Alana Dubois is a financial advisor at Morgan Stanley in West Hartford, CT, holding a Series 66 designation. She joined Morgan Stanley in 2025 and has prior work experience at TEKsystems, American Eagle Outfitters, Bristol Hospital, and in academic roles at Fairfield University and Florence University of the Arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and research.

Marc Markovitz is a financial advisor with MassMutual Investors Services in Glastonbury, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with METLIFE Securities Inc from 2001 to 2017. Outside of his advisory role, he is an independent insurance agent specializing in life, disability, and property and casualty 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, using firm-approved software to analyze client goals and provide written recommendations.

Derek Frame is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has worked at Mass Mutual Life Insurance Company and MML Investors Services, LLC since 2021 and previously held roles at Segal, Grubhub, Bryant Athletics, Bryant University, Novak Francella, LLC, Seasons Federal Credit Union, and Middletown High School. Derek also works as an independent insurance agent specializing in life insurance, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver written recommendations in collaborative annual planning engagements.

James Mc Cabe is a financial advisor at Ameriprise with 35 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mc Cabe serves on the Board of Directors for the Portland, CT Water & Sewer Commission. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that combines research, modeling, and tax-efficiency analysis to generate tailored recommendations.

Robert Cosentino Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. He has been with LPL Financial since 2011 and also maintains a long-term association with Webster Investment Services, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Joshua Dunn is a financial advisor with Raymond James & Associates in West Hartford, CT, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Outside of his advisory role, he is involved with O'Donnell Dunn Productions, producing documentary films. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a range of portfolio management styles and notable municipal advisory services.

Emily Page is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on structured financial planning and manages approximately $2.74 trillion in client assets.

Gillian Snyder is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 66 credential and beginning her advisory career in 2026. Her prior experience includes roles in insurance and performing arts organizations. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice and tailored recommendation reports. The firm’s approach includes asset allocation strategies and Social Security planning, with a focus on clients meeting specific asset requirements.

James Scheide is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has held positions at Merrill since 2015, including a current role at Bank of America, N.A., and previously worked at RBC Capital Markets, LLC. 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 individuals, high-net-worth clients, and institutional investors.

Christopher Halotek is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He is based in West Hartford, CT. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a range of portfolio management styles and affiliated research.

William Fochi Jr. is a ChFC®-designated financial advisor with 38 years of industry experience, currently with Cambridge Investment Research Advisors since 2022. His prior experience includes over three decades at Northwestern Mutual in various roles and a three-year tenure at Cantella & Co., Inc. He is also involved in real estate ownership and operates a financial services business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management solutions and platform arrangements tailored to client objectives.

David Morales is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services since 2017, following over three decades at Metlife Securities. Outside of his advisory role, he is a licensed property and casualty and Medicare supplement insurance agent and a notary. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative planning relationships and uses firm-approved tools to analyze client goals.

Mofya Zimba is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Wells Fargo, Zimba held positions at Bank of America, Merrill, Santander Securities, and worked in financial roles in Zambia. Outside of finance, Zimba has a 50% ownership interest in a commercial cleaning and transportation business in Bloomfield, Connecticut. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets. The firm combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Mark Roberti is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Cintas from 2002 to 2017. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

William Campbell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the PFS™ credential and Series 63 and 65 licenses. He has 28 years of industry experience and previously operated William H. Campbell, P.C., providing tax and accounting services. Campbell manages his own accounting firm alongside his advisory role. Raymond James Financial Services Advisors, Inc. delivers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations, using tailored, non-discretionary strategies supported by analytical tools and risk profiling. The firm is notable for its affiliation with a municipal advisor and recent additions like the SIMPLE IRA Employer Advisory & Consulting Services program.

Robert Peters is a financial advisor with Raymond James Financial in Rocky Hill, CT, holding a Series 63 designation and 47 years of industry experience. He has worked with Raymond James Financial since 2006 and is the owner of Peters Financial LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Thomas Walton is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and CCO Investment Services Corp. Outside of finance, he is involved with Teddys Transportation, a non-investment related business based in Norwalk, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Theodore Hintz Jr. is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, National Planning Corporation, and operates his own firms, Hintz & Company, LLC and Hintz Financial Services. Outside of advising, he serves as a notary public, a justice of the peace, and is a business owner of Hintz Farm in Middle Haddam, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by a wide array of research and model portfolios.

Andrew Gardner is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Cetera and its affiliated entities since 2014. Gardner also serves as vice president and wealth manager at Reliance Wealth Management and is an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Wanda Short is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for the National Council of Negro Women. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.