Patricia Parent is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has over six years of experience in the financial services industry. Her career includes roles at Edward Jones and MassMutual Life Insurance Company, as well as an eight-year tenure at Baribault Jewelers prior to entering finance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by analytical tools and provides specialized planning services including divorce planning and estate settlement.

Luke Marino is a CFP® professional with 10 years of experience in the financial services industry. He has been with Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. He is a partner of Risley Marino Group and co-owner of Riverview Financial Partners, both affiliated with Cetera. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Samuel Belsito III is a CFP® professional with 26 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked for Woodbury Financial Services, Inc. for 14 years. Outside of his advisory role, he is the sole member of SB Wealth Solutions, LLC and the managing member of Bluebelle Holdings LLC, a real estate holding company with potential forestry income. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm employs advanced asset-allocation tools and multiple advisory platforms to construct diversified portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Katherine Giguere is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Hartford Investment Management Company, and Aetna. She also has experience in educational and administrative roles at the University of Connecticut and in retail operations. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and a variety of financial planning and consulting services.

Joseph Thornton is a financial advisor with Ameriprise in Manchester, CT, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2016. Outside of Ameriprise, he manages an advisory business through Brownstone Management of CT LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide customized income recommendations. The firm delivers these services through a centralized team in partnership with advisors like Thornton and offers a broad range of advisory, brokerage, and insurance solutions.

Andrew Bassock is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 1999. Outside of his advisory role, he serves as president of the University of Pennsylvania Alumni Club in the Hartford area. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing a combination of financial planning, portfolio management, and proprietary research to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Brian Tomaska is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. Prior to joining UBS in 2022, he worked at Wells Fargo Clearing and Wells Fargo Clearing Services from 2016 to 2022. Outside of his advisory work, he is active as a rideshare driver. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings, utilizing proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and market-making functions.

Edward Keyes is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has provided investment guidance and advice for 25 years, focusing on clients with complex financial needs including business owners and corporate executives. Edward also assists small and medium-sized privately held businesses with retirement plans and offers access to Bank of America services such as cash management, lines of credit, and term loans. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, socially responsible investing, special needs planning, women and wealth, tax minimization, and retirement income. Edward holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s degree in Economics from Boston College. Edward lives in Suffield with his wife, Trish, and they have four adult children. Outside of work, he enjoys fishing, golfing, skiing, traveling, and spending time with his family.

Eemeli Erkkilae is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 designation and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and Patterson Insurance Services. Outside of advising, he is involved in a business related to non-variable insurance commission trails. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance products.

Sweyden Dibble is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2012. He has also been associated with Illinois Mutual since 2002 and operates an eBay business specializing in sales of keyless remote entry fobs and postage stamp collections. Dibble holds a leadership role as chairperson of the Personnel Committee at First Baptist Church Manchester and is a Board Member at Large for the Baptist Foundation of New England. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary SMAs and offers a range of integrated brokerage, custody, and advisory services.

Raymond Jessell is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Merrill since 2016. 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. The firm offers both model-based and discretionary investment strategies for a diverse range of clients, including individuals, high-net-worth clients, and institutional entities.

Erin Messier is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has previously worked at United Services Inc. from 2016 to 2021. 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 delivers advisory work supported by proprietary research and model-based asset allocations.

Alissa Hyres is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2012, she has developed a wealth management practice serving families across New England and nationwide, including successful business owners and executives in biotech, construction, insurance, and accounting. Alissa focuses on delivering tailored financial strategies that reflect each client's unique goals and circumstances. Her approach involves dedicating significant time to understanding clients' perspectives on wealth, including their priorities, debt management, savings goals, and legacy plans. She designs comprehensive strategies encompassing investment and retirement planning, college funding, charitable giving, tax minimization, and estate planning. Alissa frequently collaborates with clients' CPAs and attorneys to align on income tax management and estate plans. She customizes portfolios using Merrill Lynch's strategic asset allocation and research, aiming for diversification across asset classes and sectors. Alissa holds a Bachelor's degree from Skidmore College and maintains professional credentials as a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). She is involved in community organizations including Junior Achievement and Susan G Komen. Outside of work, Alissa enjoys spending time with her family, engaging in activities such as baseball, boating, gardening, tennis, and yoga.

Tomas Cern is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and 21 years of industry experience. He has been with Cambridge Investment Research Advisors and related entities since 2013, with prior experience at Compton Capital Management. Outside of advising, he is also an independent insurance agent with Windrush Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services. The firm delivers customized investment solutions through a network of independent professionals and provides access to proprietary and unaffiliated strategies with both discretionary and non-discretionary management options.

Claudine Zigmund is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 1991. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Outhuse is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining LPL, Kelly worked at Raymond James Financial Services and Pioneer Valley Financial Group, among other firms. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Michael Cirullo is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, as well as a co-founding partner of Cirullo and Sullivan Wealth Management. He serves as a Retirement Benefits Consultant (RBC) for Merrill Lynch, where he is responsible for employee benefit plan review and investment strategy oversight. Michael is also a co-architect of the team’s goals-based retirement probability analytics platform, working closely with high net worth individuals and closely held businesses to develop long-term investment and banking solutions. Michael began his career in 1978 with EF Hutton and Company as an investment advisor and later joined Smith Barney in 1989, spending 22 years in Private Wealth Management. He transitioned with his team to Merrill Lynch Wealth Management in 2011. He holds a Bachelor of Arts degree from Brown University and maintains professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Michael is actively involved in his local community and is a member of the XPX Exchange of Connecticut. He resides in Hartford, CT with his wife, Lisanne.

Austin Shuttleworth is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has been with Thrivent and its affiliated entities since 2018 and previously worked at American International College and Set-In-Concrete. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics. The firm combines holistic, goal-based analyses with a managed-account program under a consolidated billing option while maintaining separate planning and portfolio management services.

Andrew Spremulli is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Fidelity Investments and prior experience in marketing and gymnastics-related businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Dean Laprade is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera since 2019. Prior to that, he spent 19 years with Foresters Financial, including a role at Foresters Advisory Services LLC. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, overseeing over $256 billion in assets under management.