Christopher Pascale is a CFP® professional with 29 years of industry experience. He currently works at Raymond James Financial and previously spent 24 years with Commonwealth Financial Network. He is also co-founder and president of Lobo & Pascale Wealth Management, LLC. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Thomas Fruin Jr. is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2011 and has worked specifically with the Morgan Stanley Private Bank since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured discovery process and firm-approved planning tools to develop client plans, managing approximately $2.74 trillion in client assets.

Zachary Tracey is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with Wells Fargo Advisors in Glastonbury, CT, having been associated with various Wells Fargo entities since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and specialized planning, supported by proprietary research and planning tools.

Benjamin Howarth is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following a 15-year tenure at Metlife Securities Inc. Additionally, he maintains an independent insurance agent role specializing in disability, fixed annuities, life, accident, health, long-term care, and Medicare-related products. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap programs, and educational seminars, structuring financial planning as annual collaborative engagements using firm-approved software to analyze client goals and recommend investment strategies.

Brian Bednarz is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at MassMutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, following 17 years at MetLife Financial Services. In addition to his advisory role, he is a member and partner of JB Wealth Partners LLC, a collaborative practice focused on pooling resources and managing cash flow and taxation. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, with an emphasis on structured, collaborative financial planning engagements.

Lori Carroll is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes previous roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 and employs tailored investment strategies using both in-house and third-party managers.

Christian Rausch is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Voya Financial Advisors, Inc. and Scottrade. He is currently based in Berlin, CT. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors, utilizing multiple program structures and third-party managers.

Bryan Lauriat is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.

Brandon Marinelli is a CFP® professional with 24 years of industry experience, currently affiliated with Morgan Stanley Wealth Management in West Hartford, CT. His prior roles include positions at Raymond James Financial Services and operating his own wealth management practice. Outside of his advisory work, he is listed as an owner of an LLC related to his ski home for estate planning purposes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs with a focus on tailored financial planning and employs structured planning tools and market scenario modeling in its approach.

Dashaun James is a financial advisor with Ameriprise in Manchester, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked for seven years at Saldamarco's Deli. He is also involved with Brownstone Management of CT LLC, managing an advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team.

Thomas Aldrich is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 credential and 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Elaine Prewitt is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Riverside Retirement Advisors and Coldwell Banker. In addition to her advisory work, she owns a hobby laser engraving business called Customs on Main LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Arthur Sullivan Jr. is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Highland Capital Brokerage. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet certain net-worth criteria.

Felicia Carucci is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. She has 18 years of industry experience, including prior roles at MetLife Securities Inc. Outside of her advisory work, she is the principal owner of FAB Design LLC, a holiday decorating business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides comprehensive financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and a collaborative approach to deliver customized financial plans.

Bryan Paquette is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its affiliated entities since 2013. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services on a multi-manager platform with over $256 billion in assets under management.

Alexander Fredericks is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services Inc. since 2014. Ameriprise provides a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies and uses algorithmic automation overseen by specialist committees to support its retirement planning services.

Steven Marantz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes previous roles at Voya Financial Advisors, PURSHE KAPLAN STERLING INVESTMENTS, Conscious Capital Wealth Management, and J.W. Cole Financial. Outside of his advisory work, he serves as a member of the Select Board for the Town of Longmeadow and participates in local community mitigation efforts related to casino impacts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, financial planning, and access to a range of third-party money managers.

Stacy Cortez is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for nine years. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses firm-approved tools and models to help clients develop financial strategies, primarily providing advisory services without individual security recommendations in standalone plans.

Frederick Trotta Jr. is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. His prior work experience includes roles at Royal Alliance Associates, Independence Financial Partners, and Horton Group LLC. He is also engaged in insurance-related activities, including client service and case management. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes a wide range of investment tools and strategies, offering integrated brokerage and advisory services with access to third-party money managers and wrap programs.

Robert Mosley is a financial advisor at MassMutual Investors Services with Series 66 accreditation. He has been in the industry since 2026, having worked previously at Advanced Office Systems and the University of Connecticut. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and recently introduced a standalone Divorce Planning service.