Scott Reed is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cetera since 2021 and was previously with Voya Financial Advisors from 2014 to 2021. Outside of financial services, Reed owns Glastonbury Sports Photography, where he photographs youth sporting events. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing multiple program structures and a multi-manager platform.

J. Brendan Wood is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. 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.

Manjur Chowdhury is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. He has been with Merrill since 2016 and previously worked at JCPenney from 2015 to 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Joshua Opdenbrouw is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Big Y and Price Chopper Supermarkets. 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, charitable organizations, and employers. The firm offers collaborative, annual planning relationships using firm-approved software and emphasizes investment categories and strategies in its recommendations.

Rodrigo Esperon is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 65 credentials and having 13 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and Scottrade, Inc. since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal alternative investments program, supported by its integrated operational structure.

Matthew Marques is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of advising, he is the sole owner of a rental property business in Connecticut. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management offerings and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Stephen Anagnostou is a financial advisor with J.P. Morgan Securities in Newington, CT, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Barnum Financial Group, and MSI Financial Services. He has worked with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Frank Longobardi is a financial advisor with LPL Financial in Glastonbury, CT, holding a Series 66 license and 22 years of industry experience. He has been associated with LPL Financial since 2004 and is also affiliated with Somerset Wealth Strategies, LLC, where he has worked since 2005. 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 institutions. The firm supports its network with a range of investment programs and operational tools, overseeing over $819 billion in discretionary assets through more than 22,800 advisors.

Sean Navin is a Financial Advisor with Merrill Lynch Wealth Management who focuses on constructing stock investment portfolios and helping individuals develop appropriate investment allocations. He works closely with clients to understand their short-, mid-, and long-term financial goals, providing personalized advice on general investing, retirement planning, and saving for unexpected events. Sean’s expertise spans a variety of client focus areas including college and education planning, employee benefits, equity compensation services, family wealth management strategies, institutional investment consulting, managing new wealth, personal retirement planning, and portfolio management services. He emphasizes the importance of controlling portfolio risk and creating detailed financial plans tailored to each client’s unique needs. Sean holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s Degree from Trinity College. He also offers clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional work, Sean enjoys music, reading, spending time with his family, and traveling.

Lauren Gotay is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. Prior to joining Raymond James in 2018, she worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for nearly a decade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services supported by a range of portfolio management strategies and affiliated research.

Andrew Worthington is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2004. Worthington serves as a trustee for The Bushnell, an arts organization, attending several board meetings annually. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products through a platform that combines institutional trading capabilities with wealth management services.

David Ferris is a financial advisor with LPL Financial in Bristol, CT, holding Series 63 and Series 65 licenses and five 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on both discretionary and non-discretionary investment strategies.

David Tauber is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America and Investacorp. In addition to his advisory work, he operates Tauber Asset Management, providing fee-based asset management and financial planning services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs a variety of investment tools and supports multiple advisory platforms and third-party money managers.

Daniel Champagne is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation, along with Series 63 and Series 65 registrations. He has 17 years of industry experience, including prior roles at Metlife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory work, he is involved in insurance sales and owns a personal business entity. Mass Mutual Investors Services, LLC 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, employing firm-approved tools to deliver goal-based recommendations without discretionary authority.

Jeffrey Minkos is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 designations. He has 23 years of industry experience, including 14 years with Allstate Insurance Company and Allstate Financial Services, LLC. Outside of his advisory role, he is the owner of Minkos Insurance, LLC, which sells life, equity-fixed life, and fixed indexed annuities. MassMutual Investors Services, LLC 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, using firm-approved tools to provide written recommendations through ongoing client relationships.

John Capece is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Voya Financial Advisory and Waddell & Reed. In addition to his financial advisory work, he serves as a substitute teacher at Grammer School in North Haven, CT. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Renison is a financial advisor at Edward Jones in Glastonbury, CT, holding a Series 66 credential with five years of industry experience. His prior roles include positions at Bank of America, Merrill, Excel Wealth Management, Aflac Field Force, and Charter Oak Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Timothy Lassen is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Voya Financial Advisors and Equitable Advisors. In addition to his advisory role, he is involved with Brokers Service Marketing Group, focusing on non-variable insurance. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Leo Palliardi Jr. is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. His work history includes roles at Voya Financial Advisors, LFP Enterprises, various insurance carriers, and Waddell & Reed. He also operates as an independent insurance agent and is involved with Jacobs Financial Partners, providing financial services and insurance product sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse investment strategies, discretionary and non-discretionary management options, and access to third-party managers, supporting over 10,000 advisors and $256 billion in assets under management.

Elliot Garcia is a financial advisor at Cetera with one year of industry experience and holds the Series 66 designation. Prior to joining Cetera, he has worked in healthcare roles at Hartford Hospital and Yale New Haven Hospital. Outside of advising, he works as a registered nurse at Hartford Hospital. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a nationwide network of independent advisors, with access to multiple investment strategies and program platforms.