Anthony Sardo is a financial advisor with RBC Capital Markets in Farmington, CT. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including six years at Wells Fargo Clearing prior to joining RBC in 2016. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering tailored investment strategies through various advisory programs that include discretionary and non-discretionary portfolio management. The firm combines in-house and third-party managers, with options for tax management, responsible investing, and alternative investments.

Chase Beloin is a financial advisor with LPL Financial in Farmington, CT. He holds a Series 66 designation and has less than one year of industry experience. His prior work experience includes roles in education at Avon Public Schools and Suffield Academy, as well as a position at Wood n' Tap in Farmington. 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, utilizing both proprietary and third-party strategies and technology, while supporting a large network of advisors and managing extensive discretionary assets.

Colin Krafft is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked at LPL Financial since 2019 and previously at Cetera and Foresters Financial Services. In addition to his advisory role, he is involved in non-variable insurance sales, including life, disability, Medicare supplements, health, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by extensive technology tools and a broad network of over 22,800 advisors.

Ivana Spacek is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 1996. She has also worked at Bank of America, N.A. since 2011. Merrill, along 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 offers a range of model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Peters is a financial advisor with Raymond James Financial in Rocky Hill, CT. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Moore Nanotechnology Systems and Hanwha Aerospace USA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jeffrey Snyder is a financial advisor with LPL Financial holding a Series 66 designation and 26 years of industry experience. His prior firms include Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services. Outside of his advisory role, he is involved with Snyder & Company CPAs, PC, a tax preparation and accounting firm. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by advisor-facing tools.

Michael Kalen is a financial advisor at Raymond James Financial Services Advisors, Inc. with 31 years of industry experience. He holds a Series 63 designation and has previously worked with TLG Advisors, Inc., The Sequoia Group LLC, and Futurity First Advisory Services. Outside of his advisory role, Kalen consults for insurtech and fintech companies, provides sales training in the insurance sector, and serves as a non-executive director for Phoenix Life. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also supporting municipal and public-finance work through a municipal advisor affiliation.

Kimberly Choiniere is a financial advisor at Stifel with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, alongside being self-employed since 2020. Outside of her advisory role, she is involved in paper crafting education, creating content and teaching card making, scrapbooking, and mixed media arts. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jayshree Mistry is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In this position, she collaborates with Wealth Management Teams to assist clients and their families in achieving their personal and financial objectives by developing financial plans aimed at fostering comfort and confidence. With nearly two decades of experience in finance, Jayshree's professional background includes roles such as Client Relationship Specialist at Charles Schwab from 2021 to 2023, Private Client Banker at Chase in 2021, and Personal Banker II at Wells Fargo from 2014 to 2020. Earlier in her career, she held several positions at First Niagara, formerly known as NewAlliance Bank, from 2004 to 2014. Outside of her professional work, Jayshree enjoys spending time at the beach, engaging in family activities, watching movies, and reading.

William Forte is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm employs a structured planning process and manages approximately $2.74 trillion in client assets.

Ranald Nicholas is a CFP® professional with 40 years of experience in the financial services industry. He has been with Raymond James Financial since 2009 and has worked at Raymond James Financial Services, Inc. since 2004. Outside of his advisory role, he is an associate and branch professional at The Investors Center, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

John Landry is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Waddell & Reed, Inc., and various insurance carriers. He is also an independent insurance agent with involvement in sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform for portfolio management and financial planning, with access to a range of program structures and third-party money managers.

Douglas Brown is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing, among others. He serves as a trustee for a family irrevocable life insurance trust. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and advanced modeling tools to support financial planning without offering individual security recommendations as part of its standalone services.

Allison Becker is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She has been with Ameriprise Financial Services since 2013. Outside of her advisory role, she manages an independent advisory business under Honey Badger Management. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations, primarily for clients with Ameriprise-managed accounts.

Jon Nieranowski is a CFP® and holds a Series 66 designation with 22 years of industry experience. He is currently with Ameriprise in West Hartford, CT, having joined the firm in 2026. Prior to this, he spent ten years at RiverSource Distributors Inc. and took a year for extended travel. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Karen Blanchard is a financial advisor with Wells Fargo Advisors in West Hartford, CT, holding Series 63 and Series 65 licenses and 40 years of industry experience. She previously worked at RBC Capital Markets for 11 years and Wells Fargo Clearing for 10 years. Outside of her advisory work, she serves as president of the Waves Condo Association in Newport, RI, and as a trustee for a friend in West Hartford. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Joseph Coleman is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses. He joined the firm in 2025 and has prior experience at JBS Corp and MassMutual Life Insurance Co. Outside of finance, he has been involved with Wood N Tap Bar and Grill since 2018. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm employs a collaborative planning process using advanced software tools to develop tailored recommendations.

Thomas Saltalino is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He previously worked for Avantax Advisory Services and Avantax Investment Services for over two decades. Outside of advising, he serves as Head Moderator for election results in New Britain, CT, and acts as a consultant following the sale of his accounting and tax practice. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with diverse program structures and custodial relationships.

Brenton Silano is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at LPL Financial since 2011 and was previously with Webster Investment Services, Inc. from 2008 to 2021. 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 financial planning, model portfolio programs, third-party asset management access, and various institutional platforms, employing both discretionary and non-discretionary strategies supported by advanced operational tools.

Frances Guerrette is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Ameriprise since 2012, including her current role since 2020. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.