Cammi Huckman is a Series 63-licensed financial advisor with Morgan Stanley, based in West Hartford, CT, and has 32 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to support its advisory process.

Timothy Hoynes is a Series 66-licensed financial advisor with LPL Financial, bringing one year of industry experience. Prior to joining LPL, he worked at Berkshire Hathaway Specialty Insurance and has a background including roles at UMass Amherst and Cheshire High School. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment options.

John King is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies that align with clients' long-term goals. Drawing on the resources of Merrill and Bank of America, he offers guidance that reflects an understanding of evolving market conditions and the full financial picture of each client. John holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Connecticut. He actively participates in community service, dedicating time to volunteer with local organizations in line with Merrill's tradition of community involvement.

Sarah Welch is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and 25 years of industry experience. Her prior roles include ten years each at Park Avenue Securities LLC and Guardian Life Insurance Co. Outside of her advisory work, she is involved in a family partnership that manages timber sales and real estate in Vermont. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services across multiple program structures and uses a multi-manager platform that includes affiliated and third-party model portfolios.

Margaret Jakubowski is a financial advisor at Cetera with seven years of industry experience and holds the Series 66 designation. She has worked with Cetera and its affiliated entities since 2019 and is currently the owner of Hensley Advisors. In addition to her advisory role, she sells fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and retirement services, operating a multi-manager platform with discretionary and non-discretionary programs and access to both affiliated and third-party investment managers.

Mehdi Azizi is a financial advisor at Ameriprise Financial Services with seven years of industry experience. He holds a Series 66 designation and has worked previously at VALIC Financial Advisors and People's United Bank. He is also involved in Honey Badger Management Inc., where he serves as a financial advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Halina Fiedorowicz is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 66 designations and 24 years of industry experience. She has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through both in-house and third-party investment managers.

Richard Sinoradzki is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 credentials and with 13 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through direct individual plans as well as corporate financial planning agreements.

Mehdi Ouni is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Co. His current tenure at Edward Jones began in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Phyllis Long is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Long serves as a board member and on the Compassion Committee of Life Church New England. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers diverse investment and advisory solutions alongside its broad retail and institutional offerings.

Donald Ciampi is a financial advisor at Cetera with over 25 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2013. In addition to his advisory roles, Ciampi serves as vice chairman on the board of St. Paul Catholic High School, where he assists with the school's direction and endowment investment committee. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Matthew Mauro is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Great American Donut and has experience in education from Bentley University and Southington High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Dennis Stanek II is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at City National Bank since 2017 and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as a director of Swag Custom Rides, a business focused on rebuilding pick-up trucks, and has held a board position with Hartford Healthcare Corporation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management and financial planning, tailoring strategies to client risk profiles through a combination of in-house and third-party investment managers.

John Panico is a financial advisor with Mass Mutual Investors Services in Avon, CT. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual in 2020, he worked at Babson Capital Management from 2015 to 2018. 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 offers financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements that recommend investment strategies rather than specific products.

Richard Ohanesian is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Cambridge Investment Research Advisors and its related firm since 2018 and also operates Ohanesian/Lecours, Inc., which has been active since 2009. Ohanesian serves as a consultant and head of compliance for OSJ Partners LLC in addition to his advisory roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing a range of portfolio management options using both proprietary and third-party strategies.

David Nastri is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with LPL Financial since 2011 and previously was with Webster Investment Services Inc. In addition to his advisory role, Nastri is a licensed attorney in Connecticut and provides legal services to the Connecticut Veteran's Legal Center. 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 offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party models, and supports its advisors with advanced research and operational tools.

Robert Palazzo III is a financial advisor with RBC Capital Markets, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and teaching at The Van Loan School of Business at Endicott College. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party managers to tailor strategies to clients’ risk profiles.

Joseph Macdonald is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Madison Avenue Securities, and MassMutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as ongoing, annual relationships with a focus on goal analysis and written recommendations.

Deborah Putnam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jack Argiro is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He previously worked at BNY Mellon and has held roles at several other firms including 4T Financial and Argonaut Advisors. Argiro serves on the Babson College Alumni Advisory Board and the Beavers of the Last Decade Advisory Board. He is also involved in a ticket resale business as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform offering access to affiliated and third-party managers with a range of program structures and custodial relationships.