Francesca Debonis is a financial advisor with LPL Financial in Middlebury, CT, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked with Bergamo Tax & Accounting Services and UBS Realty Investors. She is a business owner of FD Realty LLC and serves as a notary in addition to her tax preparation and accounting work. 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 and access to model portfolios and third-party asset managers.

Christopher Fry is a financial advisor with Ameriprise in Southington, CT, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its related entities since 2004. Outside of his advisory role, Fry is the CEO and CFO of Watermark Management Partners, LLC, where he provides direct leadership and manages financial responsibilities. He is also a Notary Public in the state of Connecticut. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income services that include written Recommendation Reports and ongoing annual planning focused on dependable income and tax-aware withdrawal strategies. The firm’s retirement income offering involves a centralized service team and operates within a defined investment universe influenced by affiliated product relationships.

Edward Barry is a financial advisor with Raymond James Financial, holding a Series 63 designation and 41 years of industry experience. He has worked at Raymond James Financial since 2009 and is also the owner of Valley Financial Group, LLC. In addition to his advisory role, he is an agent for United Healthcare-Medicare Advantage, focusing on health insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized municipal and public finance capabilities uncommon among large institutional advisors.

Gretchen Chapdelaine is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at MetLife Securities and Mass Mutual Life Insurance Company. 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, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options and educational seminars.

Jodie Mamede is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2016, following a brief tenure at TD Private Client Wealth LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers various advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Brian Waddell is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding CFP® and Series 66 designations and possessing 13 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is the president of a social organization focused on organizing events and facilitating non-financial exchanges. 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, structuring client engagements as annual, collaborative relationships that utilize firm-approved analytical tools to develop comprehensive financial plans.

Douglas Gordon is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses. He has 39 years of industry experience, including roles at Mass Mutual Life Insurance Company and MetLife Securities Inc. since 2015. 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, using firm-approved tools and collaborative planning processes.

Matthew Udal is a financial advisor with Ameriprise in West Hartford, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on several nonprofit boards, including Open Doors Outdoors and the Nutmeg Symphony Orchestra, and is involved in fitness class training. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific eligibility criteria, delivering written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.

Alana Dubois is a financial advisor at Morgan Stanley in West Hartford, CT, holding a Series 66 designation. She joined Morgan Stanley in 2025 and has prior work experience at TEKsystems, American Eagle Outfitters, Bristol Hospital, and in academic roles at Fairfield University and Florence University of the Arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and research.

Michael Denucci is a financial advisor with Merrill, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Merrill since 1998 and concurrently associated with Bank of America, N.A. since 2011. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution services. The firm emphasizes multiple investment program strategies and manager-constructed options, supported by its integration with Bank of America affiliates and a focus on tax-efficient implementation solutions.

Francois Marquis is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Merrill, Citigroup Global Markets, and Vanguard Advisers prior to joining LPL Financial in 2013. He is also associated with Valenti Wealth Management in Farmington, CT, as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both in-house research and third-party strategies.

Eirini Emmanouilidou is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She joined Fidelity Investments in 2021 and has held several roles including Planning Consultant, Relationship Manager, and Financial Representative. Eirini has experience in helping families navigate financial transitions by developing personalized strategies that align with their goals and values, aiming to provide long-term financial security. Prior to her tenure at Fidelity Investments, she worked at Santander Bank as a Branch Manager and Relationship Banker. Her approach focuses on simplifying financial complexities so clients can concentrate on their priorities.

Rockwell Jackson is a financial advisor at Merrill with a Series 66 designation and zero years of industry experience. He previously worked at the Bank of New York Mellon for ten years and was affiliated with the D’Amore-McKim School of Business at Northeastern University for three years. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Potocsny is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Wells Fargo Clearing, and A.G. Edwards & Sons. Potocsny operates PFG Wealth Management Inc., an investment-related business affiliated with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced research tools and a wide range of investment options.

Robert Cosentino Jr. is a financial advisor at LPL Financial with 32 years of industry experience. He has worked at LPL Financial since 2011 and previously spent eight years with Webster Investment Services, Inc. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joshua Ferreira is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as operating Ferreira Wealth Strategies and working at the City of Torrington. 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, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Steven Tripp is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked with Valley Financial Group LLC and Raymond James Financial Services Advisors, Inc. His activities include serving as a trustee and personal representative for the Tripp Family Trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and various organizations, offering tailored, non-discretionary advisory services supported by analytical and risk-profiling tools.

Jack Ryan is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to joining the financial industry, his background includes roles at Liberty Honda, Moving Pieces, USI Consulting Group, and Affordable Paint and Tile. Fidelity Strategic Advisers provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

Joshua Dunn is a financial advisor with Raymond James & Associates in West Hartford, CT, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Outside of his advisory role, he is involved with O'Donnell Dunn Productions, producing documentary films. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a range of portfolio management styles and notable municipal advisory services.

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.