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 at OSAIC with five years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Independence Financial Partners, and Horton Group LLC. Outside of his advisory role, he is involved in insurance agency work and assists with servicing and follow-up for life insurance and long-term care cases. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing various managed portfolio options and third-party manager 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 bringing 20 years of industry experience. His prior work includes roles at LPL Financial, Merrill, Banc of America Investment Services, and Ameriprise. Outside of his advisory work, he is a band member and serves on the committee for the First Church of Christ in Middletown, CT, where he also chairs the church’s endowment subcommittee. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

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 33 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009 and previously worked at Tower Square Securities, Inc. from 2003 to 2009. Outside of his advisory role, he serves as a trustee conducting quarterly audits for the Berlin VFW Post 10732. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of Financial Professionals, offering multiple platform options and proprietary model strategies.

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 CFP® professional with 34 years of industry experience. He is currently with LPL Enterprise and has held roles at Prudential Insurance Company of America, Pruco Securities, Wells Fargo Clearing, Raymond James & Associates, Merrill, and Tower Square Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment approaches and offers services such as financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios wrap programs.

Michael Gandolfini is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. LPL Financial is a national broker-dealer and 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.

Matthew Christopher is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial and its predecessor firms since 2000. Outside of his advisory role, he is involved in non-variable insurance businesses including fixed annuities. 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 financial planning and investment management services through a network of advisors, supported by various advisory platforms and tools.

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 at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Sagepoint Financial, Cambridge Investment Research, TD Bank, and Morgan Stanley. Outside of advisory work, he is involved in real estate through ownership and partnership roles in LLCs focused on property purchase and renovation. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and multi-advisor platform.

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 in Hebron, CT, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he serves as a guardian of person for an individual, acting in a fiduciary capacity. 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 financial planning and investment management services, including model portfolios and third-party asset management, supported by extensive operational and research tools.

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.

Sean Gavin is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Gavin owns Gavin & Dolliver Wealth Management LLC and serves on the Rocky Hill Board of Education. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Robert Peters is a financial advisor with Raymond James Financial in Rocky Hill, CT. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Moore Nanotechnology Systems and Hanwha Aerospace USA. 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, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Erika Christine D'atri is a financial advisor with Ameriprise in Colchester, CT, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 1999. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.