Derek Lussier is a CFP®-certified financial advisor with eight years of industry experience. He is currently with LPL Financial, having joined in 2026, following eight years at Edward Jones and four years at Enterprise. Outside of his advisory work, he is a co-signer on a short-term rental property loan used for vacation rentals in North Myrtle Beach, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and a variety of investment strategies.

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.

James Harmon is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds the Series 63 and Series 66 licenses and has prior experience at Sagepoint Financial, Inc. In addition to his advisory role, Harmon works part-time as a delivery driver for Door Dash. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Alexander Goodkind is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior work history at Bank of America and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jane Page is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 designations and 21 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research to support tailored client solutions.

Robert Weber is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in wealth management, focusing on helping clients connect their financial decisions to their personal goals and priorities. Robert works closely with clients to develop personalized financial plans tailored to their unique ambitions, covering areas such as college education planning, retirement income, executive compensation, family wealth management, tax minimization, philanthropic planning, and portfolio management. Robert holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is a Personal Investment Advisor (PIA). He earned his bachelor's degree from Villanova University. Committed to guiding clients through life’s financial changes, he emphasizes simplicity and transparency in his approach to wealth planning. Outside of his professional role, Robert enjoys spending time with his family and pursuing activities such as cooking, fishing, golfing, music, reading, running, skiing, traveling, and watching movies.

Kenneth Chase is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2019, following prior roles at Foresters Advisory Services LLC and Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers varied portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with over $256 billion in assets under management.

Mark Wolverton is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2015 and has accumulated 10 years of industry experience. Outside of his advisory role, he owns and operates a rental property business under Woll LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Alex Kellner is a financial advisor at Merrill based in Hartford, CT, holding a Series 66 designation. He has one year of industry experience and has previously worked with COVR Financial Technologies and at the University of Connecticut. Outside of finance, he has experience with landscaping businesses and local market operations. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Domian is a financial advisor at UBS Financial Services in Hartford, CT, with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports advisors with proprietary research and model-based asset allocations.

Joseph Zambo is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, iHeartMedia, and Barnes and Noble College Stores. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Ayesha King Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. She has previously worked at American Income Life and has been involved with Primerica Financial Services since 2023. Outside of advising, she is co-owner of an independent artist business, Aaron and Ayesha Associates, based in South Windsor, CT. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offers model-driven investment approaches supported by third-party asset managers and custodians.

Michael Stratton is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies by first gaining a clear understanding of each client’s short-, mid-, and long-term goals. His areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, and investment strategies for individuals, corporations, and small businesses. Michael also provides customized guidance for endowments, foundations, and non-profit organizations. Throughout his career in finance, Michael has held roles in finance, banking, portfolio management, control, and entrepreneurship. He leverages this diverse background to deliver tailored solutions that align with the unique ambitions and priorities of his clients. Michael emphasizes transparency and simplicity in wealth planning while offering access to resources and specialists within Bank of America and Merrill Lynch to address banking, credit, home financing, and small business needs. Michael holds a Bachelor’s Degree from Denison University and an MBA from Tulane University. He is also a Personal Investment Advisor (PIA). Outside of his professional work, Michael enjoys hiking, ice hockey, skiing, and spending time with his family.

William Brice is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and National Planning Corporation. He serves as a FINRA arbitrator, a role he has held since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Djordje Radujko is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has nine years of industry experience. He previously worked at Foresters Advisory Services and Foresters Financial Services before joining Cetera in 2019. Outside of his advisory role, he coaches and helps manage a division for the West Hartford Youth Basketball League. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Barrett Heyde is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Merrill for five years and has experience with the Darien Youth Commission and the University of Hartford. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets services.

Alexander Westcott is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked with Cambridge Investment Research Advisors, Allied Financial Consultants LLP, and Cambridge Investment Research, Inc. since 2016. Outside of advising, he operates as an independent insurance agent and manages a sole proprietorship under Chart Financial Group. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm utilizes a variety of portfolio management approaches and platform arrangements tailored to client objectives, combining proprietary model strategies with access to third-party managers.

Martin Kearns is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1992 and holds Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets services.

Michael Long is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and seven years of industry experience. He has worked with Morgan Stanley since 2018 and was previously associated with 1&Done Insurance Agency LLC from 2013 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services that include but do not extend to individual security recommendations within standalone planning programs.

Marc Danais is a financial advisor at Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and concurrently with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee and proprietary tools.