Calla Poulos is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. She has worked at Cetera since 2021 and previously at Voya Financial Advisors and MassMutual Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with over $256 billion in assets under management.

Gary Salva is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 27 years before joining LPL Financial in 2025. Salva is also involved with Charter Oak Financial, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brennan Mc Mahon is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His prior roles include positions at Lincoln Financial Distributors and Equitable Advisors. He has also worked outside the financial sector in fitness and hospitality. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm employs a centralized consulting team that delivers written, non-discretionary recommendation reports using research-driven and algorithmic methods, alongside a broad range of advisory, brokerage, and insurance solutions.

Susan Banville is a financial advisor at Edward Jones with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 1999. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of investment strategies and affiliated services under a fiduciary standard.

Sherry Turner is a financial advisor with Merrill in Hartford, CT, holding a Series 66 designation and nine years of industry experience. Prior to joining Merrill, she worked at Voya Financial Advisors and Wells Fargo Advisors. Outside of her advisory role, she is an independent affiliate marketer promoting a digital marketing education program called Selling with Confidence. 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 that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Ryan Kennedy is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2022, with prior experience at Cantella and Co., Inc. and RCK Wealth Management, where he is also a principal. Cetera Investment Advisers LLC is an SEC-registered adviser serving a nationwide network of independent advisors and a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Sebastiano La Rosa is a financial advisor with Ameriprise in Portland, CT, holding Series 63 and Series 66 licenses and having two years of industry experience. His career includes roles at Bank of America, Merrill, Wells Fargo Securities, and other firms. Outside of finance, he coaches youth soccer through Soccer XS, LLC and serves as a consultant for Connecticut Rush Select. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service, which provides tailored retirement planning through a centralized team delivering written recommendation reports and ongoing advice.

Srikumar Ramanan is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 63 designation and 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets beginning in 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning services, managing approximately $2.74 trillion in client assets.

Richard Howell is a financial advisor at Cetera with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Cetera in 2019, he worked at Foresters Financial for seven years. Outside of finance, Howell is involved in historical reenactments and lectures, serving as president of Historic Lectures and Living History, and holds trustee and board positions with several historical societies and organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Eric Edwards is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has previously worked at Avantax Insurance Agency and Avantax Advisory Services, and he maintains an accounting and tax preparation practice serving a small number of clients. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services through various program structures and affiliated third-party managers.

Robert Hensley is a financial advisor at Cetera with seven years of industry experience and holds the Series 66 designation. He has been associated with Cetera and its affiliates since 2018 and is the owner of Hensley Advisors, a financial services firm established in 2026. He serves as treasurer of the nonprofit Friends of Simsbury Athletics, managing its financial health and reporting. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Ryan Cartelli is a financial advisor at Ameriprise Financial Services LLC with one year of industry experience. He holds a Series 66 designation. Prior to joining Ameriprise, he worked at Giraffe Media Group and NewDay USA, and he is a volunteer assistant football coach at Xavier High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on providing written recommendation reports and ongoing retirement-income planning advice using a combination of investment research and algorithmic tools.

Sean Gavin is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Gavin owns Gavin & Dolliver Wealth Management LLC and serves on the Rocky Hill Board of Education. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Dan Mayorov is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their family's goals and priorities. He emphasizes building plans, exploring strategies for improvement, and maintaining open communication as clients' needs evolve. He has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Investment Consultant before becoming a Financial Consultant in 2023. Prior to Fidelity, Dan worked as a Member Consultant II at BECU from 2016 to 2021. Outside of his professional work, Dan has interests in cars, fitness, outdoor adventures, parenthood, and swimming.

Cole Butkovsky is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and three years of industry experience. He has held roles at Charles Schwab Bank SSB since 2024 and Charles Schwab since 2022, with prior experience at Stratford Steel LLC, Olympic Regional Development Authority, Alburg Golf Links, and Clarkson University SAS Center. 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment opportunities within an integrated operational structure.

Jason Ellis is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at Valic Financial Advisors, Transamerica Investors Securities Corporation, and Charles Schwab. Ellis is also active in higher education, teaching undergraduate and graduate courses as adjunct and affiliate faculty at institutions including Southern New Hampshire University, Johnson and Wales University, Southwestern College, and Maryville University. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver diverse investment solutions including discretionary and non-discretionary advisory services, fund advisory, and model portfolios.

Anthony Sardo is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 designations and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Chase Beloin is a financial advisor at LPL Financial with a Series 66 designation and no industry experience to date. His prior roles include positions with the University of Massachusetts-Boston, Suffield Academy, Avon Public Schools, and Wood n' Tap in Farmington, CT. 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 various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and technology.

Colin Krafft is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, he worked at Cetera and Foresters Financial Services. Krafft is also licensed to sell non-variable insurance products including life, disability, and health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Ivana Spacek is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1996, alongside a concurrent role at Bank of America, N.A. since 2011. 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 plans, charitable organizations, and corporate fiduciaries. Its integration with Bank of America allows access to a broad array of products and services beyond typical investment management.