Brendon Moore is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Voya Financial in various advisory roles from 2014 to 2018. Outside of his advisory work, Moore coaches youth baseball in West Hartford, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, delivering both discretionary and non-discretionary management supported by model portfolios and third-party research.

Cathleen Langlais is a financial advisor at Merrill with 12 years at the firm and holds the Series 66 designation. She has two years of industry experience. Merrill, together 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Allen is a financial advisor with Ameriprise in Wethersfield, CT, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is a partner and 25% owner of Maple Tree Cafe, a restaurant in Simsbury, CT. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

David Stewart is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Liberty Bank and its investment services since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors, using tailored, non-discretionary planning and analytical tools to support client goals.

Sydney Ratte is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise in 2023, Sydney worked at The Metropolitan District Commission, Manpower, and the University of Connecticut’s Department of Events & Conferences. Sydney holds a Series 66 designation. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves clients with significant investable assets and delivers solutions through a centralized consulting team and affiliated broker-dealer and insurance companies.

Kevin Wheeler is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Wheeler has been with Liberty Bank and its investment services division since 2011, serving as Vice President and financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools for risk profiling and outcome modeling.

Christopher Dibble is a financial advisor with LPL Financial in West Hartford, CT, holding a Series 66 credential and 9 years of industry experience. His prior roles include seven years at Morgan Stanley Private Bank and Morgan Stanley, as well as positions at Charles Schwab and Dime Bank. Outside of his advisory work, he is involved with Something Better Productions, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and leverages model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Gary Helbling is a financial advisor with Ameriprise in Durham, CT, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He previously worked at Oppenheimer from 2014 to 2019 before joining Ameriprise Financial Services Inc. and Ameriprise in 2019 and 2020, respectively. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Richard McMahon is a CFP® and ChFC® with 41 years of industry experience, currently serving at Ameriprise since 2015. He holds a role on the board of directors as treasurer for The Foundation of Possibilities. Ameriprise offers retirement-income planning services for clients meeting specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Joseph Nolan is a financial advisor with Ameriprise in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Metlife Securities, Inc. and Metropolitan Life Insurance Company from 2002 to 2017, followed by positions at Mass Mutual Investors Services and Ameriprise Financial Services Inc. He serves on the Board of Directors and as Treasurer of the Devonwood Homeowner's Association in New Britain, CT. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools, while offering a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

David O'Connell is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Dickinson College for eleven years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Daniel Obrien is a financial advisor with Merrill in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Merrill since 2009 and at Bank of America since 2010. Obrien serves as an officer for the Floyd O'Brien Memorial Scholarship, a nonprofit organization that awards an annual scholarship to a graduating senior from the Rockville High School golf team. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Sebastian Olczyk is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services, Inc. since 2017, following prior positions at The Prudential Insurance Company of America and Pruco Securities, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written Recommendation Reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

R Grenier is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 42 years of industry experience. Prior to joining LPL Financial in 2025, Grenier worked at Cadaret, Grant & Co., Inc. for 21 years and operated BRP/Grenier Financial for 17 years. Outside of advisory work, Grenier serves on the finance and investment committee of Mason Wright Assisted Living, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supports diversified investment strategies, and provides both discretionary and non-discretionary management options.

Jeremy Lobo is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. and Raymond James Financial Services Inc., having previously spent 24 years at Commonwealth Financial Network. In addition to his advisory work, he is co-founder and president of Lobo & Pascale Wealth Management, LLC, a support company he has led since 2001. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisor affiliation and targeted advisory programs.

Robert Impelluso is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of advising, he is a member of a local business networking group. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide tailored portfolio management, financial planning, and brokerage services through a combination of in-house and third-party investment managers.

Joanna Plage is a financial advisor with Ameriprise in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise since 2015. Outside of her role at Ameriprise, she manages day-to-day practice management activities at McMahon Wealth Management. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ financial situations.

Paul Lantieri is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies, combining in-house and third-party managers alongside integrated services such as financial planning, custody, and brokerage.

Yoselin Murillo is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2019, following two years at People's United Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios with systematic, long-term asset allocation strategies.

Kyle Egress is a Series 66-registered financial advisor with Morgan Stanley in West Hartford, CT, with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. He serves as a board member and programs committee member of the Estate and Business Planning Council Hartford. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes using firm-approved tools and models.