Robert Carroll Jr. is a financial advisor at Cetera with 40 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Cetera in 2024, he worked at Infinex Investments, Inc. for 29 years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Daniel Mccarthy is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including roles at MassMutual Life Insurance Company and MML Investors Services, Inc. He is a partner in CM Smith Agency, Inc., an insurance and financial services firm affiliated with Alera Group, and also serves as a financial advisor at CM Smith Financial. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Michael Lusardi is a Financial Advisor at UBS Financial Services in Hartford, CT, with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor solutions to clients’ goals.

Jonathan Brice is a financial advisor with LPL Financial and holds a Series 66 credential. He has seven years of industry experience, including prior roles at Securities America Advisors and BlackRock. Outside of his advisory work, he is involved with ProEast Asset Management, LLC, which includes non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and technology tools while overseeing substantial discretionary assets through an extensive network of advisors.

Daniel Antolovich is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Merrill, Swisscom AG, and Dean Cabinetry. He is also currently a student at the University of Connecticut. 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.

Richard Ryall is a financial advisor with Merrill in Suffield, CT, holding Series 63 and Series 65 licenses. He has 53 years of industry experience and has been with Merrill since 2006, as well as working at Bank of America since 2009. He serves as a committee member of the Springfield Library and Museums, a nonprofit organization in Massachusetts. 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 a range of clients including individuals, high-net-worth investors, and charitable organizations.

Cory Bradley is a financial advisor with Ameriprise based in Stafford Springs, CT. He holds a Series 66 designation and has been with Ameriprise since 2024. Prior to his advisory role, he has worked at FedEx and attended Bryant University. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to provide tailored financial advice through a centralized consulting team.

Marissa Saponare is a financial advisor at Merrill with 27 years of industry experience and holds Series 63 and Series 65 licenses. She has worked at Merrill since 2012. 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, and various institutional investors.

Melia Chung is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cetera and its related entities since 2017, following prior roles at Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Ryan Bagley is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2009 and holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, Bagley coaches youth ski racing at Berkshire East Ski Resort in Massachusetts. 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 and offers a range of capital markets services.

Michael De Corleto is a financial advisor at UBS Financial Services with 25 years of industry experience. He has held positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. prior to joining UBS. De Corleto holds Series 63 and Series 65 designations. UBS Financial Services supports individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets and research resources to tailor investment strategies.

Aiden Castle is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he has held positions at the University of Delaware, Sweet Frog, and South Windsor High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, utilizing a combination of investment research, third-party data, and algorithmic tools.

Robert Tedoldi Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses, and has 35 years of industry experience. His prior work includes nine years at Lincoln Financial Securities Corporation and over two decades with Infocus Financial Group LLC and Tedoldi Financial. Outside of advisory work, he owns IS Life Brands, LLC, a company selling direct logoed merchandise. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that include various asset classes on discretionary and non-discretionary bases.

Kenrich Marte Perez is a financial advisor with Ameriprise in Agawam, MA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Thrivent Financial, Pension Boards - UCC, and several health and service-related companies. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that emphasizes dependable income sources and tax-aware withdrawal strategies through a structured Recommendation Report and ongoing advice.

Roy Caso Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and bringing 35 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2000. In addition to his advisory work, he consults with athletes regarding salary negotiations and contract stipulations through Post Game Financial and owns Post Game Realty, LLC, which operates an office in East Longmeadow, MA. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative planning processes to deliver written recommendations and offers specialized planning services, including divorce and estate-settlement planning.

Rebecca Marouski is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Waddell & Reed, Inc., and 360 Federal Credit Union. Outside of her advisory role, she performs data entry and tax document coordination for Don Brooks & Associates. MassMutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Tsvetelina Dean is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. She has been with RBC Capital Markets since 2022 and previously worked at Berkshire Bank for 13 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in‑house and third‑party managers, alongside access to alternative investments and integrated financial services.

Brannon Ozark is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2019. He brings a background as a military veteran and is a CERTIFIED FINANCIAL PLANNER™ professional. Brannon focuses on helping individuals and families build confidence in their financial future through planning, education, and personalized guidance. His professional experience includes roles as a Senior Paraplanner at Apella Capital from 2018 to 2019, Financial Advisor at Key Investment Services from 2016 to 2018, Premier Banker at United Northeast Financial Advisors from 2015 to 2016, and Financial Center Manager II at Bank of America from 2012 to 2015. Outside of his professional work, Brannon has interests in food, military service, parenthood, pets, reading, and traveling.

Kansas Sienna is a financial advisor with Ameriprise, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2022, Kansas held positions at the University of Connecticut and Ross Haven Farm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers the Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Eric Sharp is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and several other affiliated firms prior to joining Cetera. Outside of his advisory role, Sharp serves on the advisory committees of local nonprofit organizations focused on pregnancy support and community ministry, and he provides tax services through Cour Tax Consultants. Cetera Investment Advisers LLC is a national SEC-registered firm offering a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with options that include model portfolios, third-party managers, and bespoke strategies across various program structures.