Alexander Morphet is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Infinex Investments, Rhinebeck Bank, Hudson Valley Fed Credit Union, and LPL Financial. Outside of his advisory work, Morphet serves as an activities coordinator at Mirror Lake Retreat, an officer for Hudson Valley Bridge Builders, and treasurer for Friends of Seniors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics using goal-based analyses and modeling tools. The firm supports combining planning with managed-account services under a consolidated billing option called “WealthPlan” but does not provide institutional portfolio management or discretionary trading authority for its Dedicated Planning Service.

Ivan Shiffman is a financial advisor with Edward Jones in New Milford, CT, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Ion Bank and Union Savings Bank. He serves as Vice Chairman of the New Milford Economic Development Corporation, a volunteer role focused on local economic activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.

Charles Hickey Sr. is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and bringing 34 years of industry experience. He has been associated with Primerica Advisors and Primerica Financial Services since 1992 and previously worked at Convergencetp Inc. from 2010 to 2022. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices and offers investment options that include cryptocurrency ETF allocations.

Michael Taguiam is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 47 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. His other business activities include appointments with United Health Care, Reliance Standard, and Sun Life. Equitable Advisors serves individual clients across varying net-worth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Vincent Camarota Jr. is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He also works with Wealth Group Financial Advisors in Danbury, CT, providing financial services in conjunction with Raymond James guidelines. 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 employs tailored, non-discretionary planning and investment consulting that incorporates risk profiling and analytical modeling to support client goals.

George Schott is a financial advisor with Primerica Advisors, holding a Series 66 designation and 24 years of industry experience. He previously worked at Clearbridge Investments and Legg Mason, where he was employed for 14 years. Outside of his advisory role, he is employed by Stamford Public Schools. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Sandi Forman is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Primerica Advisors since 2019 and was previously employed at Nexvue/Bio Analytics Corp. Forman serves as co-executor of her mother’s estate, managing multiple condominiums. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered wrap fee structure for its services.

Ronald Rienas is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Rienas serves on the Board of Directors for the Yonkers Chamber of Commerce and owns a business entity established to manage his practice’s staff and expenses. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered in partnership with financial advisors.

Brian Tabanski is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses. He has four years of experience in financial services, including two years with Primerica Advisors and ongoing involvement with Primerica Financial Services since 2022. Outside of his advisory role, he is the owner and chef of SimplyFood LLC, a business he has operated since 2012. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Mark Cukaj is a financial advisor at Ameriprise with Series 66 credentials and five years of industry experience. He has worked with Ameriprise since 2019 and previously spent five years at Cross Court Tennis Club. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Wayne Locke Jr. is a CFP® with 39 years of industry experience, currently serving with Cetera. His prior roles include Matson Financial Advisor's, Inc., and Cetera Wealth Services, LLC. He is a board member of the New Milford Chamber of Commerce and owns a business providing expense management services. Cetera Investment Advisers LLC distributes financial services through a nationwide network of independent advisors, serving individual, corporate, and institutional clients. The firm offers diversified portfolio management and financial planning options, operating as a multi-manager platform with access to affiliated and third-party investment strategies.

Frank Delucia is a financial advisor with LPL Enterprise, holding a Series 66 designation and 19 years of industry experience. His prior roles include long-term positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a variety of brokerage and insurance products via its integrated platform.

Eric Traditi is a financial advisor with Ameriprise in Pleasant Valley, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of advisory work, he is a 50% owner of a franchise fast casual restaurant through a holding company. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written retirement income plans and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Lyle Roberts is a financial advisor with LPL Enterprise holding a Series 63 designation and over 43 years of industry experience. His career includes long tenures at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he holds a real estate license as a referral agent. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products on an integrated platform.

Lucas Ward is a financial advisor at LPL Financial with five years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Hudson Valley Credit Union and Chipotle Mexican Grill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.