Douglas Veillette is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Veillette serves on the Board of Directors for the Boys & Girls Club of Greater Waterbury. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports in partnership with clients' advisors.

Thomas Di Fiore is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and nine years of industry experience. He has worked with MassMutual Life Insurance Co. and its affiliates since 2016. In addition to his advisory role, he is licensed as an insurance agent providing life and health insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning with optional implementation through separate brokerage or insurance arrangements.

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.

William Grant IV is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Service, LLC since 2017. Outside of his advisory role, he serves as treasurer on the board of directors for Lets Grab Lunch, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

Zachary Tracey is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Wells Fargo Clearing, Osaic FS, Inc., and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche planning areas, and advisors develop tailored recommendations using Wells Fargo's research and tools.

Benjamin Howarth is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following a 15-year tenure at Metlife Securities Inc. Additionally, he maintains an independent insurance agent role specializing in disability, fixed annuities, life, accident, health, long-term care, and Medicare-related products. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap programs, and educational seminars, structuring financial planning as annual collaborative engagements using firm-approved software to analyze client goals and recommend investment strategies.

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.

Brian Bednarz is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at MassMutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, following 17 years at MetLife Financial Services. In addition to his advisory role, he is a member and partner of JB Wealth Partners LLC, a collaborative practice focused on pooling resources and managing cash flow and taxation. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, with an emphasis on structured, collaborative financial planning engagements.

Lori Carroll is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes positions at Wells Fargo Clearing and Prudential Equity Group. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by extensive capital markets capabilities.

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.

Bryan Lauriat is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.

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.

Elaine Prewitt is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 66 and Series 63 designations. Prior to joining Edward Jones in 2025, she worked at Riverside Retirement Advisors for five years and has operated a hobby laser engraving business, Customs on Main LLC, since 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Arthur Sullivan Jr. is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Highland Capital Brokerage. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet certain net-worth criteria.