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.

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 in Hartford, CT, holding the Series 63 and Series 65 designations with four years of industry experience. Prior to joining Morgan Stanley in 2025, Haile worked at CapAcuity Securities, Inc., Sidney Federal Credit Union, and several other firms. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market simulations as part of its financial planning process.

Harvey Silverman is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and over 51 years of industry experience. He previously worked at Metlife Securities Co. for 14 years before joining MassMutual and its related entities in 2016. In addition to his advisory role, he is also a funeral director and embalmer, a position he has held since 1959. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools, with optional implementation of recommendations through brokerage or insurance arrangements.

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 at Cambridge Investment Research Advisors with 42 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes long-term roles at Connecticut Mutual Life Insurance Company and Washington National Insurance Company, alongside his current positions at Cambridge Investment Research Advisors and Ohanesian/Lecours, Inc., where he also works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management through a network of independent professionals, utilizing a variety of proprietary and third-party strategies across multiple platform arrangements.

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.

Daniel Munroe is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Equitable Advisors since 2008 and concurrently with CMG Financial Planning Ltd. since 2010. Outside of his advisory work, he is involved in high school football officiating. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm operates a hybrid referral and implementation model, emphasizing customized client intake and ongoing advisory relationships.

Calla Poulos is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. She has worked at Cetera since 2021 and previously at Voya Financial Advisors and MassMutual Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with over $256 billion in assets under management.

Gary Salva is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 27 years before joining LPL Financial in 2025. Salva is also involved with Charter Oak Financial, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 at Edward Jones with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 1999. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of investment strategies and affiliated services under a fiduciary standard.

Sherry Turner is a financial advisor with Merrill in Hartford, CT, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Voya Financial Advisors and Wells Fargo Advisors. Outside of her advisory work, she is an affiliate marketer for a digital marketing education program called Selling with Confidence (SWC 2.0). Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Ryan Kennedy is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2022, with prior experience at Cantella and Co., Inc. and RCK Wealth Management, where he is also a principal. Cetera Investment Advisers LLC is an SEC-registered adviser serving a nationwide network of independent advisors and a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Bruce Hodgins is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he serves as a guardian of person in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and research, with both discretionary and non-discretionary management options.