Brian Cassidy is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 registration and 27 years of industry experience. He has been with Cambridge since 2012. Outside of his advisory work, Cassidy is involved in several non-investment ventures, including partnerships in a child care service center and real estate ownership related to that business. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and other clients through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services with flexible implementation options, combining proprietary models and access to third-party strategists.

Phillip Rodowicz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Massachusetts Mutual Life Insurance Co., Key Bank, and Key Investment Services LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Stephen Kane is a Series 66-licensed financial advisor with UBS Financial Services in Hartford, CT, where he has worked since 2011. He has 13 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client solutions.

Akira Sato is a financial advisor with Edward Jones in Simsbury, CT, holding a Series 66 designation and having four years of experience at the firm. Prior to his career in finance, he worked in retail store operations for six years and is involved in Carpe Diem Racing, LLC, an event promotion business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, supported by a nationwide network of over 23,000 advisors and managing approximately $1.01 trillion in assets.

Nicole King is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and five years of industry experience. She worked at 3M from 2015 to 2020 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Edward Sullivan is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on family wealth management strategies, managing new wealth, and retirement income. He has over 20 years of experience in the financial and wealth management industry, having previously worked at Morgan Stanley Smith Barney before joining Merrill Lynch in 2011. Edward holds FINRA Series 7, 63, and 65 registrations and the designation of Personal Investment Advisor (PIA). Edward is a graduate of Providence College and is a member of the Hartford, CT chapter of the Exit Planning Exchange (XPX), an organization that provides educational opportunities related to business exit planning. He is part of the Cirullo-Sullivan Wealth Management Group, which offers specialized tools and guidance to business owners contemplating transitions in their roles. Outside of his professional work, Edward resides in Wilbraham, Massachusetts with his wife and two daughters. His personal interests include hiking, reading—especially history—and spending time with his family.

Nile Pullin is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2015. He holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Thomas Brown is a financial advisor with Osaic Wealth, Inc. based in Coventry, CT, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has worked at Osaic Wealth since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Brown also has a longstanding role with the Charles G. Marcus Agency, where he has been involved in the sale and marketing of fixed annuities and non-variable insurance products since 1994. Additionally, he serves as trustee for his son's irrevocable testamentary trust. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating stocks, bonds, mutual funds, ETFs, and alternative investments.

Douglas Neiman is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several Cetera entities since 2021, following six years at Voya Financial Advisors. Outside of his advisory role, Neiman operates a small online sales business focused on used tools and sporting goods. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

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.

Randy Holmeen is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and 26 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Holmeen is a sole proprietor managing a rental condominium. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Stefano Cacciola is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. His work history includes roles at People's United Advisors, Inc. and People's Securities, Inc. He is based in Avon, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by model portfolios and research.

Nicholas Walsh is a CFP® professional with 27 years of experience, currently with Wells Fargo Advisors since 2018. His prior roles include positions with Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he is involved in a ceramics family business called Jilly's Jubilee, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet certain net-worth requirements, utilizing proprietary research and tools to deliver customized recommendations.

Sean Gilligan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at UBS Financial Services, USI Securities, and Patrick Capital Markets. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

William Haberlin is a financial advisor with Ameriprise in West Hartford, CT. He holds a Series 66 designation and has recent experience at Ameriprise as well as prior work in educational roles at Marist College and Avon 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 providing written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Gabrielle Finn is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Before joining UBS in 2026, she worked in several roles including positions at the United States Congress Committee on the Budget and The Sunwater Institute. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management services.

Erika Martinez is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and five years of industry experience. She previously worked at Bank of America and Merrill for eleven years. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary capital market insights and research to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering services that include discretionary portfolio management, financial planning, and capital markets solutions.

Jillian Pelkey is a financial advisor at Charles Schwab with seven years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018, and previously was with MacKinstry Financial & Investments LLC from 2016 to 2018. She holds a Series 66 designation. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and operational support.

Eliot Weissberg is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and Raymond James Financial since 2009. In addition to his advisory role, Weissberg owns The Advisors Center, LLC, which holds his intellectual property, and is president of The Investors Center, Inc., where he also works as an insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a range of advisory programs alongside specialized municipal and public-finance services.

Sergio Maffettone is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and four years of industry experience. His work history includes previous roles at SEI Investments and an extended period at Quinnipiac University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.