Leslie White is a CFA® charterholder with 25 years of industry experience. He has been the sole advisor at Troika Investment Advisors, LLC since 2000. Troika Investment Advisors is a fee-only registered investment adviser that provides discretionary portfolio management and limited-scope consulting to individuals, trusts, estates, and charitable organizations. The firm employs a long-term “growth at a reasonable price” equity style combined with a bond-ladder approach, managing accounts individually with an emphasis on fundamental analysis and low turnover.

Steven Bokoff is a CFP® professional with 25 years of industry experience, currently serving as a partner at Goldblatt Bokoff LLC, a certified public accounting firm. He has been involved with CDM Financial Counseling Services, doing business as Thames Financial Management, since 1996. Thames Financial Management provides portfolio management and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and business entities, serving both high-net-worth and non-HNW clients. The firm manages approximately $315 million in assets and employs a long-term, fundamental analysis-based investment approach that includes option strategies and regular portfolio reviews.

Andrew Sawyer is a CFA® charterholder with 25 years of industry experience. He has worked at Thames Financial Management since 2018 and previously spent seven years at First Manhattan Co. Outside of his advisory role, he is the owner and operator of Preston Ridge Vineyard, a farm winery. Thames Financial Management provides portfolio management and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm serves both high-net-worth and non-HNW clients, managing approximately $315 million in assets with an investment approach that emphasizes fundamental analysis, long-term buy-and-hold strategies, diversification, and option strategies to enhance returns or adjust equity exposure.

Daniel Massucci is a CFP® with 26 years of industry experience, currently affiliated with FCIG Wealth Management, LLC. He previously worked at Commonwealth Financial Network for nine years and has operated his own firm, Massucci & Associates, LLC, since 1987. Outside of advising, he provides business consulting services through Massucci & Associates and serves as a trustee and executor in non-investment related matters. FCIG Wealth Management, LLC serves individuals, including high-net-worth clients, as well as corporations and business entities, offering wealth management with discretionary asset management and financial planning. The firm uses sub-advisors and third-party platforms to tailor investment programs to client objectives and conducts regular account reviews.

Daniel Massucci is a financial advisor at FCIG Wealth Management, LLC and holds a Series 65 designation. He has been in the industry for one year and previously worked in various roles including positions at Isoplexis and ownership of Massucci & Associates, LLC since 2010. Outside of advisory services, he owns a small LLC providing bookkeeping and professional services to biotech companies and is a registered life, accident, and health insurance producer in Connecticut. FCIG Wealth Management LLC serves individuals, including high-net-worth clients, as well as corporations and business entities, offering discretionary asset management and financial planning through a combination of sub-advisors and third-party platforms. The firm tailors investment programs to client objectives and conducts regular account reviews while providing integrated insurance and tax services.

Matthew Sweet is a CFP® professional with 17 years of industry experience. He is currently with Axis Wealth Partners, LLC and has prior experience at Randall Financial Group, LLC. Outside of his advisory work, he is involved in raising livestock at Heritage Park Farm in Sterling, CT. Axis Wealth Partners provides discretionary investment management, financial planning, and consulting services to individuals, employee benefit plans, and corporate clients. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis to guide allocation and rebalancing.

Daniel Di Clementi is a financial advisor at FCIG Wealth Management, LLC with experience at Massucci & Associates, LLC, Marcum Wealth, LLC, and PwC. He holds a Series 65 designation and has been in the financial industry since 2019. FCIG Wealth Management serves individuals, including high-net-worth clients, as well as corporations and business entities, providing wealth management through discretionary asset management and financial planning. The firm uses sub-advisors and third-party platforms to tailor investment programs according to clients’ objectives, risk tolerances, and time horizons.

