Arthur Sullivan Sr. is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Wells Fargo Clearing for 11 years. He serves on the investment and finance committee of the American School for the Deaf. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and tools, delivering tailored recommendations through a network of financial advisors.

Diane Brett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at LPL Financial since 2011 and has been involved with American Eagle Credit Union since 2008, where she also provides financial and investment advice to members and non-members. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting services.

Derek Mazzarella is a financial advisor with LPL Financial in Glastonbury, CT. He holds the Series 66 designation and has 16 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is an author and a seminar speaker. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and utilizes research from LPL Research and third-party subadvisors.

Kevin Flynn is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Hammond Iles Wealth Advisors, Ceros Financial Services, and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet certain net-worth thresholds.

Lisa Moulton is a financial advisor at Merrill with 34 years of industry experience. She has been with Merrill since 1990 and holds a Series 63 designation. 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. 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 managers.

Daniel Duffey is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Voya Financial Advisors, RBC Capital Markets, Bank of America, and Merrill. Duffey has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Joshua Ellis is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Lincoln Financial Securities Corp and has a background that includes roles at Acadia Corporation and the University of Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Daniel Lupacchino is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has a background that includes service in the United States Army from 2017 to 2025. Outside of his advisory work, he serves as president of Reconnect, an organization supporting young veterans transitioning to civilian life in Connecticut. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Trisha Mcmahon is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 designations and 25 years of industry experience. Her prior roles include positions at Bank of America and Merrill, each for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Matthew Dobie is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Barnum Financial Group. Outside of finance, he has work experience at Huskies Restaurant and the University of Connecticut. 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 collaborative, goal-oriented planning using firm-approved analytical tools and also provides event-driven planning services such as divorce and estate settlement.

Dhilan Shah is a financial advisor with MassMutual Investors Services in Glastonbury, CT, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Aetna. Shah is a licensed CPA, though not currently practicing, and is also licensed as an insurance agent, focusing on life, property/casualty, health, group life, and group health insurance. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using proprietary analytical tools and offers various investment programs and educational seminars.

Lee Hoffman is a financial advisor at Edward Jones in Berlin, CT, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at LoopMe, Quantcast, and Match Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Edward Prendergast is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Janney Montgomery Scott and Edward Jones. Outside of his advisory work, he is a musician and occasionally performs as a singer in a band on weekends. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Tyler Naumann currently serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he gained extensive experience at Fidelity in various capacities, including Financial Consultant from 2021 to 2026, Planning Consultant from 2021 to 2022, Workplace Financial Consultant from 2016 to 2021, and Financial Representative from 2014 to 2016. Throughout his career at Fidelity, Tyler has supported clients through a disciplined process aimed at helping them become confident and comfortable in their financial planning and investment strategies. He focuses on educating clients about their options and guiding them in making financial decisions that align with their individual situations, goals, and preferences. His approach emphasizes proper financial planning and implementation to help clients manage their assets effectively and live life on their own terms.

Randall Peteros is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he teaches a seminar course in Behavioral Finance at Eastern Connecticut State University and serves on the Seaglass Village Condominium Association board, where he organizes financial statements. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers and provides integrated portfolio management, financial planning, custody, and brokerage services.

Martin Carroll is a CFP® professional with 29 years of industry experience. He has worked at Raymond James & Associates since 2017, following prior roles at Bank of America and Merrill. Outside of his advisory work, Carroll is involved in nonprofit leadership, including serving as chairman of a charitable golf tournament for the Marine Corps Scholarship Foundation and holding board positions with Connecticut-based nonprofit organizations. Raymond James & Associates is a large broker-dealer and registered investment adviser managing approximately $501 billion in assets. The firm provides financial planning and consulting services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing a range of portfolio management approaches supported by research and modeling tools.

Geoffrey Swanson is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he serves as Board Treasurer for Gospel Volunteers Inc., where he oversees organizational finances and assists with the annual audit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Lawrence Murphy is a financial advisor at Wells Fargo Clearing with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Murphy serves on the finance committee of the South Windsor Rotary Club, where he reviews community donation requests and events. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Gregg Maleri is a CFP® professional with 25 years of industry experience, currently advising clients at Ameriprise in Glastonbury, CT. He has worked at Ameriprise and its affiliated entities since 2017, with prior experience at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Margaret Moore is a CFP®-certified financial advisor with three years of industry experience, currently with Mass Mutual Investors Services. She previously worked at The Donohue Group for 16 years and has held roles at MassMutual Life Insurance Company since 2022. Outside of her advisory work, she serves as a manager and trustee for a family investment company and also engages in outside insurance sales focusing on life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative planning processes, offering a range of investment and planning solutions without discretionary authority over client investments.