John Zahner is a financial advisor with Edward Jones in South Windsor, CT, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as a board member for the South Windsor Volunteer Fire Department and is involved in event coordination at Boyne Ranch LLC’s Springbrook Farms venue. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs with discretionary and non-discretionary strategies.

Michael Serfillippi is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 17 years of industry experience. He has worked with Mass Mutual and its subsidiaries since 2018 and previously spent ten years at People's Securities, Inc. 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 deliver written recommendations as part of annual, collaborative planning engagements.

Brian Bishop is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party managers across various program structures and custodial relationships.

Jonathan Brice is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, BlackRock Investments, and Darden, Inc. Outside of his advisory role, he is involved with ProEast Asset Management, LLC, where he is engaged in non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Ana Reid is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding Series 63 and Series 65 designations and 27 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Cory Bradley is a financial advisor with Ameriprise based in Stafford Springs, CT. He holds a Series 66 designation and has been with Ameriprise since 2024. Prior to his advisory role, he has worked at FedEx and attended Bryant University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored financial advice through a centralized consulting team.

Aiden Castle is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. Prior to joining Ameriprise in 2024, he worked at the University of Delaware for four years and held roles at Sweet Frog and South Windsor High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning, using a combination of proprietary research, third-party data, and algorithmic tools.

Robert Tedoldi Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses, and has 35 years of industry experience. His prior work includes nine years at Lincoln Financial Securities Corporation and over two decades with Infocus Financial Group LLC and Tedoldi Financial. Outside of advisory work, he owns IS Life Brands, LLC, a company selling direct logoed merchandise. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that include various asset classes on discretionary and non-discretionary bases.

Kevin Outland is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at Capstone Planning Group and Citizens Securities, Inc. prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Roy Caso Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and bringing 35 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2000. In addition to his advisory work, he consults with athletes regarding salary negotiations and contract stipulations through Post Game Financial and owns Post Game Realty, LLC, which operates an office in East Longmeadow, MA. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative planning processes to deliver written recommendations and offers specialized planning services, including divorce and estate-settlement planning.

Rebecca Marouski is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Waddell & Reed, Inc., and 360 Federal Credit Union. Outside of her advisory role, she performs data entry and tax document coordination for Don Brooks & Associates. MassMutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Kansas Sienna is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, Kansas held positions at the University of Connecticut and Ross Haven Farm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers the Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Eric Sharp is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and several other affiliated firms prior to joining Cetera. Outside of his advisory role, Sharp serves on the advisory committees of local nonprofit organizations focused on pregnancy support and community ministry, and he provides tax services through Cour Tax Consultants. Cetera Investment Advisers LLC is a national SEC-registered firm offering a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with options that include model portfolios, third-party managers, and bespoke strategies across various program structures.

Michael Curran is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 18 years of industry experience. He has worked with Mass Mutual Investors Services since 2017, and has been affiliated with Massachusetts Mutual Life Insurance Company, METLIFE Investors Distribution Company, and Metlife Securities, Inc. since 2016 or earlier. Outside of his advisory roles, Curran serves as Vice President of Technology and golf event organizer for The Falcon's Nest, a nonprofit supporting individuals and families affected by Down syndrome. 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 software and collaborative annual planning engagements without investment discretion.

Samantha Krupczak is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 11 years of industry experience, including prior roles at LPL Financial, NYLIFE Securities LLC, and Massachusetts Mutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Calla Poulos is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. She has worked at Cetera since 2021 and previously at Voya Financial Advisors and MassMutual Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with over $256 billion in assets under management.

Miles Fergus is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been in the industry since 2026 and has experience with firms including MassMutual Life Insurance Co and Country Bank. Fergus also has experience working in recreational and hospitality settings, including positions at Longmeadow Country Club and Wilbraham Recreational Department. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also delivers event-driven planning services such as divorce and estate-settlement planning.

Jamie Hensch is a financial advisor with Ameriprise in East Longmeadow, MA, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2020, Jamie worked with Ameriprise Financial Services, Inc. for six years. Jamie serves on the Board of Directors for Longmeadow Public Schools and is a member of the Longmeadow School Committee. Ameriprise Financial Services is a large, diversified advisory firm serving 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.

Melanie Skroski is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 10 years of industry experience. She has been with MML Investors Services LLC and Massachusetts Mutual Life Insurance Company since 2015. Outside of her advisory role, she owns Sustain Home + Wares, a retail business focused on sustainable living through upcycled furniture and products from women- and minority-owned vendors. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. Their approach includes collaborative, annual planning engagements using firm-approved analytical tools, with implementation of recommendations handled separately.

Timothy Carmon is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. He previously worked at Moody's Corporation and MassMutual Life Insurance Company. Outside of finance, he serves as CFO of Carmon Funeral Homes and chairs the endowment committee at Trinity United Methodist Church. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, annual planning relationships.