Kenneth Smith Jr. is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Chelsea Le Moine is a financial advisor with LPL Financial in Waterbury, CT, holding a Series 66 designation and one year of industry experience. Her prior work includes positions at Webster Bank, MassMutual, Fidelity Investments, and various community and legal organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Chera Gerstein is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. She has worked at Cetera and its affiliates since 2013 and serves as a director at Willis Towers Watson Northeast, where she focuses on new sales and servicing of disability, health, life, long-term care insurance, and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and consulting services through a multi-manager platform featuring discretionary and non-discretionary account options.

Shepard Stevens is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and UBS Financial Services. Stevens serves as Golf Committee Chairman at the New Haven Country Club. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with services spanning retail, institutional, and municipal markets.

Christopher Dibble is a financial advisor with LPL Financial in West Hartford, CT, holding a Series 66 credential and 9 years of industry experience. His prior roles include seven years at Morgan Stanley Private Bank and Morgan Stanley, as well as positions at Charles Schwab and Dime Bank. Outside of his advisory work, he is involved with Something Better Productions, LLC. 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 discretionary and non-discretionary management, and leverages model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Gary Helbling is a financial advisor with Ameriprise in Durham, CT, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He previously worked at Oppenheimer from 2014 to 2019 before joining Ameriprise Financial Services Inc. and Ameriprise in 2019 and 2020, respectively. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Joseph Nolan is a financial advisor with Ameriprise in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Metlife Securities, Inc. and Metropolitan Life Insurance Company from 2002 to 2017, followed by positions at Mass Mutual Investors Services and Ameriprise Financial Services Inc. He serves on the Board of Directors and as Treasurer of the Devonwood Homeowner's Association in New Britain, CT. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools, while offering a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

David O'Connell is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Dickinson College for eleven years. He holds a Series 66 designation. 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 and investment strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Michael Caleca is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using a broad investable universe of mutual funds, ETFs, and ETPs.

Adam K Mangs is a financial advisor with LPL Financial in Farmington, CT, holding the Series 66 designation and with 14 years of industry experience. He has been with LPL Financial since 2011. 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 a wide range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research from various sources.

Daniel Obrien is a financial advisor at Merrill with Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Merrill since 2009 and with Bank of America since 2010. He serves as an officer for the Floyd O'Brien Memorial Scholarship, a nonprofit that awards an annual scholarship to a graduating senior from the Rockville High School golf team who enrolls in college. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Sebastian Olczyk is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services, Inc. since 2017, following prior positions at The Prudential Insurance Company of America and Pruco Securities, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written Recommendation Reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jeffrey Desmarais is a financial advisor with Equitable Advisors and holds Series 63 and Series 65 credentials. He has 19 years of industry experience, including prior roles at Prudential, Massachusetts Mutual Life Insurance Company, and New York Life. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Larry Esposito is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked for ten years at Wallingford Buick-GMC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors nationwide.

Robert Ginsberg is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Woodbury Financial Services for six years before joining LPL Financial in 2022. Ginsberg is also active as a non-variable insurance agent with several providers, including Nationwide, OneAmerica, Securian, and Symetra. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research from LPL and third-party subadvisors.

Robert Langweil is a CFP® professional with 29 years of industry experience, currently serving at LPL Financial since 2021. His prior roles include founding Langweil Wealth Management and extensive experience at Rsl Financial Planning, Inc. and Waddell & Reed, Inc. He has also been involved with Woodridge Association and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions through a national network of representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Scott Mintz is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with 21 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

R Grenier is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 42 years of industry experience. Prior to joining LPL Financial in 2025, Grenier worked at Cadaret, Grant & Co., Inc. for 21 years and operated BRP/Grenier Financial for 17 years. Outside of advisory work, Grenier serves on the finance and investment committee of Mason Wright Assisted Living, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supports diversified investment strategies, and provides both discretionary and non-discretionary management options.

Jeremy Lobo is a CFP® professional with 28 years of industry experience, currently with Raymond James Financial Services Advisors Inc. He previously worked for Commonwealth Financial Network for 24 years. He is co-founder and president of Lobo & Pascale Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.

Robert Impelluso is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of advising, he is a member of a local business networking group. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide tailored portfolio management, financial planning, and brokerage services through a combination of in-house and third-party investment managers.