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.

Sean Parent is a Series 66 licensed financial advisor with Edward Jones in East Longmeadow, MA, and has seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at SABIS International Charter School for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Lawrence Agler is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and 40 years of industry experience. His career includes roles at Securities America Inc., National Planning Corporation, and Beacon Financial Group, where he has been involved since 1994. Outside of his advisory work, he owns Modern Insurance Solutions, LLC, and Beacon 401K Advisors, LLC, both non-investment related businesses. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Edward Myers is a financial advisor with LPL Financial in Vernon, CT, holding Series 63 and Series 65 designations and 43 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc., National Planning Corporation, and Main Street Management Company. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Dennis Rihm is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has four years of industry experience, including a lengthy tenure 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. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals managing a multi-billion dollar asset base and offers access to multiple investment platforms and proprietary model strategies under the Founders Gate Capital brand.

Christopher Casale is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at CUSO Financial Services and Westfield Bank. 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, model portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Aranzazu Suarez Gonzalez is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with 10 years of industry experience. She worked at Metlife Investors Distribution Company from 2008 to 2017 before joining UBS Financial Services, where she has been since 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with a broad platform that includes institutional trading capabilities and wealth management.

Duane Blische III is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Northwestern Mutual and has held roles outside finance, including positions at John Brewers Tavern and Pizzeria Marzano. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm leverages proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Nithin Eranezhath is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Nithin has been serving a global clientele since 2008, including affluent individuals, families, and business owners. He employs a goals-based approach to wealth management that begins with understanding each client’s specific objectives and developing tailored strategies to build, manage, and preserve their wealth. His expertise encompasses areas such as retirement planning, family wealth management, legacy planning, philanthropic giving, and socially responsible investing. Prior to joining Merrill Lynch, Nithin was a financial center manager with Bank of America and has management experience across hospitality, retail, and financial services. He has lived and worked in four countries, broadening his global perspective. Currently, he is part of a three-advisor wealth management team with a combined experience exceeding 60 years. Nithin is committed to building long-term relationships that foster open communication and provide clients with tailored financial guidance beyond traditional portfolio management. Nithin earned his bachelor’s degree from the Institute of Hotel Management. Outside of his professional role, he and his wife, Nancy, actively engage in volunteer efforts through their church, supporting local and international communities. His personal interests include cooking, fishing, traveling, spending time with family, and watching movies.

Seera Walter is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. Walter has been with Merrill since 2014 and also works with Bank of America, N.A. since 2019. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.

David Petruzzelli is a financial advisor with LPL Financial in Longmeadow, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at MassMutual, MML Investors Services, Inc., and Quick & Reilly. Petruzzelli operates Petruzzelli Financial Services, an investment-related business affiliated with his LPL 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Susan Alvanos is a CFP® and ChFC® with 27 years of industry experience. She is currently with Morgan Stanley in Springfield, MA, where she has worked since 2025 following a 20-year tenure at Ameriprise. Outside of her advisory role, she is a sole proprietor and joint owner of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models to support client outcomes.

Tanya Ferrero is a financial advisor at Mass Mutual Investors Services with 1 year of industry experience. She holds the Series 66 designation and has held roles at Charter Oak Financial/Post Game Financial since 2011 and MassMutual Life Insurance Company since 2009. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations as part of collaborative planning relationships.

Mary Couture is a financial advisor with LPL Financial based in West Springfield, MA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at LPL Financial since 2022 and previously at People's United Advisors and People's Securities, Inc. for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting diverse investment strategies with both discretionary and non-discretionary management.

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.

Cary Rubman is a CFP® professional with 40 years of industry experience, currently affiliated with Cetera. His career includes extensive work as an independent insurance agent, serving clients in various capacities related to life, health, and long-term care insurance. He is also a partner and CFO of Innosure Insurance LLC, a property and casualty agency. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services delivered through a multi-manager platform featuring both affiliated and third-party investment options.

James Foard Jr. Jr. is a financial advisor with UBS Financial Services in Springfield, MA, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with UBS since 2002. He serves as trustee or co-trustee for family-related irrevocable and special needs trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.