Kent Byrd is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has prior experience at Silicon Valley Bank in both the U.S. and Canada. His work history also includes time at Boothbay Harbor Country Club and a period of extended travel. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm’s approach combines proprietary capital market assumptions and model-based asset allocations with research from its Chief Investment Office and UBS Global Research to tailor client strategies across planning and portfolio management.

Alyssa Ranney is a financial advisor at Edward Jones in Enfield, CT, holding a Series 66 registration and three years of industry experience. She has been with Edward Jones since 2012. Alyssa is a co-owner of Wil-Ril Fishing Adventures LLC, a fishing charter business, though she does not have active responsibilities in its operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Michael Brooks is a financial advisor at Morgan Stanley in Hartford, CT, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience including operating M&M Detailing LLC and working at Black Jax Saloon. Brooks attended Central Connecticut State University from 2021 to 2025. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with a range of specialized investment activities.

Jennifer Frick is a financial advisor at Cetera with 27 years of industry experience and holds the Series 66 designation. She previously worked at Voya Financial and its affiliated entities from 2014 to 2021 before joining Cetera Wealth Services and later Cetera. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.

Matthew Beggs is a financial advisor at Edward Jones in Enfield, CT, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Stateline Senior Services and several other firms before joining Edward Jones in 2022. Beggs serves as a member of the Town of Somers Economic Development Commission, which focuses on supporting local businesses and business owners. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,000 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Cecilia Bettencourt is a Series 66-licensed financial advisor with UBS Financial Services, based in Hartford, CT. She has 18 years of industry experience and has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated lending programs.

Barbara Davis is a financial advisor with Ameriprise in Manchester, NH, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its predecessor entities since 2013. Outside of her advisory role, she is involved with The Halpin Company as an RP Delegate, supporting supervision of financial advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice, delivering non-discretionary recommendations through a centralized consulting team.

Justin Perez is a financial advisor with Cetera and holds a Series 66 license. He has four years of industry experience and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Riverview Financial Partners, a business operating under Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Douglas Beerbower is a Wealth Management Advisor at Merrill Lynch Wealth Management with 25 years of experience at the firm. He leads the team's Investment Advisory Program services and serves as the operational leader. In his role as a Senior Portfolio Manager, he manages Personalized or Defined Strategies on a discretionary basis, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Doug works with individuals and families to align investment strategies with their long-term goals. He holds multiple professional designations, including Certified Financial Planner (CFP®), Certified Portfolio Manager (CPM®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Michigan State University. Doug resides in Simsbury with his wife and three sons.

Vincent Winans is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 13 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2017 and previously worked at Financial Vision Advisory Services, LLC and Securities Service Network, Inc. from 2015 to 2017. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative planning engagements supported by firm-approved analytical tools and delivers recommendations primarily focused on investment categories and strategies.

Nicholas Nalbatian is a financial advisor at UBS Financial Services in Hartford, CT, holding Series 65 and Series 63 licenses. He has one year of experience in the financial industry, previously working at Webster Bank and combining roles in education and retail. His background includes teaching positions at Westside Middle School, Danbury High School, and Western Connecticut State University over a nine-year period. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, offering services such as fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client plans.

Brandon Burleigh is a CFP®-certified financial advisor with four years of industry experience, currently with UBS Financial Services in Hartford, CT. His prior roles include positions at Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory work, he owns and operates an asphalt maintenance company. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Daniel Fitzsimmons is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individuals and families on a range of financial matters including investing, retirement planning, managing new wealth, and tax minimization. His approach involves taking the time to understand clients' goals, concerns, and what they want their financial life to support, allowing him to provide advice aligned with each client's priorities. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Connecticut State University. Daniel's client focus areas include personal retirement planning, portfolio management services, retirement income, and navigating financial complexity related to job transitions and equity compensation. Outside of his professional role, Daniel enjoys outdoor activities and maintaining an active lifestyle, participating in sports such as baseball, basketball, football, golfing, pickleball, and running.

Robert Moquin is a CFP® with 20 years of industry experience, currently affiliated with RBC Capital Markets. He previously worked at Morgan Stanley through various divisions from 2009 to 2024. Outside of his advisory role, he serves as an estate executor. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and integrates capital markets and lending capabilities through its affiliated entities.

Danny Parenteau is a financial advisor at Morgan Stanley in Hartford, CT, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2017, including Morgan Stanley Private Bank, N.A. from 2019 onward. Prior to his advisory career, he worked at Quinnipiac University for two years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kevin Young is a financial advisor with Edward Jones in Manchester, CT, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Young is a financial advisor at UBS Financial Services in Hartford, CT. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining UBS, he worked at NEOS Investment Management, LLC and has experience outside the financial industry, including roles in education and local government. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. Its Financial Advisors use proprietary research and model-based strategies to tailor plans based on clients’ goals and risk tolerances.

Patricia Morytko is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and uses proprietary research and model-based asset allocations to tailor strategies for clients.

Gerald Dubey is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he serves as a Trustee Emeritus for the Connecticut River Museum, a maritime museum and foundation. 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 strategies to clients' goals and risk tolerances.

Michael Switchenko is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.