Paul Brewer is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2013. Outside of his advisory role, he is the owner of Bonita Brew Crew LLC, a business unrelated to investment activities. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed accounts, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management includes a range of program strategies and emphasizes manager oversight, tax-focused capabilities, and integration with Bank of America’s broader financial platform.

Steven Viera II is a financial advisor at UBS Financial Services with a Series 66 designation. He has worked at UBS since 2026 and has prior experience at JP Morgan Chase, Hartford Steam Boiler, Marist University, and Tolland Public Schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Chester Darling is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Services, Inc. and RiverSource Distributors Inc. Outside of his advisory work, he serves on the Board of Directors for the Hartford Athletic Academy Parent Advisory Board and acts as a Parent Team Manager. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Vicki Thomas is a financial advisor at UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

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.

Thomas Zimmer is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. Prior to that, he was employed at Bank of America and spent time at the University of Connecticut Center for Career Development. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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.

David Jorgensen is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining RBC in 2024, he worked at Morgan Stanley in various capacities from 2012 to 2024. He serves on several nonprofit and community organizations, including as a commissioner for the Capital Region Development Authority, a member of the investment committee for the United Way of Northern and Central Connecticut, and as a board director for The Police Athletic League of Hartford. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies delivered through multiple advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm leverages a range of affiliated asset managers and investment vehicles, integrating capital markets capabilities with personalized client solutions.

Patrick Helm is a financial advisor with Merrill in Hartford, CT, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Asics America and Reebok and spent nearly two decades in full-time education. He has been with Merrill and Bank of America since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Fasi is a CFP® with over 51 years of experience in the financial services industry, all with UBS Financial Services. He is based in Hartford, CT, and participates as a partner in Aimers Venture Partners, LLC, a healthcare and pharmaceuticals venture partnership, where he evaluates startup companies for potential investment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Robert Cusano is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2000 and is also a licensed real estate broker operating Cusano Realty since 1989. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining research-driven asset allocation with a range of portfolio management and capital markets services.

Emily Gomez is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and previously worked at the University of Connecticut and the Manchester Early Learning Center. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Carly Flanagan is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2022, she worked at Futures Inc. from 2019 to 2022. Her background also includes work in the hospitality sector. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Michael Orszulak is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and 66 licenses and has nine years of industry experience. Prior to his current role, he worked at Infinex Investments and United Bank. Orszulak serves as treasurer for the nonprofit Citizens Restoring Congamond. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports a broad advisor network with specialized municipal and public-finance services.

Paxton Heinrich is a financial advisor with Thrivent Investment Management in Manchester, CT, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Manchester Mazda and Monaco Ford, among other positions outside financial services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering in-depth written recommendations across various planning areas such as retirement, tax, and estate planning. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Patrick Sherman is a financial advisor with Edward Jones in Longmeadow, MA, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. His prior work includes roles at Prudential Annuities Distributors and Pruco Securities, LLC. Edward Jones is a full-service wealth management firm that serves over four million clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

David Parent is a financial advisor with Cambridge Investment Research Advisors in East Hartford, CT, holding a Series 63 designation and 35 years of industry experience. His career includes long-term roles at Financial Vision Advisory Services, LLC and Securities Service Network, Inc., along with more recent positions at SECURITIES AMERICA, Inc. and OSAIC. He is president of Financial Vision, LLC and Financial Vision Advisory Services, LLC, which provide financial advice and wealth planning. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a range of portfolio management approaches and platform arrangements tailored to client objectives.

Mariana Lima is a Series 66-licensed financial advisor with Morgan Stanley in Hartford, CT. She has approximately four years of experience at Morgan Stanley, following prior roles at Planet Home Lending and The Money Source. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Riley Cooper is a financial advisor with UBS Financial Services in Hartford, CT. He holds a Series 66 designation and has one year of industry experience, including prior roles at Block 15, Marcus & Millichap, and the University of Oregon Lundquist College of Business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services across a broad platform.