David Goodwin is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he also serves as a Managing Director and Portfolio Manager. In his role as Portfolio Manager, he manages personalized or defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. His expertise includes asset management with a focus on growth, income, capital preservation strategies, and succession planning. With thirty years of experience in the financial services industry, David has been recognized on the Forbes "Best-in-State Wealth Advisors" list from 2019 through 2026 and on Barron's "Top 1,500 Financial Advisors" list consistently since 2010. He holds several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David earned a Bachelor's degree in Political Science from Colgate University.

John Henehan is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 38 years of industry experience. He has been with Ameriprise since 2005, initially working at Ameriprise Financial Services, Inc., and continuing with the firm since 2020. Outside of his advisory work, he serves on a local town council and is involved in music recording. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s retirement income service uses a centralized team and proprietary tools, with recommendations tailored within a specific investment universe reflective of its affiliated product relationships.

Edward Debay is a financial advisor at OSAIC with 11 years of industry experience. He holds the Series 63 and Series 65 designations 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, providing brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a variety of investment types, managed on discretionary or non-discretionary bases.

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.

Adam Jensen is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 1998, bringing over 27 years of experience in working with clients and families on financial matters. Adam specializes in wealth planning and is dedicated to assisting clients with their financial goals. His role at Fidelity involves providing guidance and support tailored to various investing styles. Outside of his professional work, Adam's personal interests include golf and music.

Andrea Hammerling is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked at Charles Schwab Bank and Charles Schwab since 2020 and previously at TD Ameritrade from 2015 to 2020. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios and a centralized operational structure.

Robert Carroll Jr. is a financial advisor at Cetera with 40 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Cetera in 2024, he worked at Infinex Investments, Inc. for 29 years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Daniel Mccarthy is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including roles at MassMutual Life Insurance Company and MML Investors Services, Inc. He is a partner in CM Smith Agency, Inc., an insurance and financial services firm affiliated with Alera Group, and also serves as a financial advisor at CM Smith Financial. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Damian Kusnierz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, M&T Bank, and several companies across different sectors. He has also worked in education and small business settings. 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, and institutional investors.

Stuart Hawkins is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has worked with firms including Parkland Securities and Futures Planned Benefit Consulting. Hawkins serves as board chair of a nonprofit special needs trust and consults on government benefits for special needs children. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individual investors, retirement plans, and institutional accounts. The firm offers various portfolio management and retirement services through a multi-manager platform, leveraging both affiliated and third-party managers.

Paul Rizzio is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds a Series 66 designation and has previously worked at Advanced Advisor Group and Cambridge Investment Research in various roles. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-supported planning processes and offers specialized services including divorce planning, estate settlement, and employer-sponsored programs.

Michael Lusardi is a Financial Advisor at UBS Financial Services in Hartford, CT, with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor solutions to clients’ goals.

Daniel Richardson is a CFP® professional with eight years of industry experience, currently advising at Edward Jones in Bloomfield, CT. His prior work includes roles at Lawton Floor Design, New Chapter, and Quinnipiac University. 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 additional financial services through a large nationwide network.

Daniel Antolovich is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Merrill, Swisscom AG, and Dean Cabinetry. He is also currently a student at the University of Connecticut. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Patterson is a CFP® with 37 years of experience in the financial industry. He has been with Edward Jones since 1991. Outside of his advisory role, he occasionally manages a vacation property listed on Airbnb. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Richard Ryall is a financial advisor with Merrill in Suffield, CT, holding Series 63 and Series 65 licenses. He has 53 years of industry experience and has been with Merrill since 2006, as well as working at Bank of America since 2009. He serves as a committee member of the Springfield Library and Museums, a nonprofit organization in Massachusetts. Merrill, along 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 a range of clients including individuals, high-net-worth investors, and charitable organizations.

Mary Mattke is a financial advisor with Osaic Wealth, Inc. She holds a Series 63 designation and has 48 years of industry experience. Prior to joining Osaic in 2025, she worked at Lincoln Financial Advisors for 24 years. Outside of her advisory role, she provides coaching services focused on helping individuals identify their dreams, purpose, mission, and vision. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage, investment advisory, financial planning, and access to third-party money managers. The firm employs tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Adam Soklow is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to achieve their personal and financial goals. He focuses on developing engagement strategies that align with each client's specific planning needs to foster comfort and confidence throughout the process. Adam's professional experience includes roles as an Investment Consultant at Fidelity Investments from 2023 to 2026 and as a Financial Solutions Advisor at Merrill Lynch between 2019 and 2023. This background has provided him with experience in financial planning and investment consulting. Outside of his professional work, Adam's personal interests include family activities, fitness, and spending time with pets.

Anna Gaudet is a financial advisor with Cetera who holds a Series 66 credential and has six years of industry experience. She previously worked at BNY Mellon Asset Management for six years and has been involved with Shiman Partners LLC since 2019, where she serves as Operations and Communications Manager. Outside of finance, Gaudet is a part owner of Gauvo Studios LLC, a voice-over services business, and serves as Treasurer on the Board of Canton Little League. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.