Philip Ludwig is a financial advisor affiliated with LPL Financial, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services, Inc. He is also the owner of an accounting services firm specializing in payroll. 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 and model portfolio programs, supported by a network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Richard Rapp is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as a committee member on the investment committee of Asylum Hill Congregational Church in Hartford, CT. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering tailored portfolio management, financial planning, custody, and brokerage services through various advisory programs.

Paul Leeming is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 21 years of industry experience. He has worked at UBS Financial Services since 2005. Leeming serves on the audit committee of The Williams School, an independent day school in New London, CT. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Scott Stimson is a financial advisor with Ameriprise in South Windsor, CT, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Voya Financial and its affiliates from 2014 to 2025 before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

David McMahon is a CFP® professional at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Voya Financial and Voya Financial Advisors, INC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and tax-efficient services through a large network of financial advisors and branch offices nationwide.

Hanna Behlke is a financial advisor with LPL Enterprise in Hartford, CT, holding a Series 66 designation and two years of industry experience. Her background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory work, she is involved in equestrian activities and contributes to Jencks Network LLC through data entry, website updates, and newsletter writing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists and offers access to financial planning, third-party asset managers, and various wrap programs.

Virginia Fesko is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Arq Financial Group, Commonwealth Financial Network, and Wells Fargo Clearing. In addition to her advisory work, she is a commissioned Notary Public. 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 a variety of advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles through in-house and third-party investment managers.

Jose Chaparro Rosero is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, Infinex Investments, and United Bank. Outside of his advisory work, he is involved in a for-profit business called Mighty Powerful Meals and serves as a part-time water analyst with Aquafeel Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.

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.

Benjamin Tomczak is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Tomczak is also involved in the sales and service of insurance and investments through a related business entity. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Horace Carryl Jr. is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been in the industry since 2024 and has held positions at Footlocker Inc., Wells Fargo Bank, N.A., Target Corporation, and BJ's Wholesale Club. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions with a research-driven investment approach.

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.

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.

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.

Gabrielle Curboy is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and no prior industry experience. She has worked at ClearBridge Capital Group and holds roles at Eastern Connecticut State University. Outside of finance, she is involved with Quiet Corner Restoration LLC. 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.