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.

Kathleen Walsh is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Bank of America and Merrill since 2005. Outside of her advisory role, she serves as a board member for the Westerly High School Music Boosters, where she helps plan events and fundraisers to support music programs and scholarships. 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 institutions.

Heather Brissette is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She worked previously at LPL Financial for one year. Outside of her advisory role, Brissette serves as President of the Yantic Landing Condo Association and is involved in financial oversight for V.E.T.S. Equine Therapeutic Services and the United Way of Southeastern Connecticut. Wells Fargo Advisors is a large national firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data, offering a range of financial products through bank and insurance affiliates.

Rodney Campopiano is a Series 66-credentialed financial advisor with 25 years of industry experience, currently with Ameriprise in Norwich, CT. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he serves on the Board of Directors for Lifestream. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations in partnership with clients’ advisors.

Joan Coleman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and having 40 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ryan Joelson is a CFA® charterholder with 15 years of industry experience. He has worked at Ameriprise since 2021 and previously held roles at Movo Cash, Marc J. Lane Investment Management, Sagepoint Financial, and Nuveen Investments. Joelson is also the COO of Hub and Spoke Operational Support, LLC, where he manages operational support, client management, business development, accounting, and HR functions. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jacklin Ledoux is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Primerica Advisors, Jacklin worked at Amazon.com LLC and Hospitality Staffing Solutions. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients, delivering advisory services through a model-driven approach supported by third-party asset managers and custodians.

Linda Lee is a financial advisor at LPL Financial with 15 years of industry experience and a Series 66 designation. Her prior roles include positions at Cetera, Voya Financial Advisors, Raymond James Financial, and Morgan Stanley. She is also involved in a fixed annuities and term life insurance business through Lee Investment Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

David Schrage is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Merrill since 1983 and also worked at Bank of America, N.A. for 15 years. Merrill, along 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, pension plans, corporations, and charitable organizations.

Lori Christensen is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and 23 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. Christensen is also the Director of Client Development and Relationship Management at ClearPath Financial Solutions, LLC, where she is involved in marketing and client relationship management. 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 offers collaborative, annual financial planning engagements using firm-approved software tools and provides event-driven planning services such as divorce and estate-settlement planning.

Wayne Lagasse is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 28 years of industry experience. He has worked at LPL Financial since 2022 and was previously with Cuna Mutual Group and CUNA Brokerage Services, Inc. from 2007 to 2022. 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 portfolio programs, third-party asset management, and institutional platforms.

Philip Aronoff is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and joined Morgan Stanley Private Bank, National Association in 2015. Aronoff also holds a role related to a trust as noted in his business activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that employs structured discovery conversations and firm-approved planning tools.

Alan Sylvestre is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016, and previously held positions at Merrill and UBS Financial Services. Outside of his advisory role, he serves on the finance committee of Inclusion, a nonprofit foundation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Keith Noyes Jr. is a Series 66-credentialed financial advisor at LPL Financial with two years of industry experience. He has worked at LPL Financial since 2023 and has held positions at CorePlus Federal CU and other firms in prior years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolio programs, third-party asset management access, and institutional platforms.

Thomas Burrows Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at VOYA Financial Advisors and running his own firm, T.M. Burrows Associates, LLC. He also operates as an independent insurance agent specializing in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers various portfolio management and financial planning services through a multi-manager platform, leveraging a large network of independent advisors and multiple investment program options.

Matthew Delaney is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2017 and previously worked at UBS Financial from 2015 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, offers 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 with model-based and discretionary investment strategies.

Roderick Duxbury is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors and Liberty Bank since 2010. In addition to his advisory role, he is an associate at Liberty Bank Investment Services, where he provides planning, wealth management, and portfolio guidance. Raymond James Financial Services Advisors offers financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports its clients through advisory programs and institutional consulting services.

Devin Rajza is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and two years of industry experience. His work history includes positions at The Vanguard Group and Morgan Stanley, among others, before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and a network of over 23,000 financial advisors nationwide.

Clark Sturtevant is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent 11 years at Essex Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.

Stephen Siderewicz is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 27 years of industry experience. He previously worked at Metlife Securities Inc. for 15 years before joining Mass Mutual and has been with Mass Mutual Investors Services since 2017. In addition to his advisory role, he is an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning using firm-approved analytical tools and offers specialized programs such as divorce planning and estate settlement.