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.

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.

Anthony Wright is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Michael Schulitz for Simsbury and Central Connecticut State University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven planning engagements.

Michael Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Foresters Financial Services and Foresters ADVISORY SERVICES LLC prior to joining LPL Financial in 2019. Thompson is also a Notary Public and holds an insurance agent role in exclusive insurance brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with offerings that include discretionary and non-discretionary management, model portfolios, and various technology-enhanced investment strategies.

Clifford Jarvis Jr. is a financial advisor with Cambridge Investment Research Advisors who holds a Series 63 designation and has 43 years of industry experience. He has worked with Cambridge Investment Research since 2018 and is also affiliated with Ohanesian/Lecours, Inc. since 2009. In addition to his advisory roles, he has been an independent insurance agent since 1990. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of portfolio management approaches and maintaining both proprietary and third-party strategies.

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.

Alexander Fennell is a CFP® and ChFC® with 17 years of experience in the financial industry. He currently works at LPL Enterprise and has held positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform that combines adviser programs with financial products and lending solutions.

Jacob Parent is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has prior experience with Barnum Financial Group and Northwestern Mutual. Outside of financial services, he has been associated with Bryant University since 2020 and worked in education with South Windsor Public Schools. 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 employs collaborative financial planning using firm-approved software and offers specialized programs including estate settlement and employer-sponsored planning.

Christie Treat is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she operates Treat, LLC, providing Reiki energy healing services and retail sales of minerals and crystals. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Magdalena O'doherty is a CFA® charterholder and Series 63 licensee associated with LPL Financial, with two years of industry experience. She previously worked at J.P. Morgan Securities for ten years and is currently involved with AWS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing various investment strategies supported by LPL Research and third-party subadvisors.

Christopher Wiegert is the Resident Director at Merrill, where he offers a comprehensive approach to managing wealth. He begins by understanding clients and their families, their financial situations, and what matters most to them, then assists in creating customized wealth management strategies that adapt to evolving client needs and market conditions. He delivers access to Merrill's investment insights alongside the banking convenience of Bank of America to support various aspects of clients' financial lives. His areas of focus include investment consulting for defined contribution plans, personal retirement planning, and retirement income strategies. Christopher holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned a Bachelor's Degree from Central Connecticut State University and a Master's Degree from Post University. He is also committed to community involvement, reflecting the Merrill tradition of engagement, and enjoys personal interests such as biking, boating, fishing, golfing, and spending time with his family.

Richard Moran Jr. is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securian Financial Services and Allied Wealth Partners. Outside of his advisory role, he is involved as a board member of the New Haven Football Official Association and the Orange Players Theater Group, and he volunteers as a radio host and participates in local performing arts as a vocalist and actor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary accounts across diverse strategies and custodial relationships.

Brian Eberle is a CFP® professional with 15 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. He is also involved in life settlements and viaticals, assisting customers with the sale of various life insurance policies to life settlement companies, and is a partner in a general partnership LLC that manages administrative support staff. Mass Mutual Investors Services, a subsidiary of MassMutual, is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements with tools such as Monte Carlo simulations and asset-allocation software, focusing on recommending investment strategies rather than specific products.

Bradford Kidney is a CFP®-certified financial advisor at Raymond James Financial with 24 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2008 to 2018 before joining Raymond James in 2018. Kidney serves as a board member and Strategic Planning Committee member for Ellington Ridge Country Club. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christy Kennedy Martinez is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 licenses and with seven years of industry experience. She has worked at RBC Capital Markets since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Additionally, she has experience at Florida Atlantic University. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on client risk profiles, utilizing a combination of in-house and third-party managers.

Jeremy Busa is a financial advisor at Equitable Advisors with four years of industry experience. Prior to his advisory career, he served for 20 years with the Southington Police Department and briefly worked with New York Life. He also held a position with Desmarais for State Connecticut in 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Jennifer Heims is a financial advisor with Ameriprise in Avon, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Ameriprise since 2018, following prior roles at Cornerstone Capital Partners Inc., N.A. and Hrc Investment Services, Inc. Outside of advising, she holds timeshare condominium units at Mount Snow Resort. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

Jennifer Wheatley is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has spent over a decade with Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is a notary public in Glastonbury. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that are tailored to clients meeting certain net-worth criteria and integrates advisory services with other financial products and referral channels.

Robert Reier is a Financial Advisor at Merrill Lynch Wealth Management, where he has been working since 2022. In his role, he advises individuals, families, executives, and business owners on financial strategies, goal planning, and retirement planning. He focuses on building long-term relationships with his clients and helps them navigate the financial landscape to create plans aimed at achieving financial freedom. Robert's expertise includes college education planning, corporate executive services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He serves as a behavioral coach to assist clients in maintaining discipline during uncertain times and provides access to resources available through Bank of America, such as Wealth Management Bankers, Lending Specialists, Trust Specialists, and Consumer Investment Specialists. He holds a Bachelor's Degree in Financial Economics from Emory University and a Personal Investment Advisor (PIA) designation. Robert was born and raised in Rye, New York, attended Trinity Pawling High School, and currently resides in Canton, Connecticut. Outside of work, he enjoys fishing, fly-fishing, and outdoor activities.

Michael Domingos is a CFP®-designated financial advisor with Ameriprise in East Hampton, CT, with 22 years of industry experience. He has been with Ameriprise since 2005, including his current role at the firm since 2020. Outside of his advisory work, he has a business ownership role in The Couzens Group LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.