Jose Chaparro Rosero is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, Infinex Investments, and United Bank. Outside of his advisory work, he is involved in a for-profit business called Mighty Powerful Meals and serves as a part-time water analyst with Aquafeel Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.

Austin Hersh is a financial advisor at Morgan Stanley with over 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2015. Outside of his advisory role, he serves on the board of The Heritage Association in West Hartford, CT. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, utilizing structured planning tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services that include financial planning, investment advisory, and access to various retail and institutional investment products.

Horace Carryl Jr. is a financial advisor with Wells Fargo Clearing holding Series 65 and Series 63 licenses. He has experience in various roles at Wells Fargo Bank, Footlocker Inc., Target Corporation, and BJ's Wholesale Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Stefanie Mills is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jonathan Frucce is a CFP® and Series 66-registered financial advisor with 18 years of industry experience. He is currently with Morgan Stanley in Hartford, CT, where he has worked since 2020, following 14 years at UBS Financial. He serves as a board member and participates on the finance and investment committees at the Hospital for Special Care in New Britain, Connecticut. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategic modeling. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Dennis Rihm is a Series 66-registered financial advisor with Cambridge Investment Research Advisors, based in Manchester, CT, and has three years of industry experience. Before joining Cambridge, he spent 26 years at The Hartford Financial Services Group. Outside of his advisory role, he serves as an assistant scoutmaster for Boy Scout Troop 540 in Glastonbury, CT, and volunteers as a tax return preparer for AARP Tax-Aides in East Hartford. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing multiple custody platforms and a range of discretionary and non-discretionary strategies.

Aranzazu Suarez Gonzalez is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and nine years of industry experience. She previously worked at Metlife Investors Distribution Company for nine years before joining UBS in 2017. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and affiliated banking and securities-backed lending programs.

Joshua Broder is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Broder serves as president of the board of directors for Temple Beth Tikvah in Madison, CT. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, with a focus on assets held in Ameriprise Managed Accounts.

Daniel Tarbell is a financial advisor with Ameriprise in East Hartford, CT, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its related entities since 2005. Outside of his advisory work, he co-owns Rising Tides RE LLC, a business that sublets office space. 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 proprietary research and algorithmic tools within a defined investment ecosystem.

Gabrielle Curboy is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and beginning her advisory career in 2026. Her prior experience includes roles at ClearBridge Capital Group and various positions related to healthcare and education. Outside of finance, she has been involved with Quiet Corner Restoration LLC since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across diverse investment options.

Kim Wawrzynowicz is a Series 65-licensed financial advisor with 13 years of industry experience. She is currently with LPL Financial and previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services, Inc. In addition to her advisory work, she maintains a role as a part-owner of Extreme Profit LLC, which is involved in rental property activities unrelated to her investment practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and extensive non-advisory financial activities.

John Decker is a financial advisor at RBC Capital Markets with over 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2015 and City National Bank since 2018. Decker serves on the boards of several nonprofit and community organizations, including Riverfront Recapture, the Estate & Business Planning Council, and the Mandell Jewish Community Center of Greater Hartford. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of internal and external managers.

Vasilios Haralambous is a financial advisor at MassMutual Investors Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Metlife Securities Inc. for 20 years. Outside of his advisory role, he assists with free tax preparation services and serves as co-trustee for the Haralambous Family Trust. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships and utilizes firm-approved software tools to deliver tailored financial recommendations.

Jason Carducci is a Series 66-registered financial advisor with Ameriprise in Glastonbury, CT, and has five years of industry experience. His work history includes roles at Ameriprise and Fidelity Investments, as well as experience in the restaurant industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Jean Louis is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Outside of his advisory role, he is a co-owner of Brownstone Management of CT, LLC, and is employed as a barback at Racks Billiards and Bar. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

David Stanco is a financial advisor at UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, Fidelity Investments, and Barnum Financial Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services.

Richardson Hendee is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, he serves in an advisory capacity on the investment committee of the Windward Bay condominium association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional advisor.

Mark Monroe is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at RBC Capital Markets Corporation since 2008 and City National Bank since 2019. 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 featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, supported by in-house and third-party investment managers.

Jesse Fable is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves as treasurer on the board of the Roskear Farm Owners Association. 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 to tailor investment strategies to clients’ goals and risk tolerances.

James Vilasuso is a financial advisor with Ameriprise in Somers, CT, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated firm since 2012. Outside of his advisory work, Vilasuso owns and operates Affordable Tax Service, a tax preparation business. Ameriprise provides retirement-income planning services designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.