Kevin Mc Hugh is a financial advisor with Merrill in Glastonbury, CT, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Steven Hintz is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 licenses and with 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and operates his own CPA practice providing tax preparation services. Outside of his advisory role, Mr. Hintz is a director and assistant treasurer of the South Windsor Land Conservation Trust and is a part owner of a Massage Envy franchise. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm supports both discretionary and non-discretionary investment strategies through various platforms and provides access to proprietary and third-party model strategies.

Luke Grabowski is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has worked with firms including Braley and Finnegan LLC and Mass Mutual Life Insurance Company. Outside of advisory work, he is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual financial planning using firm-approved software tools, with implementation options that may involve brokerage or insurance arrangements.

Jackson Wolff is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and has been in the industry since 2023. Prior to his advisory role, he spent four years at Babson College and six years at Kingswood Oxford. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools to analyze client goals and provides collaborative, annual financial planning engagements.

Nicholas Oliveros Pipkin is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Mass Mutual since 2018. Prior to his advisory role, he served in the Army for six years and was involved with Lucky Taco and Red Robin. He is also an independent insurance agent selling fixed insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including wrap and money-manager options as well as educational seminars.

Arthur Sullivan Sr. is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Wells Fargo Clearing for 11 years. He serves on the investment and finance committee of the American School for the Deaf. Wells Fargo Advisors 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 range of planning services and tools, delivering tailored recommendations through a network of financial advisors.

Benjamin Stephens is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at GWFS Equities, Inc. for three years and Shamrock Companies for 23 years before joining Fidelity in 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, long-term asset allocation strategies.

Sean Drinan is a financial advisor at Stifel with 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he is involved with Dream Big Basketball LLC, where he gives basketball lessons and conducts training camps. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Diane Brett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at LPL Financial since 2011 and previously worked at Merrill and Advest, Inc. Diane also provides financial and investment advice through American Eagle Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Marilyn Zarkos is a financial advisor with LPL Financial in Enfield, CT, holding a Series 66 designation and nine years of industry experience. Her career includes roles at M&T Bank, Citizens Securities, Inc., and Edward Jones. 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, third-party asset management, and institutional platforms.

Jaime Mcauliffe is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Fisher Investments since 2017 and previously was with Voya Financial Advisors and Voya Financial from 2014 to 2017. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.

Bryan Greenleaf is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has eight years of industry experience, having worked previously with UBS Financial Services and St. Germain Securities. His current tenure at Mass Mutual Investors Services began in 2018, with a brief interval before returning in 2024. MassMutual 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, emphasizing collaborative, goal-focused engagements supported by firm-approved software tools.

Emma Szalay is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022, preceded by three years at Ameriprise. Outside of finance, she has experience with community-oriented roles such as involvement in the Team Osan Spouses Club and the USO. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to multiple registered investment companies and use of advanced technologies in portfolio management.

Derek Mazzarella is a financial advisor with LPL Financial in Glastonbury, CT, holding a Series 66 license and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Park Avenue Securities and Guardian Life Insurance Company from 2010 to 2021. He is also active as an author and speaker, delivering seminars outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary and third-party investment models.

Kevin Flynn is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Hammond Iles Wealth Advisors, Ceros Financial Services, and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet certain net-worth thresholds.

Lisa Moulton is a financial advisor at Merrill with 34 years of industry experience. She has been with Merrill since 1990 and holds a Series 63 designation. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jay Bigman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has previously worked at Investacorp, Inc. for 26 years and held roles at Securities America Advisors, Inc. before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering diversified investment solutions including model portfolios, third-party asset management, and institutional platforms.

Matthew Chirico is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. His prior roles include positions at Infinex Investments, Northwestern Mutual Investment Services, and AXA Advisors. Outside of his advisory work, he is the owner of SMD Enterprises LLC, a business selling collectibles on eBay. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models, including third-party and proprietary programs, to provide diversified investment solutions.

Jay Rubman is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Avantax Investment Services, Inc. and operated Rubman & Associates. Rubman is also involved with Innosure Insurance LLC as an insurance sales agent specializing in property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment strategies and third-party managers.

Matthew Ellis is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Ellis is involved in local community boards, including serving as president of a condominium association and co-owning a martial arts studio. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering personalized, research-driven recommendation reports through a centralized consulting team. The firm offers a broad array of advisory, brokerage, and insurance solutions typical of a large institutional provider.