Connecticut and Jackson, Grant Investment Advisors Inc., among others. He also worked at Eastern Connecticut State University and Brookfield Public Schools. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.