Matthew Kissh is a financial advisor with Equitable Advisors in Cheshire, CT, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Outside of his advisory work, he operates Life of Light LLC, selling art online through websites. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm employs a variety of advisory models and works with third-party asset managers, focusing on personalized risk assessment and client matching to investment solutions.

Liliya Carlage is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo and Fidelity Investments since 2015. Outside of her advisory role, she serves as an officer for the Cheshire Robotics Explorers Foundation, a nonprofit organization supporting youth robotics programs. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a diverse client base including registered investment companies and charitable funds.

Minnampalli Selvaraj is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2023, following five years at Royal Alliance Associates, Inc. and 17 years at John Hancock Financial Services, Inc. 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 advisory and brokerage services with a range of investment programs and utilizes both proprietary and third-party strategies to support client portfolios.

Nolan Cleary is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 11 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is an agent for individual life and disability insurance through Charter Oak Financial and owns Clear World Financial LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers programs including wrap accounts and money-manager options.

Thomas Saltalino is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He previously worked for Avantax Advisory Services and Avantax Investment Services for over two decades. Outside of advising, he serves as Head Moderator for election results in New Britain, CT, and acts as a consultant following the sale of his accounting and tax practice. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with diverse program structures and custodial relationships.

Theodore De Giacomo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). Theodore completed an Accredited Certificate Program from CSU. His expertise focuses on providing investment management and personal advising services to clients.

Angela Roy is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, with prior experience at State Farm and roles outside finance including Chili's Grill & Bar and Southern Connecticut State University. Roy is also employed as a Client Service Manager at Watermark Management Partners. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joseph Glowka is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Inc. and INVEST Financial Corp., as well as operating JL Glowka Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.

Jacklin Ledoux is a financial advisor with Primerica Advisors in Hamden, CT, holding Series 65 and Series 63 certifications and one year of industry experience. Prior to joining Primerica Advisors, Ledoux worked at Amazon.com LLC and Hospitality Staffing Solutions. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of financial advisors utilizing model-based investment strategies supported by third-party asset managers and custodians.

Alicja Jackiewicz is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and has worked previously at TD Bank, People's United Bank, and Polam Federal Credit Union. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services with strategies tailored to each client’s risk profile.

Christopher Scudder is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory role, he serves as Football Commissioner on the executive board of Brookfield Football and Cheer, a youth sports organization in Connecticut. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a range of investment approaches.

Cheryl Chapis is a Certified Financial Planner® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, supported by algorithmic automation and oversight committees.

Robert Berg is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Cetera in 2023, he worked at Cetera Wealth Services, LLC and Summit Financial Group Inc. He also owns Berg Wealth Management, where he manages client investments. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Kayla Weaver is an advisor with Wells Fargo Clearing holding Series 65 and Series 63 licenses. She has experience working at Wells Fargo Bank, nA since 2021 and previously worked in education and retail. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research from Wells Fargo Investment Institute and third-party sources to evaluate investment options and offers both brokerage and advisory solutions.

Susan Cooper is a CFP® with 42 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. She also acts as president of Susan Cooper Capital Management Inc., where she functions as an independent insurance agent for various companies. Additionally, she holds a Notary Public commission in Hamden, CT. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing tailored strategies across multiple custody platforms and both discretionary and non-discretionary arrangements.

Brian Bender is a financial advisor with Primerica Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Nick Exias is a Financial Consultant who focuses on helping clients develop and implement financial plans utilizing the resources available through Fidelity. He works to assist clients in achieving improved financial outcomes. His professional experience includes roles as a Private Client Banker at Santander Bank from 2021 to 2022, Sr. Investment Consultant at TD Ameritrade from 2019 to 2021, Private Client Banker at JPM Chase & Co. from 2016 to 2019, and Financial Planning Consultant at Barnum Financial Group from 2012 to 2015. Nick's personal interests include fitness, kayaking, running, soccer, traveling, and volunteering.

Christian Forsyth is a CERTIFIED FINANCIAL PLANNER™ with 27 years of industry experience. He is currently with Edelman Financial Engines and has held previous roles within affiliated firms dating back to 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios, discretionary management, and non-discretionary online advice while managing approximately $326 billion for roughly 477,000 clients.

Mark Franco is a financial advisor with LPL Financial in North Haven, CT, holding Series 63 and Series 65 licenses and 34 years of industry experience. His prior roles include positions at Benjamin F. Edwards & Company, Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved with a non-investment-related business, UGNTERPRISES. 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 services including financial planning, model portfolios, and third-party asset management, with advisory strategies that can be discretionary or non-discretionary and span multiple asset allocation approaches.

David Peichert is a CFP® professional with over 42 years of industry experience. He is currently with Cetera and has held prior roles at VOYA Financial Advisors and through his own firm, Peichert Wealth Management LLC. Outside of financial advising, he is a co-owner of Concentric Brewing Company, a brewery in Portland, CT. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with numerous program options.