Angelo Carlone is a CFP® with 34 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Wells Fargo Clearing, Wells Fargo Advisors LLC, Raymond James & Associates, Merrill, and Tower Square Securities, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Jason Tutin is a financial advisor with LPL Financial who holds a Series 66 designation and has 14 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Webster Bank, Ameriprise, and Morgan Stanley. Outside of his advisory work, he serves as the Treasurer on the board of VARK, Inc., a for-profit organization. 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 variety of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across discretionary and non-discretionary account structures.

Michael Gandolfini is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. LPL Financial is a national broker-dealer and 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 portfolios, third-party asset management, and institutional platforms.

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.

Althea Mortensen is a financial advisor at Ameriprise with a Series 66 designation and five years of industry experience. Her prior work history includes roles at Mount Holyoke College and UMass Amherst. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Richard Caruso is a financial advisor with Cambridge Investment Research Advisors and has 39 years of industry experience. His prior work includes roles at Ohanesian/Lecours, Inc. and Connecticut Mutual Life Insurance Company. He is also 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, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management approaches and custody arrangements.

Annette Hassan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has worked at LPL Financial since 2011 and has been affiliated with Webster Investment Services, Inc. since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

David Mulhall is a financial advisor with LPL Financial in Middlebury, CT, holding a Series 66 designation and 21 years of industry experience. He previously worked at UBS Financial Services from 2005 to 2007 before joining Linsco/Private Ledger Corp. and continuing with LPL Financial since 2007. He is also a CPA and provides seasonal tax preparation along with non-variable insurance sales, including health, life, disability, and long-term care insurance. 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 portfolios, third-party asset management, and institutional platforms, supported by various investment approaches and operational tools.

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, with four years of industry experience. Prior to joining Morgan Stanley in 2025, Mena worked at CapAcuity Securities, Sidney Federal Credit Union, The Ayco Company, and Liberty Mutual Insurance. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by a structured planning process and advanced modeling tools.

Harvey Silverman is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 66 licenses and has 52 years of industry experience. His career includes roles at Metlife Securities and Mony Securities Corporation prior to joining MassMutual. Outside of financial advising, he is a licensed funeral director and embalmer and has worked as an independent insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, annual client relationships that generate written recommendations without discretionary authority.

Beth Duffy is a financial advisor with Edward Jones in Canton, CT, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 who holds the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. His prior work includes roles at Ohanesian/Lecours, Inc. and longstanding positions with Connecticut Mutual Life Insurance Company and Washington National Insurance Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management platforms and both proprietary and third-party model strategies.

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.