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.

Daniel Massucci is a CFP® professional with 25 years of industry experience. He is currently with FCIG Wealth Management, LLC and has held prior roles at Commonwealth Financial Network and his own firm, Massucci & Associates, LLC, which he continues to own and operates as a business consulting entity. He also serves as a trustee and executor in a non-investment capacity. FCIG Wealth Management, LLC serves individuals, including high-net-worth clients, as well as corporations and business entities by providing wealth management that integrates discretionary asset management and financial planning. The firm uses sub-advisors and third-party platforms to tailor investment programs to client objectives and risk tolerances.

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 credential and one year of industry experience. His prior work includes roles as an independent Medicare insurance agent and involvement with Educational Workshops LLC. Collin is also engaged in Medicare-related insurance activities. Sequent Planning, LLC is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm provides asset management, financial planning, third-party model manager access, and a range of retirement-plan services through a network of approximately 97 independent adviser representatives.

Christopher Rusaw is a financial advisor with StoneX Advisors Inc., holding a Series 66 credential and two years of industry experience. He has been with StoneX Advisors since 2024 and previously worked with StoneX Securities Inc. Outside of finance, Rusaw teaches 8th grade Early American History and leads an afterschool Financial Fun Club focused on basic economic principles and the Stock Market Game at Plainfield Board of Education. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a range of advisor-managed portfolios, proprietary models, third-party money managers, and technology platforms to implement investment strategies.

Tomasz Kosek is a financial advisor at OSAIC Institutions, INC. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with infinex Investments, Inc. since 2000. Outside of his advisory role, he serves as Vice President at Jewett City Savings Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm’s approach includes a mix of fundamental and technical analysis, third-party due diligence for alternative investments, and a notable emphasis on non-discretionary assets.

Steven Draczynski is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Commonwealth and Gottfried & Somberg Wealth Management since 2018 and previously spent 17 years with Fidelity Investments. Outside of advising, he is involved in fixed insurance sales, dedicating a small portion of his time to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including wealth management and retirement plan consulting, and provides a platform that combines discretionary portfolio management with access to diverse securities and insurance products.

Raymond Perry is a financial advisor at OSAIC Institutions, INC. with 52 years of industry experience. He holds the ChFC® designation and Series 63 license. Perry has worked at Infinex Investments, Inc. and Jewett City Savings Bank since 2004. He also serves as an instructor at a state preparatory insurance license school operated by the Rhode Island Society of Financial Service Professionals. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm provides access to alternative investments, lending, and cash-management options, with a notable emphasis on non-discretionary assets and a dual broker-dealer/adviser structure.

Michael Gisleson is a financial advisor at LPL Enterprise with 27 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 1999. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, consulting, and access to a variety of investment and insurance products.

Michelle Gallagher is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her tenure at Fidelity includes roles with Fidelity Brokerage Services LLC since 2008 and Fidelity Personal and Workplace Advisors since 2018. Outside of her advisory work, she serves as a server and bartender at The Woodstock Tavern, a small local restaurant in Woodstock, Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

William Eldridge is a financial advisor with Osaic Wealth Inc. in Killingly, CT, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at First Command Insurance Services, Inc., First Command Financial Planning, Inc., and First Command Advisory Services from 2014 to 2026. Eldridge is also the managing partner of GPS Financial, LLC, which he uses to manage his First Command-related business activities. Osaic Wealth, Inc. serves both retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management, with a complex corporate structure and multiple service arrangements.

David Cormier is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously worked at Janney Montgomery Scott for 16 years before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

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.

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, holding Series 63 and Series 65 designations and eight years of industry experience. His work history includes roles at CUNA Brokerage Services, CUNA Mutual Group, Citizens Securities, Citizens Bank, and Jewett City Savings Bank. 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 advisory programs and services, including financial planning, retirement plan consulting, and brokerage, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Seanice Austin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica, she worked at the University of Connecticut for over two decades. Outside of her advisory role, she manages a short-term rental property in New London, Connecticut. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure.

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 at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2022. Prior to that, he was affiliated with Cuna Brokerage Services, Inc. and CUNA Mutual Group starting in 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research to support both discretionary and non-discretionary management approaches.

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 Series 66 licensed financial advisor at LPL Enterprise with two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC, and has experience in educational roles at the University of Connecticut and Edwin O. Smith High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage channels, and access to model portfolios and third-party asset management programs.

Samantha Grupe is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. Her background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Prior to entering the financial industry, she held positions in education and the food service sector. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, nonprofits, corporations, and institutional investors, offering both advisory and brokerage services through an integrated platform that includes financial planning, managed portfolios, and access to insurance products.

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.