Keith Pelkey is a financial advisor with Charles Schwab based in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2005. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 separately managed accounts, utilizing multi-asset model portfolios and a comprehensive due diligence process.

Clifford Jarvis Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 43 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2018 and was previously with Ohanesian/Lecours, Inc. for nine years. Outside of his advisory role, he has been an independent insurance agent since 1990. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

David Farnham is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and joined Merrill Lynch in 2010. David specializes in developing strategies and advice for retirees, individuals, families, and businesses to support their short- and long-term financial goals. His approach to wealth management is consultative and objective. He listens carefully to client situations, preferences, and goals before recommending asset allocations that reflect income and growth expectations. David also provides guidance on a range of opportunities including investments, retirement, estate planning services, and philanthropy. He holds FINRA Series 7 and 66 registrations, Life, Health, and Variable Annuity Licenses, and the Chartered Retirement Planning Counselor (CRPC) designation. He is also a qualified Portfolio Advisor who can recommend Merrill or approved third-party investment management strategies. David earned both his Bachelor's of Science degree in 1981 and a Master of Education degree in 1992 from Springfield College. He participates in various non-profit fundraising efforts and volunteers with community organizations. In his spare time, David enjoys traveling, golfing, swimming, and spending time with his family, including his grandson and granddaughter. He lives in Amherst with his wife, Jacqueline.

Karen Leonard is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers various discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a large nationwide network of advisors and branch offices.

David Brochu is a financial advisor with LPL Financial in Farmington, CT, holding a Series 66 license and 11 years of industry experience. He has been with RGB Financial/LPL since 2015. Brochu is involved in tax preparation and accounting through RGB Tax Services, LLC. 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 financial planning and portfolio management services supported by research tools and a broad network of advisors.

Chester Darling is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Services, Inc. and RiverSource Distributors Inc. Outside of his advisory work, he serves on the Board of Directors for the Hartford Athletic Academy Parent Advisory Board and acts as a Parent Team Manager. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Reid Morin is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2024 to 2026. His work focuses on understanding clients' values and goals to co-create and update detailed financial plans. Reid is committed to strengthening financial plans and building ongoing client relationships through a collaborative approach.

Christopher Gent is a ChFC®-designated financial advisor with 53 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Parkland Securities, SPC, Ohanesian / Lecours, Inc., and New England Securities. He serves as a voluntary board member of the Ron Roley Foundation, which promotes public awareness for pancreatic cancer, and holds a board emeritus position at the American School for the Deaf. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options, financial planning, and consulting services, supported by a nationwide network of over 10,000 advisors.

Lei Wang is a CFP® professional with 31 years of industry experience, currently serving at OSAIC since 2025. Prior to this, Wang spent 24 years at Lincoln Financial Advisors. Outside of advisory work, Wang is a published book author and is involved in the sale of fixed life and disability insurance, fixed and indexed annuities, and long-term care insurance through a personally owned entity. OSAIC is an institutional firm serving a wide range of clients including individual investors, retirement plans, charities, and corporate clients. The firm offers both brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform supported by various program options and third-party managers.

Jennifer Heims is a financial advisor with Ameriprise in Avon, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Ameriprise since 2018, following prior roles at Cornerstone Capital Partners Inc., N.A. and Hrc Investment Services, Inc. Outside of advising, she holds timeshare condominium units at Mount Snow Resort. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

Yaqarah Sage is a financial advisor at Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses with four years of industry experience. Their prior roles include positions at Goldman Sachs, Raymond James Financial Services, and Marinelli Wealth Management. Morgan Stanley Wealth Management offers a wide array of advisory programs for individual and institutional clients, featuring tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Marlene Lambert is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2018. Her prior experience includes roles at Edward Jones and BPM Financial Ltd. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

E. Loomis is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding a Series 66 designation and 14 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2016 to 2017. Outside of advisory work, Loomis is also an insurance agent involved in property and casualty insurance brokerage. 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 offers financial planning, asset management, and educational seminars, employing a collaborative, annual financial planning process that utilizes firm-approved analytical tools.

Sophie Stevens is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Raymond James Financial Services, Liberty Bank, and Simsbury Bank & Trust Co. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools such as Monte Carlo simulations as part of its advisory services.

Douglas Dandrea is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities from 2014 to 2017. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Devon Kevetos is a Series 66-licensed financial advisor at Morgan Stanley in West Hartford, CT, with one year of industry experience. Prior to joining Morgan Stanley, he has held various roles across retail and service sectors, including positions at Marshalls, Target, and Square Peg Pizzeria. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Omar Linares Sanchez is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked in the food service industry, including a five-year period at Mancuso's Restaurant & Bar. Outside of advising, he has worked as an independent food courier for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm is also noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Robert Hensley is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 55 years of industry experience. His career includes work with Advantage Capital Corporation and the founding of Robert Hensley & Associates. Outside of his advisory roles, he serves on the board of trustees and investment committee for the nonprofit McLean Home and is a board member of the Simsbury Meadows Performing Arts Center, as well as a trustee for St. Catherine of Siena parish. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. It serves a broad client base including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning options through a multi-manager platform.

Carlos Salmon is a CFP® professional with 12 years of experience in the financial services industry. He currently works with Cetera and has previous experience at firms including Bank of America, Merrill, and Key Private Bank. Salmon serves as an elected board member of Hebrew Senior Care, where he participates on the finance committee, and he also manages Kyros Consulting, providing tennis lessons and speaking engagements. Cetera Investment Advisers LLC operates a multi-manager platform that serves a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through discretionary and non-discretionary programs, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Elizabeth Greak is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 33 years of industry experience. She has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services, among other firms. Outside of her advisory role, she owns Comer & Greak Financial Consultants, which provides fixed insurance sales and income tax preparation services for investment clients. OSAIC 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 various managed portfolio options and third-party manager programs.