Gary Nicksa is a financial advisor with Edward Jones in Torrington, CT, holding CFP® and ChFC® designations and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options supported by a nationwide network of more than 23,000 advisors.

Marc Sack is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2009, previously working at Citigroup Global Markets and Northstar Wealth Partners LLC. Outside of advising, he conducts guitar lessons and operates a small family online retail business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Henry Cormier is a financial advisor with Ameriprise in Unionville, CT, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he holds a real estate license and owns Cormier Wealth Management, LLC, a business established to manage salaries and expenses related to his Ameriprise activities. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and the use of algorithmic tools under oversight.

Gary Gray is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is the owner of Spartan Sharpshooter, a recreation business based in East Longmeadow, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and modeling techniques.

Christopher Clarke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank of America, Virtus Investment Advisers, and Voya Financial Partners. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Alexander Duxbury is a Series 66-registered financial advisor with seven years of industry experience. He is currently affiliated with Raymond James Financial and Liberty Bank, where he provides comprehensive wealth management and investment planning services. His prior experience includes roles at Merrill Lynch and Nordstrom. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs tailored, non-discretionary advice supported by analytical tools and has specialized offerings in municipal finance and SIMPLE IRA employer advisory services.

Richard Hilliard is a financial advisor at J.P. Morgan Securities in Torrington, CT, holding Series 63 and Series 65 licenses with four years of industry experience. His career includes roles at Primerica Advisors and JPMorgan Chase Bank, N.A. prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence and incorporates ESG considerations where applicable.

Alston Eldridge is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he develops relationships with clients to understand their unique financial planning needs and collaborates with his team to create plans aimed at achieving long-term financial success. Prior to his current position, Alston served as a Financial Advisor at Ameriprise Financial Services from 2019 to 2023. He also gained experience as a Research Analyst at State Street Global Advisors between 2017 and 2019, and worked as an Internal Wholesaler at the same firm from 2015 to 2017. Outside of his professional career, Alston has interests in golf, reading, and soccer.

Tiffany Mazur is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Key Investment Services LLC, Key Bank, LPL Financial LLC, and Webster Bank. Outside of her advisory role, she is involved with the United Way of Central and Northeastern Connecticut, where she participates in event planning and community engagement. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Martin is a financial advisor at Raymond James Financial with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Bank of America, Merrill Lynch, BNY Mellon, and Fidelity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Thomas Fruin Jr. is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2011 and has worked specifically with the Morgan Stanley Private Bank since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured discovery process and firm-approved planning tools to develop client plans, managing approximately $2.74 trillion in client assets.

Nicholas Centopani is a financial advisor at Charles Schwab with one year of industry experience and holds a Series 66 designation. Prior to joining Schwab, he worked in automotive parts manufacturing as a repair technician at Bridgeport Milling Head Repair, Inc. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and alternative investment due diligence.

William McCarthy is a Planning Consultant at Fidelity Investments, where he collaborates with a team of advisors and specialists to assist clients in developing and maintaining personalized financial plans. He provides support throughout the financial planning process to help clients meet their goals. He has held several roles at Fidelity Investments, starting as a Customer Relationship Advocate from 2021 to 2022, advancing to High Net Worth Service Associate from 2022 to 2023, then Financial Representative from 2023 to 2024, before his current position beginning in 2025. This progression reflects his experience within various aspects of financial services. Outside of his professional work, William enjoys attending concerts, social events with friends, playing golf, watching movies, listening to music, and skiing.

Brandon Marinelli is a CFP® professional with 24 years of industry experience, currently affiliated with Morgan Stanley Wealth Management in West Hartford, CT. His prior roles include positions at Raymond James Financial Services and operating his own wealth management practice. Outside of his advisory work, he is listed as an owner of an LLC related to his ski home for estate planning purposes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs with a focus on tailored financial planning and employs structured planning tools and market scenario modeling in its approach.

Bruce Daigle is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, he is a founding member and serves on the Investment Committee of the Main Street Community Foundation, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, and offers financial planning, investment consulting, and municipal advisory services.

Thomas Aldrich is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 credential and 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Kevin Prell is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services for 12 years before joining RBC in 2022. Outside of his advisory role, he serves on the Simsbury Republican Town Committee and the Town of Simsbury Board of Finance and is the treasurer of a local social club. RBC Wealth Management serves a broad range of clients, including individual investors, institutions, and charitable organizations, offering customized advisory programs that incorporate both in-house and third-party investment managers. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Edward Debay is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Securities America Inc, LPL Financial, and National Planning Corporation. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various tools and strategies.

Lisa Calcavecchia is a financial professional at Cetera with 11 years of industry experience. She holds Series 63 and Series 66 designations. Calcavecchia has worked with Cetera and its affiliates since 2015 and is also involved as an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services delivered through a nationwide network of independent advisors.

Adam Tucker is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He focuses on building relationships based on trust and developing personalized financial plans tailored to the evolving needs and goals of his clients and their families. Adam emphasizes educating clients to simplify complex financial topics and enhance their understanding. Prior to his current role, Adam worked as an Investment Consultant at Fidelity Investments from 2020 to 2023. He has also held positions as a Regional Annuity Internal Wholesaler at MassMutual from 2018 to 2020 and as a Financial Services Representative at TD Bank from 2015 to 2018. Outside of his professional work, Adam enjoys camping, fitness, food, outdoor adventures, and traveling.