Paul Rohner is a financial advisor with Ameriprise in Bristol, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, algorithm-supported advice primarily for assets managed within Ameriprise.

Anna Gaudet is a financial advisor with Cetera who holds a Series 66 credential and has six years of industry experience. She previously worked at BNY Mellon Asset Management for six years and has been involved with Shiman Partners LLC since 2019, where she serves as Operations and Communications Manager. Outside of finance, Gaudet is a part owner of Gauvo Studios LLC, a voice-over services business, and serves as Treasurer on the Board of Canton Little League. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Daniel Chapin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he collaborates with clients and their families to develop and refine financial plans aimed at achieving their financial goals. He emphasizes maintaining open communication and regularly monitors and adjusts plans in response to market changes and client circumstances. Daniel has been with Fidelity Investments since 2013, progressing through roles including Retirement Relationship Manager, Investment Consultant, and Financial Consultant. His experience encompasses various aspects of financial consulting and retirement planning, supporting clients in identifying strategies to enhance their financial plans. Outside of his professional responsibilities, Daniel's personal interests include family activities, fitness, football, movies, and traveling.

Marissa Saponare is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 2012. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader financial platform, providing access to various products and services.

Melia Chung is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Cetera and its related entities since 2017, with prior experience at Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

George Dominello is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 credentials and 44 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as treasurer and a member of the board of directors for Esprit - Partnership for Independence, a charitable foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Rosario Pulino is a financial advisor with Raymond James Financial Services Advisors, Inc. and Liberty Bank Investment Services, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He serves as Vice President and Advisor at Liberty Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Ryan Bagley is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2009 and holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, Bagley coaches youth ski racing at Berkshire East Ski Resort in Massachusetts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets services.

Michael De Corleto is a financial advisor at UBS Financial Services with 25 years of industry experience. He has held positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. prior to joining UBS. De Corleto holds Series 63 and Series 65 designations. UBS Financial Services supports individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets and research resources to tailor investment strategies.

Matthew Dupont is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments since 2023, progressing through roles including Financial Services Representative and Planning Consultant before becoming a Financial Consultant in 2026. Prior to joining Fidelity, he worked at Voya Financial as a Product Development Specialist and Client Relationship Manager from 2017 to 2023. Matthew collaborates closely with clients and their families to understand their unique financial planning needs. He and his team develop comprehensive financial plans tailored to individual goals, aiming to simplify clients' lives and help them focus on their priorities. Outside of his professional work, Matthew enjoys personal activities such as camping, family activities, golf, movies, and skiing.

Ryan Kubasek is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2016, following a brief period at Neuberger Berman LLC. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michelle Foley is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked with Mass Mutual Investors Services since 2017, following stints at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Mass Mutual Investors Services, a subsidiary of MassMutual, 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 supported by firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Aiden Castle is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise in 2024, he worked at the University of Delaware for four years and held roles at Sweet Frog and South Windsor High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning, using a combination of proprietary research, third-party data, and algorithmic tools.

Scott Miller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been associated with Liberty Bank and Liberty Investment Services since 2012, serving clients primarily in Newington, CT. Miller’s role includes meeting with clients to provide financial advisory services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Robert Tedoldi Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses, and has 35 years of industry experience. His prior work includes nine years at Lincoln Financial Securities Corporation and over two decades with Infocus Financial Group LLC and Tedoldi Financial. Outside of advisory work, he owns IS Life Brands, LLC, a company selling direct logoed merchandise. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that include various asset classes on discretionary and non-discretionary bases.

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.

Daniel Kearney is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Karn, Couzens & Associates, Royal Alliance, and Voya Financial. Mass Mutual 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, using firm-approved tools to provide collaborative, goal-based recommendations.

William Micari is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he serves on investment committees for the Main Street Community Foundation and St. Paul Catholic High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management and platform options.

Mario Giovannucci is a financial advisor at LPL Financial with 39 years of industry experience. His prior roles include positions at Securities America Inc., Securities America Advisors, and National Planning Corporation. In addition to his advisory work, he is a commissioned notary and has been involved in selling various insurance products since 1986. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides comprehensive financial planning, advisory programs, and retirement consulting, supported by both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Steven Crabtree is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, he is a member of the band Cartwheel and serves on committees at the First Church of Christ in Middletown, CT, including chairing the church’s endowment subcommittee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.