Denise Yuu is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized wealth management strategies that align with their full financial picture and evolving market conditions. Denise provides access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to support clients in pursuing their financial goals. Denise holds a Personal Investment Advisor (PIA) designation and earned a Master's Degree from Columbia Business School as well as a Bachelor's Degree from Simmons College. She follows Merrill’s tradition of community involvement by volunteering with local organizations. Her approach centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most.

Nancy Miller is a financial advisor with LPL Enterprise and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 44 years of industry experience, including over two decades with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she performs as a musician with Meadow Flutes and Jazzy Flute Duo and has served on the board of permanent funds for Faith United Church. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third-party strategists, with additional services including financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Mofya Zimba is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing six years of industry experience. Prior to joining Wells Fargo Clearing in 2025, Zimba worked at Bank of America, Merrill, Santander Securities, and Access Bank Zambia Limited. In addition to financial advising, Zimba has a 50% ownership in a commercial cleaning and transportation business based in Bloomfield, Connecticut. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, leveraging extensive research and analytics while providing both brokerage and advisory solutions.

Janice Johnson is a CFP®-certified financial advisor with 27 years of industry experience, currently with Cambridge Investment Research Advisors, where she has worked for 15 years. She also maintains a background as a registered dietitian and serves as adjunct faculty teaching certified financial planning courses. Johnson holds board positions with the Town of Manchester Pension Fund and the Bennett Housing Authority, overseeing low-income housing for the elderly. Additionally, she is involved in independent insurance agency activities and tax planning and preparation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a variety of financial planning and investment management services through a network of independent professionals, utilizing multiple investment platforms and proprietary as well as third-party model strategies tailored to client objectives.

Wesley Johnson Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 31 years of industry experience. He has worked with Foresters Financial Services for 24 years and Foresters Advisory Services for 3 years before joining Cetera in 2019. Johnson also serves on the board of directors for Connex Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 with access to affiliated and third-party managers.

Michael Gisleson is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Prudential Insurance Company of America since 1999 and transitioned to LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Brian Cassidy is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 registration and 27 years of industry experience. He has been with Cambridge since 2012. Outside of his advisory work, Cassidy is involved in several non-investment ventures, including partnerships in a child care service center and real estate ownership related to that business. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services with flexible implementation options, combining proprietary models and access to third-party strategists.

Stephen Kane is a Series 66-licensed financial advisor with UBS Financial Services in Hartford, CT, where he has worked since 2011. He has 13 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client solutions.

Nicole King is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and five years of industry experience. She worked at 3M from 2015 to 2020 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Edward Sullivan is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on family wealth management strategies, managing new wealth, and retirement income. He has over 20 years of experience in the financial and wealth management industry, having previously worked at Morgan Stanley Smith Barney before joining Merrill Lynch in 2011. Edward holds FINRA Series 7, 63, and 65 registrations and the designation of Personal Investment Advisor (PIA). Edward is a graduate of Providence College and is a member of the Hartford, CT chapter of the Exit Planning Exchange (XPX), an organization that provides educational opportunities related to business exit planning. He is part of the Cirullo-Sullivan Wealth Management Group, which offers specialized tools and guidance to business owners contemplating transitions in their roles. Outside of his professional work, Edward resides in Wilbraham, Massachusetts with his wife and two daughters. His personal interests include hiking, reading—especially history—and spending time with his family.

Nile Pullin is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2015. He holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Thomas Brown is a financial advisor with Osaic Wealth, Inc. based in Coventry, CT, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has worked at Osaic Wealth since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Brown also has a longstanding role with the Charles G. Marcus Agency, where he has been involved in the sale and marketing of fixed annuities and non-variable insurance products since 1994. Additionally, he serves as trustee for his son's irrevocable testamentary trust. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating stocks, bonds, mutual funds, ETFs, and alternative investments.

Douglas Neiman is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several Cetera entities since 2021, following six years at Voya Financial Advisors. Outside of his advisory role, Neiman operates a small online sales business focused on used tools and sporting goods. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Randy Holmeen is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and 26 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Holmeen is a sole proprietor managing a rental condominium. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Sean Gilligan is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including UBS Financial Services, USI Securities, and Amundi Asset Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and an ESG eligibility framework. The firm’s Institutional Consulting Services program offers non-discretionary advice delivered by a select group of Wealth Advisors.

William Haberlin is a financial advisor at Ameriprise in West Hartford, CT, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Marist College and Avon High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gabrielle Finn is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Before joining UBS in 2026, she worked in several roles including positions at the United States Congress Committee on the Budget and The Sunwater Institute. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management services.

Erika Martinez is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and five years of industry experience. She previously worked at Bank of America and Merrill for eleven years. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary capital market insights and research to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering services that include discretionary portfolio management, financial planning, and capital markets solutions.

Jillian Pelkey is a financial advisor at Charles Schwab with seven years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018, and previously was with MacKinstry Financial & Investments LLC from 2016 to 2018. She holds a Series 66 designation. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and operational support.

Sergio Maffettone is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and four years of industry experience. His work history includes previous roles at SEI Investments and an extended period at Quinnipiac University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.