Angelo Pruitt is a Financial Advisor with Merrill Lynch Wealth Management, based in Hartford, CT. He has a decade of experience providing personalized financial guidance, focusing on areas such as retirement income, education planning, legacy planning, liquidity management, and portfolio management services. Angelo blends financial expertise with cultural awareness to address the unique challenges and opportunities of his diverse client base. He earned a Bachelor of Arts degree in Economics from the University of Connecticut in 2015 and played college football for the UConn Huskies. Angelo holds the Personal Investment Advisor (PIA) designation. His professional approach emphasizes fostering financial literacy, promoting generational wealth, and delivering an inclusive client experience grounded in integrity. Beyond his professional work, Angelo is involved with organizations including Collective Uplift LLC, Hartford Catholic Worker, Hartford Salvation Army, My Brothers Keeper Inc., and UConn Husky Nutrition and Sport. In his personal time, he enjoys basketball, chess, cooking, football, watching movies, and spending time with his wife and their son.

Rochelle Forrest is a financial advisor at Cetera with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Stifel and Avantax Advisory Services. Outside of her advisory role, she is involved with Forrest Investment Services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with options for discretionary and non-discretionary management.

Jared Huckle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes roles at Primerica Financial Services since 1998 and a position at the University of Connecticut. Outside of advising, he is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing portfolio implementation and trading.

John Welch is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Avantax Investment Services, Inc. for 28 years and has operated Welch & Company, a tax preparation and accounting business, since 1988. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services across discretionary and non-discretionary programs.

Steven Hintz is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 licenses and with 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and operates his own CPA practice providing tax preparation services. Outside of his advisory role, Mr. Hintz is a director and assistant treasurer of the South Windsor Land Conservation Trust and is a part owner of a Massage Envy franchise. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm supports both discretionary and non-discretionary investment strategies through various platforms and provides access to proprietary and third-party model strategies.

Arthur Booker is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked in various roles within Morgan Stanley since 2014. Outside of his advisory work, he serves on the Finance Committee of the First Tee of Connecticut, a youth sports organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and serves clients through both individual and corporate financial planning agreements.

Steven Norris is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill. Outside of his advisory work, Norris serves as a trustee and investment committee member for Lea's Foundation for Leukemia Research and is a board member of Easter Seals Capitol Region and Eastern Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Francis Petrangelo is a CFP® and CFA® with 29 years of industry experience, currently advising at Edelman Financial Engines. His career includes roles at Fidelity Investments Institutional Services Company, Fidelity Brokerage Services, Citizens Securities, and Prudential-affiliated firms. Outside of his advisory work, he is involved in real estate development, managing rental properties including a land development project in Belize. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm emphasizes diversified portfolios, long-term strategies, and fiduciary management, serving a large client base with a mix of discretionary and non-discretionary offerings.

Jackson Wolff is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and has been in the industry since 2023. Prior to his advisory role, he spent four years at Babson College and six years at Kingswood Oxford. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools to analyze client goals and provides collaborative, annual financial planning engagements.

Erik Lillibridge is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 11 years. He operates a sole proprietorship focused on insurance and fixed annuity sales. OSAIC serves a broad mix of retail and institutional clients by offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm uses various asset-allocation tools and third-party platforms to construct and manage diversified portfolios tailored to client needs.

Perry Brown is a CFP® with 19 years of industry experience, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Valley Financial Management, Valley National Bank, Arvest Wealth Management, Raymond James Financial Services, and others. He serves as Treasurer and board member of the Litchfield Historical Society, where he handles monthly financial reporting. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm structures financial planning as annual, collaborative engagements that include detailed client analysis and written recommendations.

Sharon Alleman is a CFP®-certified financial advisor with UBS Financial Services in Hartford, CT, and has 18 years of industry experience. She has been with UBS Financial Services since 2011. Outside of her advisory role, she serves on the board of incorporators for the iQuilt Plan, an urban design initiative in downtown Hartford that connects local cultural and historic assets. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans and portfolio strategies to clients’ goals and risk tolerances.

Benjamin Stephens is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at GWFS Equities, Inc. for three years and Shamrock Companies for 23 years before joining Fidelity in 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, long-term asset allocation strategies.

Sean Drinan is a financial advisor at Stifel with 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he is involved with Dream Big Basketball LLC, where he gives basketball lessons and conducts training camps. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Diane Brett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at LPL Financial since 2011 and previously worked at Merrill and Advest, Inc. Diane also provides financial and investment advice through American Eagle Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stephen Carlo is a financial advisor at OSAIC with 36 years of industry experience. He holds the ChFC® designation and is registered with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked for over two decades at Securities America Advisors, Inc. He serves as a co-trustee on a family revocable trust, acting as a tie breaker in decision-making when necessary. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services with investment strategies that utilize asset-allocation tools, risk assessment, and automated rebalancing across various asset classes.

Tyler Allen is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Enterprise Holdings, Target, and Bryant University. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, utilizing internal and third-party managers.

Marilyn Zarkos is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with LPL Financial and has previously worked at M&T Bank, Citizens Securities, Inc., and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Trevor Glasgow is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Horton Team, which specializes in providing tailored financial solutions to clients. Since beginning his career with The Horton Team in 2013, Trevor has gained over a decade of experience assisting individuals, families, and businesses in managing their financial complexities. His expertise includes corporate benefits, executive services, retirement planning, portfolio management, and legacy planning. Trevor holds a Bachelor's degree from the University of Connecticut School of Business and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He works extensively with both public and private companies, managing defined contribution and benefit plans, equity compensation, deferred compensation, health savings accounts, and fiduciary services. Outside of his professional role, Trevor resides in West Hartford, Connecticut, with his wife and two sons. He supports UConn Husky Athletics and enjoys engaging in activities such as tennis, golf, cooking, and spending time with family and friends. He and his family are active members of their local community.

Jaime Mcauliffe is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Fisher Investments since 2017 and previously was with Voya Financial Advisors and Voya Financial from 2014 to 2017. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.