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.

Joseph Carollo is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has a diverse career background that includes roles at Avantax Advisory Services and Avantax Insurance Agency. In addition to his advisory work, he is president of Carollo & Associates P.C., a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Dan Olson is a financial advisor with UBS Financial Services in Hartford, CT, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, including prior roles at Bank of America and Merrill. Olson has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Ina Goldschmidt is a Series 66 licensed financial advisor with UBS Financial Services in Hartford, CT, where she has worked since 2007, totaling 18 years of industry experience. She serves as treasurer for the German Shepherd Club of Greater New Haven. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocation.

Robin Anderson Jr. is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2016. Based in Hartford, CT, he provides advisory services through one of the largest financial firms. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations in its client strategies.

Nathanael Di Salvatore is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services Inc. Di Salvatore also has experience as a tax associate at Cour Tax Consultants and provides administrative and tax support at Captain Hale Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering both discretionary and non-discretionary portfolio management through a multi-manager platform with access to various model portfolios and third-party managers.

Aaron Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, and Baystate Health. Outside of his advisory work, he has been involved with Aaron and Ayesha Associates since 2020. Primerica Advisors is an institutional firm that provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

Kyle Ross is a financial advisor at UBS Financial Services with 17 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he serves as an alderman for the City of New Haven, participating in local legislative policymaking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering customized financial planning and portfolio management informed by proprietary research and model-based asset allocations.

Dean Calderoni is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and the State of Connecticut Judicial Branch. 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 discretionary and non-discretionary portfolio management, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party investment managers.

Terrence Nichols is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm integrates research, modeling, and tax-efficiency analysis to deliver written recommendation reports, utilizing algorithmic automation alongside personalized review to support clients’ retirement income strategies.

Peter Borrello is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 1988 to 2019 before joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Sean Siana is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with UBS Financial Services, having joined in 2023, and previously worked at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad service platform.

Dickens Fowler is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and advanced modeling tools in its planning services.

Todd Becker is a financial advisor with LPL Financial in South Windsor, CT, holding Series 63, 65, and 66 licenses and with 23 years of industry experience. He has worked at LPL Financial since 2018 and has been associated with INVEST Financial Corp since 2005. Becker also operates Becker Financial Solutions LLC, a registered representative entity related to his LPL business. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, research, and multiple investment management strategies.

Robert Rosa is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing personalized strategies to help clients navigate retirement planning, wealth accumulation, income management, and legacy goals. He collaborates closely with clients to understand their ambitions and concerns, ensuring that investment strategies align with what matters most to them. Robert holds a Bachelor's Degree from the University of Rhode Island and carries professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He has expertise in areas such as college education planning, family wealth management, philanthropic planning, portfolio management services, and small business strategies. In addition to his financial advisory role, Robert serves in the Connecticut Army National Guard since 2019, embodying values of integrity, discipline, and selfless service in both his military and professional life. He is also involved with community organizations such as Connecticut Foodshare. His personal interests include billiards, fishing, golfing, running, skydiving, spending time with his family, and watching movies.

John Zahner is a financial advisor with Edward Jones in South Windsor, CT, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as a board member for the South Windsor Volunteer Fire Department and is involved in event coordination at Boyne Ranch LLC’s Springbrook Farms venue. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs with discretionary and non-discretionary strategies.

Ethan Cobb is a financial advisor at LPL Financial with a Series 66 designation and no prior industry experience. Before joining LPL Financial, he worked in education for several years at institutions including Trinity College, New Hampton School, Weddington High School, and Weddington Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolio management, supported by LPL Research and third-party subadvisors.

Carl Castanho is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Equity Services Inc and Securities America. He is also the managing member of Castanho Advisory Group LLC, a financial services firm providing planning and advisory-related products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to multiple advisory platforms. The firm utilizes various asset-allocation tools and third-party services to construct and manage portfolios for its clients.