Ronald Molles Jr. is a financial advisor with Equitable Advisors in Brookfield, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Equitable Advisors since 1999, including its predecessor Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm employs a model-based approach that incorporates both proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Joseph Taylor is a financial advisor with Ameriprise in Danbury, CT, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Ameriprise in 2023, he worked for Medtronic from 2005 to 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Samuel Allen is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc. and American Corporate Benefits, Inc. Outside of his advisory role, he provides customer service for American Corporate Benefits, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage and advisory services supported by various investment platforms and third-party money managers.

Joseph Marino Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior work includes over a decade at Cantella & Co., Inc. He is also the founder of Ninham Capital Corp. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals utilizing various portfolio management and model-based strategies.

Matthew Sullivan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2021, following a prior role at JPMorgan Chase Bank, N.A. starting in 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mackenzie Kusch is a financial advisor at Equitable Advisors with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Equitable Advisors since 2014, previously working with AXA Advisors. Outside of her advisory role, Kusch is involved in flight instruction and serves as a trustee for the Ted Alex Memorial nonprofit organization. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory models through its network of Investment Adviser Representatives, utilizing third-party asset managers and programs.

Brian Gaine is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 32 years of industry experience. He has been with MML Investors Services Inc and MassMutual since 2009. Outside of advisory services, he works as a sales agent for life, health, disability income, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as ongoing relationships that use firm-approved tools to analyze client goals.

William Bredthauer is a CFP® with 34 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 28 years. Outside of his advisory role, he is a high school basketball referee. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning that incorporates tax-aware withdrawal strategies and dependable income sources.

Richard Allen is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he owns American Corporate Benefits, Inc., a corporation that sells health, life, and dental insurance, and serves on the boards of the NorthEast Business Group on Health, Inc. and the Zionist Friendship League, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm combines brokerage and advisory services with multiple advisory platforms, utilizing asset-allocation tools and third-party money managers to manage portfolios across a range of investment types.

Roxanne Samuels is a financial advisor with Primerica Advisors in Danbury, CT, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at PFS Investments Inc. since 2017 and Primerica Financial Services since 2019. Outside of her advisory work, she is the owner of Affluent Consulting LLC, an entity formed solely for business purposes related to Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,935 advisors and $15.5 billion in assets under management. The firm offers advisory services primarily through model-based portfolio strategies delivered by third-party asset managers and supported by custodial and trade execution services.

Lourdes Cardenas is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has been with Merrill since 2015 and previously worked at Bank of America, N.A. Since 2025. 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, pension plans, corporations, and charitable organizations.

Christopher Bova is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Inc., Securities America, Inc., and Drift. Outside of his advisory role, he is a co-owner of Carpe Diem Coffee LLC, a coffee stand and trailer concession. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party managers to construct portfolios across various asset classes on either a discretionary or non-discretionary basis.

Ryan Sondak is a financial advisor at Ameriprise in Madison, CT, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise in 2019, he worked at Nike Inc. and Farina Pizzeria. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports tailored to clients meeting specific asset criteria. The firm delivers these services through a centralized team and integrates algorithmic tools with oversight to generate and customize retirement income recommendations.

Sandra Bredthauer is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she serves as a Sustainer Representative on a local board of directors in Poughkeepsie, NY. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Michael Csontos Jr. is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Diligent Corporation for thirteen years and has held roles with Primerica Financial Services and the Town of Fairfield, CT. Outside of his advisory work, he serves as an usher and ticker scanner at the Hartford HealthCare Amphitheater and works as a computer clerk entering early voter registration data for the Town of Fairfield. Primerica Advisors is a large-scale institutional firm managing approximately $15.5 billion in assets through a wrap-fee asset management program that primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and offers a limited number of discretionary separately managed account options.

Frederick Landwehr is a financial advisor with LPL Financial in Brookfield, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Landwehr & Spaho, CPA's, Securities America Advisors, Securities America, Inc., and National Planning Corporation. Outside of advisory work, he is involved in tax preparation and accounting through Landwehr & Spaho and holds notary duties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, research, and technology-driven solutions.

Matthew Sherman is a financial advisor with Equitable Advisors in Brookfield, CT, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Equitable Advisors since 2014, including during its prior affiliation as AXA Advisors. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Hubert Parris is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at MetLife Securities Inc. for 19 years before joining MassMutual. Outside of his advisory role, he serves as a trustee managing a townhouse in a family estate and operates as an independent insurance agent covering life, disability, property and casualty, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships that emphasize goal analysis and written recommendations.

Steven Jones is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Poughkeepsie, NY. He has 15 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, Jones serves as president of the board for Mid-Hudson Love in the Name of Christ, a nonprofit organization assisting individuals and families in need, and holds board leadership positions with Lutheran Care Network and Overlook Estate Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based financial analyses and planning without discretionary portfolio management.

William Mitchell is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Primerica since 2002 and has prior experience at companies including Champion Maintenance and UBER. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.