Anthony Sardo is a financial advisor with RBC Capital Markets in Farmington, CT. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including six years at Wells Fargo Clearing prior to joining RBC in 2016. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering tailored investment strategies through various advisory programs that include discretionary and non-discretionary portfolio management. The firm combines in-house and third-party managers, with options for tax management, responsible investing, and alternative investments.

Chase Beloin is a financial advisor with LPL Financial in Farmington, CT. He holds a Series 66 designation and has less than one year of industry experience. His prior work experience includes roles in education at Avon Public Schools and Suffield Academy, as well as a position at Wood n' Tap in Farmington. 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, utilizing both proprietary and third-party strategies and technology, while supporting a large network of advisors and managing extensive discretionary assets.

Matthew Kissh is a financial advisor with Equitable Advisors in Cheshire, CT, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Outside of his advisory work, he operates Life of Light LLC, selling art online through websites. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm employs a variety of advisory models and works with third-party asset managers, focusing on personalized risk assessment and client matching to investment solutions.

Liliya Carlage is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo and Fidelity Investments since 2015. Outside of her advisory role, she serves as an officer for the Cheshire Robotics Explorers Foundation, a nonprofit organization supporting youth robotics programs. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a diverse client base including registered investment companies and charitable funds.

Minnampalli Selvaraj is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and John Hancock Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology-driven research and operational tools.

Robert Peters is a financial advisor with Raymond James Financial in Rocky Hill, CT. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Moore Nanotechnology Systems and Hanwha Aerospace USA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

William Forte is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. 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, including tailored financial planning. The firm employs a structured planning process and manages approximately $2.74 trillion in client assets.

Thomas Saltalino is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He previously worked for Avantax Advisory Services and Avantax Investment Services for over two decades. Outside of advising, he serves as Head Moderator for election results in New Britain, CT, and acts as a consultant following the sale of his accounting and tax practice. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with diverse program structures and custodial relationships.

Angela Roy is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, with prior experience at State Farm and roles outside finance including Chili's Grill & Bar and Southern Connecticut State University. Roy is also employed as a Client Service Manager at Watermark Management Partners. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Joseph Glowka is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Securities, Inc. and INVEST Financial Corp. He was also affiliated with his own firm, JL Glowka Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Alicja Jackiewicz is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and has worked previously at TD Bank, People's United Bank, and Polam Federal Credit Union. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services with strategies tailored to each client’s risk profile.

Cheryl Chapis is a Certified Financial Planner® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, supported by algorithmic automation and oversight committees.

Robert Berg is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Cetera in 2023, he worked at Cetera Wealth Services, LLC and Summit Financial Group Inc. He also owns Berg Wealth Management, where he manages client investments. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Kayla Weaver is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials. She has experience working at Wells Fargo Bank, N.A. since 2021 and began her role with Wells Fargo Clearing in 2025. Prior to her career in financial services, she spent 14 years working with Waterbury Public Schools. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a range of brokerage and advisory solutions supported by research and analytics, managing roughly $671 billion in assets with over 14,000 financial advisors.

Brian Bender is a financial advisor with Primerica Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Nick Exias is a Financial Consultant who focuses on helping clients develop and implement financial plans utilizing the resources available through Fidelity. He works to assist clients in achieving improved financial outcomes. His professional experience includes roles as a Private Client Banker at Santander Bank from 2021 to 2022, Sr. Investment Consultant at TD Ameritrade from 2019 to 2021, Private Client Banker at JPM Chase & Co. from 2016 to 2019, and Financial Planning Consultant at Barnum Financial Group from 2012 to 2015. Nick's personal interests include fitness, kayaking, running, soccer, traveling, and volunteering.

Christian Forsyth is a CERTIFIED FINANCIAL PLANNER™ with 27 years of industry experience. He is currently with Edelman Financial Engines and has held previous roles within affiliated firms dating back to 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios, discretionary management, and non-discretionary online advice while managing approximately $326 billion for roughly 477,000 clients.

Mark Franco is a financial advisor with LPL Financial in North Haven, CT, holding Series 63 and Series 65 licenses and 34 years of industry experience. His prior roles include positions at Benjamin F. Edwards & Company, Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved with a non-investment-related business, UGNTERPRISES. 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 services including financial planning, model portfolios, and third-party asset management, with advisory strategies that can be discretionary or non-discretionary and span multiple asset allocation approaches.

David Peichert is a CFP® professional with over 42 years of industry experience. He is currently with Cetera and has held prior roles at VOYA Financial Advisors and through his own firm, Peichert Wealth Management LLC. Outside of financial advising, he is a co-owner of Concentric Brewing Company, a brewery in Portland, CT. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with numerous program options.

Patricia Zak is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 43 years of industry experience. She has worked with Citigroup Global Markets from 1993 to 2009 and has been with Morgan Stanley in various roles since 2009. Zak is based in West Hartford, CT. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes and offers both direct and employer-based financial planning solutions.