Jake Meza Hernandez is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked at Thrivent Financial since 2024 and previously held roles at Voya Financial Partners, RBC Capital Markets, and TD Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account programs, focusing on comprehensive financial analyses without discretionary trading authority.

Randi Saboski is a financial advisor with MassMutual Investors Services in Manchester, CT, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Prior to joining MassMutual Investors Services in 2017, she worked at MetLife Securities Inc. from 2015 to 2017. She is also an insurance agent involved in disability, fixed annuity, life, accident, health, and long-term care 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, emphasizing collaborative, annual planning engagements supported by firm-approved analytical tools.

Troy Ochoa is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and is also the vice president and owner of Ochoa Inc., a salon and spa business. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering both discretionary and non-discretionary portfolio management across various platform arrangements.

Gennaro Ferrentino is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 10 years before joining Raymond James in 2022. Ferrentino is also president of Ferrentino Wealth Management, an independent business affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs, supporting its services with advanced analytical tools and institutional consulting capabilities.

Derek Lussier is a CFP®-certified financial advisor with eight years of industry experience. He is currently with LPL Financial, having joined in 2026, following eight years at Edward Jones and four years at Enterprise. Outside of his advisory work, he is a co-signer on a short-term rental property loan used for vacation rentals in North Myrtle Beach, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and a variety of investment strategies.

James Harmon is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds the Series 63 and Series 66 licenses and has prior experience at Sagepoint Financial, Inc. In addition to his advisory role, Harmon works part-time as a delivery driver for Door Dash. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Derek Waslick is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior experience includes roles at Fidelity Institutional Wealth Adviser LLC and various Fidelity Investments affiliates. 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 collaborative, goal-focused planning engagements supported by advanced analytical tools and a range of investment programs.

Alexander Goodkind is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior work history at Bank of America and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Trevor Nielsen is a financial advisor at Edward Jones in Sturbridge, MA, holding the ChFC® designation and Series 66 license with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Fastenal, R&J Lawncare, and Solutionreach. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and supports its clients through a large nationwide network of financial advisors and branch offices.

Mark Wolverton is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2015 and has accumulated 10 years of industry experience. Outside of his advisory role, he owns and operates a rental property business under Woll LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Kyle Schmutte is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Mass Mutual, he worked at Citizens Bank and Citizens Securities in various roles between 2017 and 2024. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

William Brice is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and National Planning Corporation. He serves as a FINRA arbitrator, a role he has 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 consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Cindy Belmore is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been associated with MassMutual and its affiliated entities since 2005. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by proprietary software tools and also delivers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning services.

Shannon Hotchkiss is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been associated with Cetera since 2025 and also has a longstanding affiliation with Rubman & Associates, where she has been involved for over two decades. Additionally, she has experience in tax preparation and accounting through her work with Rubman & Associates and Innovest Financial Services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures and custodial relationships.

Matthew Peak is a financial advisor with LPL Financial based in Manchester, CT, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. His career includes roles at Waddell & Reed, INC., and involvement with the Manchester Board of Selectmen and Redevelopment Agency. He is also an author and speaker, organizing events related to his professional expertise. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven approaches to portfolio management.

Amy Kiley is a CFP® and ChFC® with 27 years of experience in the financial services industry. She has worked at Cetera and its affiliated entities since 2019 and previously held roles at Voya Financial Advisors and True North Financial Services. Kiley is also the owner of Joyful Wealth Planning, LLC, a firm involved in the sale and service of insurance, securities, and investment products. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving a range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers within a multi-manager platform.

Steven Howard is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Cambridge in 2018, he worked at Morgan Stanley Distribution, Inc. from 2015 to 2018. Howard is involved in multiple other business activities, serving as president and owner of several advisory firms and financial enterprises. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, providing a range of portfolio management options and proprietary and third-party investment strategies.

Brian Marois is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Infinex Investments, Ion Investments, Key Investment Services, and United Bank. He is also the owner of Impact Financial, LLC, an entrepreneurial venture outside of his advisory work. LPL Financial serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Ryan Masse is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 credential and six years of industry experience. He has worked previously at Edward Jones and Avantax Advisory Services. Outside of his advisory role, Masse serves as a Worship Director at Crossroads Community Cathedral, where he conducts music for worship services and trains volunteers. Cetera Investment Advisers LLC is an SEC-registered firm with a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and access to both affiliated and third-party money managers.

Phillip Dimond is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 43 years of industry experience. His prior experience includes roles at Securities America and National Planning Corporation. 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.