Stefanie Mills is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Lawrence Agler is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and 40 years of industry experience. His career includes roles at Securities America Inc., National Planning Corporation, and Beacon Financial Group, where he has been involved since 1994. Outside of his advisory work, he owns Modern Insurance Solutions, LLC, and Beacon 401K Advisors, LLC, both non-investment related businesses. 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 management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jonathan Frucce is a CFP® and Series 66-registered financial advisor with 18 years of industry experience. He is currently with Morgan Stanley in Hartford, CT, where he has worked since 2020, following 14 years at UBS Financial. He serves as a board member and participates on the finance and investment committees at the Hospital for Special Care in New Britain, Connecticut. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategic modeling. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Edward Myers is a financial advisor with LPL Financial in Vernon, CT, holding Series 63 and Series 65 designations and 43 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc., National Planning Corporation, and Main Street Management Company. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Dennis Rihm is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has four years of industry experience, including a lengthy tenure at The Hartford Financial Services Group. Outside of his advisory role, he serves as an assistant scoutmaster for Boy Scout Troop 540 in Glastonbury, CT, and volunteers as a tax return preparer for AARP Tax-Aides. Cambridge Investment Research Advisors, Inc. serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals managing a multi-billion dollar asset base and offers access to multiple investment platforms and proprietary model strategies under the Founders Gate Capital brand.

Hailey Fragoso is currently an Investment Consultant, focusing on assisting individuals and families in achieving their financial objectives. She emphasizes understanding clients' goals, values, and concerns to provide education and guidance tailored to their needs. Hailey works collaboratively with clients to develop plans aligned with their priorities. Her professional experience includes roles at Fidelity Investments, where she served as an Investment Solutions Representative from 2025 to 2026 and as a Customer Relationship Advocate from 2024 to 2025. Prior to that, she worked as an Investor Services Associate at Putnam Investments from 2023 to 2024. These positions have contributed to her understanding of investment solutions and client relationship management.

Christopher Casale is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at CUSO Financial Services and Westfield Bank. 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 portfolios, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Aranzazu Suarez Gonzalez is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with 10 years of industry experience. She worked at Metlife Investors Distribution Company from 2008 to 2017 before joining UBS Financial Services, where she has been since 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with a broad platform that includes institutional trading capabilities and wealth management.

John Donovan Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as Treasurer and President of the Board for Plumb Hill LLC and Plumb Hill Playing Fields Inc., organizations involved in managing a local sports complex in Litchfield, Connecticut. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving individual, institutional, and municipal clients. The firm provides financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

Patrick Maloney is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and 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 planning tools and scenario modeling to support its advisory services.

Seera Walter is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. Walter has been with Merrill since 2014 and also works with Bank of America, N.A. since 2019. 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.

Daniel Tarbell is a financial advisor with Ameriprise in East Hartford, CT, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its related entities since 2005. Outside of his advisory work, he co-owns Rising Tides RE LLC, a business that sublets office space. 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 retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and algorithmic tools within a defined investment ecosystem.

David Petruzzelli is a financial advisor with LPL Financial in Longmeadow, MA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior work includes roles at MassMutual, MML Investors Services, Inc., and Quick & Reilly. Petruzzelli operates Petruzzelli Financial Services, an investment-related business affiliated with his LPL practice. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Wozniak is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, Tradewind Aviation, and Juice Heads LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Tanya Ferrero is a financial advisor at Mass Mutual Investors Services with 1 year of industry experience. She holds the Series 66 designation and has held roles at Charter Oak Financial/Post Game Financial since 2011 and MassMutual Life Insurance Company since 2009. MassMutual Investors Services, LLC 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 provide written recommendations as part of collaborative planning relationships.

David Stanco is a financial advisor at UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, Fidelity Investments, and Barnum Financial Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services.

Cary Rubman is a CFP® professional with 40 years of industry experience, currently affiliated with Cetera. His career includes extensive work as an independent insurance agent, serving clients in various capacities related to life, health, and long-term care insurance. He is also a partner and CFO of Innosure Insurance LLC, a property and casualty agency. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services delivered through a multi-manager platform featuring both affiliated and third-party investment options.

Mark Monroe is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 66 licenses and has 28 years of industry experience. He has worked at RBC Capital Markets since 2008 and also at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to both in-house and third-party investment managers.

Jesse Fable is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010, previously working at Morgan Stanley. Outside of his advisory role, he serves as treasurer on the board of the Roskear Farm Owners Association. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

James Vilasuso is a financial advisor with Ameriprise in Somers, CT, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated firm since 2012. Outside of his advisory work, Vilasuso owns and operates Affordable Tax Service, a tax preparation business. Ameriprise provides retirement-income planning services designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.