Jon Kehl is a financial advisor at OSAIC with 40 years of industry experience and holds the Series 66 designation. His prior roles include positions at Securities America Advisors and Questar Capital Corporation. He serves on the Finance Committee of the Connecticut Humane Society, assisting with oversight of the organization’s endowment fund investments. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services with a focus on diversified, tool-driven portfolio construction.

Anthony Smith is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Northwestern Mutual Wealth Management Company and American Airlines, where he worked part-time as a ramp service agent. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios, including model portfolios for intermediary platforms, and is registered as a commodity pool operator with the CFTC.

Spencer Barry is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he worked at Bank of America and Merrill. Outside of his advisory role, he is employed as a server and bartender at The Woodland, a restaurant in Lakeville, Connecticut. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning and portfolio management supported by proprietary research and a broad platform of capital markets services.

Dmitry Isenberg is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in integrated wealth management that connects and coordinates various aspects of a client's financial life. Dmitry provides personalized strategies utilizing resources from Merrill Lynch and Bank of America, including investment research, analytical tools, and banking and lending solutions, to assist clients in pursuing their financial goals. His expertise covers areas such as family wealth management strategies, defined benefit plans, liquidity management, personal retirement planning, philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. Dmitry holds the Series 7 and 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Dmitry earned a Bachelor's Degree from Brandeis University and a Master's Degree from Boston University Questrom School of Business. He is fluent in Ukrainian, English, and Russian. Outside of his professional work, Dmitry spends time volunteering with community organizations and enjoys activities including chess, cooking, golfing, hiking, music, reading, skiing, soccer, volleyball, and watching movies.

Paul Brewer is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2013. Outside of his advisory role, he is the owner of Bonita Brew Crew LLC, a business unrelated to investment activities. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed accounts, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management includes a range of program strategies and emphasizes manager oversight, tax-focused capabilities, and integration with Bank of America’s broader financial platform.

Anthony Wright is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Michael Schulitz for Simsbury and Central Connecticut State University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven planning engagements.

Jacob Parent is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has prior experience with Barnum Financial Group and Northwestern Mutual. Outside of financial services, he has been associated with Bryant University since 2020 and worked in education with South Windsor Public Schools. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative financial planning using firm-approved software and offers specialized programs including estate settlement and employer-sponsored planning.

Steven Viera II is a financial advisor at UBS Financial Services with a Series 66 designation. He has worked at UBS since 2026 and has prior experience at JP Morgan Chase, Hartford Steam Boiler, Marist University, and Tolland Public Schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Chester Darling is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Services, Inc. and RiverSource Distributors Inc. Outside of his advisory work, he serves on the Board of Directors for the Hartford Athletic Academy Parent Advisory Board and acts as a Parent Team Manager. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Christie Treat is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she operates Treat, LLC, providing Reiki energy healing services and retail sales of minerals and crystals. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Vicki Thomas is a financial advisor at UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Christopher Wiegert is the Resident Director at Merrill, where he offers a comprehensive approach to managing wealth. He begins by understanding clients and their families, their financial situations, and what matters most to them, then assists in creating customized wealth management strategies that adapt to evolving client needs and market conditions. He delivers access to Merrill's investment insights alongside the banking convenience of Bank of America to support various aspects of clients' financial lives. His areas of focus include investment consulting for defined contribution plans, personal retirement planning, and retirement income strategies. Christopher holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned a Bachelor's Degree from Central Connecticut State University and a Master's Degree from Post University. He is also committed to community involvement, reflecting the Merrill tradition of engagement, and enjoys personal interests such as biking, boating, fishing, golfing, and spending time with his family.

Thomas Zimmer is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. Prior to that, he was employed at Bank of America and spent time at the University of Connecticut Center for Career Development. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Eberle is a CFP® professional with 15 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. He is also involved in life settlements and viaticals, assisting customers with the sale of various life insurance policies to life settlement companies, and is a partner in a general partnership LLC that manages administrative support staff. Mass Mutual Investors Services, a subsidiary of MassMutual, is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements with tools such as Monte Carlo simulations and asset-allocation software, focusing on recommending investment strategies rather than specific products.

Bradford Kidney is a CFP®-designated financial advisor with 25 years of industry experience, currently based in Glastonbury, CT. He has worked at Raymond James Financial since 2018 and previously held roles at Morgan Stanley and Merrill. Kidney serves on the board and strategic planning committee of Ellington Ridge Country Club. He is a partner in Crescent Point Private Wealth, LLC, a DBA supporting his work with Raymond James Financial Services Advisors, Inc. RJFSA provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations, using tailored non-discretionary planning and analytical tools to align with client goals.

Christy Kennedy Martinez is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 licenses and with seven years of industry experience. She has worked at RBC Capital Markets since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Additionally, she has experience at Florida Atlantic University. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on client risk profiles, utilizing a combination of in-house and third-party managers.

Jennifer Wheatley is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a notary public, notarizing documents in her community. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Robert Reier is a Financial Advisor at Merrill Lynch Wealth Management, where he has been working since 2022. In his role, he advises individuals, families, executives, and business owners on financial strategies, goal planning, and retirement planning. He focuses on building long-term relationships with his clients and helps them navigate the financial landscape to create plans aimed at achieving financial freedom. Robert's expertise includes college education planning, corporate executive services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He serves as a behavioral coach to assist clients in maintaining discipline during uncertain times and provides access to resources available through Bank of America, such as Wealth Management Bankers, Lending Specialists, Trust Specialists, and Consumer Investment Specialists. He holds a Bachelor's Degree in Financial Economics from Emory University and a Personal Investment Advisor (PIA) designation. Robert was born and raised in Rye, New York, attended Trinity Pawling High School, and currently resides in Canton, Connecticut. Outside of work, he enjoys fishing, fly-fishing, and outdoor activities.

David Jorgensen is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining RBC in 2024, he worked at Morgan Stanley in various capacities from 2012 to 2024. He serves on several nonprofit and community organizations, including as a commissioner for the Capital Region Development Authority, a member of the investment committee for the United Way of Northern and Central Connecticut, and as a board director for The Police Athletic League of Hartford. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies delivered through multiple advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm leverages a range of affiliated asset managers and investment vehicles, integrating capital markets capabilities with personalized client solutions.

Michael Domingos is a CFP®-designated financial advisor with Ameriprise in East Hampton, CT, with 22 years of industry experience. He has been with Ameriprise since 2005, including his current role at the firm since 2020. Outside of his advisory work, he has a business ownership role in The Couzens Group LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, 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 in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.