Josh Oliver is a financial advisor with LPL Financial in Vernon, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Webster Investments, Financial Resources Group Investment Services, and several insurance and brokerage firms. Outside of his advisory work, he owns Oliver Consulting Group, LLC, a non-investment-related business entity. 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 range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Shawn Torres is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Next Financial Group, Inc. and MML Investors Services, Inc. He is also the owner of Vitae Wealth Management, focusing on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management options and proprietary model strategies.

Matthew Forman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized financial strategies tailored to their unique goals and changing market conditions. His client areas of expertise include divorce transition planning, education planning, executive compensation, legacy planning, retirement income, philanthropic planning, portfolio management, small business strategies, personal retirement planning, and tax minimization. Matthew holds a Bachelor's Degree from the University of Hartford and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows a philosophy of working one-on-one with clients to create strategies aimed at pursuing their long-term financial objectives. In addition to his professional work, Matthew participates in community volunteer activities. His personal interests include basketball, cooking, football, gardening, golfing, hiking, and spending time with his family.

Philip Napolitano III is a CFP® professional with 20 years of experience in the financial services industry. He is currently with MassMutual Investors Services and has previously worked at firms including LPL Financial, American Eagle Federal Credit Union, Key Investment Services, Edward Jones, and S&P Global. Outside of his advisory work, he owns Extra Innings Sports, a retail business, and is licensed to sell life, disability, long-term care, fixed annuities, and health insurance. 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 emphasizes ongoing, collaborative financial planning engagements using firm-approved analytical tools.

Kevin Stroiney is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including roles at MassMutual Life Insurance Co and MML Investors Services LLC. Outside of his advisory work, he is also an independent insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance products. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements utilizing advanced tools and also runs educational seminars and specialized planning programs.

Benjamin Hyland is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Prior to entering the financial industry, he spent seven years at BMW of North Haven. 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 financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Matthew Evora is a financial advisor at Merrill with a Series 66 designation and six years of experience. Prior to Merrill, he worked at Webster Bank for two years and attended the University of Connecticut. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s platform, providing access to a broad set of investment products and services.

Christian Fragoso is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley and Fidelity Investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, enabling advisors to deliver recommendations supported by Wells Fargo research and planning tools.

Sunny Patel is a financial advisor at LPL Financial in Manchester, CT, with five years of industry experience. He holds CFP® and CFA® designations and has worked at firms including Connecticut River Wealth Management, The Goff Financial Group, and Edward Jones. Outside of his advisory role, he is a passive investor and member of Patel Global Group LLC, a hotel business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Debora Ingraham is a Series 66–licensed financial advisor with RBC Capital Markets who has 22 years of industry experience. She has worked at RBC Capital Markets Corporation since 2008. Outside of her advisory role, she participates in community and cultural activities, serving as chairman of investments for the South United Methodist Church board of trustees and as a board member of the Manchester Symphony Orchestra and Chorale. She also operates a home-based sewing and quilting business and works as a retail associate at LL Bean. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring integrated portfolio management, financial planning, and custody services.

Jon Lindblom is a Series 66 licensed financial advisor with Thrivent Investment Management, where he has worked since 2015. He has 10 years of industry experience and serves as an elder on the council board of Union Congregational Church, overseeing church governance and operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic goal-based analyses and written recommendations across a range of planning topics without providing portfolio management for institutional clients.

Marc Moreno is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials. He has been with Ameriprise since 2025 with prior experience at companies including Wayfair and TEKsystems. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice. The firm emphasizes tax-aware withdrawal strategies and uses research, third-party data, and algorithmic tools to support its recommendations within a defined investment universe.

Anthony Wright is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Michael Schulitz for Simsbury and Central Connecticut State University. 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 provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven planning engagements.

Jacob Parent is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has prior experience with Barnum Financial Group and Northwestern Mutual. Outside of financial services, he has been associated with Bryant University since 2020 and worked in education with South Windsor Public Schools. 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 employs collaborative financial planning using firm-approved software and offers specialized programs including estate settlement and employer-sponsored planning.

Christie Treat is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she operates Treat, LLC, providing Reiki energy healing services and retail sales of minerals and crystals. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Christopher Wiegert is the Resident Director at Merrill, where he offers a comprehensive approach to managing wealth. He begins by understanding clients and their families, their financial situations, and what matters most to them, then assists in creating customized wealth management strategies that adapt to evolving client needs and market conditions. He delivers access to Merrill's investment insights alongside the banking convenience of Bank of America to support various aspects of clients' financial lives. His areas of focus include investment consulting for defined contribution plans, personal retirement planning, and retirement income strategies. Christopher holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned a Bachelor's Degree from Central Connecticut State University and a Master's Degree from Post University. He is also committed to community involvement, reflecting the Merrill tradition of engagement, and enjoys personal interests such as biking, boating, fishing, golfing, and spending time with his family.

Brian Eberle is a CFP® professional with 15 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. He is also involved in life settlements and viaticals, assisting customers with the sale of various life insurance policies to life settlement companies, and is a partner in a general partnership LLC that manages administrative support staff. Mass Mutual Investors Services, a subsidiary of MassMutual, is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements with tools such as Monte Carlo simulations and asset-allocation software, focusing on recommending investment strategies rather than specific products.

Bradford Kidney is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2018. His prior experience includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, Kidney serves on the board and the Strategic Planning Committee of Ellington Ridge Country Club. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice supported by in-house research and a broad affiliate network.

Christy Kennedy Martinez is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 licenses and with seven years of industry experience. She has worked at RBC Capital Markets since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Additionally, she has experience at Florida Atlantic University. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on client risk profiles, utilizing a combination of in-house and third-party managers.

Jordan Chase is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Before joining Cetera, he worked at Avantax Investment Services Inc. and Avantax Advisory Services, and has backgrounds in other industries including automotive finance and waste management. Outside of his financial advisory role, he coaches boys basketball. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary accounts across multiple program structures.