Steven Tripp is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked with Valley Financial Group LLC and Raymond James Financial Services Advisors, Inc. His activities include serving as a trustee and personal representative for the Tripp Family Trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and various organizations, offering tailored, non-discretionary advisory services supported by analytical and risk-profiling tools.

Jakob Boutet is a financial advisor at Ameriprise with two years of industry experience. He holds Series 66 and Series 63 credentials. His prior roles include positions at CUNA Brokerage Services, TruStage, and CUNA Mutual Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice through a written Recommendation Report focused on dependable income sources and tax-aware withdrawal strategies.

Steven Greco is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS and its predecessor Painewebber, Inc. since 1989. Outside of his advisory work, he operates a retail reseller business on eBay under the name Charter Oak Trading. 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 uses proprietary research and model-based asset allocations to tailor client strategies.

Raissa D Danna is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies.

Arthur Peske is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Waddell & Reed, Inc. and with various insurance carriers through W & R Insurance Agencies for 12 years. Peske is based in Manchester, CT. 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, with an emphasis on flexible investment strategies implemented by its network of investment adviser representatives.

Craig Buhrendorf is a financial advisor with Raymond James Financial in Avon, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been affiliated with Raymond James Financial and Raymond James Financial Services since 2009 and has worked with Valley Financial Group since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools to support client goals.

James Calabrese is a financial advisor at UBS Financial Services in Springfield, MA, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Enrique Alvarez is a CFP® and ChFC® with 50 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has prior experience at Retirement Doctor, LLC and ON Investment Management CO. Outside of his advisory work, he is active in community and personal pursuits including membership in the Hartford Gun Club and the Masons, as well as operating a small eBay business and buying and selling shotguns and hunting rifles. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Dean Spada Jr. is a financial advisor with OSAIC, holding a Series 66 designation and 21 years of industry experience. His prior work history includes positions at Securities America Advisors, Inc., Investacorp Advisory Services, and Connecticut Investment Management. He also provides educational instruction on broad financial planning topics outside of his advisory role. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a wide range of brokerage and advisory services supported by a model-based investment process and multiple custodial and affiliate arrangements.

Denise Yuu is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized wealth management strategies that align with their full financial picture and evolving market conditions. Denise provides access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to support clients in pursuing their financial goals. Denise holds a Personal Investment Advisor (PIA) designation and earned a Master's Degree from Columbia Business School as well as a Bachelor's Degree from Simmons College. She follows Merrill’s tradition of community involvement by volunteering with local organizations. Her approach centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most.

Michael Goralski is a financial advisor with Ameriprise in Middlebury, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at GE Electric Insurance Company and held positions at Wilkes University and Xavier High School. He is involved with Honey Badger Management, a management company associated with Fiduciam Financial. Ameriprise is a large institutional firm offering retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement recommendations tailored to clients’ financial situations.

Nancy Miller is a financial advisor with LPL Enterprise and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 44 years of industry experience, including over two decades with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she performs as a musician with Meadow Flutes and Jazzy Flute Duo and has served on the board of permanent funds for Faith United Church. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed internally and by third-party strategists, with additional services including financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

Mofya Zimba is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing six years of industry experience. Prior to joining Wells Fargo Clearing in 2025, Zimba worked at Bank of America, Merrill, Santander Securities, and Access Bank Zambia Limited. In addition to financial advising, Zimba has a 50% ownership in a commercial cleaning and transportation business based in Bloomfield, Connecticut. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, leveraging extensive research and analytics while providing both brokerage and advisory solutions.

Janice Johnson is a CFP® professional with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She has worked with Cambridge Investment Research Advisors since 2011 and has previous experience at firms including WRP Investments, Inc. Outside of financial advising, Johnson is an adjunct faculty member teaching Certified Financial Planning courses and serves on the board of the Bennett Housing Authority, which oversees low-income housing for the elderly. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals.

Wesley Johnson Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 31 years of industry experience. He has worked with Foresters Financial Services for 24 years and Foresters Advisory Services for 3 years before joining Cetera in 2019. Johnson also serves on the board of directors for Connex Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Brian Cassidy is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 27 years of industry experience, including previous work at Tower Square Securities, Inc. Outside of his advisory role, he is involved as a silent partner in a child care service center and has ownership interests related to real estate and business operations connected to that center. Cambridge Investment Research Advisors serves a diverse client base comprising individual and institutional investors, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm provides various management platforms and proprietary model strategies under the Founders Gate Capital brand.

Phillip Rodowicz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Massachusetts Mutual Life Insurance Co., Key Bank, and Key Investment Services LLC. His current tenure at J.P. Morgan Securities and JPMorgan Chase Bank began in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG frameworks and broader derivatives capabilities.

Daryl Devillier is a financial advisor at Ameriprise with 26 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates from 2006 to 2018 before joining Ameriprise Financial Services Inc. He also participates in mentoring activities, speaking with high school students about careers in finance. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that delivers tailored, algorithm-supported retirement income recommendations.

Harry Miller is a financial advisor at Merrill Lynch Wealth Management in Springfield, Massachusetts. He leverages his background in engineering and business to assist clients in making informed financial decisions tailored to their personal goals. His expertise includes divorce transition planning, employee benefits planning, institutional and corporate benefit services, investment consulting for defined contribution plans, personal retirement planning, socially responsible and ESG investing, and tax minimization. Before transitioning to financial planning, Mr. Miller worked as an engineer leading teams on projects in the food manufacturing industry. He holds a Bachelor's degree and an MBA from the University of Massachusetts. He has earned several professional designations including Accredited Wealth Management Advisor (AWMA), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from Western Massachusetts, Mr. Miller maintains a strong connection to his community and participates in local initiatives such as Revitalize CDC. Outside of his professional life, he enjoys cooking, football, golfing, hiking, and spending time with his family.

Stephen Kane is a Series 66-licensed financial advisor with UBS Financial Services in Hartford, CT, where he has worked since 2011. He has 13 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client solutions.