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 Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on developing relationships with clients, teammates, friends, and family to support them through various financial situations. Paul's work centers on connecting individuals to the appropriate people, plans, and processes that align with their unique ambitions. His expertise includes executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, and tax minimization. Paul and his team build financial relationships based on team, advice, service, and transparency to help clients achieve their envisioned life goals. Paul holds a Bachelor's Degree from Colby College and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he is involved in community activities such as Simsbury Little League, Simsbury Youth Hockey, Simsbury Youth Soccer, and Valley Community Baptist Church. His personal interests include fishing, golfing, hiking, skiing, spending time with family, and traveling.

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.

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 with Merrill Lynch Wealth Management, where he is part of The Horton Team. He specializes in creating and managing customized financial plans that focus on individual goals and financial positions. His approach involves working closely with individuals, families, businesses, and nonprofit organizations to develop strategies that support a variety of financial and life objectives. Zimmer graduated from the University of Connecticut with a Bachelor of Science degree in Business, majoring in Finance and Economics. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses areas such as college education planning, corporate retirement plan services, family wealth management strategies, legacy planning, and personal retirement planning. Originally from New Jersey, Zimmer now lives in West Hartford, Connecticut. He enjoys attending UConn basketball games, spending time with family and friends, traveling, and engaging in activities such as golfing and fishing.

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®-certified financial advisor at Raymond James Financial with 24 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2008 to 2018 before joining Raymond James in 2018. Kidney serves as a board member and Strategic Planning Committee member for Ellington Ridge Country Club. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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 13 years of industry experience. She has spent over a decade with Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public in Glastonbury. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that are tailored to clients meeting certain net-worth criteria 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.

Sean Donovan is a financial advisor with Mass Mutual Investors Services in Glastonbury, CT. He holds Series 63 and Series 66 licenses and has one year of industry experience. His background includes roles at Carrington Capital Management and various positions outside the financial sector, including involvement with Glastonbury Parks and Recreation. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-supported planning approaches and offers specialized programs such as Divorce Planning and event-driven estate and employer-sponsored planning.

Lester Butnick is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 63 designation and 43 years of industry experience. He has been with Ameriprise since 2005, including his current role since 2020. Outside of advisory work, he is a partner in an LLC that holds the building where he works and rents office space to other businesses. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Patrick Helm is a financial advisor with Merrill in Hartford, CT, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Asics America and Reebok and spent nearly two decades in full-time education. He has been with Merrill and Bank of America since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Fasi is a Certified Financial Planner (CFP®) with 50 years of experience, currently serving clients at UBS Financial Services in Hartford, CT. He has been with UBS since 1975. In addition to his advisory role, he participates in a venture partnership focused on investing in startup companies within the healthcare and pharmaceuticals sectors. 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 employs proprietary capital market assumptions and research to tailor financial plans aligned with clients’ goals and risk tolerances.