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, holding the CFP® designation and Series 63 and 65 licenses. He has 16 years of industry experience, previously working at Metlife Securities Inc. He is also involved in insurance sales related to life, property/casualty, and health coverage. 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 financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

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.

Blake Sharp is a financial advisor at Cetera with the Series 66 designation and one year of industry experience. Prior to joining Cetera, he held various roles including positions at H&R Block and operated small businesses such as Puff N Stuff Catering and A Thyme to Cook. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with more than 10,000 advisors nationwide.

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.

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.

Timothy Brunson is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and previously served in the US Army for eight years. His professional background also includes roles at Transfer Enterprises and Goosetown Communications. 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 planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Angelo Pruitt is a Financial Advisor with Merrill Lynch Wealth Management, based in Hartford, CT. He has a decade of experience providing personalized financial guidance, focusing on areas such as retirement income, education planning, legacy planning, liquidity management, and portfolio management services. Angelo blends financial expertise with cultural awareness to address the unique challenges and opportunities of his diverse client base. He earned a Bachelor of Arts degree in Economics from the University of Connecticut in 2015 and played college football for the UConn Huskies. Angelo holds the Personal Investment Advisor (PIA) designation. His professional approach emphasizes fostering financial literacy, promoting generational wealth, and delivering an inclusive client experience grounded in integrity. Beyond his professional work, Angelo is involved with organizations including Collective Uplift LLC, Hartford Catholic Worker, Hartford Salvation Army, My Brothers Keeper Inc., and UConn Husky Nutrition and Sport. In his personal time, he enjoys basketball, chess, cooking, football, watching movies, and spending time with his wife and their son.

Jared Huckle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes roles at Primerica Financial Services since 1998 and a position at the University of Connecticut. Outside of advising, he is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing portfolio implementation and trading.

Sean Scraba is a financial advisor with Raymond James Financial Services Advisors, Inc. in Glastonbury, CT, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association. He is a founding partner of Crescent Point Private Wealth LLC and serves as president of ZK ALPHA LLC, entities formed to support business activities outside of his advisory role. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm provides financial planning and non-discretionary investment consulting through Wealth Advisory Services, wrap fee programs, and institutional consulting, emphasizing tailored financial plans developed through client collaboration and a broad affiliate network.

Michael Loscialpo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 2001. In addition to his advisory role, he is a licensed attorney practicing in Connecticut, New York, and Massachusetts. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee model and ongoing manager oversight.

Kevin Mc Hugh is a financial advisor with Merrill in Glastonbury, CT, holding Series 63 and Series 66 designations and 35 years of industry experience. He has been with Merrill since 2009 and also has held a position with Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its offerings with Bank of America’s broader platform, providing access to a wide set of investment products and services.

Brian Cohan is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has one year of industry experience and has worked at Cambridge Investment Research entities since 2023. His prior work includes roles at Chubb and PLS Logistics. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of portfolio management options and customized strategies.

Steven Hintz is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and over 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and operates a CPA practice providing tax preparation services. Hintz is also involved in community conservation as a director and assistant treasurer of the South Windsor Land Conservation Trust and holds a part ownership in a massage therapy franchise. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm supports a variety of investment strategies through independent Financial Professionals using multiple platform arrangements and both proprietary and third-party model strategies.

Arthur Booker is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked in various roles within Morgan Stanley since 2014. Outside of his advisory work, he serves on the Finance Committee of the First Tee of Connecticut, a youth sports organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and serves clients through both individual and corporate financial planning agreements.

Brian Kelaher is a Wealth Management Advisor based in the Farmington Merrill Lynch Wealth Management office. He has been a financial advisor with Merrill Lynch since November 2012 and has spent his entire career in financial services. Brian works with clients to develop personalized wealth management strategies that address various factors including risk tolerance, current resources, family dynamics, and long-term goals. His approach emphasizes consistent communication and collaboration to help clients navigate their financial futures. Brian holds a Bachelor's Degree in Economics from Brown University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise covers a range of client focus areas such as retirement income, legacy planning, family wealth management strategies, investment consulting for defined contribution plans, small business strategies, and college education planning. Outside of his professional work, Brian is involved with Amy's Angels in the community. He lives in Canton, CT with his wife and their two children. Brian welcomes the opportunity to learn about clients’ financial goals and to apply his knowledge and resources to support their long-term success.

Steven Norris is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Norris serves as a trustee and investment committee member for Lea's Foundation for Leukemia Research and is a board member at Easter Seals Capitol Region and Eastern CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Alexander Nweeia is a financial advisor at LPL Financial with 32 years of industry experience. He previously worked at Western International Securities, Inc. for 12 years. Nweeia holds Series 63 and Series 65 credentials and serves on the board of a nonprofit organization in Culver City, California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Adam Peterson is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at JPMorgan Chase Bank, Santander Bank, and Hartford Healthcare. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.