Thomas Turon is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory role, he is also employed through C3 Consulting Services, LLC in relation to his work at The OakBridge Group, a Private Wealth Advisory Practice of Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with specialized retirement income planning services that leverage proprietary research, third-party data, and algorithmic tools to provide tailored advice.

Henry Vincent is a financial advisor at Mass Mutual Investors Services with 5 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Mass Mutual, he worked at Northwestern Mutual Wealth Management Company and several other financial institutions. Mass Mutual Investors Services, LLC 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 software and collaborative planning approaches.

Robert Bishop is a financial advisor at OSAIC with 13 years of industry experience. He holds the ChFC® designation and Series 66 license. His work history includes roles at Royal Alliance, Securities Service Network, Financial Vision, LLC, New England Capital Planners, and LPL Financial. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization using risk-tolerance assessments and rebalancing tools.

Jordanna Fallon is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and previously worked at Johnson Brunetti Investments and Hartford Interval House Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Cathy Frausini is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Merrill since 1978, spanning 48 years with the firm. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Roberto Laguer is a financial advisor with Primerica Advisors in Newington, CT, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Primerica Advisors since 2016 and has prior experience with Rick Bus Co. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Cammi Huckman is a Series 63-licensed financial advisor with Morgan Stanley, based in West Hartford, CT, and has 32 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to support its advisory process.

Ryan Porth is an Investment Consultant dedicated to assisting individuals and families in improving their financial futures. He emphasizes a collaborative approach to co-creating financial plans that provide peace of mind and help clients navigate various life challenges. Ryan's professional experience includes serving as a Financial Representative at Fidelity Investments from 2024 to 2026. His work focuses on understanding clients' goals and providing education to support their financial decision-making. Additional information regarding Ryan's education, credentials, personal interests, or community involvement has not been provided.

Alan Williams is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Avantax Insurance Agency and Avantax Investment Services, as well as self-employment since 1993. Outside of advising, he owns and operates a tax preparation and accounting business and serves as treasurer and comptroller for a construction company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party model portfolios.

Luke Marino is a CFP® professional with 10 years of experience in the financial services industry. He has been with Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. He is a partner of Risley Marino Group and co-owner of Riverview Financial Partners, both affiliated with Cetera. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Joseph Kavumpurath is a financial advisor with Mass Mutual Investors Services and holds a Series 65 license. He has 34 years of industry experience, including 27 years at Metlife Securities Inc. and over a decade with Mass Mutual-related firms. He is also an insurance broker offering life, disability, long-term care, health, and fixed annuity products and owns a financial services business, JMK Financial Associates, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing collaborative, goal-based client engagements using firm-approved analytical tools.

Lincoln Maguire is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2006, with prior experience at Somerset Wealth Strategies and other firms. Outside of his advisory role, he is involved with Risk Strategies, a non-variable insurance business. 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 wide range of financial planning and investment services, utilizing both proprietary models and third-party strategies, supported by extensive technology and a broad platform of financial products.

Timothy Hoynes is a Series 66-licensed financial advisor with LPL Financial, bringing one year of industry experience. Prior to joining LPL, he worked at Berkshire Hathaway Specialty Insurance and has a background including roles at UMass Amherst and Cheshire High School. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment options.

Benjamin Conroy is a financial advisor with Raymond James & Associates in West Hartford, CT, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked for eight years at The Conroy Company, Inc. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and governmental entities, offering financial planning and investment consulting through various programs and an extensive affiliate network.

Thomas Hine is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network for 14 years. Outside of his advisory role, he is a writer and author with Shodan Publication, LLC, where he dedicates time to book projects. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm utilizes analytical tools and risk profiling to tailor non-discretionary planning and supports its clients through extensive advisory programs and institutional consulting.

John King is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies that align with clients' long-term goals. Drawing on the resources of Merrill and Bank of America, he offers guidance that reflects an understanding of evolving market conditions and the full financial picture of each client. John holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Connecticut. He actively participates in community service, dedicating time to volunteer with local organizations in line with Merrill's tradition of community involvement.

Gary Radler is a financial advisor with Osaic Wealth, holding the ChFC® designation and Series 63 and 65 licenses, and has 49 years of industry experience. His career includes prior roles at Securities America Advisors, National Planning Corporation, and Briggs Wealth Management. He is also the owner of Radler Retirement Strategies, LLC. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by proprietary tools and offers access to alternative investments and multiple custodial arrangements.

Howard Rosenblatt is a Series 66-credentialed financial advisor with 26 years of industry experience. He has worked at LPL Financial since 2010 and previously held roles at Morgan Stanley and its affiliated entities from 2000 to 2010. Rosenblatt also operates Rosenblatt Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a range of advisory services including financial planning, model portfolios, and participant-level retirement advice through a large network of investment adviser representatives.

Lindsey Torres is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and previously worked at Voya and Directed Services, LLC. She is based in Wethersfield, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Michael Connery is a financial advisor with OSAIC in Rocky Hill, CT, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He worked at Signator Investors, Inc. for 31 years before joining OSAIC in 2018. In addition to his advisory role, he operates as an insurance broker offering auto and home insurance and provides related services. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization with multiple custodial and alternative investment options.