Chester Darling is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Services, Inc. and RiverSource Distributors Inc. Outside of his advisory work, he serves on the Board of Directors for the Hartford Athletic Academy Parent Advisory Board and acts as a Parent Team Manager. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Vicki Thomas is a financial advisor at UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Reid Morin is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2024 to 2026. His work focuses on understanding clients' values and goals to co-create and update detailed financial plans. Reid is committed to strengthening financial plans and building ongoing client relationships through a collaborative approach.

Nicholas Manolakis is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, he serves as a sports official and is involved in individual life and group health insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning relationships supported by firm-approved software and offers various investment and planning programs.

Diane Fisher is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 43 years of industry experience. She has been with Raymond James & Associates since 2015. 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 diverse client base, including individuals, institutions, pension plans, and municipal entities, offering a range of financial planning and investment consulting services.

Thomas Zimmer is a Financial Advisor with Merrill Lynch Wealth Management, where he is part of The Horton Team. He specializes in creating and managing customized financial plans that focus on individual goals and financial positions. His approach involves working closely with individuals, families, businesses, and nonprofit organizations to develop strategies that support a variety of financial and life objectives. Zimmer graduated from the University of Connecticut with a Bachelor of Science degree in Business, majoring in Finance and Economics. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise encompasses areas such as college education planning, corporate retirement plan services, family wealth management strategies, legacy planning, and personal retirement planning. Originally from New Jersey, Zimmer now lives in West Hartford, Connecticut. He enjoys attending UConn basketball games, spending time with family and friends, traveling, and engaging in activities such as golfing and fishing.

Christopher Gent is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, with 52 years of industry experience. He has previously worked at Parkland Securities and SPC. Outside of his advisory role, Gent serves as a voluntary board member of the Ron Roley Foundation, which promotes public awareness for pancreatic cancer, and is a board member-emeritus of the American School for the Deaf. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various program structures designed to accommodate diverse client needs.

Lei Wang is a financial advisor at OSAIC with 31 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors for 24 years. Outside of his advisory role, Wang is an author and operates an entity offering traditional fixed insurance, annuities, and long-term care insurance. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk-tolerance assessments, and access to third-party money managers.

Jordan Chase is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Before joining Cetera, he worked at Avantax Investment Services Inc. and Avantax Advisory Services, and has backgrounds in other industries including automotive finance and waste management. Outside of his financial advisory role, he coaches boys basketball. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary accounts across multiple program structures.

Amber Quagliaroli is a financial advisor with Mass Mutual Investors Services in Windsor Locks, CT, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and William D. Gombatz, Cfp, Chfc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and structured planning processes to deliver written recommendations tailored to client goals.

Marlene Lambert is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2018. Her prior experience includes roles at Edward Jones and BPM Financial Ltd. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

E. Loomis is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding a Series 66 designation and 14 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2016 to 2017. Outside of advisory work, Loomis is also an insurance agent involved in property and casualty insurance brokerage. Mass Mutual 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, employing a collaborative, annual financial planning process that utilizes firm-approved analytical tools.

David Jorgensen is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining RBC in 2024, he worked at Morgan Stanley in various capacities from 2012 to 2024. He serves on several nonprofit and community organizations, including as a commissioner for the Capital Region Development Authority, a member of the investment committee for the United Way of Northern and Central Connecticut, and as a board director for The Police Athletic League of Hartford. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies delivered through multiple advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm leverages a range of affiliated asset managers and investment vehicles, integrating capital markets capabilities with personalized client solutions.

Nicholas Stager is a financial advisor at Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies that address various client needs, including family wealth management, legacy planning, liquidity management, small business strategies, tax minimization, and retirement income. His approach includes evaluating a wide range of financial scenarios to analyze risk, return, and asset longevity, providing comprehensive support that encompasses all aspects of a client's financial life. Nicholas holds a Bachelor's Degree from the University of Connecticut and is a Personal Investment Advisor (PIA). He is involved in the American Sailing Association and contributes to his community through The Hometown Foundation. His commitment to transparency, integrity, and client-centric service guides his work as he seeks to empower clients in making informed decisions about their financial future. Outside of his professional responsibilities, Nicholas enjoys a range of outdoor activities such as adventure sports, boating, golfing, hiking, skiing, as well as antiquing, cooking, and traveling. His personal philosophy emphasizes building strong relationships with families, businesses, and non-profits, supported by his passion for learning and serving his community.

Douglas Dandrea is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities from 2014 to 2017. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Omar Linares is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in the food service industry for five years and also worked as a food courier for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Robert Hensley is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 55 years of industry experience. His career includes work with Advantage Capital Corporation and the founding of Robert Hensley & Associates. Outside of his advisory roles, he serves on the board of trustees and investment committee for the nonprofit McLean Home and is a board member of the Simsbury Meadows Performing Arts Center, as well as a trustee for St. Catherine of Siena parish. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. It serves a broad client base including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning options through a multi-manager platform.

Patrick Helm is a financial advisor with Merrill in Hartford, CT, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Asics America and Reebok and spent nearly two decades in full-time education. He has been with Merrill and Bank of America since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Fasi is a Certified Financial Planner (CFP®) with 50 years of experience, currently serving clients at UBS Financial Services in Hartford, CT. He has been with UBS since 1975. In addition to his advisory role, he participates in a venture partnership focused on investing in startup companies within the healthcare and pharmaceuticals sectors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans aligned with clients’ goals and risk tolerances.

Robert Cusano is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2000 and is also a licensed real estate broker operating Cusano Realty since 1989. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining research-driven asset allocation with a range of portfolio management and capital markets services.