Robert Cosentino Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. He has been with LPL Financial since 2011 and also maintains a long-term association with Webster Investment Services, Inc. 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 range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Hayriye Aslan is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over twenty-one years of experience in the investment and financial services industries. She supports clients by developing personalized financial strategies tailored to their individual goals, drawing upon a holistic approach to wealth management. In her role as a Senior Financial Advisor and Senior Portfolio Advisor, Hayriye assists clients with a range of services including college education planning, family wealth management, retirement planning, tax minimization, and investment strategy, among others. Prior to joining Merrill Lynch Wealth Management, Hayriye gained experience in the stock, bond, and repo markets, and has expertise in annuities, life insurance, and consumer banking. She holds an MBA in Finance from the University of Hartford and a Bachelor's degree from Bilkent University. Hayriye has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is committed to putting her clients’ needs first and continues to expand her knowledge through various training and certification programs. Outside her professional pursuits, Hayriye participates in community volunteer activities. Her personal interests include cooking, interior decorating, music, reading, soccer, and spending time with her family.

Joshua Dunn is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Outside of his advisory role, he is involved in producing documentary films through O'Donnell Dunn Productions. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory programs.

Emily Page is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on structured financial planning and manages approximately $2.74 trillion in client assets.

Scott Berney is a Series 66-licensed financial advisor with over 10 years of industry experience. He currently works at LPL Financial and previously spent nine years at Lincoln Financial Securities. Berney is also involved with Nutmeg Advisory Group LLC, an investment-related business he has operated since 2015. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and access to research and alternative strategies.

Gillian Snyder is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 66 credential and beginning her advisory career in 2026. Her prior experience includes roles in insurance and performing arts organizations. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice and tailored recommendation reports. The firm’s approach includes asset allocation strategies and Social Security planning, with a focus on clients meeting specific asset requirements.

John Picard is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, Picard serves on multiple boards, including as Chairman of the Tweed New Haven Airport Board of Directors and as a member of the Town of Madison Board of Finance. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering tailored, research-supported recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions within a large institutional framework.

James Scheide is a financial advisor with Merrill in Glastonbury, CT, holding a Series 66 designation and 10 years of industry experience. His career includes prior roles at RBC Capital Markets and multiple terms at Merrill and Bank of America. Merrill offers managed account services through the Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm utilizes model-based and discretionary investment strategies integrated with Bank of America’s broader platform, providing access to a diverse set of products and services.

Jonathan Johnson is a Senior Vice President and Senior Financial Advisor at the Farmington Merrill Lynch Wealth Management office. He works directly with clients to establish quantifiable financial goals and assists in developing long-term financial strategies. Jonathan has been in the financial services industry for over 30 years, with more than 27 years at Merrill Lynch. He was appointed to the State of Connecticut Teachers Retirement Board in 2008. Jonathan holds a Bachelor's Degree from Central Connecticut State University and a Master's Degree in Finance from the University of Connecticut. He also holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Beyond his professional role, Jonathan has been a board member for Amy's Angels, a nonprofit organization, since 2015. He continues to contribute to his community through his involvement with the Connecticut State Retirement Board and Amy's Angels.

Michael Samoska Jr. is a financial advisor with LPL Financial in Farmington, CT, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and AXA Advisors, LLC. 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 range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and third-party research to provide both discretionary and non-discretionary management solutions.

Christopher Halotek is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Halotek has been with Raymond James & Associates since 2018, based in West Hartford, CT. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships, and maintains capabilities in public finance and municipal services.

William Fochi Jr. is a ChFC®-designated financial advisor with 38 years of industry experience, currently with Cambridge Investment Research Advisors since 2022. His prior experience includes over three decades at Northwestern Mutual in various roles and a three-year tenure at Cantella & Co., Inc. He is also involved in real estate ownership and operates a financial services business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management solutions and platform arrangements tailored to client objectives.

David Morales is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services since 2017, following over three decades at Metlife Securities. Outside of his advisory role, he is a licensed property and casualty and Medicare supplement insurance agent and a notary. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative planning relationships and uses firm-approved tools to analyze client goals.

Mofya Zimba is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, Santander Securities, and Access Bank Zambia Limited. Outside of his advisory role, he has a 50% ownership interest in a commercial cleaning and transportation business based in Bloomfield, Connecticut. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes both discretionary and non-discretionary options, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Mark Roberti is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Cintas from 2002 to 2017. He holds the Series 66 designation. 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 strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

William Campbell is a financial advisor with Cetera, holding a PFS™ designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including nearly three decades with Avantax and running his own accounting and tax preparation firm, William H. Campbell, P.C., for 30 years. Campbell provides tax and accounting services through his firm, where he also served as President and Treasurer. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies across multiple program structures.

Jennifer Waldron is a Series 66-licensed financial advisor with Ameriprise in Berlin, CT, bringing 11 years of industry experience. She has worked at Ameriprise since 2018, including its affiliated entities, and previously operated her own advisory business. Outside of her advisory role, she serves on the Board of Directors for the Connecticut Financial Planning Association, acts as a Girl Scouts troop leader, and co-chairs the pro bono committee for the FPA's financial literacy initiatives. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm delivers personalized, algorithm-supported recommendations through a centralized consulting team working alongside financial advisors.

Robert Peters is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 46 years of industry experience. He has been associated with Raymond James Financial since 2006 and owns Peters Financial LLC, a support company based in Rocky Hill, CT. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory support rather than discretionary management.

Thomas Walton is a financial advisor with LPL Financial in West Hartford, CT, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and CCO Investment Services Corp. Outside of his advisory work, he is involved with Teddys Transportation in Norwalk, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by proprietary research and third-party subadvisors.

Theodore Hintz Jr. is a financial advisor with LPL Financial in Portland, CT, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Securities America Advisors, National Planning Corporation, and managing his own firms, Hintz & Company, LLC and Hintz Financial Services, which he continues to operate. Outside of financial advising, he serves as a notary, justice of the peace, and election moderator, and owns a farm in Middle Haddam, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven investment management solutions.