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 in Glastonbury, CT. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining LPL Financial in 2019, Rosen worked with Voya Financial and related entities for over a decade. 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 portfolio programs, third-party asset management, and institutional platforms.

Mason Neurath is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Pepper Corn Mill and Maggie McFly's. He also serves as an insurance agent, focusing on life, disability, long-term care, fixed annuities, and health products. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, using firm-approved tools to support annual, collaborative planning relationships.

Mena Haile is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at CapAcuity Securities, Sidney Federal Credit Union, The Ayco Company, Mercer Allied, and Liberty Mutual Insurance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Matthew Christopher is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial and its predecessor firms since 2000. Outside of his advisory role, he is involved in non-variable insurance businesses including fixed annuities. 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 investment management services through a network of advisors, supported by various advisory platforms and tools.

Daniel La Rosa is a financial advisor at Ameriprise in Cheshire, CT, holding a Series 66 designation. He began his advisory career at Ameriprise in 2025 after completing four years of college and eight years of prior experience in education. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a data-driven, tax-aware approach. The firm’s recommendations utilize internal research and third-party tools within a defined investment universe tied to affiliated product offerings.

Paul Muska is a financial advisor at Edward Jones in Newington, CT, holding the ChFC® designation and Series 66 license with seven years of industry experience. Before joining Edward Jones in 2018, he worked in the education sector at Bristol and Stafford Public Schools. He also serves as an Emergency Medical Technician for the Suffield Ambulance service. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Kenneth Rizzio is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 42 years of industry experience, including nearly a decade at Ohanesian/Lecours, Inc. and over 40 years with Connecticut Mutual Life Insurance Company and Washington National Insurance Company. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms.

Paul Raymond is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Woodbury Financial Services, Concourse Financial Group Securities, and Uvest Financial Services Group. Outside of his advisory work, Paul serves as the head coach for the girls varsity tennis team at St. Paul Catholic High School and is a board member for several local nonprofit organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

Brian Mc Laughlin is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been affiliated with Raymond James Financial Services, Inc. since 1999 and has served at Liberty Bank as an associate since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public finance through a unique municipal advisor affiliation.

Daniel Cirino is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2026, he held positions at Valenti Volkswagen of Old Saybrook and AAA Club Alliance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Sandra Bertrand is a financial advisor with Merrill in Glastonbury, CT, holding a Series 66 designation and 24 years of industry experience. She has been with Merrill since 2006. 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 investment strategies managed by internal teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Garstang is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of advising, he serves as Chief Operating Officer and Chief Marketing Officer for Watermark Management Partners and is President of the Southington-Cheshire Community YMCA Board of Managers. He is also a Connecticut-appointed notary public providing free notary services to clients. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services delivered through a centralized retirement-income consulting team to support its clients.

Ashmal Baig is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials. Baig has been with Wells Fargo since 2022 and previously worked in retail and education sectors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Gary Salva is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He previously worked for Lincoln Financial Advisors Corporation for 27 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms.

Brennan Mc Mahon is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His prior roles include positions at Lincoln Financial Distributors and Equitable Advisors. He has also worked outside the financial sector in fitness and hospitality. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm employs a centralized consulting team that delivers written, non-discretionary recommendation reports using research-driven and algorithmic methods, alongside a broad range of advisory, brokerage, and insurance solutions.

Susan Banville is a financial advisor with Edward Jones in West Hartford, CT, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and has a large network of financial advisors and branch offices nationwide.

Sherry Turner is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has previously worked at Voya Financial Advisors and Wells Fargo Clearing. In addition to her advisory role, she participates as an affiliate marketer promoting a digital marketing education program outside of investment services. 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 investment strategies for individuals, high-net-worth clients, and institutional accounts, emphasizing strategic asset allocation and tax-aware options.

Ronald Gallant is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Sagepoint Financial, Cambridge Investment Research, TD Bank, and Morgan Stanley. Outside of advisory work, he is involved in real estate through ownership and partnership roles in LLCs focused on property purchase and renovation. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and multi-advisor platform.