Benjamin Hyland is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Prior to entering the financial industry, he spent seven years at BMW of North Haven. 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, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Donald Dugan is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and five years of industry experience. His career includes multiple roles at Morgan Stanley and Fordham University, as well as a position at Fiduciary Investment Advisors (Fiducient Advisors) and work with Big Fish Promotions and Kingswood Oxford School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates proprietary modeling tools and emphasizes client implementation.

Matthew Evora is a financial advisor with Merrill in Glastonbury, CT, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Webster Bank and a four-year period at the University of Connecticut. He has been with Merrill and Bank of America since 2020. 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 individuals, high-net-worth clients, and institutional investors.

Laura Fish Kelly is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 63 designation and 41 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Kelly serves on the Board of Directors for St Isidore and Maria Church. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Barnaby Horton is a Wealth Management Advisor and the founder and managing partner of The Horton Team at Merrill Lynch Wealth Management in Hartford, Connecticut. He specializes in corporate and institutional retirement planning and holds titles including Certified Investment Management Analyst® professional and Retirement Benefits Consultant. Barnaby has been recognized multiple times, including being named to Forbes "Best In State Wealth Advisor" list in 2023, 2024, and 2025, and to the Financial Times "Top 401 Financial Advisers" list from 2015 to 2020. Barnaby's expertise extends across areas such as corporate executive services, divorce transition planning, employee benefits planning, institutional consulting, and services for endowments, foundations, and non-profits. His professional designations include Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Educationally, he holds a Juris Doctor degree from the University of Connecticut and a bachelor's degree from Washington University in St. Louis, along with specialized training from Yale School of Management, UCLA's Anderson School of Management, and the Wharton School of Business. Barnaby is engaged in his community through leadership and volunteer roles. He serves on the board of the Hartford Stage Company, acts as an Ambassador for The Bushnell Center for the Performing Arts, serves as a Deacon and member of the Sanctuary Choir at Asylum Hill Congregational Church, and has held elected positions with the University of Connecticut Board of Trustees and the Connecticut State Legislature. Outside of his professional duties, Barnaby is passionate about spending time with his family, traveling, running, and has completed nine marathons including the Chicago, Boston, New York City, London, and Berlin marathons. He lives in Hartford with his wife, their four children, and their Australian labradoodle.

Scott Timko is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 2007 and holds the Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and affiliated banking programs.

Christian Fragoso is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley and Fidelity Investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, enabling advisors to deliver recommendations supported by Wells Fargo research and planning tools.

Alfred Loomer is a financial advisor at Ameriprise in Windsor, CT, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Loomer serves on the Board of Directors for the Scherer Ridge condominium association, is a member of the Town of Windsor Economic Development Commission, and acts as Board Development Chair for Forge City Works. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering personalized recommendation reports that integrate research and modeling to guide income strategies. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sunny Patel is a CFP® and CFA® with five years of industry experience, currently affiliated with LPL Financial in Manchester, CT. He has held previous roles at Connecticut River Wealth Management, The Goff Financial Group, DMO Group, Edward Jones, and Three Point Capital. Outside of his advisory work, Patel is a passive investor in a hotel business through Patel Global Group 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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.

Robert Pascale is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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.

Debora Ingraham is a Series 66–licensed financial advisor with RBC Capital Markets who has 22 years of industry experience. She has worked at RBC Capital Markets Corporation since 2008. Outside of her advisory role, she participates in community and cultural activities, serving as chairman of investments for the South United Methodist Church board of trustees and as a board member of the Manchester Symphony Orchestra and Chorale. She also operates a home-based sewing and quilting business and works as a retail associate at LL Bean. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring integrated portfolio management, financial planning, and custody services.

Jon Lindblom is a Series 66 licensed financial advisor with Thrivent Investment Management, where he has worked since 2015. He has 10 years of industry experience and serves as an elder on the council board of Union Congregational Church, overseeing church governance and operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic goal-based analyses and written recommendations across a range of planning topics without providing portfolio management for institutional clients.

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.

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.

Marc Moreno is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials. He has been with Ameriprise since 2025 with prior experience at companies including Wayfair and TEKsystems. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice. The firm emphasizes tax-aware withdrawal strategies and uses research, third-party data, and algorithmic tools to support its recommendations within a defined investment universe.

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 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.