Christopher Benjamin is a financial advisor with Wells Fargo Advisors in Southington, CT, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His career includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is the sole owner of Christopher Benjamin Financial Group, an investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, using proprietary research and planning tools to develop tailored recommendations across a broad range of financial planning areas.

Barbara Comer is a CFP® with 44 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. Her prior experience includes roles at Securities America Advisors, Inc., Investacorp Advisory Services, and Comer & Greak Financial Consultants. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Curt Christensen is a CFP® with 39 years of industry experience. He is currently with Cetera and has previously worked at VOYA Financial Advisors, Citigroup Global Markets, and Merrill. In addition to his advisory role, Christensen operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party strategies with various program structures.

Yu Xiang Lin is a financial advisor at Merrill with Series 63 and Series 66 licenses and less than one year of industry experience. Prior to joining Merrill, Lin held roles at Bank of America and JPMorgan Chase Bank, N.A., and has experience in the food service industry through various business ventures. Lin is also affiliated with the NYU Professional School of Studies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Ferris is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and six years of industry experience. Prior to joining LPL Financial in 2024, he worked at John Hancock Distributors LLC for four years and at Oracle Corporation for five years. 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 asset management services through a large network of investment adviser representatives, utilizing various investment strategies and supporting tools.

Robert Brochu is a financial advisor with LPL Financial in Farmington, CT, holding a Series 63 designation and over 41 years of industry experience. He has been with LPL Financial since 1994 and operates RGB Financial, a related advisory business, which he has managed since 1984. Brochu serves on the Town of Farmington Municipal Employees Pension Plan Retirement Board and is a limited liability member of Cincinnati Donuts, LLC, an investment partnership owning several Dunkin Donuts locations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive research and technology tools.

Gary Tasillo is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004 and previously worked at Main Street Management Company for six years. Tasillo is associated with Tunxis Wealth Management, which offers health and life insurance products alongside financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment strategies and financial planning services, combining advisory platforms with extensive non-advisory financial activities.

Marc Dynder is a CFP® and ChFC® with 26 years of experience in financial advisory. He has been with Ameriprise since 2005, currently serving in Southington, CT. Outside of his advisory role, he is involved in community activities including serving on the Southington Conservation Commission and Open Space Committee, and acting as an assistant coach for the Southington Youth Wrestling Club. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Cailyn Paradise is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked for Lincoln Financial (formerly Liberty Mutual Benefits) from 2011 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates a nationwide network of financial advisors and branch offices.

William George III is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and having eight years of industry experience. His career includes roles at Raymond James Financial Services and Prudential Financial. 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.

Seth Baliban is a financial advisor with UBS Financial Services in Winsted, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Julia Weston is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. She has been with Thrivent Financial for Lutherans since 2011 and with Thrivent Investment Management since 2010. Outside of her advisory role, she serves as the Distribution Committee Vice Chair for The Women and Girls Fund in Bristol, a nonprofit that grants funds to programs supporting women and girls. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various topics, allowing clients to combine planning with managed-account services under a consolidated billing option while keeping the services separate.

Michelle Cutrali is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Wells Fargo Advisors, she was with Eagle Strategies and New York Life Insurance Company. She is also the owner of Cutrali Insurance & Financial Services, LLC, where she serves as an independent insurance agent. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options including retirement, education, and wealth-transfer strategies. Advisors use Wells Fargo research and tools to develop tailored recommendations, with implementation options through brokerage or advisory programs.

Tammy De Felice is a financial advisor at Cetera with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has worked with firms including Northwestern Mutual Investment Management and Kelly & Company Wealth Partners LLC. De Felice serves as president of BNI Buckland Hills and is involved in community organizations such as the Tolland County Chamber of Commerce and Tuesday Rise & Shine, a local nonprofit networking group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Jennifer Chase is a CFP® professional with 19 years of industry experience and has been with LPL Financial since 2009. She holds a Series 63 license and is based in Farmington, CT. Outside of her advisory role, Chase is involved in tax preparation and accounting services through RGB Tax Services 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using both discretionary and non-discretionary strategies.

Changyong Shi is a financial advisor at Edward Jones in Canton, CT, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Wenbo Investment and spent nine years at Barnes Group. 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 and offers a range of advisory programs, investment strategies, and affiliated financial services through a large network of advisors and branch offices.

Gene Callahan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Richard Branchaud is a financial advisor at Your Choice Financial, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Symmetry Partners and Newcomb Spring. Branchaud also serves as a senior design engineer at Connecticut Spring & Stamping Corp. Your Choice Financial provides investment advisory services primarily on a non-discretionary basis to a very small client roster, focusing on consultative recommendations rather than individual portfolio management.