Jacquelin Rossi is a Series 66-registered financial advisor with Merrill in Hartford, CT, holding 25 years of industry experience. She has been with Merrill Lynch since 2008. Outside of advising, Jacquelin works as a retail associate at TJ Maxx. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies designed by internal and third-party managers. The firm serves individuals, high-net-worth clients, and institutions, offering tailored portfolio implementation and investment restrictions.

Anthony Cianflone is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at Redstone Wealth Management LLC and Accounting & Tax Associates, Inc., where he is also an enrolled agent. Outside of financial advising, he serves as president of a condominium association board and is involved in solar energy referrals. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets with more than 10,000 advisors serving approximately 800,000 clients.

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.

Travis Ritter is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2020, following prior roles at Securian Financial Services Inc. and Pioneer Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program platforms and third-party managers.

Gretchen Chapdelaine is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has worked at MML Investors Services, LLC since 2017 and has prior experience with MassMutual Life Insurance Company, MetLife Securities, and M HOLDINGS SECURITIES, Inc. 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 provides ongoing financial planning, asset management, and educational programs, using firm‑approved tools to support collaborative and goal-oriented planning engagements.

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 Sondrini is a financial advisor with Ameriprise in Granby, CT, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at VOYA Financial Advisors and VOYA Financial for eight years before joining Ameriprise. Outside of his advisory role, he serves on a local board of directors and works as a delivery driver for GrubHub. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a retirement income team to deliver tailored, non-discretionary advice.

Kevin Spada is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc., Securities America, Inc., Investacorp, and Kingston Wealth Management. Outside of his advisory role, he provides tax preparation and general accounting services through Kingston Wealth Management Group, LLC, and is involved in the sales and servicing of fixed insurance products. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment programs and maintaining multiple custodial and legacy arrangements.

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 with one year of industry experience. She holds a Series 66 designation and previously worked at TEKsystems, American Eagle Outfitters, Bristol Hospital, and Fairfield University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by firm-approved planning tools and extensive asset management.

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.

Laura Depergola is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at both LPL Financial and 360 Federal Credit Union since 2014. 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.

Thomas Humphreys is a financial advisor at UBS Financial Services in Hartford, CT, with 22 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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.

David Hannah is a financial advisor with Ameriprise in East Longmeadow, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm’s retirement income program emphasizes dependable income sources and tax-aware withdrawal strategies within a structured investment approach.

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.

Ashley Martella is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and having 21 years of industry experience since 2005. She serves as the CEO of the Foundation of CT, where she is involved in scholarship provision and investment decision-making as part of the board. Additionally, she participates in the University of Connecticut Alumni Committee, focusing on alumni engagement and outreach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a wide range of financial products and capital markets services.