Tyra Ellison is a Senior Financial Advisor with Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA). Tyra focuses on helping clients pursue personal goals such as funding education, planning for retirement, managing potential healthcare costs, and creating personalized long-term financial plans. Her approach takes into account clients’ unique perspectives and priorities to bring clarity and transparency to the wealth management process. She earned a Bachelor's Degree from Pace University.

Jeffrey Ratner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has previously worked at Royal Alliance Associates, Inc. and Sii. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs supported by research and technology-driven portfolio management.

Samuel Kingston is a financial advisor at Edward Jones with 10 years of industry experience. Prior to joining Edward Jones in 2024, he held positions at firms including HashWorks Digital Industries, Kingston Energy LLC—where he served as CEO of his consulting business—and several energy asset management and capital firms. He is a board member and 14% shareholder of Sociedad Agricola Santa Sara S.A., an agriculture business based in Casablanca, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide 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 more than 23,000 advisors.

Margaret Arndt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She has been with Cambridge Investment Research Advisors since 2010. Outside of her advisory role, she is involved in several entrepreneurial and consulting ventures, including founding Sage Consulting, Inc. and Conscious Evolution Boston, where she engages in education and authorship. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of investment strategies and platform arrangements tailored to client objectives.

Patrick Naughton is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has been with LPL Financial since 2011 and has worked at Webster Investment Services, Inc. since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Kimberly Saja is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has been with Ameriprise Financial Services since 2019, following roles at Massachusetts Mutual Life Insurance Company, MML Investors Services, Barnum Financial Group, and Connecticut Children's Medical Center. Kimberly is also involved with Honey Badger Management, an S Corporation connected to her Ameriprise employment. 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 and ongoing advice, utilizing both proprietary research and third-party data.

James Ferris is a financial advisor at LPL Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Columbia Management Investment Distributors, Inc. and Oracle Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with access to model portfolios and research from multiple sources.

Michael Leone is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Cambridge since 2012 and has operated his own Leone Financial Services since 1996. Outside of his advisory work, Leone serves on the board of PLAN OF CT, acts as secretary and treasurer for the Plainville Fish and Game Association, owns a race car business, and is the author of a book on race car setup. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual investors, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Jeremy Beitel is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Osaic and previously worked at Securities America Advisors and LPL Financial. Beitel serves as a board member for MW Chrysalis, a nonprofit providing services to domestic violence victims. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced asset-allocation tools and access to multiple third-party money managers and platforms.

Robert Pike is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Bristol, CT. He joined Thrivent in 2026 and has prior experience in education and retail, including roles at Liberty University, Tunxis Community College, and The Home Depot. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning with written recommendations across various topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

Michael Przygocki is a financial advisor with Ameriprise in Plainville, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm serves clients through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Nicole Bailey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked extensively in investment-related roles with PFS Investments Inc. since 2012 alongside her tenure at Primerica Financial Services beginning in 2006. Outside of advising, she is a partner in a small business, 20 Chestnut, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with about 3,698 advisors and approximately $15.5 billion in assets under management. The firm delivers model-driven investment strategies and provides custody and trade execution through third-party providers.

John Holmes is a Series 66-licensed financial advisor with Edward Jones, based in Woodbury, CT, with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eleven years at Bank of America. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a national network of more than 23,700 advisors.

Conner Morgan is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining LPL Financial, he worked at American Income Life and Renewal By Andersen. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations nationwide. The firm offers a range of advisory programs, financial planning services, and investment management solutions supported by both proprietary and third-party research.

William Conner is a financial advisor with LPL Financial, holding the Series 66 credential and bringing 20 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is a co-owner of a wellness center, Healthy Weighs, LLC, located in Brookfield, CT. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by various model portfolios and research resources.

Joan (Joni) L. Suski, CFP®, CDFA®, CRPC™, CPFA®, serves as a Wealth Management Advisor, First Vice President, and Portfolio Manager at Merrill Lynch Wealth Management. She manages personalized and defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment products. Joni focuses on providing investment and retirement plan evaluation, design, implementation, and review for individuals, families, businesses, and other entities. Before joining Merrill in 2004, Joni accumulated 15 years of experience as a Certified Public Accountant and 11 years concurrently as a Certified Management Accountant. She holds several professional designations including Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Joni earned a Bachelor of Science in Business Administration with a concentration in Accounting and minors in Mathematics and Psychology from the University of Hartford. Joni is a member of professional organizations such as the Certified Financial Planner Board, National Association of Plan Advisors (NAPA), Connecticut Society of CPAs, the American Institute of Certified Public Accountants, and the Hartford Golf Club. She actively participates in community service through involvement in various charities. Joni resides in Avon, Connecticut with her husband and their three children and has interests that include baseball, soccer, and spending time with her family.

Miya Spinella is a financial advisor at Fidelity with the Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Spinella held various roles across multiple companies including JPMorgan Chase and CVS Pharmacy. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse set of portfolios, including model portfolios for intermediary platforms.

Raymond Powell is a CFP® and holds a Series 66 license, currently associated with Cambridge Investment Research Advisors. He has three years of industry experience, including roles at Heritage Financial Services and MFS Investment Management. Powell also has a background involving community engagement through the Bentley Service Learning & Civic Engagement Center. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing a range of portfolio management and model-based solutions.

Christopher Borajkiewicz is a financial advisor with Ameriprise in Prospect, CT, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Borajkiewicz serves on the Southern Connecticut State University Alumni Board of Directors and is chair of the Southern Connecticut State University Foundation. Ameriprise provides a range of advisory, brokerage, and insurance solutions, including a retirement-income planning service tailored for individuals with significant investable assets. The firm’s approach includes detailed income and tax planning supported by algorithmic tools and oversight from specialized committees.

Sonia Sternbach is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has previously worked at Moneco Advisors, The Falcon Group, and Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.