Jeremy Lobo is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. and Raymond James Financial Services Inc., having previously spent 24 years at Commonwealth Financial Network. In addition to his advisory work, he is co-founder and president of Lobo & Pascale Wealth Management, LLC, a support company he has led since 2001. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisor affiliation and targeted advisory programs.

Jennette Tario is a financial advisor at Morgan Stanley with 11 years of industry experience. She has worked with Morgan Stanley since 2015, including time at Morgan Stanley Private Bank, N.A. Her credentials include 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and modeling techniques.

Gerald Oliano is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 designations and has 33 years of industry experience. His prior roles include positions at H. Beck, Inc. and Main Street Management Company. He is also president of Jerry Oliano LLC, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers both discretionary and non-discretionary management across multiple platforms.

William Mills is a financial advisor with Morgan Stanley, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Henry Self II is a financial advisor with Morgan Stanley in Madison, CT, holding a Series 66 designation and one year of industry experience. He previously served nine years in the United States Navy before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning using a structured discovery process and various analytical tools, managing approximately $2.74 trillion in client assets.

Alexander Potocsny is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley and International Assets Advisory, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a large network of investment adviser representatives, with a focus on both advisory and non-advisory financial activities.

Alan Williams is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Avantax Insurance Agency and Avantax Investment Services, as well as self-employment since 1993. Outside of advising, he owns and operates a tax preparation and accounting business and serves as treasurer and comptroller for a construction company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party model portfolios.

Corey Sea Quist is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018, with prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, using a structured planning process supported by firm-approved tools and models.

Robert Richard is a financial advisor at Stifel with 24 years of industry experience. He has held his current position at Stifel Nicolaus & Co. Inc. since 2012. Richard also serves as Deputy Treasurer for the Vista Endowment Fund, an organization that helps adults with disabilities. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Frank Adams III is a financial advisor with LPL Financial in Wallingford, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at VOYA Financial Advisors, CFP Associates, and Waddell & Reed. He is a partial owner and tenant of a real estate rental building through CFP Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cheryl Smith is a financial advisor with LPL Financial in Branford, CT, holding Series 63 and Series 66 licenses and having 14 years of industry experience. She has been with LPL Financial and Webster Bank since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, utilizing both proprietary and third-party investment strategies.

Tyler Jacques is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he held roles in the roofing and mechanical industries and has also worked in educational settings. He serves as an administrative assistant at Lighthouse Financial, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

Jeffrey Rice is a financial advisor at Mass Mutual Investors Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance and Metlife Securities. He is also licensed as an insurance agent, providing individual and group life, health, property, and casualty insurance. 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, focusing on collaborative, annual planning relationships using firm-approved tools and strategies.

Keith Elis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2014. Elis is a 50% owner and partner of Smith and Elis, LLC, a support company related to his Raymond James branch. 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, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Spencer Rogers is an advisor with LPL Financial holding a Series 66 designation and has one year of industry experience. His prior work includes roles at Deloitte, Bryant, Morgan Stanley, and Times Microwave Systems. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Glen Ketchian is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to help them navigate significant financial decisions and develop strategies aligned with their long-term objectives. His approach centers on building trust and clear communication to understand each client's unique goals. With over 30 years of business experience, Glen provides advice on various areas including retirement planning, wealth management, college education planning, managing new wealth, and tax minimization. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Glen earned a Bachelor's Degree from Rochester Institute of Technology. Outside of his professional work, he enjoys biking, boating, camping, skiing, spending time with his family, and traveling.

Joel Blum is a financial advisor with Ameriprise in Old Saybrook, CT, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, Blum owns Blum Operational Support LLC, which facilitates payroll and office expenses. Ameriprise offers retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports. As a large institutional firm, Ameriprise also delivers a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Buzzanca is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and People's United Advisors. He also serves as a Senior Wealth Manager at Economic Planning Group, a financial planning firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a network of over 10,000 advisors.

Catherine Arnold is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 credential and has previously worked at Franklin Distributors, LLC and Putnam Investment Management. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized 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.

Rob Cassella is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he owns a private office space shared with other advisors. LPL Enterprise serves a broad client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, consulting, and access to third-party asset managers.