Jeffrey Cole is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Stifel since 2019. His prior experience includes roles at Bank of America and Merrill Lynch, each spanning a decade. Cole is also the owner of a rental property outside of his securities trading hours. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

John Monaco is a financial advisor with Cetera, holding the PFS™ designation and Series 63 license, and has 26 years of industry experience. His prior experience includes over two decades at Avantax in various advisory and insurance roles, and he also operates an accounting and bookkeeping practice as president of John R. Monaco, CPA PC. Additionally, he is appointed as a health insurance sales representative for MVP Health Care. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, providing access to both affiliated and third-party managers across discretionary and non-discretionary programs.

Jorge Dias is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management in Southbury, Connecticut. He has been with Merrill Lynch since 2003 and holds the designation of Personal Investment Advisor (PIA). Jorge speaks both Portuguese and English and is involved with professional organizations including the Knights of Columbus in Middlebury, the LIONS Club of Middlebury, and the Southbury Heritage BNI. Jorge assists a diverse clientele including business owners, families, individuals, retirees, and seniors. He employs the Merrill Lynch Wealth Management Process to help clients identify financial goals, develop strategies, implement appropriate solutions tailored to their risk tolerance and investment objectives, and monitor progress towards financial security. In addition to his work at Merrill Lynch, Jorge works with seniors at a local retirement community, providing him insight into retirement needs. A lifelong resident of Connecticut, Jorge graduated from Central Connecticut State University in 2002 with a Bachelor of Science degree in Management Information Systems. He is actively involved in his community and enjoys activities such as biking, dancing, gardening, genealogy, spending time with his family, traveling, watching movies, and yoga.

Benjamin Edwards is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Sammons Institutional Group, Jackson National Life Distributors, Mass Mutual Investors Services, MSI Financial Services, Morgan Stanley, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a range of investment approaches, including model portfolios, third-party asset management, and customized strategies, and maintains significant scale with over 22,800 advisors and $819 billion in discretionary assets under management.

Margaret Arndt is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Cambridge since 2010. Outside of her advisory role, she is involved in several entrepreneurial and consulting ventures, including founding Sage Consulting, Inc. and Conscious Evolution Boston, where she engages in coaching, authoring, and speaking. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals and manages a multi-billion dollar asset base.

Patrick Naughton is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked at LPL Financial since 2011 and was previously with Webster Investment Services, Inc. from 1999 to 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a large network of investment adviser representatives.

Joseph Rusin is a financial advisor with LPL Financial based in Carmel, NY, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been associated with Linsco Private Ledger since 2006. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Holmes is a Series 66-licensed financial advisor with Edward Jones, based in Woodbury, CT, with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eleven years at Bank of America. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a national network of more than 23,700 advisors.

Daniel Cueva is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He has held positions at Wells Fargo Bank, JPMorgan Chase Bank, and JPMorgan Securities LLC. His credentials include the Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research and analytics with diversification principles and modern portfolio theory to inform its investment approach.

Thomas D'avanzo is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in client-focused financial planning areas including college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, portfolio management services, small business strategies, women and wealth, and retirement income. Thomas works collaboratively with clients to define and prioritize their financial goals, creating tailored financial roadmaps aimed at minimizing risk, maximizing profitability, preserving assets, and reducing financial uncertainty. Thomas holds a Bachelor of Science and a Bachelor of Business Administration from Manhattan University and is a Personal Investment Advisor (PIA). He is bilingual in Russian and English. His professional involvement includes memberships in the Brookfield Economic Development Commission, Brookfield, CT Lion's Club, Greater Danbury Connecticut Chamber of Commerce, and the Knights of Columbus. Beyond his advisory role, Thomas contributes to his community through participation in the Brookfield Food Bank and the Brookfield, CT Volunteer Fire Department. He pursues personal interests in boxing, golfing, ice hockey, music, rock climbing, surfing, and yoga.

Alison Masopust is a financial advisor with Stifel in Southbury, CT, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Bank of America, Merrill, and UBS Financial Services. Outside of her advisory work, she is involved with the Investment & Wealth Institute as a CIMA® Certification Commission member and participates in maintaining certification standards. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Paul Fitzpatrick is a financial advisor with OSAIC, holding a Series 66 designation and 25 years of industry experience. He previously worked at Sagepoint Financial, INC for 14 years and has operated Diversified Financial Solutions, P.C., a CPA firm providing accounting and tax preparation services, since 1984. He serves on the board of the YMCA of Naugatuck and has been involved in its capital campaign. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

James Atkinson is a Series 66 licensed financial advisor with Merrill in Southbury, CT, and has 8 years of industry experience. He previously worked at Webster Bank for two years before joining Merrill. 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 offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Mcguire is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. She has been with Equitable Advisors since 2004, including its previous iteration as Axa Advisors. Outside of her advisory role, Mcguire serves as a board member and officer of the Lewisboro Horsemen's Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of investment approaches, including third-party asset managers and proprietary programs, focusing on matching clients with appropriate models and discretionary management solutions.

Luis Abella is a financial advisor with Edward Jones in New Milford, CT, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Abella serves on the board of the Visiting Nurses Association of New Milford. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Richard Sica is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and UBS Financial Services. Charles Schwab & Co., Inc. serves a large client base, 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Ivan Shiffman is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following prior roles at Ion Bank and Union Savings Bank. Outside of his advisory role, he serves as Vice Chairman of the New Milford Economic Development Corporation, a volunteer position focused on local economic initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 advisors across a broad branch network.

Michael Blaszczak is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at Tower Square Securities, Inc. and Veravest Investment Advisors, Inc. Additionally, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform offerings.

Laura Maguire is a financial advisor with LPL Financial based in Southbury, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Kestra Advisory Services, Kestra Investment Services, and CETERA Advisor Networks LLC. Maguire serves as secretary on the board of the Winding Brook Condominium Association and volunteers assisting elders with money management through New Opportunities RSVP. 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 portfolios, and institutional platforms, supported by research tools and a broad non-advisory financial services platform.

Jackson Fredericks is a financial advisor with Ameriprise in Southbury, CT, holding a Series 66 credential and four years of industry experience. His prior work includes roles at the Dental Associates of Connecticut and Jackson, Grant Investment Advisors Inc., among others. He also worked at Eastern Connecticut State University and Brookfield Public Schools. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.