Kevin Sullivan is a financial advisor with LPL Financial in Essex, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been affiliated with LPL Financial since 2014 and operates under the trade name Webster Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Christian Rausch is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Voya Financial Advisors, Inc. and Scottrade. He is currently based in Berlin, CT. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors, utilizing multiple program structures and third-party managers.

Dashaun James is a financial advisor with Ameriprise in Manchester, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked for seven years at Saldamarco's Deli. He is also involved with Brownstone Management of CT LLC, managing an advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team.

Alexander Fredericks is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services Inc. since 2014. Ameriprise provides a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies and uses algorithmic automation overseen by specialist committees to support its retirement planning services.

Frederick Trotta Jr. is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. His prior work experience includes roles at Royal Alliance Associates, Independence Financial Partners, and Horton Group LLC. He is also engaged in insurance-related activities, including client service and case management. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes a wide range of investment tools and strategies, offering integrated brokerage and advisory services with access to third-party money managers and wrap programs.

Rosario Pulino is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and serves as Vice President at Liberty Bank, where he has worked since 2015. Pulino has also been involved with Liberty Bank Investment Services since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Daniel Kearney is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Karn, Couzens & Associates, Royal Alliance, and Voya Financial. 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 provide collaborative, goal-based recommendations.

Steven Crabtree is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, he is a member of the band Cartwheel and serves on committees at the First Church of Christ in Middletown, CT, including chairing the church’s endowment subcommittee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Paula Cohen is a financial advisor with Ameriprise in Hebron, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved in financial plan production for Ameriprise franchise advisors and AFAs. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized planning, with an emphasis on assets held in Ameriprise managed accounts.

Bradford Parsons is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 33 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009. Parsons serves as a trustee for the Berlin VFW Post 10732, conducting quarterly audits for the post’s quartermaster. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, including proprietary models under the Founders Gate Capital brand and access to third-party strategists, with both discretionary and non-discretionary portfolio management options.

Jill Honeycomb is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Raymond James and Liberty Bank Investment Services since 2015, where she also serves as Program Director for Liberty Bank Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored investment consulting and supports municipal and public-finance work through its affiliation with a municipal advisor.

Angelo Carlone is a financial advisor with LPL Enterprise holding CFP®, Series 63, and Series 66 designations and has 33 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Advisors. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory programs with brokerage and insurance products.

Michael Gandolfini is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL in 2024, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2022 to 2024, and at Bank of America and Merrill from 2019 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Christopher is a financial advisor with LPL Financial in Durham, CT, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2000. Outside of his advisory role, he is involved with Financial Benefits Unlimited, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supporting both discretionary and non-discretionary management with access to research and diverse investment strategies.

Brian Mc Laughlin is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been affiliated with Raymond James Financial Services, Inc. since 1999 and has served at Liberty Bank as an associate since 2015. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public finance through a unique municipal advisor affiliation.

Ronald Gallant is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Sagepoint Financial Inc., Cambridge Investment Research, and TD Bank. Outside of his advisory work, he is involved in real estate through ownership and partnership in several LLCs focused on property acquisition and management. OSAIC serves a diverse range of clients, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes a variety of asset-allocation tools and supports discretionary and non-discretionary portfolios spanning stocks, bonds, mutual funds, ETFs, and alternative investments.

Jonathan Ingalls is a financial advisor with Ameriprise in Essex, CT, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he serves as a director of multi-sport activities for triathlons. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Bruce Hodgins is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he serves as a guardian of person in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and research, with both discretionary and non-discretionary management options.

Sebastiano La Rosa is a financial advisor with Ameriprise in Portland, CT, holding Series 63 and Series 66 licenses and having two years of industry experience. His career includes roles at Bank of America, Merrill, Wells Fargo Securities, and other firms. Outside of finance, he coaches youth soccer through Soccer XS, LLC and serves as a consultant for Connecticut Rush Select. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service, which provides tailored retirement planning through a centralized team delivering written recommendation reports and ongoing advice.

Eric Edwards is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has previously worked at Avantax Insurance Agency and Avantax Advisory Services, and he maintains an accounting and tax preparation practice serving a small number of clients. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services through various program structures and affiliated third-party managers.