Shannon Smith is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Wealth Management Advisors to understand clients' unique service and financial planning needs and assists them in working towards their personal financial goals. Shannon's career at Fidelity Investments began in 2018 as a Customer Relationship Advocate. She progressed through several roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2024. This progression reflects her experience in client relationship management and financial planning. No additional information about Shannon's education, credentials, personal interests, or community involvement has been provided.

Jonathan Johnson is a Senior Vice President and Senior Financial Advisor at the Farmington Merrill Lynch Wealth Management office. He works directly with clients to establish quantifiable financial goals and assists in developing long-term financial strategies. Jonathan has been in the financial services industry for over 30 years, with more than 27 years at Merrill Lynch. He was appointed to the State of Connecticut Teachers Retirement Board in 2008. Jonathan holds a Bachelor's Degree from Central Connecticut State University and a Master's Degree in Finance from the University of Connecticut. He also holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Beyond his professional role, Jonathan has been a board member for Amy's Angels, a nonprofit organization, since 2015. He continues to contribute to his community through his involvement with the Connecticut State Retirement Board and Amy's Angels.

Raymond Beloin is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and over 34 years of industry experience. He previously worked at Webster Investment Services, Inc. for 18 years before joining LPL Financial in 2011. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives.

Jaime Petricca is a Financial Consultant at Fidelity Investments, a position held since 2024. Jaime has more than a decade of experience in the financial services industry, working in partnership with clients to create customized financial plans aligned with their goals. Jaime focuses on delivering thoughtful strategies, clear guidance, and confidence through personalized financial planning. Jaime's professional experience includes roles at several notable financial institutions. Prior to joining Fidelity Investments, Jaime served as Vice President at Goldman Sachs from 2022 to 2024. Other previous roles include Senior Sales Associate at Allspring Global Investments (2020-2022), Associate Regional Director at Wells Fargo Asset Management (2017-2020), Regional Consultant at Congress Asset Management (2015-2017), and Retirement Sales Associate at Putnam Investments (2014-2015).

Michael Samoska Jr. is a financial advisor with LPL Financial in Farmington, CT, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and AXA Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a large network of representatives, with a range of investment programs and platforms supported by research and technology.

Christopher Halotek is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He is based in West Hartford, CT. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a range of portfolio management styles and affiliated research.

William Dicristofaro is a financial advisor with Mass Mutual Investors Services and holds the CFP® and ChFC® designations. He has 43 years of industry experience, including prior roles at MetLife Financial Services and Mass Mutual Life Insurance Company. He serves on the finance committee of Saint Bridget of Kildare Roman Catholic Church and is a member of the East Haddam Village Revitalization Agency, which oversees local property conversion projects. 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 collaborative, annual financial planning engagements and a range of investment and educational programs.

Erich Strunk is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding a Series 65 license and 42 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he operates as an independent insurance agent specializing in dental, group disability income, life, accident, and health insurance. MassMutual 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 emphasizes collaborative, annual planning relationships using firm-approved tools and offers specialized services including divorce planning and employer-sponsored planning programs.

Robert Taylor Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he is the managing member of BeckTaylor Music, LLC, and the author of a workbook titled "Creating Your Power List-Find Your Ultimate Occupation." Ameriprise is a large institutional firm offering retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Mark Roberti is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Cintas from 2002 to 2017. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jennifer Waldron is a Series 66-licensed financial advisor with Ameriprise in Berlin, CT, bringing 11 years of industry experience. She has worked at Ameriprise since 2018, including its affiliated entities, and previously operated her own advisory business. Outside of her advisory role, she serves on the Board of Directors for the Connecticut Financial Planning Association, acts as a Girl Scouts troop leader, and co-chairs the pro bono committee for the FPA's financial literacy initiatives. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm delivers personalized, algorithm-supported recommendations through a centralized consulting team working alongside financial advisors.

Thomas Walton is a financial advisor with LPL Financial in West Hartford, CT, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, CCO Investment Services Corp, and UBS Financial Services. Outside of advising, he is involved in Teddy's Transportation, a non-investment business based in Norwalk, CT. 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 financial planning and investment services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Nicholas Drew is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized wealth management guidance to help clients build, preserve, and transition their assets. He focuses on understanding each client's financial goals, risk tolerance, and priorities to deliver disciplined strategies based on long-term planning and sound investment principles. Nicholas leverages Merrill Lynch's research, resources, and technology to design customized portfolios, support retirement and tax-efficient planning, and assist clients in navigating complex financial decisions. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Nicholas earned a Bachelor's Degree from Keene State College. His client focus areas include college education planning, legacy planning, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, Nicholas is involved with St. Jude's and enjoys a variety of personal interests such as basketball, football, gardening, golfing, hiking, skiing, soccer, spending time with family, and woodworking.

Jennifer Leblanc is a Series 63 credentialed financial advisor with 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent three years at A. G. Edwards & Sons, Inc. 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.

Timothy Cahill is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior work includes roles at Bank of America, Merrill, and City National Bank. Outside of his advisory work, he serves on committees for the Valley Shore YMCA and the Ray School Corporation, focusing on community and educational initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, incorporating a variety of investment managers and strategies.

Steven Fazo is a CFA® charterholder with 14 years of experience in the financial industry. He is currently affiliated with Cetera and has previously worked at Ciampi Financial Services and Ciampi Wealth Management Corp. Outside of his advisory role, he is a partner in a retail business selling yarn and knitting accessories. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

David Bouffard is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2011. Outside of his advisory role, he oversees Honey Badger Management Inc., a business he owns and manages. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and employs a centralized consulting team that delivers non-discretionary, research-based retirement recommendations.

Jared White is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera Advisor Networks LLC, Kestra Advisory, and UBS Financial Services. Outside of his advisory role, he is involved with Compass Capital Management, providing investment advisory and financial planning services through affiliated entities. LPL Financial is a national broker-dealer and SEC-registered investment advisor serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to third-party asset managers, with a range of investment strategies executed on both discretionary and non-discretionary bases.

Kevin Yurch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Citizens Securities, Waddell & Reed, and Boston Light Financial. He also has involvement with Associates of Clifton Park in non-variable insurance. 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 advisory and brokerage services, utilizing both proprietary and third-party investment strategies alongside a broad platform that includes financial planning, model portfolios, and institutional programs.

Betsy Udal is a financial advisor with Ameriprise in West Hartford, CT, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves on several nonprofit boards, including as Treasurer of Tara's Starfish Foundation and as a board member for Playhouse on Park and Pilgrim Pines, and she is involved with the Travelers Championship as a player relations contact. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a centralized consulting team to deliver written, data-driven recommendation reports that incorporate modeling and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.