Kim Wawrzynowicz is a Series 65-licensed financial advisor with 13 years of industry experience. She is currently with LPL Financial and previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services, Inc. In addition to her advisory work, she maintains a role as a part-owner of Extreme Profit LLC, which is involved in rental property activities unrelated to her investment practice. 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 advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and extensive non-advisory financial activities.

John Decker is a financial advisor at RBC Capital Markets with over 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2015 and City National Bank since 2018. Decker serves on the boards of several nonprofit and community organizations, including Riverfront Recapture, the Estate & Business Planning Council, and the Mandell Jewish Community Center of Greater Hartford. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of internal and external managers.

Vasilios Haralambous is a financial advisor at MassMutual Investors Services with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Metlife Securities Inc. for 20 years. Outside of his advisory role, he assists with free tax preparation services and serves as co-trustee for the Haralambous Family Trust. MassMutual Investors Services 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 emphasizes collaborative, annual planning relationships and utilizes firm-approved software tools to deliver tailored financial recommendations.

Jason Carducci is a Series 66-registered financial advisor with Ameriprise in Glastonbury, CT, and has five years of industry experience. His work history includes roles at Ameriprise and Fidelity Investments, as well as experience in the restaurant industry. 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 focused on dependable income sources and tax-aware withdrawal strategies.

David Stanco is a financial advisor at UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, Fidelity Investments, and Barnum Financial Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services.

Mark Monroe is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 66 licenses and has 28 years of industry experience. He has worked at RBC Capital Markets since 2008 and also at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to both in-house and third-party investment managers.

Jesse Fable is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010, previously working at Morgan Stanley. Outside of his advisory role, he serves as treasurer on the board of the Roskear Farm Owners Association. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

James Weiss is a financial advisor with LPL Financial who holds a Series 63 designation and has 52 years of industry experience. He has worked at LPL Financial since 2026 and previously held positions at Weiss and Hale, Commonwealth Financial Network, Merrill, and Advest, Inc. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered through a large network of investment adviser representatives.

Jacquelin Rossi is a Series 66-registered financial advisor with Merrill in Hartford, CT, holding 25 years of industry experience. She has been with Merrill Lynch since 2008. Outside of advising, Jacquelin works as a retail associate at TJ Maxx. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies designed by internal and third-party managers. The firm serves individuals, high-net-worth clients, and institutions, offering tailored portfolio implementation and investment restrictions.

Kevin Spada is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc., Securities America, Inc., Investacorp, and Kingston Wealth Management. Outside of his advisory role, he provides tax preparation and general accounting services through Kingston Wealth Management Group, LLC, and is involved in the sales and servicing of fixed insurance products. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment programs and maintaining multiple custodial and legacy arrangements.

Marc Markovitz is a financial advisor with MassMutual Investors Services in Glastonbury, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with METLIFE Securities Inc from 2001 to 2017. Outside of his advisory role, he is an independent insurance agent specializing in life, disability, and property and casualty insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide written recommendations.

Laura Depergola is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at both LPL Financial and 360 Federal Credit Union since 2014. 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 portfolios, third-party asset management, and institutional platforms.

Thomas Humphreys is a financial advisor at UBS Financial Services in Hartford, CT, with 22 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Ashley Martella is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and having 21 years of industry experience since 2005. She serves as the CEO of the Foundation of CT, where she is involved in scholarship provision and investment decision-making as part of the board. Additionally, she participates in the University of Connecticut Alumni Committee, focusing on alumni engagement and outreach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a wide range of financial products and capital markets services.

Derek Frame is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has worked at Mass Mutual Life Insurance Company and MML Investors Services, LLC since 2021 and previously held roles at Segal, Grubhub, Bryant Athletics, Bryant University, Novak Francella, LLC, Seasons Federal Credit Union, and Middletown High School. Derek also works as an independent insurance agent specializing in life insurance, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC 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, utilizing firm-approved software to deliver written recommendations in collaborative annual planning engagements.

Robert Cosentino Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He has worked at LPL Financial since 2011 and previously spent eight years with Webster Investment Services, Inc. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brian Davis is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 18 years of industry experience. He has been with LPL Financial since 2011 and is also associated with Webster Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across diverse asset classes.

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.

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.

Gillian Snyder is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 66 credential and beginning her advisory career in 2026. Her prior experience includes roles in insurance and performing arts organizations. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice and tailored recommendation reports. The firm’s approach includes asset allocation strategies and Social Security planning, with a focus on clients meeting specific asset requirements.