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.

Peter Borrello is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 1988 to 2019 before joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Sean Siana is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with UBS Financial Services, having joined in 2023, and previously worked at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad service platform.

Kerriann Collins is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. Her career includes roles at Empower Financial Services, GWFS Equities, and Massachusetts Mutual Life Insurance Company. Outside of finance, she is the sole proprietor of Edge Floral Design, a florist business. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and nonprofit organizations. The firm offers collaborative, annual financial planning engagements using proprietary software and educational seminars.

Michael Gregory Jr. is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2009, including a current role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models to support its financial plans.

Dickens Fowler is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and advanced modeling tools in its planning services.

Todd Becker is a financial advisor with LPL Financial in South Windsor, CT, holding Series 63, 65, and 66 licenses. He has 23 years of industry experience, including 13 years at INVEST Financial Corp before joining LPL Financial in 2018. Becker also has a background in non-variable insurance products such as fixed annuities and life, health, and long-term care insurance. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Rosa is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized strategies focused on retirement, wealth accumulation, income planning, and legacy goals. His approach centers on understanding clients' ambitions, concerns, and what they want their wealth to accomplish. He provides access to investing advice along with banking and lending services through Bank of America. Robert's expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and sports and entertainment. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Rhode Island. Since 2019, Robert has served in the Connecticut Army National Guard. His community involvement includes work with Connecticut Foodshare. Outside of work, he enjoys billiards, fishing, golfing, running, skydiving, spending time with his family, and watching movies.

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.

John Zahner is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Outside of his advisory role, he is a venue coordinator for an event venue in Michigan and serves on the board of fire commissioners for the South Windsor Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

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.

Carl Castanho is a financial advisor at Osaic with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Equity Services Inc for 21 years and his own firm, Castanho & Company LLC, which he has operated since 1993. Outside of advising, he is involved in managing CPA and financial services firms. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a range of managed account programs delivered through a complex affiliate network.

Michael Serfillippi is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 17 years of industry experience. He has worked with Mass Mutual and its subsidiaries since 2018 and previously spent ten years at People's Securities, Inc. 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, using firm-approved tools to deliver written recommendations as part of annual, collaborative planning engagements.

Joshua Elterman is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley since 2012 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

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.

Brian Bishop is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party managers across various program structures and custodial relationships.

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.