William Fochi Jr. is a ChFC®-designated financial advisor with 38 years of industry experience, currently with Cambridge Investment Research Advisors since 2022. His prior experience includes over three decades at Northwestern Mutual in various roles and a three-year tenure at Cantella & Co., Inc. He is also involved in real estate ownership and operates a financial services business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management solutions and platform arrangements tailored to client objectives.

William Campbell is a financial advisor with Raymond James Financial, holding a PFS™ designation and securities licenses Series 63 and Series 65, with 28 years of industry experience. He previously worked extensively with Avantax Insurance Agency and Avantax Advisory Services and maintains an accounting and tax preparation practice through his own firm, William H. Campbell, P.C. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical modeling and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jessica Callahan is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. She has worked with several Cetera entities since 2021 and spent seven years at Voya in various advisory roles. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, institutional, corporate, and charitable clients nationwide. The firm offers a range of portfolio management and retirement services, with over $256 billion in assets under management and more than 10,000 advisors across its network.

Joseph Dipasquale is a financial advisor with Cetera, holding the ChFC® designation and over 22 years of industry experience. His prior roles include positions at Avantax and Symetra, among others. He also operates Retire Safety First LLC, a business focused on retirement, investment, and insurance planning. Cetera Investment Advisers LLC distributes services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a wide range of investment programs and third-party managers.

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Utpal Parekh is a CFP® and ChFC® with 17 years of industry experience. He is currently with LPL Financial and has previously worked at People's United Advisors, People's Securities, Inc., and PRUCO Securities, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Cormier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Janney Montgomery Scott for 16 years and Citigroup Global Markets for four years. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Evora is a financial advisor with Merrill in Glastonbury, CT, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Webster Bank and a four-year period at the University of Connecticut. He has been with Merrill and Bank of America since 2020. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Laura Fish Kelly is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 63 designation and 41 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Kelly serves on the Board of Directors for St Isidore and Maria Church. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Domingos is a CFP®-designated financial advisor with Ameriprise in East Hampton, CT, with 22 years of industry experience. He has been with Ameriprise since 2005, including his current role at the firm since 2020. Outside of his advisory work, he has a business ownership role in The Couzens Group LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Lester Butnick is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 63 designation and 43 years of industry experience. He has been with Ameriprise since 2005, including his current role since 2020. Outside of advisory work, he is a partner in an LLC that holds the building where he works and rents office space to other businesses. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Bria Gilbert is a financial advisor with LPL Financial based in Chester, CT, holding a Series 66 designation and 17 years of industry experience. Her work history includes multiple roles at LPL Financial as well as positions at Strategic Wealth Advisors Group, MBSC Securities Corporation, and Voya Investment Management. 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 and third-party asset management, utilizing various portfolio strategies and technological tools to support advisors.

Christopher Clarke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Merrill Lynch, Bank of America, Virtus Investment Advisers, and Key Investment Services prior to joining LPL Financial and Webster Bank. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Theodore Earl Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 20 years with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company, alongside a long tenure at Minnesota Mutual Life starting in 1997. In addition to his advisory role, he operates a sole proprietorship selling insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms including third-party money managers. The firm employs asset allocation tools and automated rebalancing to manage portfolios with diverse investments and supports both discretionary and non-discretionary accounts.

Bryan Lauriat is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.

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.

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.

Michael Cosenza is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and MFS Fund Distributors, Inc. Since 2021, he has served as a director for the Rotary Club of Worcester. 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.

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.