Ryan Bouchard is a financial advisor at FCIG Wealth Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining FCIG Wealth Management in 2024, he worked at Cambridge Investment Research Advisors and Ic Advisory Services Inc. Outside of advisory services, he is an independent insurance agent with First Casualty Insurance Agency. FCIG Wealth Management serves individuals, including high-net-worth clients, as well as corporations and business entities. The firm offers wealth management with discretionary asset management and financial planning, utilizing sub-advisors and a third-party platform to manage a range of assets tailored to clients’ objectives and risk tolerances.

Collin Soucy is a financial advisor at Sequent Planning, LLC with a Series 65 designation and one year of industry experience. His prior roles include work as an independent Medicare insurance agent and involvement with Educational Workshops LLC. Outside of advisory activities, he is engaged with Educational Workshops LLC, which suggests a focus on client education. Sequent Planning, LLC (doing business as Futurity First Wealth Management) serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework, diversified manager exposures, and tax-aware strategies, supported by a network of independent advisers.

Christopher Rusaw is a financial advisor with StoneX Advisors Inc., holding a Series 66 designation and two years of industry experience. He has been with StoneX Advisors since 2024 and has additional experience at StoneX Securities Inc. Apart from his advisory role, he teaches 8th grade Early American History and leads an afterschool Financial Fun Club at the Plainfield Board of Education. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with a range of portfolio management, financial planning, and consulting services. The firm utilizes both proprietary and third-party investment strategies and operates within the broader StoneX Group, offering integrated clearing, custody, and lending capabilities.

Tomasz Kosek is a financial advisor at Osaic Institutions, Inc. with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Infinex Investments, Inc. since 2000. In addition to his advisory role, he serves as Vice President at Jewett City Savings Bank. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large 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 model and a lending marketplace.

Jeffrey Sullivan is a financial advisor with Hightower Advisors in Norwich, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Hightower Securities, LLC and HighTower Advisors LLC since 2010. Sullivan also serves as a director for AIM House and Bridge Entertainment, both on a voluntary basis. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment options.

James Thomas is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. His career includes roles at Infinex Investments, Inc., Harvest Capital Advisors, LLC, and New England Securities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement 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 and lending solutions, operating with a hybrid adviser/broker-dealer structure and a distinctive model that emphasizes firm supervision and client choice over discretionary authority.

Steven Ayer is a financial advisor with Hightower Advisors in Norwich, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Morgan Stanley for one year before joining Hightower in 2010. Outside of advisory work, he serves as chairman of the board for Farmers Cow Development Corp., a company planning to franchise retail food stores nationally. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles, and supports offerings including discretionary and non-discretionary portfolio management and retirement plan consulting.

Raymond Perry is a ChFC® with 53 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has worked at Infinex Investments, Inc. and Jewett City Savings Bank since 2004. Perry also serves as an instructor at the State Preparatory Insurance License School operated by the Rhode Island Society of Financial Service Professionals. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with a focus on client-directed investment management.

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.

Michelle Gallagher is a financial advisor at Fidelity with 27 years of industry experience. She holds her Series 63 and Series 66 designations and has worked at Fidelity in various capacities since 2008. Outside of her advisory work, she works as a server and bartender at a local restaurant in Woodstock, Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

William Eldridge is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He previously worked at multiple entities within First Command from 2014 to 2026. Eldridge is a managing partner of GPS Financial, LLC, a business related to his prior work with First Command. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by advanced portfolio construction tools and multiple third-party platforms.

David Cormier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Janney Montgomery Scott for 16 years and Citigroup Global Markets for four years. 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 portfolio programs, third-party asset management, and institutional platforms.

David Houbre Jr. is a financial advisor with Ameriprise in Killingly, CT, holding a Series 66 designation and two years of industry experience. Prior to Ameriprise, he worked at Spirol International and Atech Turbine Components, among other roles. He is also employed at Fantabulous LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Robert Thevenet is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2011. His career includes roles at Cambridge Investment Research, Inc. He is active outside of advising as a member of the Jewett City Savings Bank Board of Directors and the Voluntown Republican Town Committee, and he also contributes as a National Ski Patrol instructor providing first aid and emergency care training. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides both proprietary and third-party investment strategies across multiple platform arrangements, allowing customization to client objectives with discretionary or non-discretionary management options.

