Bradford Parsons is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 33 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009. Parsons serves as a trustee for the Berlin VFW Post 10732, conducting quarterly audits for the post’s quartermaster. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, including proprietary models under the Founders Gate Capital brand and access to third-party strategists, with both discretionary and non-discretionary portfolio management options.

Joseph Fountain is a financial advisor with Mass Mutual Investors Services based in Glastonbury, CT, holding a Series 66 designation and 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at METLIFE Securities Inc from 2014 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides specialized services including divorce planning, estate-settlement, and employer-sponsored planning programs.

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.

Spencer Wesley is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. He has previously worked at Bank of America and ClearView Wealth Management LLC, among other roles. Outside of his financial career, he has been involved with The Hidden Still for several years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Joseph Manzi is a financial advisor with Thrivent Investment Management in Berlin, CT. He holds a Series 66 designation and has been with Thrivent and its related entities since 2025. His prior work experience includes roles at the University of Connecticut, Fireworks by Grucci, and Berlin Public Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning across various topics without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option called “WealthPlan.”

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.

David Troy is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. Before joining LPL Financial in 2024, he worked at Charles Schwab and Charles Schwab Bank from 2017 to 2024 and at Fidelity Investments from 2011 to 2017. Outside of his advisory role, he is authoring a book titled "So, You Think You Know Connecticut?" through OMNI Publishing Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research.

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.

Angelo Carlone is a financial advisor with LPL Enterprise holding CFP®, Series 63, and Series 66 designations and has 33 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Advisors. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Jason Tutin is a financial advisor with LPL Financial in Farmington, CT, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2017 and previously at Webster Bank. He serves as Treasurer on the board of VARK, Inc., a for-profit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of advisors. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and advanced technologies.

Michael Gandolfini is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL in 2024, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2022 to 2024, and at Bank of America and Merrill from 2019 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Kari Mcleod is a Series 65-registered financial advisor with Cambridge Investment Research Advisors, bringing 10 years of industry experience. She has worked at Cambridge since 2020 and previously spent four years at Pangaro Wealth Management and two years at Gap, Inc. Mcleod owns Wealth Strategies Team, LLC, a business based in Farmington, CT. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both discretionary and non-discretionary investment options tailored to client needs.

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.

Nicholas Provost is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been in the financial services industry since 2025. Prior to his current role, he has worked in various positions including roles at UPS and several local businesses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative annual planning process using firm-approved software and provides specialized programs such as divorce planning and estate settlement services.

Todd Rosen is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 21 years of industry experience. Prior to joining LPL Financial in 2022, he worked at VOYA Financial Advisors and affiliated entities from 2014 to 2022. Rosen is also involved in non-variable insurance activities outside his advisory role. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by proprietary and third-party research resources.

Richard Caruso is a financial advisor with Cambridge Investment Research Advisors in Bristol, CT, holding 39 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and also serves as an independent insurance agent through Tracy, Driscoll Co., Inc., a role he has held since 1987. His work history includes long-term engagements with Connecticut Mutual Life Insurance Company and Ohanesian/Lecours, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions across multiple custody and platform arrangements.

Annette Hassan is a financial advisor with LPL Financial in Terryville, CT, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with LPL Financial since 2011 and also has a long tenure with Webster Investment Services, Inc. since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.