Kurt Lippincott is a CFA® charterholder and holds a Series 66 license, with 26 years of experience in the financial industry. He has worked at Mass Mutual Investors Services and MassMutual since 2021 and was previously with City National Rochdale from 2014 to 2021. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Edgar Johnson is a financial advisor with Edward Jones in Windsor, CT, holding a Series 66 designation and providing advisory services for eight years. Before joining Edward Jones in 2017, he worked for two years at PEG - Professional Employment Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Katelyn Lycksell is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves as Treasurer for the Center Commons Homeowner's Association, managing financial responsibilities for the association’s operations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management offerings and employs proprietary research and model-based asset allocations to tailor client plans.

Kristopher Peruccio is a financial advisor with Primerica Advisors in Bloomfield, CT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005. Outside his advisory role, he is a silent partner in KMJ LLC. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and offers a range of investment approaches supported by third-party trade execution and custody services.

Joseph Frissora III is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has prior work history at BAE Inc, Raytheon, and EASi. Frissora is also involved with Paragon Financial Group as a financial advisor focused on investment sales. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services with access to multiple program options, including model portfolios and bespoke strategies.

Sarah Thompson is a financial advisor at Morgan Stanley in Hartford, CT, holding a Series 66 designation with two years of industry experience. Before joining Morgan Stanley in 2022, she worked in education at The Advent School and Cheshire Academy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Thomas Hall is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Wells Fargo Advisors since 2018, following two years at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, covering a broad range of financial planning areas including retirement, education, and business-owner transition planning.

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.

Patricia Drabick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. She previously worked at Johnston Lemon Asset Management Inc. and currently has roles as a notary and co-executor in estate matters. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals and multiple platform options.

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 financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2013. Outside of his advisory role, he is the owner of Bonita Brew Crew LLC, a business unrelated to investment activities. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed accounts, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management includes a range of program strategies and emphasizes manager oversight, tax-focused capabilities, and integration with Bank of America’s broader financial platform.

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.

Steven Viera II is a financial advisor at UBS Financial Services with a Series 66 designation. He has worked at UBS since 2026 and has prior experience at JP Morgan Chase, Hartford Steam Boiler, Marist University, and Tolland Public Schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

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.

Steven Gobel Sr. is a financial advisor at Morgan Stanley with 37 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to develop financial plans without providing individual security recommendations as part of its standalone planning services.

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.

Nicholas Manolakis is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, he serves as a sports official and is involved in individual life and group health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning relationships supported by firm-approved software and offers various investment and planning programs.

Kevin Boisselle is a financial advisor with LPL Financial in Springfield, MA, holding Series 63 and Series 66 designations and offering 25 years of industry experience. He was previously associated with Cadaret, Grant & Co., Inc. for over two decades and is a partner at Boisselle, Morton & Wolkowicz, LLP, an accounting and tax preparation firm. 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, and institutional platforms, supported by extensive resources and technology for its network of over 22,800 advisors.

William Ward is a financial advisor with Mass Mutual Investors Services in Springfield, MA. He holds Series 63 and Series 65 licenses and has seven years of industry experience, including prior work at Stop & Shop LLC. 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 offers financial planning, asset management, and educational seminars, with a structured approach that emphasizes collaborative goal analysis and written recommendations.

Thomas Zimmer is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. Prior to that, he was employed at Bank of America and spent time at the University of Connecticut Center for Career Development. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.