William Lohrey is a Series 65 licensed financial advisor at Edelman Financial Engines with three years of industry experience. His prior positions include roles at Financial Engines Advisors L.L.C., Connecticut Wealth Management, New York Life Insurance GBS, Cigna Life Insurance Company, and Ameritas Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Charles Bonatakis III is a financial advisor at Raymond James & Associates. He holds the Series 66 designation and has been working in the industry since 2023. Prior to joining Raymond James, he worked at MFS for one year and was a high school student from 2015 to 2022. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutional investors, and government entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

James Desrocher is a financial advisor at DeNovo Financial in Windsor, CT, holding Series 63 and Series 66 registrations with 10 years of industry experience. He previously worked at Keynote Financial Services, LLC for 11 years. DeNovo Financial serves individuals and families, including trust and estate accounts, providing investment management, retirement planning, and financial planning. The firm employs a research-driven investment process focused on long-term business ownership and dividend income growth, with individualized portfolio management and financial planning offered as core services.