Kurt Lippincott is a CFA® charterholder and holds a Series 66 license, with 26 years of experience in the financial industry. He has worked at Mass Mutual Investors Services and MassMutual since 2021 and was previously with City National Rochdale from 2014 to 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Edgar Johnson is a financial advisor with Edward Jones in Windsor, CT, holding a Series 66 designation and providing advisory services for eight years. Before joining Edward Jones in 2017, he worked for two years at PEG - Professional Employment Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristopher Peruccio is a financial advisor with Primerica Advisors in Bloomfield, CT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005. Outside of his advisory role, he is a silent partner in KMJ LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm employs a tiered wrap fee structure and utilizes third-party asset managers overseen through an independent due-diligence process.

Joseph Frissora III is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at BAE Inc, Raytheon, and EASi, as well as time spent in education. He is also involved with Paragon Financial Group, where he provides financial advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary options.

Thomas Hall is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009, including Wells Fargo Clearing, and holds a Series 63 designation. 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. The firm offers a broad array of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Patricia Drabick is a financial advisor at Cambridge Investment Research Advisors with 52 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Cambridge since 2015. Outside of her advisory work, she is involved in administrative and executor roles with The Lemon Group and Lemon Estate. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing multiple custody and platform arrangements and proprietary as well as third-party model strategies.

Karen Leonard is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers various discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a large nationwide network of advisors and branch offices.

Steven Gobel Sr. is a financial advisor at Morgan Stanley with 37 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to develop financial plans without providing individual security recommendations as part of its standalone planning services.

Nicholas Manolakis is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, he serves as a sports official and is involved in individual life and group health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning relationships supported by firm-approved software and offers various investment and planning programs.

Kevin Boisselle is a financial advisor with LPL Financial in Springfield, MA, holding Series 63 and Series 66 designations and offering 25 years of industry experience. He was previously associated with Cadaret, Grant & Co., Inc. for over two decades and is a partner at Boisselle, Morton & Wolkowicz, LLP, an accounting and tax preparation firm. 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, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and technology for its network of over 22,800 advisors.

William Ward is a financial advisor with Mass Mutual Investors Services in Springfield, MA. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including prior work at Stop & Shop LLC. 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, with a structured approach that emphasizes collaborative goal analysis and written recommendations.

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.

Christopher Tarantino is a Senior Financial Advisor with The Tarantino Group at Merrill Lynch Wealth Management. He focuses on developing wealth management plans and building strategies for individuals, families, and businesses by understanding their short- and long-term financial objectives. Leveraging the resources of Merrill Lynch, he works with clients across the nation and has a longstanding history of serving the Massachusetts and Connecticut communities since 1974. Chris entered the financial services industry in 2004 and joined Merrill Lynch Wealth Management in 2017. Throughout his career, he has worked in several cities including New York City, London, Phoenix, and San Francisco, before returning to his community in Simsbury, Connecticut. His expertise areas include family wealth management strategies, personal retirement planning, portfolio management services, and individual and corporate investment strategy. He holds a bachelor's degree in Economics from Trinity College in Hartford, Connecticut, and carries the Personal Investment Advisor (PIA) designation. Chris and his family are active in their local community and participate in organizations such as Habitat for Humanity. He resides in Simsbury, CT with his wife, two children, and dog.

Amber Quagliaroli is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has worked at Northwestern Mutual Wealth Management Company, William D. Gombatz, and Fidelity prior to her current roles since 2018. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to develop written recommendations tailored to clients' goals.

Marlene Lambert is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2018. Her prior experience includes roles at Edward Jones and BPM Financial Ltd. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Yevgeniy Maltsev is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation. He has approximately 13 years of industry experience, including 12 years at Ameriprise Financial Services and one year at Morgan Stanley. 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. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing around $2.74 trillion in client assets.

Nicholas Hopley is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position he has held since joining the firm in 2009. He has been working in the financial services industry since 1994, focusing on developing strategies and recommendations for individuals, their families, and their businesses to help meet short- and long-term financial goals. His approach to wealth management is consultative, objective, and tailored to individual clients. Nicholas takes time to understand clients' financial situations, preferences, and goals before offering recommendations for asset allocations that align with their income and growth expectations. He continues to engage in discussions covering investments, retirement, estate planning services, and philanthropy. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, socially responsible and values-based investing, individual and corporate investment strategy, tax minimization, and retirement income. Nicholas graduated in 1989 from Grinnell College with a B.A. in Political Science and earned an M.B.A. in 1994 from the School of Management at the University of Massachusetts Amherst. He obtained the Certified Investment Management Analyst (CIMA) designation in 2016 and holds the Personal Investment Advisor (PIA) designation. Outside of work, he is an avid runner who has competed in the Boston Marathon 29 times over 31 years. He lives in Amherst, Massachusetts, with his wife Jennifer; they have two children.

Joshua Fazzino is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Securities America, Inc. Outside of finance, he has worked in education and the hospitality industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research to tailor client portfolios.

Robert Hensley is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 55 years of industry experience. His career includes work with Advantage Capital Corporation and the founding of Robert Hensley & Associates. Outside of his advisory roles, he serves on the board of trustees and investment committee for the nonprofit McLean Home and is a board member of the Simsbury Meadows Performing Arts Center, as well as a trustee for St. Catherine of Siena parish. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. It serves a broad client base including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning options through a multi-manager platform.

Elizabeth Greak is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 66 designations. She has 33 years of industry experience, including prior roles at Securities America Advisors, Inc., Investacorp Advisory Services, and her own firm, Comer & Greak Financial Consultants, where she continues to provide investment advisory services. Osaic Wealth serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.