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.

Jordan Chase is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Before joining Cetera, he worked at Avantax Investment Services Inc. and Avantax Advisory Services, and has backgrounds in other industries including automotive finance and waste management. Outside of his financial advisory role, he coaches boys basketball. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary accounts across multiple program structures.

Christopher Tarantino is a Senior Financial Advisor with The Tarantino Group at Merrill Lynch Wealth Management. He focuses on developing wealth management plans and building strategies for individuals, families, and businesses by understanding their short- and long-term financial objectives. Leveraging the resources of Merrill Lynch, he works with clients across the nation and has a longstanding history of serving the Massachusetts and Connecticut communities since 1974. Chris entered the financial services industry in 2004 and joined Merrill Lynch Wealth Management in 2017. Throughout his career, he has worked in several cities including New York City, London, Phoenix, and San Francisco, before returning to his community in Simsbury, Connecticut. His expertise areas include family wealth management strategies, personal retirement planning, portfolio management services, and individual and corporate investment strategy. He holds a bachelor's degree in Economics from Trinity College in Hartford, Connecticut, and carries the Personal Investment Advisor (PIA) designation. Chris and his family are active in their local community and participate in organizations such as Habitat for Humanity. He resides in Simsbury, CT with his wife, two children, and dog.

Amber Quagliaroli is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has worked at Northwestern Mutual Wealth Management Company, William D. Gombatz, and Fidelity prior to her current roles since 2018. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to develop written recommendations tailored to clients' goals.

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.

Yevgeniy Maltsev is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation. He has approximately 13 years of industry experience, including 12 years at Ameriprise Financial Services and one year at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery conversations and proprietary planning tools, managing around $2.74 trillion in client assets.

Nicholas Hopley is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position he has held since joining the firm in 2009. He has been working in the financial services industry since 1994, focusing on developing strategies and recommendations for individuals, their families, and their businesses to help meet short- and long-term financial goals. His approach to wealth management is consultative, objective, and tailored to individual clients. Nicholas takes time to understand clients' financial situations, preferences, and goals before offering recommendations for asset allocations that align with their income and growth expectations. He continues to engage in discussions covering investments, retirement, estate planning services, and philanthropy. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, socially responsible and values-based investing, individual and corporate investment strategy, tax minimization, and retirement income. Nicholas graduated in 1989 from Grinnell College with a B.A. in Political Science and earned an M.B.A. in 1994 from the School of Management at the University of Massachusetts Amherst. He obtained the Certified Investment Management Analyst (CIMA) designation in 2016 and holds the Personal Investment Advisor (PIA) designation. Outside of work, he is an avid runner who has competed in the Boston Marathon 29 times over 31 years. He lives in Amherst, Massachusetts, with his wife Jennifer; they have two children.

David Jorgensen is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining RBC in 2024, he worked at Morgan Stanley in various capacities from 2012 to 2024. He serves on several nonprofit and community organizations, including as a commissioner for the Capital Region Development Authority, a member of the investment committee for the United Way of Northern and Central Connecticut, and as a board director for The Police Athletic League of Hartford. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies delivered through multiple advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm leverages a range of affiliated asset managers and investment vehicles, integrating capital markets capabilities with personalized client solutions.

Joshua Fazzino is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Securities America, Inc. Outside of finance, he has worked in education and the hospitality industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research to tailor client portfolios.

Nicholas Stager is a Financial Advisor with Merrill Lynch Wealth Management, serving individuals, families, and business owners in West Hartford and the greater Connecticut community. His practice focuses on comprehensive wealth management, including retirement income planning, tax-efficient investment strategies, estate planning, and multigenerational wealth guidance. Nicholas works closely with clients to address key financial questions such as retirement timing, income sustainability, tax reduction, and legacy protection. Nicholas holds a Bachelor's Degree from the University of Connecticut and the Personal Investment Advisor (PIA) professional designation. He is a member of the American Sailing Association and is involved with The Hometown Foundation, reflecting his commitment to community engagement. His approach to financial advising centers on building trust and understanding each client's unique goals and circumstances to develop personalized strategies. Outside of his professional work, Nicholas enjoys outdoor activities including adventure sports, boating, golfing, hiking, skiing, and traveling. He values transparency, integrity, and a client-centric service philosophy in his efforts to help clients make informed decisions for their financial futures.

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.

Patrick Helm is a financial advisor with Merrill in Hartford, CT, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Asics America and Reebok and spent nearly two decades in full-time education. He has been with Merrill and Bank of America since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Fasi is a CFP® with over 51 years of experience in the financial services industry, all with UBS Financial Services. He is based in Hartford, CT, and participates as a partner in Aimers Venture Partners, LLC, a healthcare and pharmaceuticals venture partnership, where he evaluates startup companies for potential investment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Robert Cusano is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2000 and is also a licensed real estate broker operating Cusano Realty since 1989. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining research-driven asset allocation with a range of portfolio management and capital markets services.

Emily Gomez is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and previously worked at the University of Connecticut and the Manchester Early Learning Center. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Carly Flanagan is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2022, she worked at Futures Inc. from 2019 to 2022. Her background also includes work in the hospitality sector. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

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.

Justin Levsky is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. He has worked at UBS since 2022 and previously held roles at Skyhawk Investment Group and Baystate Health. Levsky serves as a trustee of the William Sadowsky Family Trust, a charitable family foundation managing and distributing donations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and a range of capital markets activities.

Robert Fiondella Jr. is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked at firms including M Holdings Securities, Inc., Fiondella Insurance and Retirement Planning, and Anchored Finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary and third-party strategies.