Tyler Eppich is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He has worked previously at Wells Fargo Bank, N.A., and has been associated with Private Advisor Group, LPL Financial, and StoneCastle Consulting since 2021. Private Advisor Group serves a diverse client base, including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm utilizes a range of analytical approaches and strategic partnerships with custodians and third-party asset managers to tailor investment solutions to client objectives.

Basia Pietrzak is currently serving as a Branch Leader at Fidelity Investments. In this role, she is responsible for delivering customer service and leading her team through coaching, feedback, and recognition. She focuses on creating a workplace culture that empowers and motivates her team members to achieve their potential. Basia's professional experience includes positions at Fidelity Investments such as Client Services Team Leader, OBTL, and CRM, as well as roles at Fairbanks Wealth Management and Janney Montgomery Scott, where she served as an Account Executive and Assistant Branch Manager respectively. This background reflects her broad experience in financial services and leadership. Outside of her professional career, Basia enjoys activities such as cooking and baking, fitness, spending time with pets, reading, and traveling.

Philip Ludwig is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services, Inc. He is also the owner of Accounting Matters, LLC, a payroll services company based in Farmington, CT. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by research and model portfolios.

Jose Chaparro Rosero is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior career includes roles at Webster Bank, Bank of America, Merrill, Infinex Investments, and United Bank. Outside of his advisory work, he is involved with Mighty Powerful Meals, a for-profit business unrelated to investment activities. 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 range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Horace Carryl Jr. is a financial advisor with Wells Fargo Clearing holding Series 65 and Series 63 licenses. He has experience in various roles at Wells Fargo Bank, Footlocker Inc., Target Corporation, and BJ's Wholesale Club. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Dennis Rihm is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, based in Manchester, CT, and has three years of industry experience. Before joining Cambridge, he spent 26 years at The Hartford Financial Services Group. Outside of his advisory role, he serves as an assistant scoutmaster for Boy Scout Troop 540 in Glastonbury, CT, and volunteers as a tax return preparer for AARP Tax-Aides in East Hartford. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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 multiple custody platforms and a range of discretionary and non-discretionary strategies.

Joshua Broder is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Broder serves as president of the board of directors for Temple Beth Tikvah in Madison, CT. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, with a focus on assets held in Ameriprise Managed Accounts.

Kim Wawrzynowicz is a financial advisor with LPL Financial who holds a Series 65 designation and has 13 years of industry experience. Prior to joining LPL Financial in 2025, Kim worked at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services, Inc. Kim is also a partner at PREMIER CPAs P.C., a role held since 2009. 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 offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches and various model portfolios.

Vasilios Haralambous is a financial advisor with Mass Mutual Investors Services in Glastonbury, CT, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He worked at Metlife Securities Inc. for 20 years before joining Mass Mutual in 2016. Outside of his advisory role, he assists with free tax preparation services and serves as co-trustee of the Haralambous Family Trust. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, offering collaborative planning engagements supported by proprietary software tools.

Ryan Pellegrini is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with LPL Financial since 2023 and previously worked at Commonwealth Financial Network and Chelsea Groton Bank. Pellegrini is also involved with Doherty Financial Services, LLC, an investment-related 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 discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Marc Markovitz is a financial advisor with MassMutual Investors Services in Glastonbury, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with METLIFE Securities Inc from 2001 to 2017. Outside of his advisory role, he is an independent insurance agent specializing in life, disability, and property and casualty insurance. MassMutual 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 software to analyze client goals and provide written recommendations.

Derek Frame is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has worked at Mass Mutual Life Insurance Company and MML Investors Services, LLC since 2021 and previously held roles at Segal, Grubhub, Bryant Athletics, Bryant University, Novak Francella, LLC, Seasons Federal Credit Union, and Middletown High School. Derek also works as an independent insurance agent specializing in life insurance, disability, long-term care, fixed annuities, and health insurance. 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 provides financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver written recommendations in collaborative annual planning engagements.

Dominic Carfora is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bank of America, Corbin Advisors, and Delphian Trading, as well as various engagements with Quinnipiac University and involvement with the Conny Lacrosse Tournament. 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 a range of client types including individuals, high-net-worth clients, and institutions.

Arthur Peske is a financial advisor with LPL Financial in Manchester, CT, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. and various insurance carriers affiliated with W & R Insurance Agencies from 2009 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.

William Fochi Jr. is a ChFC®-designated financial advisor with 38 years of industry experience, currently with Cambridge Investment Research Advisors since 2022. His prior experience includes over three decades at Northwestern Mutual in various roles and a three-year tenure at Cantella & Co., Inc. He is also involved in real estate ownership and operates a financial services business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management solutions and platform arrangements tailored to client objectives.

Janice Johnson is a CFP®-certified financial advisor with 27 years of industry experience, currently with Cambridge Investment Research Advisors, where she has worked for 15 years. She also maintains a background as a registered dietitian and serves as adjunct faculty teaching certified financial planning courses. Johnson holds board positions with the Town of Manchester Pension Fund and the Bennett Housing Authority, overseeing low-income housing for the elderly. Additionally, she is involved in independent insurance agency activities and tax planning and preparation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a variety of financial planning and investment management services through a network of independent professionals, utilizing multiple investment platforms and proprietary as well as third-party model strategies tailored to client objectives.

William Campbell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the PFS™ credential and Series 63 and 65 licenses. He has 28 years of industry experience and previously operated William H. Campbell, P.C., providing tax and accounting services. Campbell manages his own accounting firm alongside his advisory role. Raymond James Financial Services Advisors, Inc. delivers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations, using tailored, non-discretionary strategies supported by analytical tools and risk profiling. The firm is notable for its affiliation with a municipal advisor and recent additions like the SIMPLE IRA Employer Advisory & Consulting Services program.

Jessica Callahan is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. She has worked with several Cetera entities since 2021 and spent seven years at Voya in various advisory roles. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, institutional, corporate, and charitable clients nationwide. The firm offers a range of portfolio management and retirement services, with over $256 billion in assets under management and more than 10,000 advisors across its network.

Joseph Dipasquale is a financial advisor with Cetera, holding the ChFC® designation and over 22 years of industry experience. His prior roles include positions at Avantax and Symetra, among others. He also operates Retire Safety First LLC, a business focused on retirement, investment, and insurance planning. Cetera Investment Advisers LLC distributes services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a wide range of investment programs and third-party managers.

Steven Dolzani is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 17 years of industry experience, including roles at MassMutual Life Insurance Company and Metlife Securities Inc. In addition to his advisory work, he is an independent insurance agent specializing in life, accident, health, property, casualty, and Medicare-related products. 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, using firm-approved software and annual, collaborative client engagements.