Sharni Cutajar is a financial advisor at Commonwealth Financial Network with a Series 65 credential and three years of industry experience. Prior to joining Commonwealth in 2026, she worked at The Colony Group, LLC, GYL Financial Synergies, and American Investment Services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kenneth Sarpu is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2016. Outside of his advisory role, he coaches youth basketball and serves as Basketball Director for the Central Connecticut Deanery/Vicariate under the Archdiocese of Hartford. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a wide range of clients, including individuals, families, trusts, and institutional sponsors. The firm provides investment advice through a combination of in-house portfolio management and third-party managers across various advisory programs and also offers brokerage, financial planning, and consulting services.

Tyler Eppich is a financial advisor at Private Advisor Group, LLC with four years of industry experience. He holds the Series 66 credential and has prior experience at Wells Fargo Bank, N.A. among other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides access to proprietary and third-party managed account solutions through various technology platforms.

Timothy Alston is a financial advisor with TD Private Client Wealth LLC in Hartford, CT, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior experience includes positions at TIAA-CREF and Planet Home Lending. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Matthew Loitz is a CFP® with 31 years of industry experience. He has worked at Janney Montgomery Scott since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, and advisory services.

Nicholas Russillo Jr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Janney Montgomery Scott in various capacities since 2007. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Basia Pietrzak is currently serving as a Branch Leader at Fidelity Investments. In this role, she is responsible for delivering customer service and leading her team through coaching, feedback, and recognition. She focuses on creating a workplace culture that empowers and motivates her team members to achieve their potential. Basia's professional experience includes positions at Fidelity Investments such as Client Services Team Leader, OBTL, and CRM, as well as roles at Fairbanks Wealth Management and Janney Montgomery Scott, where she served as an Account Executive and Assistant Branch Manager respectively. This background reflects her broad experience in financial services and leadership. Outside of her professional career, Basia enjoys activities such as cooking and baking, fitness, spending time with pets, reading, and traveling.

Rachel Sorrentino is a CFP® with 29 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2022. Her prior experience includes roles at Janney Montgomery Scott and Commonwealth Financial Network. Outside of her advisory work, she has worked as a driver for transportation services with Lyft and Uber. 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 combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

William Cholawa is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services for 10 years before joining Merrill in 2024. Merrill, together 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 plans, corporations, and charitable organizations.

Julio Hernandez Achury is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS, he worked at Restoration 1 of Fairfield County for four years and held positions at Newtown High School and Liceo Matovelle. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and research resources.

Matthew Mardirosian is a financial advisor at UBS Financial Services with 10 years of industry experience. He previously worked at Merrill for nine years before joining UBS in 2023. He holds a Series 66 designation and is based in Hartford, CT. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing access to proprietary research, market-making activities, and affiliated lending programs.

George Silvester is a Financial Advisor with Merrill Lynch Wealth Management, serving as a member of the Boston Executive Services Team since 2017. He works primarily with founders, executives, and key associates at both privately held and publicly traded companies, focusing on the intricacies of equity ownership and equity compensation. George's approach begins with understanding what is most important to his clients and assessing their current position relative to their goals, ultimately developing customized financial strategies that align with their evolving life needs, resources, and aspirations. George began his career at Merrill Lynch Wealth Management as a Summer Analyst in 2016, where he developed an understanding of the client-advisor relationship and the collaborative pursuit of clients’ life goals. He holds a Bachelor of Science in Management with a concentration in Finance from Tulane University’s A.B. Freeman School of Business. Additionally, George has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by the College for Financial Planning, as well as the Personal Investment Advisor (PIA) designation. Outside of his professional work, George’s personal interests include biking, bowling, chess, cooking, golfing, hiking, and reading.

Travis Meyers is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera and affiliated firms since 2019, following prior roles at Foresters Financial Services and Foresters Advisory Services LLC. Outside of his advisory work, he serves as a director and board member of Coach Pitch at Portland Little League, overseeing team creation, coach selection, scheduling, and general administration. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services and operates a multi-manager platform with multiple program options and custodial relationships.

Carl Saponare is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Jermine Jr. is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with 18 years of industry experience. He has been with UBS since 2008. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Philip Ludwig is a financial advisor affiliated with LPL Financial, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services, Inc. He is also the owner of an accounting services firm specializing in payroll. 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 and model portfolio programs, supported by a network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Richard Rapp is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as a committee member on the investment committee of Asylum Hill Congregational Church in Hartford, CT. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering tailored portfolio management, financial planning, custody, and brokerage services through various advisory programs.

Paul Leeming is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and bringing 20 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, he serves on the audit committee of The Williams School, an independent day school in New London, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Hanna Behlke is a financial advisor with LPL Enterprise in Hartford, CT, holding a Series 66 designation and two years of industry experience. Her background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory work, she is involved in equestrian activities and contributes to Jencks Network LLC through data entry, website updates, and newsletter writing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists and offers access to financial planning, third-party asset managers, and various wrap programs.

Virginia Fesko is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her previous roles include positions at Wells Fargo Advisors LLC and Commonwealth Financial Network. She is also a commissioned Notary Public. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations with tailored investment programs that combine discretionary and non-discretionary portfolio management, financial planning, and custody services. The firm utilizes a variety of in-house and third-party investment managers and offers integrated capital markets and lending capabilities.