Christopher Scuderi is a financial advisor with LPL Financial holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, VP Distributors LLC, Virtus Investment Partners, John Hancock, and Merrill. He is also involved in insurance-related activities through Charter Oak Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Elizabeth Hodgman is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and has worked at UBS, Merrill, and Wells Fargo Clearing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including discretionary portfolio management and alternative product distribution.

Gregory Williams is a Series 66-registered financial advisor at OSAIC with 24 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and SSN Advisory, Inc. He is also the owner of KMA Wealth Management, LLC, which offers variable life and annuity products. Outside of financial services, he holds a leadership role as president of Prospect Physician Enterprise, overseeing physician and medical group operations. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and a range of investment products to construct portfolios managed on discretionary or non-discretionary bases.

Mack Hicklen is a financial advisor at Edward Jones in Longmeadow, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked briefly at Innovative Wealth Management and has experience in healthcare research and education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Lori Vengruskas is a financial advisor with UBS Financial Services in Springfield, MA, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of services including financial planning, portfolio management, and access to proprietary research and capital markets resources.

Patrick Donnelly is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at UBS Financial Services Inc. from 2008 to 2018 and has been a member of the U.S. Army National Guard since 2018. Outside of his advisory role, he occasionally works as a background actor in motion pictures and television. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Steven Hahn is a financial advisor with Ameriprise in Avon, CT, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hahn serves as Vice President and Golf Committee Chair on the Board of Directors of the Golf Club of Avon. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-smart strategies to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Dakota Johnson is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked across multiple Cetera entities since 2021, as well as at Voya Financial Advisors and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Hunter Boody is a ChFC®-designated financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and has prior work experience in firms including Idaptive, Centrify, A+ Staffing, NuSkin, and Brigham Young University. Outside of his advisory role, he manages vacation rentals in Salt Lake City, UT. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets across a nationwide network of advisors.

Hunter Ford is a financial advisor with LPL Financial in Ellington, CT. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has work experience in fitness and hospitality sectors as well as academic roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of advisors to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party asset managers and institutional platforms.

Daniel Lupo is a financial advisor with MassMutual Investors Services holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Western New England University and has owned and operated The Pizza Shoppe, where he works as a cook. He is also licensed to sell various insurance products including life, disability, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, annual planning engagements using firm-approved software tools.

Brandon Affeldt is a financial advisor with UBS Financial Services in Springfield, MA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His previous roles include positions at Columbia Management Investment Distributors Inc and Putnam Retail Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad platform of capital markets and lending services.

C D Kaye II is a financial advisor at Merrill with 18 years of industry experience and holds the Series 66 designation. He has worked at Bank of America, N.A. since 2011 and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Galloway is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at Cambridge Investment Research since 2020 and also has a background in education, working with Enfield Public Schools since 2017. Outside of advising, he is involved in community activities including ownership of a lacrosse coaching company and serving on the boards of the Somers Board of Education and the Northern Connecticut Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services. The firm provides multiple portfolio management options through a network of independent Financial Professionals, including proprietary models and access to third-party strategists, supporting both discretionary and non-discretionary investment approaches.

David Berube is a financial advisor with Ameriprise, holding a Series 66 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is associated with business ownership entities related to administrative and real estate purposes in Suffield, Connecticut. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm delivers personalized, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis, and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

William Caruana is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, Caruana serves as a board member of the South End Community Center and has contributed to the construction of a new building for the organization. Stifel serves a diverse client base including individuals, institutions, and charitable entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Mark Brown is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by advanced modeling tools.

Kevin Grant is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at TD Private Client Wealth LLC and TD Bank N.A. Grant has served in the United States Navy Reserve since 2016 as a Petty Officer First Class specializing in weaponry and ammunition. He also acts as an arbitrator for FINRA, handling dispute resolution between investors and brokerage firms. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning and asset management services using firm-approved software and collaborative annual planning engagements.

Jawad Khokhar is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at AXA Advisors, Infinex Investments, United Bank, Key Investment Services LLC, and Key Bank. He is also president of Tyrbrook Financial Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory process involves matching clients to program models or discretionary managers, utilizing both third-party asset managers and firm-offered programs.

Douglas Reed is a financial advisor at Morgan Stanley with 46 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations as part of its financial planning process.