Gwendolyn Willey is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Wells Fargo Clearing Services LLC, M Holdings Securities, Inc., Lindberg & Ripple, and Nair & Levine Law Office. She has been with Merrill since 2019. 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 investment strategies for individuals, high-net-worth clients, and various institutions.

Elizabeth Jacovino is a CFP®-certified financial advisor with 28 years of industry experience, currently practicing at RBC Capital Markets since 2008. She has served as an adjunct professor teaching estate planning at Pace University. Outside of her advisory role, she is involved in owning and managing multifamily real estate properties through several active entities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs providing portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers to meet specific client needs.

James Bockstahler is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, JP Morgan Securities LLC, Hornor Townsend & Kent Inc, 21st Century Financial, and LAZ Parking. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Emily Richardson is a financial advisor at OSAIC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial Distributors. She serves as Director of Special Projects on the national board of Women in Insurance and Financial Services, chairing both the Sales and Marketing and Editorial Committees. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers.

Sidney Starks is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2013. In addition to his advisory role, he has worked with WTNH-TV as a freelance voice-over and weather contributor for over two decades and serves as a state committeeman involved in political campaigns. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Barbara Ludlow Taussig is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses and 41 years of industry experience. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach incorporates structured discovery conversations and advanced planning tools without providing individual security recommendations as part of standalone plans.

Joseph Witkowski is a CFP® and Series 65 credentialed financial advisor with five years of industry experience. He has worked at Ameriprise since 2026 and previously spent six years with Thrivent Advisor Network, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice supported by a centralized team, combining internal research and third-party data to deliver written recommendations focused on income sources and tax-aware withdrawal strategies.

David Ellovich is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Daniel Kelly is a Series 66-credentialed financial advisor with 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he also works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

William Clark is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has been with Merrill since 2016. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Peter Cassell is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and offering 37 years of industry experience. He has been with Mass Mutual Investors Services since 1988 and Massachusetts Mutual Life Insurance Company since 1987. Outside of his advisory role, he serves as trustee of a family trust and is the managing partner of a non-insurance brokerage specializing in group life and health insurance. MassMutual Investors Services, LLC 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 uses firm-approved software tools to analyze client goals and delivers written recommendations through ongoing planning engagements.

Shaun Cour is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He has an extensive background that includes roles at Avantax Insurance Agency, Sterling Principle Financial Services, and longstanding involvement with H&R Block, where he provides tax preparation and advice. Outside of his advisory work, he serves on the board of Lights Up Productions and manages several family-owned rental property entities. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, including discretionary and non-discretionary services, financial planning, and access to third-party managers, backed by significant scale and a comprehensive suite of affiliated service offerings.

Keith Tatlock is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2020. His prior experience includes four years at Commonwealth Financial Network and a 23-year career with the U.S. Air Force Air National Guard. He is also a board member of the Ludlow Community Center/Randall Boys and Girls Club. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies across multiple platform arrangements.

Garrett Palmer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and eight years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and has previous experience at Cambridge Investment Research, Inc. and Retirement Security, Inc. Palmer operates as an advisory representative of a registered investment adviser. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Christopher Smith is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work history includes roles at MassMutual Trust Company and Fisher Investments. He is also a member of Beacon Ridge Properties, LLC, where he manages bookkeeping and insurance for the real estate business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with services that include event-driven planning such as divorce and estate-settlement planning.

Crystal Leppo is a financial advisor at UBS Financial Services in Hartford, CT, with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo Advisors, LLC since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Samuel Lusardi is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has seven years of industry experience. He has been with MassMutual and its affiliated entities since 2017. Prior to his career in financial services, he worked at Price Chopper for one year. 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 offers financial planning, asset management, and educational seminars, using firm-approved tools to help structure collaborative, goal-oriented planning engagements.

Dante Ambrogio is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at UBS since 2013. Outside of his advisory role, Ambrogio serves on the Board of Directors for the Cesare Barbieri Endowment, assisting in hosting public lectures on Italian arts and academia. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor investment plans to clients’ goals.

Emily Hodgdon is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017, and has additional work experience at the Florida Department of Agriculture and Consumer Services since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment solutions through both direct and employer-sponsored financial planning arrangements.

William Lohrey is a Series 65 licensed financial advisor at Edelman Financial Engines with three years of industry experience. His prior positions include roles at Financial Engines Advisors L.L.C., Connecticut Wealth Management, New York Life Insurance GBS, Cigna Life Insurance Company, and Ameritas Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.