Michael Gacek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at M. Holdings Securities, Inc. for 24 years and is involved with Wealth Preservation Partners and Fiondella Insurance & Retirement Planning. Gacek also serves as a nonprofit board member for New Foundations Inc. 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 through a network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Tammy De Felice is a financial advisor with Cetera in Collinsville, CT, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has worked at Cetera and its affiliated firms since 2016 and previously spent a year with Northwestern Mutual Investment Management. Outside of her advisory role, De Felice is active in local organizations, serving as a member of the Tolland County Chamber of Commerce, an executive board member for a nonprofit networking group, and president of a regional business networking association. Cetera Investment Advisers LLC operates a nationwide network of over 10,000 independent advisors and serves a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers and model portfolios.

Changyong Shi is a financial advisor at Edward Jones in Canton, CT, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Wenbo Investment and spent nine years at Barnes Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a large network of advisors and branch offices.