Robert Tedoldi Jr. is a financial advisor at Osaic with 35 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Lincoln Financial Securities Corporation and Infocus Financial Group LLC, which he owns. Outside of his advisory work, he owns a merchandise business called IS Life Brands, LLC. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing various managed account programs, third-party money manager options, and retirement plan consulting.

Hannah Verdi is a financial advisor with LPL Financial in Waterbury, CT, holding Series 63 and Series 66 licenses and two years of industry experience. She previously worked at MetLife Group, Raven Capital Management, and FactSet. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, asset management, and institutional platforms, supporting advisors with various investment strategies and technology tools.

Phyllis Puckette is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2014. She is based in Canton, CT, and has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Micari is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2008 and previously spent 10 years at Mass Mutual Investors Services. Outside of his advisory role, he serves on the investment committees of the Main Street Community Foundation and St. Paul Catholic High School. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers access to multiple platforms and third-party advisers and manages proprietary model strategies under the Founders Gate Capital brand.

Mario Giovannucci is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Securities America Inc., National Planning Corporation, and Polaris Advisory Services Inc. He is also a notary public in Bristol, CT. 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 broad range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Steven Crabtree is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes roles at LPL Financial, Merrill, Banc of America Investment Services, and Ameriprise. Outside of his advisory work, he is a band member and serves on the committee for the First Church of Christ in Middletown, CT, where he also chairs the church’s endowment subcommittee. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

Tsvetelina Dean is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. She has been with RBC Capital Markets since 2022 and previously worked at Berkshire Bank for 13 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in‑house and third‑party managers, alongside access to alternative investments and integrated financial services.

David Culver is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Voya Financial Advisors, Fidelity, and TD Ameritrade. He is based in West Hartford, CT. 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. The firm offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and a centralized operational structure.

Brannon Ozark is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2019. He brings a background as a military veteran and is a CERTIFIED FINANCIAL PLANNER™ professional. Brannon focuses on helping individuals and families build confidence in their financial future through planning, education, and personalized guidance. His professional experience includes roles as a Senior Paraplanner at Apella Capital from 2018 to 2019, Financial Advisor at Key Investment Services from 2016 to 2018, Premier Banker at United Northeast Financial Advisors from 2015 to 2016, and Financial Center Manager II at Bank of America from 2012 to 2015. Outside of his professional work, Brannon has interests in food, military service, parenthood, pets, reading, and traveling.

John Cleary Jr. is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior roles include positions at Bank of America and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jonathan Gruber is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His career includes roles at MML Investor Services, Massachusetts Mutual Life Insurance Company, and Charles Schwab. He is also associated with Bartlett Wealth Management, operating under a trade name. Cambridge Investment Research Advisors serves a broad client base including individual, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base across multiple platforms and offers proprietary model strategies and access to third-party advisers.

Paula Cohen is a financial advisor with Ameriprise in Hebron, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved in financial plan production for Ameriprise franchise advisors and AFAs. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized planning, with an emphasis on assets held in Ameriprise managed accounts.

Bradford Parsons is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 33 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009 and previously worked at Tower Square Securities, Inc. from 2003 to 2009. Outside of his advisory role, he serves as a trustee conducting quarterly audits for the Berlin VFW Post 10732. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals, offering multiple platform options and proprietary model strategies.

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.

Michael Cosenza is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and MFS Fund Distributors, Inc. Since 2021, he has served as a director for the Rotary Club of Worcester. 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 portfolios, third-party asset management, and institutional platforms.

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.”

David Troy is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab, Fidelity Investments, MSI Financial Services, and Ameriprise. Outside of his advisory work, he is an author and is currently writing a book titled "So, You Think You Know Connecticut?" through OMNI Publishing Inc. 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 a large network of investment adviser representatives and advanced operational tools.

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.