Joseph Kotula is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His career includes 23 years at MetLife Securities Inc. and ongoing roles at Mass Mutual Investors Services and MassMutual Life Insurance Co. He is also active as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, LTC, Medicare-related products, and property and casualty insurance. 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 comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning and a range of specialized services such as divorce and estate settlement planning.

Jonathan Daly is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Voya Financial Advisors, Inc., Citizens Securities Inc., and Cco Investment Services Corp. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party investment options.

Rodney Campopiano is a Series 66-credentialed financial advisor with 25 years of industry experience, currently with Ameriprise in Norwich, CT. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he serves on the Board of Directors for Lifestream. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations in partnership with clients’ advisors.

Holland Rajaniemi is a financial advisor with LPL Financial in Plainfield, CT, holding Series 63 and Series 65 designations and nine years of industry experience. Prior to joining LPL Financial in 2022, he worked at CUNA Mutual Group, CUNA Brokerage Services, Citizens Securities, Citizens Bank, and Jewett City Savings Bank. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, utilizing a range of advisory approaches supported by research and technology tools.

Keith Noyes Jr. is a Series 66-credentialed financial advisor at LPL Financial with two years of industry experience. He has worked at LPL Financial since 2023 and has held positions at CorePlus Federal CU and other firms in prior years. 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 management solutions, including model portfolio programs, third-party asset management access, and institutional platforms.

Seanice Austin is a financial advisor with Primerica Advisors based in Griswold, CT. She holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to her advisory roles, she worked at the University of Connecticut for over two decades. Outside of her financial services career, she manages a short-term rental property. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services via model-driven strategies managed by unaffiliated asset managers.

Andrew Nollman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Cambridge since 2009. Outside of his advisory work, he serves in several community roles including chairman of the Greater Norwich Area Chamber of Commerce and board memberships with local nonprofit organizations and educational institutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing both proprietary and third-party model strategies across multiple custody platforms.

Lorna Burkart is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and Primerica Financial Services since 1990. Her other business activities include part-time involvement in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Todd Gestrich is a financial advisor with LPL Financial in Norwich, CT, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior roles include positions at Cuna Mutual Group, CUNA Brokerage Services, and Navy Federal Asset Management. 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 advisory and brokerage services through a large network of investment adviser representatives, utilizing various portfolio strategies and third-party asset management platforms.

Jesse Czaja is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Edward Jones and Voya Financial Advisors. Outside of his advisory role, he operates Bodhi Logic LLC, a small business consulting firm based in Norwich, Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael Langton is a financial advisor with Ameriprise, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kenneth Michin Jr. is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. He has been with Merrill since 2014 and also works with Bank of America, N.A. since 2015. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Trystan Randazzo is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and earlier work in education at the University of Connecticut and Edwin O. Smith High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset manager access, and insurance product facilitation through affiliated entities.

Steven Wedegis is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 35 years of industry experience, including over 25 years with Cambridge Investment Research. Wedegis is also president of Financial Directions Inc., a tax preparation, accounting, and probate services firm. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing a range of portfolio management and model-based solutions tailored to client objectives.

Samantha Grupe is a financial advisor with LPL Enterprise, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm primarily employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and insurance product sales through its affiliated entities.

Gary Peloquin is a financial advisor at Westcott Investment Advisors LLC with 24 years of industry experience. He holds a Series 65 designation and has operated Pelquin and Company LLC, a certified public accounting firm, since 1984. Peloquin’s dual role as both an investment advisor and CPA is uncommon within independent advisory firms. Westcott Investment Advisors LLC serves individual investors by providing portfolio management and financial planning services on a primarily non-discretionary basis. The firm manages approximately $63.6 million in client assets and integrates accounting and tax-related services alongside investment advice.