Latifa Kolarevic is a Series 66-licensed financial advisor at Merrill with seven years of industry experience. She has been affiliated with Bank of America and Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Daniel Dominello is a financial advisor with RBC Capital Markets in Farmington, CT, holding a Series 66 designation and seven years of industry experience. His previous work includes roles at PricewaterhouseCoopers, LLP, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ Advisory Risk Profiles and integrates in-house and third-party managers while providing access to alternative investments and tax-management options.

Mike Wiggins is a Financial Consultant at Fidelity Investments, where he has been working since 2021. In this role, he collaborates with clients to develop, implement, and maintain financial plans aimed at achieving their goals through a holistic and team-based approach. He focuses on building long-lasting and trusting relationships to provide meaningful support aligned with what matters to his clients. Prior to joining Fidelity, Mike held several roles in the financial services industry. He served as Operations Manager at Voya Financial Advisors from 2017 to 2021, and as a Financial Planning Consultant there from 2015 to 2017. His earlier experience includes positions as a Senior Compliance Analyst at Voya Financial Advisors, Compliance Specialist at Lincoln Financial Group, and Investment Advisor Representative roles at Metlife and Axa Advisors. Mike's career in financial services began in 2001 as a Registered Sales Associate at Suntrust Securities.

Cynthia Guertin Gileau is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2000, focusing on developing financial strategies for high-net-worth individuals, families, and businesses to help them achieve both short- and long-term financial goals. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Cynthia holds the Personal Investment Advisor (PIA) designation and earned her Bachelor's Degree from the Florida Institute of Technology. She also completed her high school education at Plainfield High School.

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 of his advisory role, he is a silent partner in KMJ LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm employs a tiered wrap fee structure and utilizes third-party asset managers overseen through an independent due-diligence process.

Joseph Frissora III is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at BAE Inc, Raytheon, and EASi, as well as time spent in education. He is also involved with Paragon Financial Group, where he provides financial advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary options.

Jon Kehl is a financial advisor at OSAIC with 40 years of industry experience and holds the Series 66 designation. His prior roles include positions at Securities America Advisors and Questar Capital Corporation. He serves on the Finance Committee of the Connecticut Humane Society, assisting with oversight of the organization’s endowment fund investments. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services with a focus on diversified, tool-driven portfolio construction.

Thomas Hall is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009, including Wells Fargo Clearing, and holds a Series 63 designation. 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. The firm offers a broad array of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Nicholas Provera is a financial advisor with Edward Jones in Southington, CT. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Newcountry Mercedes Benz and operated his own business, The Bumper Pros, for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Anthony Smith is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company. Outside of financial services, he has worked part-time as a ramp service agent for American Airlines. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Christopher Perry is a Series 63-registered financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and currently works at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a partner in Perkin Holdings LLC, an entity that receives income from land mineral interests. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes but does not include individual security recommendations in standalone plans.

Daniel Civiello is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise Financial Services, LLC since 2021. Outside of his advisory role, he has experience as an associate financial advisor with Watermark Management Partners. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized retirement-income recommendations.

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 42 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and is also associated with Ohanesian/Lecours, Inc. since 2009. Outside of advisory roles, he operates as an independent insurance agent in Windsor Locks, CT. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

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 designation and 11 years of industry experience. He has been with RGB Financial and LPL since 2015. Brochu is also involved with RGB Tax Services, LLC, where he provides tax preparation and accounting services. LPL Financial is a SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various managed account options.

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.

Diane Fisher is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 42 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional consulting services.