Elaine Prewitt is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Riverside Retirement Advisors and Coldwell Banker. In addition to her advisory work, she owns a hobby laser engraving business called Customs on Main LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Bryan Paquette is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its affiliated entities since 2013. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services on a multi-manager platform with over $256 billion in assets under management.

Jonathan Brice is a financial advisor with LPL Financial and holds a Series 66 credential. He has seven years of industry experience, including prior roles at Securities America Advisors and BlackRock. Outside of his advisory work, he is involved with ProEast Asset Management, LLC, which includes non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technology tools while overseeing substantial discretionary assets through an extensive network of advisors.

Aiden Castle is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he has held positions at the University of Delaware, Sweet Frog, and South Windsor High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, utilizing a combination of investment research, third-party data, and algorithmic tools.

Robert Tedoldi Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses, and has 35 years of industry experience. His prior work includes nine years at Lincoln Financial Securities Corporation and over two decades with Infocus Financial Group LLC and Tedoldi Financial. Outside of advisory work, he owns IS Life Brands, LLC, a company selling direct logoed merchandise. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that include various asset classes on discretionary and non-discretionary bases.

Daniel Kearney is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Karn, Couzens & Associates, Royal Alliance, and Voya Financial. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide collaborative, goal-based recommendations.

Rebecca Marouski is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Waddell & Reed, Inc., and 360 Federal Credit Union. Outside of her advisory role, she performs data entry and tax document coordination for Don Brooks & Associates. MassMutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Eric Sharp is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and several other affiliated firms prior to joining Cetera. Outside of his advisory role, Sharp serves on the advisory committees of local nonprofit organizations focused on pregnancy support and community ministry, and he provides tax services through Cour Tax Consultants. Cetera Investment Advisers LLC is a national SEC-registered firm offering a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with options that include model portfolios, third-party managers, and bespoke strategies across various program structures.

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.

Jonathan Daly is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Voya Financial Advisors, Inc., Citizens Securities Inc., and Cco Investment Services Corp. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party investment options.

Bruce Hodgins is a financial advisor with LPL Financial in Hebron, CT, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he serves as a guardian of person for an individual, acting in a fiduciary capacity. 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 financial planning and investment management services, including model portfolios and third-party asset management, supported by extensive operational and research tools.

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.

Rodney Campopiano is a Series 66-credentialed financial advisor with 25 years of industry experience, currently with Ameriprise in Norwich, CT. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he serves on the Board of Directors for Lifestream. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations in partnership with clients’ advisors.

Erika Christine D'atri is a financial advisor with Ameriprise in Colchester, CT, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 1999. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Timothy Carmon is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. He previously worked at Moody's Corporation and MassMutual Life Insurance Company. Outside of finance, he serves as CFO of Carmon Funeral Homes and chairs the endowment committee at Trinity United Methodist Church. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, annual planning relationships.

Conor Moore is a CFP® professional affiliated with LPL Financial in Tolland, CT, with 22 years of industry experience. His prior roles include positions at Voya Financial Advisors and GWFS Equities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jake Meza Hernandez is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked at Thrivent Financial since 2024 and previously held roles at Voya Financial Partners, RBC Capital Markets, and TD Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account programs, focusing on comprehensive financial analyses without discretionary trading authority.

Thomas Scanlon is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services, Inc. since 2000. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jeanne Nuhfer is a financial advisor with Edward Jones in East Hampton, CT, holding Series 66 and Series 63 licenses and possessing 25 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Randi Saboski is a financial advisor with MassMutual Investors Services in Manchester, CT, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Prior to joining MassMutual Investors Services in 2017, she worked at MetLife Securities Inc. from 2015 to 2017. She is also an insurance agent involved in disability, fixed annuity, life, accident, health, and long-term care insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements supported by firm-approved analytical tools.