Timothy Gibson is a financial advisor with Raymond James & Associates in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Raymond James in 2018, he worked with Wells Fargo Clearing and Wells Fargo Advisors from 2009 to 2018. Outside of his advisory role, he plays in a musical group as an independent contractor. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, employing a range of portfolio management styles supported by affiliated research and sub-advisers.

William Struss is a CFA® charterholder with 10 years of industry experience. He is currently with Mass Mutual Investors Services and MassMutual, joining in 2025. His prior experience includes roles at Orion Portfolio Solutions, Brinker Capital, JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Fidelity Investments Institutional Services Company, Inc. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Diane Brett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at LPL Financial since 2011 and has been involved with American Eagle Credit Union since 2008, where she also provides financial and investment advice to members and non-members. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting services.

Marc Dynder is a CFP® and ChFC® with 26 years of experience in financial advisory. He has been with Ameriprise since 2005, currently serving in Southington, CT. Outside of his advisory role, he is involved in community activities including serving on the Southington Conservation Commission and Open Space Committee, and acting as an assistant coach for the Southington Youth Wrestling Club. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kevin Flynn is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Hammond Iles Wealth Advisors, Ceros Financial Services, and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet certain net-worth thresholds.

Lisa Moulton is a financial advisor at Merrill with 34 years of industry experience. She has been with Merrill since 1990 and holds a Series 63 designation. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

William George III is a financial advisor with LPL Financial in Farmington, CT, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Raymond James Financial Services Advisors and Prudential Financial, among other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios.

Maureen Zavatone is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America and Morgan Stanley prior to her current role. She serves as a committee member for Old Saybrook Cares, a nonprofit organization supporting local families affected by the global health pandemic. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

Justin Williams is a financial advisor with Cetera holding a Series 66 designation and currently has one year of industry experience. Prior to joining Cetera, he worked as a consultant at Protiviti and has experience supporting financial services operations through Williams Tax & Financial Services. He provides operational consulting services related to capacity planning and AML compliance, and supports client relationship management and administrative tasks in his other business activities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and operates as a multi-manager platform with diverse program structures and custodial relationships.

Joshua Ellis is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Lincoln Financial Securities Corp and has a background that includes roles at Acadia Corporation and the University of Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Daniel Lupacchino is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has a background that includes service in the United States Army from 2017 to 2025. Outside of his advisory work, he serves as president of Reconnect, an organization supporting young veterans transitioning to civilian life in Connecticut. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

James Coleman Sr. is a financial advisor with LPL Financial in Waterbury, CT, holding a Series 63 designation and 36 years of industry experience. He previously led Coleman Financial Advisory Group for over 18 years and worked with Securities America Advisors and Securities America, Inc. He serves as chairman of the Connecticut chapter of the Society Of Financial Awareness and is an author of "Educated Investing." LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with access to model portfolios, research, and a range of investment strategies.

Frederick Harrison is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He partners with clients to develop comprehensive financial plans tailored to their specific goals. Frederick focuses on simplifying complex financial topics to help clients understand their options clearly. In his work, he identifies strategies aimed at assisting clients in working towards their financial objectives. Frederick's approach emphasizes collaboration and clarity in financial planning.

Trisha Mcmahon is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 designations and 25 years of industry experience. Her prior roles include positions at Bank of America and Merrill, each for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Matthew Dobie is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Barnum Financial Group. Outside of finance, he has work experience at Huskies Restaurant and the University of Connecticut. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning using firm-approved analytical tools and also provides event-driven planning services such as divorce and estate settlement.

Julia Weston is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. She has been with Thrivent Financial for Lutherans since 2011 and with Thrivent Investment Management since 2010. Outside of her advisory role, she serves as the Distribution Committee Vice Chair for The Women and Girls Fund in Bristol, a nonprofit that grants funds to programs supporting women and girls. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various topics, allowing clients to combine planning with managed-account services under a consolidated billing option while keeping the services separate.

Dhilan Shah is a financial advisor with MassMutual Investors Services in Glastonbury, CT, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Aetna. Shah is a licensed CPA, though not currently practicing, and is also licensed as an insurance agent, focusing on life, property/casualty, health, group life, and group health insurance. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using proprietary analytical tools and offers various investment programs and educational seminars.

John Daddona is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the board of the Country Club of Waterbury. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Emily Medrek is a financial advisor with LPL Financial in Waterbury, CT, holding Series 63 and Series 65 designations and 24 years of industry experience. She previously worked at People's Securities, Inc. for 24 years and has been with Webster Bank since 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 retirement plan consulting, supported by research from LPL and third-party subadvisors.

Lindsay Mcleod is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James since 2015 and previously spent time with UBS Financial Services and Hopmeadow Country Club. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.