James Curran is a financial advisor at LPL Financial with 25 years of industry experience and holds Series 65 and Series 66 licenses. He has been with LPL Financial since 2016, previously working at Northstar Wealth Partners LLC. Outside of his advisory role, he serves as a trustee for the Robert E Curran Revocable Trust. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Gavin Keane is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Aspen Square Management, Caribbean Clear, and Sodexo Operations LLC. Keane also has experience in the food service industry and has attended the University of Vermont. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and manages approximately $1.01 trillion in assets, supported by a nationwide network of advisors and branch offices.

Thomas Hall is a financial advisor with Wells Fargo Advisors in Avon, CT, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, Hall is a partial owner of Towermark Wealth Management LLC and fully owns TTH Corp, both involved with his financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services that cover a wide range of planning needs. The firm offers tailored recommendations supported by proprietary research and planning tools, with clients selecting whether to implement these through brokerage or advisory programs.

Josh Oliver is a financial advisor with LPL Financial in Vernon, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Webster Investments, Financial Resources Group Investment Services, and several insurance and brokerage firms. Outside of his advisory work, he owns Oliver Consulting Group, LLC, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Karilynn Domurat is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and 14 years of industry experience. She has been with Bank of America Merrill Lynch since 2011. 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 developed by internal and third-party teams.

Christopher Lundberg is a financial advisor with Wells Fargo Advisors in West Hartford, CT, holding a Series 66 designation and 10 years of industry experience. Prior to his current role starting in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2026. Outside of his advisory work, Lundberg serves as a part-time police officer in Marlborough, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu with tailored recommendations supported by Wells Fargo research and planning tools.

Shawn Torres is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Next Financial Group, Inc. and MML Investors Services, Inc. He is also the owner of Vitae Wealth Management, focusing on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management options and proprietary model strategies.

Cristian Irizarry is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Gilligan is a financial advisor at Edward Jones in Windsor, CT, with nine years of industry experience. He holds a Series 66 designation and previously worked at SAP for one year before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Thomas Grilli is a financial advisor with Ameriprise in East Hartford, CT, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Ameriprise since 2022 and previously spent 11 years with Riversource Distributors, Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team.

Steele Skibisky is a financial advisor with Wells Fargo Advisors in Avon, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Wells Fargo Advisors and its affiliated entities since 2009. Skibisky has ownership interests in two investment-related businesses, including TowerMark Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services with tailored recommendations supported by Wells Fargo research and tools, available to clients meeting a net-worth threshold.

Brian Peterson is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes prior roles at Fidelity Brokerage Services LLC and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Terrell Joyner is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and having 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. Outside of his advisory work, he is involved in business coaching and owns a membership organization focused on building a network of consultants. Mass Mutual 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, structuring planning engagements as annual, collaborative relationships using firm-approved tools to analyze client goals.

Richard Wells is a Series 66-licensed financial advisor at Mass Mutual Investors Services with three years of industry experience. Prior to joining the firm, he worked at Ameriprise Financial Services and spent over two decades with West Hartford Public Schools. He also provides coaching on education and leadership strategies through his consulting business and serves as treasurer for the West Hartford Retired Educators Association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using firm-approved analytical tools and offers specialized programs such as divorce and estate-settlement planning.

Donald Dugan is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and five years of industry experience. His career includes multiple roles at Morgan Stanley and Fordham University, as well as a position at Fiduciary Investment Advisors (Fiducient Advisors) and work with Big Fish Promotions and Kingswood Oxford School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates proprietary modeling tools and emphasizes client implementation.

Matthew Cohen is a Financial Consultant at Fidelity Investments, where he collaborates with clients to implement comprehensive financial plans tailored to their personal goals. He emphasizes understanding clients and their families to develop strategies aligned with what matters most to them. Matthew has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant since 2023. Throughout his tenure, Matthew has gained experience in client relationship management and investment consulting. He works as part of a team of financial professionals dedicated to providing tailored financial solutions. Outside of his professional responsibilities, Matthew enjoys activities such as beach outings, football, surfing, traveling, and spending time with his pets.

Barnaby Horton is a Wealth Management Advisor and the founder and managing partner of The Horton Team at Merrill Lynch Wealth Management in Hartford, Connecticut. He specializes in corporate and institutional retirement services and has been recognized for his expertise by being named to the Forbes "Best In State Wealth Advisor" list in 2023, 2024, and 2025, as well as to the Financial Times "Top 401 Financial Advisers" list from 2015 to 2020. Barnaby holds professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Barnaby earned his Juris Doctorate degree from the University of Connecticut and his bachelor's degree from Washington University in St. Louis. He has also completed specialized training from Yale School of Management, UCLA's Anderson School of Management, and the Wharton School of Business. His client focus areas include corporate executive services, divorce transition planning, employee benefits planning, institutional and corporate benefit services, institutional consulting and investment consulting, services for endowments, foundations, and non-profits, employee financial health, and portfolio management services. He is actively involved in his community, serving on the board of the Hartford Stage Company and acting as an Ambassador for The Bushnell Center for the Performing Arts. He is a member of the Asylum Hill Congregational Church Sanctuary Choir and has held elected positions including membership on the University of Connecticut Board of Trustees and the Connecticut State Legislature. Barnaby lives in Hartford with his wife, Hannah, their four children, and their Australian labradoodle named Keegan. He has completed eight marathons, including the Chicago, Boston, New York City, and London marathons, and enjoys baseball, music, running, singing, spending time with family, and traveling.

Scott Timko is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 2007 and holds the Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and affiliated banking programs.

Alfred Loomer is a financial advisor at Ameriprise in Windsor, CT, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Loomer serves on the Board of Directors for the Scherer Ridge condominium association, is a member of the Town of Windsor Economic Development Commission, and acts as Board Development Chair for Forge City Works. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering personalized recommendation reports that integrate research and modeling to guide income strategies. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mark Willis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously spent six years with Voya Financial Advisors. Willis is the owner of The Retirement Paycheck Company, LLC, and serves as chairman of the finance committee on the board of Cristo Rey Brooklyn High School. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, working across various program structures and custodial relationships.