Scott Tansley is a CFP® professional with 22 years of experience in the financial industry, currently serving at Wells Fargo Advisors since 2026. He previously worked at Wells Fargo Clearing for 10 years. Outside of his advisory work, he is a member and secretary of an investment club in Watertown, CT. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Amanda Dibble is a financial advisor with LPL Financial in West Hartford, CT, holding the CFP® designation and Series 66 license. She has seven years of industry experience and previously worked at Morgan Stanley, Charles Schwab, and Walgreens. Outside of her advisory role, she is involved with River Valley Financial LLC, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with an emphasis on combining technology and diverse investment strategies.

William Haberlin is a financial advisor at Ameriprise in West Hartford, CT, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Marist College and Avon High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Fabian is a Financial Advisor at Merrill Lynch Wealth Management. He brings over 10 years of experience in financial planning, leveraging Merrill's research and resources to create tailored strategies that address clients' unique needs and aspirations. Richard focuses on areas including college education planning, family wealth management, legacy planning, retirement planning, tax minimization, and socially responsible investing. Richard holds a High School Diploma from Flags High School and bachelor's degrees from Brooklyn College and Lehman College. He is a Personal Investment Advisor (PIA) and provides services in both English and Spanish. His approach prioritizes transparency and trust, aiming to empower individuals and families to take charge of their financial futures. Outside of his professional duties, Richard enjoys adventure sports, baseball, basketball, biking, dancing, music, traveling, watching movies, and spending quality time with his family. His personal philosophy centers on helping clients uncover what matters most to them to develop effective financial strategies aligned with their goals.

Guy Beaudoin is a financial advisor with Edward Jones in Farmington, CT, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His career includes eighteen years at Charles Schwab and three years at TD Ameritrade prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and branch offices across the United States.

Richard Metcalfe Jr. is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 designations. He has 41 years of industry experience and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile using a combination of in-house and third-party investment managers.

David Ross Jr. is a financial advisor with LPL Financial in Southington, CT, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior experience includes roles at VOYA Financial Advisors and Capital Financial Planning, where he has worked alongside his ongoing affiliation with CFP Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by proprietary research and third-party subadvisors.

James Curran is a financial advisor with LPL Financial in West Hartford, CT, holding Series 65 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Merrill, Morgan Stanley, Citigroup Global Markets, and Northstar Wealth Partners LLC. He also serves as a trustee for the Robert E Curran Revocable Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment programs, utilizing a variety of portfolio strategies and advisor support tools.

Karilynn Domurat is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and 14 years of industry experience. She has been with Bank of America Merrill Lynch since 2011. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Christopher Lundberg is a financial advisor with Wells Fargo Advisors in West Hartford, CT, holding the Series 66 designation and having 10 years of industry experience. He previously worked for Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors. Outside of his advisory work, he serves as a part-time police officer in Marlborough, CT. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers specialized planning in areas such as retirement, education, and wealth transfer, using proprietary research and tools to develop tailored recommendations for its clients.

Nancy Dobrzanski is a financial advisor at Ameriprise with 22 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate since 2010. Outside of her advisory role, she has been involved in real estate ownership. Ameriprise is a large institutional firm that offers retirement-income planning services for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Adam Reed is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and City National Bank. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to client risk profiles.

Michael Argiro is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. His career includes roles at Cetera Advisors LLC and Everbank, among others. Outside of his advisory work, he teaches financial literacy and related topics to adults and schoolchildren in local education and recreation centers, and participates in charitable fundraising and nonprofit networking groups. Cetera Investment Advisers LLC is a nationally recognized SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, combining discretionary and non-discretionary authorities across diverse program structures and custodial relationships.

Richard Wells is a Series 66-licensed financial advisor at Mass Mutual Investors Services with three years of industry experience. Prior to joining the firm, he worked at Ameriprise Financial Services and spent over two decades with West Hartford Public Schools. He also provides coaching on education and leadership strategies through his consulting business and serves as treasurer for the West Hartford Retired Educators Association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers 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 analytical tools and offers specialized programs such as divorce and estate-settlement planning.

Nicholas Renzi is a financial advisor at Ameriprise with Series 65 and Series 66 designations and one year of industry experience. Prior to joining Ameriprise in 2026, he worked at Connecticut Wealth Management, LLC and has experience in various roles including positions at iRobot and Boston University Product Innovation Center. He is also involved with NAR Supply Co., where he has been active since 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and annual retirement-income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

Jonathan Haulenbeek is a financial advisor with LPL Financial in Northfield, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with LPL Financial since 2002. 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 financial planning and investment services, utilizing both proprietary models and third-party strategies, and supports its advisors with technology tools while maintaining a broad platform that includes insurance and banking partnerships.

Matthew Cohen is a Financial Consultant at Fidelity Investments, where he collaborates with clients to implement comprehensive financial plans tailored to their personal goals. He emphasizes understanding clients and their families to develop strategies aligned with what matters most to them. Matthew has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant since 2023. Throughout his tenure, Matthew has gained experience in client relationship management and investment consulting. He works as part of a team of financial professionals dedicated to providing tailored financial solutions. Outside of his professional responsibilities, Matthew enjoys activities such as beach outings, football, surfing, traveling, and spending time with his pets.

Michael Schloss is a financial advisor at LPL Financial with 40 years of industry experience. He has held roles at Bts Asset Management, Inc. and Main Street Management Company prior to joining LPL in 2004. He serves as a non-profit board member and is a licensed notary. 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 advisory and brokerage services, including model portfolios and third-party asset management, supported by advanced research and operational tools.

David Martins is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC® designation along with Series 66 and Series 63 licenses and has been with Edward Jones since 2014. 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 solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

James Kilian is a financial advisor with LPL Financial in West Hartford, CT, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Securian Financial Services and Minnesota Life Insurance Company for over three decades before joining Pioneer Financial Group and later LPL Financial. Kilian is also an independent health insurance agent, selling fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of advisors and advanced operational tools.