Stephen Kane is a Series 66-licensed financial advisor with UBS Financial Services in Hartford, CT, where he has worked since 2011. He has 13 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client solutions.

Lynn Sorel is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 63 designation and 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Akira Sato is a financial advisor with Edward Jones in Simsbury, CT, holding a Series 66 designation and having four years of experience at the firm. Prior to his career in finance, he worked in retail store operations for six years and is involved in Carpe Diem Racing, LLC, an event promotion business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, supported by a nationwide network of over 23,000 advisors and managing approximately $1.01 trillion in assets.

Nicole King is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and five years of industry experience. She worked at 3M from 2015 to 2020 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Edward Sullivan is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on family wealth management strategies, managing new wealth, and retirement income. He has over 20 years of experience in the financial and wealth management industry, having previously worked at Morgan Stanley Smith Barney before joining Merrill Lynch in 2011. Edward holds FINRA Series 7, 63, and 65 registrations and the designation of Personal Investment Advisor (PIA). Edward is a graduate of Providence College and is a member of the Hartford, CT chapter of the Exit Planning Exchange (XPX), an organization that provides educational opportunities related to business exit planning. He is part of the Cirullo-Sullivan Wealth Management Group, which offers specialized tools and guidance to business owners contemplating transitions in their roles. Outside of his professional work, Edward resides in Wilbraham, Massachusetts with his wife and two daughters. His personal interests include hiking, reading—especially history—and spending time with his family.

David Bouffard is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2011. Outside of his advisory role, he oversees Honey Badger Management Inc., a business he owns and manages. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and employs a centralized consulting team that delivers non-discretionary, research-based retirement recommendations.

Kevin Yurch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Citizens Securities, Waddell & Reed, and Boston Light Financial. He also has involvement with Associates of Clifton Park in non-variable insurance. 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, utilizing both proprietary and third-party investment strategies alongside a broad platform that includes financial planning, model portfolios, and institutional programs.

Nile Pullin is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2015. He holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Randy Holmeen is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and 26 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Holmeen is a sole proprietor managing a rental condominium. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Stefano Cacciola is a financial advisor with LPL Financial in Avon, CT, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at People's United Advisors, People's Securities, IFMG Securities, and Merrill. 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 financial planning, asset management through various platforms, and incorporates tools like machine learning to support advisors, managing over $819 billion in discretionary assets.

Nicholas Walsh is a CFP® professional with 28 years of industry experience, currently serving at Wells Fargo Advisors since 2018. His prior roles include positions at Wells Fargo Clearing and Advest, Inc. He is involved in a family ceramics business and holds trustee and executor responsibilities for family trusts. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that integrate advisory services with other financial products.

Sean Gilligan is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including UBS Financial Services, USI Securities, and Amundi Asset Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and an ESG eligibility framework. The firm’s Institutional Consulting Services program offers non-discretionary advice delivered by a select group of Wealth Advisors.

William Haberlin is a financial advisor at Ameriprise in West Hartford, CT, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Marist College and Avon High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gabrielle Finn is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Before joining UBS in 2026, she worked in several roles including positions at the United States Congress Committee on the Budget and The Sunwater Institute. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management services.

Erika Martinez is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and five years of industry experience. She previously worked at Bank of America and Merrill for eleven years. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary capital market insights and research to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering services that include discretionary portfolio management, financial planning, and capital markets solutions.

Eliot Weissberg is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and Raymond James Financial since 2009. In addition to his advisory role, Weissberg owns The Advisors Center, LLC, which holds his intellectual property, and is president of The Investors Center, Inc., where he also works as an insurance agent. 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 emphasizes tailored, non-discretionary planning using analytical tools and supports a range of advisory programs alongside specialized municipal and public-finance services.

Sergio Maffettone is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and four years of industry experience. His work history includes previous roles at SEI Investments and an extended period at Quinnipiac University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

James Curran is a financial advisor with LPL Financial in West Hartford, CT, holding Series 65 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Merrill, Morgan Stanley, Citigroup Global Markets, and Northstar Wealth Partners LLC. He also serves as a trustee for the Robert E Curran Revocable Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment programs, utilizing a variety of portfolio strategies and advisor support tools.

Natalie Connelly is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been a team member since 2016. She contributes to business development and marketing efforts while assisting with relationship management and financial planning. Previously, Natalie worked at Voya Financial in roles focused on relationship management and financial planning. She holds several professional designations including Chartered Retirement Plans Specialist (CRPS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Natalie earned her Bachelor's Degree from Westfield State College. Her areas of expertise include retirement planning, divorce transition planning, family wealth management strategies, college education planning, and managing new wealth. Natalie is committed to guiding clients through their unique financial situations and works alongside her team, the Foundation Management Group, which collectively has over a century of experience. Residing in West Springfield, Massachusetts, Natalie is involved in her community through the West Springfield Rotary Club and youth sports booster clubs. She spends her personal time engaging in activities such as cooking, gardening, ice hockey, interior decorating, reading, traveling, and supporting her two children in their sports activities.

Thomas Hall is a financial advisor with Wells Fargo Advisors in Avon, CT. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including eight years at Wells Fargo Advisors and two years at Wells Fargo Clearing. He is also a partial owner of Towermark Wealth Management LLC and fully owns TTH Corp, entities related to his financial practice. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser offering investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial products and referral channels.