James Collins Jr. is a CFP® with 21 years of industry experience, currently affiliated with OSAIC Institutions, Inc. His prior roles include positions at LPL Financial and Webster Investment Services Inc., spanning nearly two decades. He is also a Vice President at ION Bank, where he engages in banking activities alongside his advisory work. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure that distinguishes it from many enterprise peers.

Emily Normandin is a CFP® professional with nine years of experience in the financial services industry. She is currently affiliated with Commonwealth Financial Network and Egidio Lennon Wealth Management, LLC. Her prior experience includes roles at Kestra Advisory, Ridgeline Financial Partners, Securities Service Network, Retirement Visions LLC, and Axa Advisors, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services, utilizing both internally managed model portfolios and third-party platforms.

Brendan Kenny is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Prime Capital Financial since 2026. He previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, Edelman Financial Services, LLC, and Fidelity. Outside of his advisory role, he provides occasional financial and business guidance for his wife's marketing and business development consulting firms that serve non-profits and small businesses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs diverse investment strategies and provides consolidated reporting and financial administration through its affiliated accounting and family office practices.

Rebecca Rubino is a CFP® and Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. She previously worked at Kreitler Financial, Berkshire Bank, and Bank of America. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, using technology and centralized due diligence to support client and advisor needs.

Lori Simoncelli is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She worked at Merrill from 2004 to 2017 before joining LPL Financial in 2017. Lori is also a commissioned notary public for the state of Connecticut. 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 solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Shane Breen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Before joining Wells Fargo in 2025, he worked for two funeral service companies, Bailey Funeral Home and D'Esopo Funeral Chapels, from 2016 to 2025. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Max Leopold is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Honor, Townsend & Kent for five years. Leopold also operates a tax preparation and non-variable insurance business under the name Leopold Wealth Management. 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 asset management solutions through a large network of advisors using various investment strategies and technology tools.

Barry Michitsch is a financial advisor with OSAIC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Securities America Advisors and IC Advisory Services. Michitsch also owns Brass City Financial LLC, a DBA through which he conducts securities-related business. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, operating a large multi-advisor platform with multiple affiliated entities.

Dirk Feather is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation and Series 63 license. He has 13 years of industry experience, having worked previously at NYLIFE Securities LLC and NYLIFE Distributors, LLC. Outside of his advisory role, he serves as a volunteer firefighter and EMT with the Bridgewater Fire Department, is president of a local business networking group, and consults for a micro farm. Mass Mutual 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 a range of programs including wrap accounts and educational seminars, focusing on collaborative, annual financial planning engagements.

Dawn Rosa is a financial advisor with LPL Financial in Wolcott, CT, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has worked at LPL Financial since 2011 and Webster Investment Services since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of investment adviser representatives and utilizes various strategies including model portfolios and third-party subadvisors.

Francesca Debonis is a financial advisor with LPL Financial in Middlebury, CT, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked with Bergamo Tax & Accounting Services and UBS Realty Investors. She is a business owner of FD Realty LLC and serves as a notary in addition to her tax preparation and accounting work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Christopher Fry is a financial advisor with Ameriprise in Southington, CT, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2004. Outside of his advisory role, Fry is the CEO and CFO of Watermark Management Partners, LLC, where he provides direct leadership and manages financial responsibilities. He is also a Notary Public in the state of Connecticut. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that include written Recommendation Reports and ongoing annual planning focused on dependable income and tax-aware withdrawal strategies. The firm’s retirement income offering involves a centralized service team and operates within a defined investment universe influenced by affiliated product relationships.

Edward Barry is a financial advisor with Raymond James Financial, holding a Series 63 designation and 41 years of industry experience. He has worked at Raymond James Financial since 2009 and is also the owner of Valley Financial Group, LLC. In addition to his advisory role, he is an agent for United Healthcare-Medicare Advantage, focusing on health insurance. 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 utilizes analytical tools to support client goals, with specialized municipal and public finance capabilities uncommon among large institutional advisors.

Francois Marquis is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Merrill, Citigroup Global Markets, and Vanguard Advisers prior to joining LPL Financial in 2013. He is also associated with Valenti Wealth Management in Farmington, CT, as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both in-house research and third-party strategies.

Alexander Cass is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Joshua Ferreira is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as operating Ferreira Wealth Strategies and working at the City of Torrington. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Steven Tripp is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked with Valley Financial Group LLC and Raymond James Financial Services Advisors, Inc. His activities include serving as a trustee and personal representative for the Tripp Family Trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and various organizations, offering tailored, non-discretionary advisory services supported by analytical and risk-profiling tools.

Gary Beane is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors Corporation for 21 years and Veravest Investment Advisors, Inc. for one year. Outside of advising, he is involved in real estate sales and rentals as well as insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset managers.

Craig Buhrendorf is a financial advisor with Raymond James Financial in Avon, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been affiliated with Raymond James Financial and Raymond James Financial Services since 2009 and has worked with Valley Financial Group since 2016. 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, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools to support client goals.

Jonathan Johnson is a Senior Vice President and Senior Financial Advisor at the Farmington Merrill Lynch Wealth Management office. He works directly with clients to establish quantifiable financial goals and assists in developing long-term financial strategies. Jonathan has been in the financial services industry for over 30 years, with more than 27 years at Merrill Lynch. He was appointed to the State of Connecticut Teachers Retirement Board in 2008. Jonathan holds a Bachelor's Degree from Central Connecticut State University and a Master's Degree in Finance from the University of Connecticut. He also holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Beyond his professional role, Jonathan has been a board member for Amy's Angels, a nonprofit organization, since 2015. He continues to contribute to his community through his involvement with the Connecticut State Retirement Board and Amy's Angels.