Amanda Benecchi is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds the Series 66 designation and operates out of Avon, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of 23,701 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Nicholas Alvanos is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Morgan Stanley, he worked at Ameriprise from 2014 to 2025. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and corporate financial planning agreements.

John Carty Jr. is a financial advisor with Morgan Stanley in Springfield, MA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Carty serves as a board member and finance committee member for the Boys and Girls Club of Springfield. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a broad range of investment products and services.

Daniel Lawson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with clients to develop personalized wealth management strategies that address their full financial picture and adapt to changing market conditions. His focus areas include college education planning, employee financial health, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Daniel holds a Bachelor's Degree from Siena College and carries the Personal Investment Advisor (PIA) designation. He is involved in professional organizations such as 2Way North Lacrosse Club and Glastonbury High School Mens Lacrosse, and he volunteers with the Hillcrest Area Neighborhood Outreach Center. Outside of work, Daniel enjoys cooking, football, golfing, ice hockey, skiing, spending time with his family, and watching movies.

Barbara Turcotte is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Thomas Aurigemma is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been a financial advisor since 1987 and joined Merrill Lynch in 1997. Thomas uses a disciplined investment process to deliver a consistent yet customized wealth management experience. He takes the time to understand clients’ individual and professional priorities before making financial recommendations. Drawing upon the resources of Total Merrill™, he helps clients establish objectives and develop strategies based on risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. He also conducts regular reviews to monitor progress and adjust strategies as life circumstances change. His client focus areas include education planning, family wealth management, legacy planning, liquidity management, retirement planning, tax minimization, and special needs planning strategies. Thomas holds a Bachelor’s degree from the New York Institute of Technology and is a Personal Investment Advisor (PIA). He has resided in Ashfield, Massachusetts since 1999. Outside of work, he enjoys fishing, ice hockey, baseball, football, and golf.

David Ricci is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. His career includes roles at Westfield Bank, Santander Securities, and PNC Capital Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various advisory platforms.

Douglas Mc Intosh is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Prudential for 18 years and Empower for two years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,000 financial advisors.

Todd Walker is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and models, with an advisory approach that emphasizes client responsibility for plan implementation and updates.

Rochelle Forrest is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Avantax Advisory Services, Avantax Investment Services, and Stifel. Outside of her advisory role, she is involved with Forrest Investment 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 multi-manager platform that combines affiliated and third-party managers, supporting discretionary and non-discretionary strategies across multiple program structures.

Robert Morin is a CFP® and holds a Series 66 license with 27 years of experience in the financial industry. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial planning and portfolio management to clients’ goals and risk tolerances.

Jared Huckle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes roles at Primerica Financial Services since 1998 and a position at the University of Connecticut. Outside of advising, he is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing portfolio implementation and trading.

Steven Bradway is a CFP® with 35 years of industry experience, currently serving as an advisor at LPL Financial since 2003. He is involved with BFP Associates, Inc., a firm that provides retirement plan administration, employee benefits, and group insurance brokerage services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants, utilizing a variety of investment strategies and technology tools.

Erik Lillibridge is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 11 years. He operates a sole proprietorship focused on insurance and fixed annuity sales. OSAIC serves a broad mix of retail and institutional clients by offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm uses various asset-allocation tools and third-party platforms to construct and manage diversified portfolios tailored to client needs.

Perry Brown is a CFP® with 19 years of industry experience, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Valley Financial Management, Valley National Bank, Arvest Wealth Management, Raymond James Financial Services, and others. He serves as Treasurer and board member of the Litchfield Historical Society, where he handles monthly financial reporting. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm structures financial planning as annual, collaborative engagements that include detailed client analysis and written recommendations.

Jason Cutler is a CFP® with 27 years of industry experience, currently serving at Mass Mutual Investors Services since 2009. He also provides financial planning services through The Jamrog Group LLC, a business he operates. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs detailed client information and firm-approved analytical tools to develop collaborative, goal-focused planning relationships.

Benjamin Stephens is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at GWFS Equities, Inc. for three years and Shamrock Companies for 23 years before joining Fidelity in 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, long-term asset allocation strategies.

Sean Drinan is a financial advisor at Stifel with 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he is involved with Dream Big Basketball LLC, where he gives basketball lessons and conducts training camps. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Stephen Carlo is a financial advisor at OSAIC with 36 years of industry experience. He holds the ChFC® designation and is registered with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked for over two decades at Securities America Advisors, Inc. He serves as a co-trustee on a family revocable trust, acting as a tie breaker in decision-making when necessary. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services with investment strategies that utilize asset-allocation tools, risk assessment, and automated rebalancing across various asset classes.

Alison Donnelly is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at UBS from 2016 to 2018 before joining Raymond James in 2018. Outside of her advisory role, she is the owner and managing partner of Legacy Private Wealth, a support company for an independent contractor branch office. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and emphasizes comprehensive risk profiling and outcome modeling in its approach.