Paula Rose is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 63 designation and 36 years of industry experience. She has been with UBS Financial Services since 1995. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Lillian Johnston is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Her prior work includes roles at Joe Pizza and BodyRoc, as well as positions at the University of Connecticut and Penn State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Peter Junggren Jr. is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Timothy Carmon is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. He previously worked at Moody's Corporation and MassMutual Life Insurance Company. Outside of finance, he serves as CFO of Carmon Funeral Homes and chairs the endowment committee at Trinity United Methodist Church. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, annual planning relationships.

Jake Meza Hernandez is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked at Thrivent Financial since 2024 and previously held roles at Voya Financial Partners, RBC Capital Markets, and TD Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account programs, focusing on comprehensive financial analyses without discretionary trading authority.

Nicholas Kolitsidas is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including LPL Financial, Ethos Wealth Management, and Good Life Advisors. He is also involved in operating Ethos Wealth Management, a DBA for his LPL business. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk tolerance analysis, and portfolio construction using various investment vehicles, supporting both discretionary and non-discretionary accounts through a network of affiliated advisers and multiple advisory platforms.

Debbra Gorczycki is a financial advisor at Raymond James Financial with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Ameriprise Financial Services in various capacities for over two decades prior to joining Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals.

Thomas Scanlon is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services, Inc. since 2000. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Fenn is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and 14 years of industry experience. He worked at Voya Financial and Voya Financial Advisors from 2014 to 2019 before joining Morgan Stanley in 2019. 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 tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning services and corporate arrangements.

Randi Saboski is a financial advisor with MassMutual Investors Services in Manchester, CT, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Prior to joining MassMutual Investors Services in 2017, she worked at MetLife Securities Inc. from 2015 to 2017. She is also an insurance agent involved in disability, fixed annuity, life, accident, health, and long-term care insurance. MassMutual Investors Services 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, emphasizing collaborative, annual planning engagements supported by firm-approved analytical tools.

Christopher Pekala is a Series 66-licensed financial advisor with Ameriprise in Manchester, CT, bringing 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Troy Ochoa is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and five years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and is also the vice president and owner of Ochoa Inc., a salon and spa business. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering both discretionary and non-discretionary portfolio management across various platform arrangements.

Valerie Dugan is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1991 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Cassandra Beauvais is a financial advisor at Morgan Stanley in Hartford, CT, with three years of industry experience. She holds the Series 66 designation and has prior experience at Lincoln Financial Advisors Corporation and Avantax Advisory Services. Outside of her advisory role, she is a licensed public notary in Connecticut. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Ali Brancati is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm provides tailored investment strategies through various advisory programs combining in-house and third-party managers, with options for tax management and responsible investing.

Richard Risley Jr. is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 48 years of industry experience. His prior roles include positions at Nationwide Life Insurance Co. and Foresters Financial Services. He is a partner at Risley Marino Group and co-owner of Riverview Financial Partners, both affiliated with Cetera, and participates as a focus group member for client behavior software through Atlas Point. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services and operates a multi-manager platform with over 10,000 advisors managing more than $256 billion in assets.

Gennaro Ferrentino is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 10 years before joining Raymond James in 2022. Ferrentino is also president of Ferrentino Wealth Management, an independent business affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs, supporting its services with advanced analytical tools and institutional consulting capabilities.

James Capella is a Senior Resident Director at Merrill Lynch Wealth Management in West Hartford, where he has been since 2015. He focuses on developing wealth management strategies for high-net-worth individuals, their families, and their businesses. James adopts a consultative approach, taking time to understand client financial situations, preferences, and goals to provide personalized recommendations for asset allocation and investment opportunities. He also collaborates with a Wealth Management Lending Officer from Bank of America to offer clients strategic home financing guidance aligned with their overall financial plans. James holds a Bachelor of Science degree in Finance from the University of Connecticut. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas include college education planning, executive compensation, personal retirement planning, portfolio management services, socially responsible investing, tax minimization, and retirement income. In addition to his professional work, James is involved in his community as the head soccer coach and is a member of the Farmington Soccer Club. He has also served as a board member of the UConn Club.

Derek Lussier is a CFP® and Series 66 credentialed advisor with eight years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones and Enterprise. Outside of advisory work, he is involved as a cosigner on a short-term rental property loan managed by his brother. 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 wide range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Thomas Adams is a financial advisor with Stifel, holding a Series 63 designation and 49 years of industry experience. He has been with Stifel since 2007. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which incorporates forward-looking market assumptions and probabilistic modeling to support asset allocation and financial planning.