Michael Allegra is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Janney Montgomery Scott and the Hans Kissle Company. His background also includes experience outside the financial industry at Snyders-Lance/Snack Factory LLC. 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 portfolio programs, third-party asset management, and institutional platforms.

Charles Polka is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Cadaret, Grant & Co., Inc., Massachusetts Mutual Life Insurance Company, and MetLife Resources. Polka is also a licensed non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of advisory and non-advisory financial services.

Eric Moreira is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Citizens Securities, Inc. and Essex Financial Services Inc. He also owns EJM Consulting, LLC, which manages advisory business activities related to his Ameriprise practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, point-in-time recommendations, supported by a centralized consulting team and algorithmic tools.

Joseph Markim is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Capitol Securities Management, Raymond James Financial Services, and Santander Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, portfolio management programs, and institutional platforms, supported by a large network of investment adviser representatives and a range of strategic and tactical investment options.

Michael Berling is a financial advisor with Mass Mutual Investors Services in New London, CT, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 15 years with Metlife Securities and Metropolitan Life Insurance Company, as well as six years at Ameriprise. Berling is also the managing partner and owner of Berling & Associates since 2016. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using advanced tools and emphasizes tailored investment strategies without discretionary authority.

Ryan Pellegrini is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Commonwealth Financial Network and Chelsea Groton Bank. Pellegrini also operates Doherty Financial Services, LLC, an entity related to his advisory business. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

Avery Lacourciere is a Series 66-licensed advisor with LPL Financial and has two years of industry experience. Prior to joining LPL Financial, Avery worked at Delta Wealth Management and has a background that includes roles in education from 2013 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Viola Hubert is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Brian Cacace is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2008 and is currently associated with Bank of America, N.A. since 2022. 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 primarily for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Squarciafico is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and JPMorgan Chase in various capacities. Outside of his advisory role, he serves as treasurer for a condominium association in East Lyme, CT. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Alyssa Smith is a financial advisor at Ameriprise in Westbrook, CT, holding a Series 66 designation. She joined Ameriprise in 2024, following four years of academic experience at Western New England University and The Morgan High School. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, utilizing a combination of internal research, third-party data, and algorithmic tools.

Diana Chaney is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Chaney serves as a director for several investment-related entities. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved planning tools.

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Bartley Damon is a financial advisor with Ameriprise in Clinton, CT, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2017, following two years at UBS Financial Services. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver non-discretionary, customized retirement income recommendations.

Peter Volmert is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2025, he held roles at Uber, DoorDash, and Rockhurst University. He has also been involved in educational and theatrical activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, managing approximately $1.01 trillion in assets.

Allen Smith is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 43 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 33 years with MetLife Securities Inc. In addition to his advisory role, Smith operates as an independent insurance agent offering a range of insurance products. 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 provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop written recommendations tailored to clients' goals.

Sharon Dufresne is a CFP®-designated financial advisor with 22 years of industry experience, currently with Cetera. She has an extensive background with Avantax Insurance and Advisory Services, spanning nearly two decades, and has operated her own firm, Dufresne & Associates, since 1979. Outside of her advisory work, she is the owner and sole proprietor of a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a nationwide network of over 10,000 independent advisors.

R. Damon is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc. Damon is also involved in independent insurance brokering, specifically offering whole life insurance through Ameritas. Ameriprise provides retirement-income planning services tailored to individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies delivered by a centralized consulting team in partnership with client advisors.

David Cikatz is a Series 66-licensed financial advisor with Edward Jones, based in Waterford, CT. He has seven years of industry experience, all with Edward Jones, where he has worked since 2010. 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 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Linda Brophy is a Series 66-licensed financial advisor with Edward Jones in Essex, CT, where she has worked since 2008. She has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.