Tyler Begen is a CFP® professional with 11 years of experience currently affiliated with Cetera. He has held roles at Cetera and Pioneer Financial Group, and worked eight years with Minnesota Life Insurance Company and Securian Financial Services. Outside of his advisory work, he owns Tyler James Corporation, an S-Corporation established for his financial planning business. Cetera Investment Advisers LLC serves a broad clientele including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and uses a multi-manager platform with discretionary and non-discretionary options.

Christopher Donnelly is a financial advisor with Cetera, holding a Series 66 credential and beginning his industry career in 2025. Prior to his current role at Cetera, he worked at Park Avenue Securities and has experience outside finance with Drop Fitness and Guardian Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that delivers financial planning, portfolio management, and retirement services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a range of program platforms and investment options.

Charles Crolle Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 53 years of industry experience. Prior to joining LPL Financial in 2017, he worked for National Planning Corporation from 2005 to 2017. He has owned Crolle & Associates since 1978, where he provides permanent and term life insurance services as part of his practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and various technology-driven investment solutions.

Joseph Jack is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 65 and Series 63 licenses. His prior roles include positions at TIAA-CREF and MassMutual. Outside of financial services, he works as an independent contractor for Uber Eats. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Alex Kellner is a financial advisor at Merrill based in Hartford, CT, holding a Series 66 designation. He has one year of industry experience and has previously worked with COVR Financial Technologies and at the University of Connecticut. Outside of finance, he has experience with landscaping businesses and local market operations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Sawka is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that address their individual goals and priorities. His approach centers on helping clients plan for key life milestones, including funding education, preparing for retirement, and managing potential healthcare expenses. John holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Catawba College. He focuses on providing clear and straightforward guidance to simplify the complexities of investment and wealth planning for his clients.

Douglas Domian is a financial advisor at UBS Financial Services in Hartford, CT, with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports advisors with proprietary research and model-based asset allocations.

Patrick Mc Laughlin is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has concurrent roles as a physical therapist at Atrinity Home Health and Select Medical. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research, providing both discretionary and non-discretionary portfolio management options.

Steven Kesses is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining LPL Financial in 2017, he spent 10 years at National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management along with model portfolios and research services.

Alice Rha is a financial advisor at Mass Mutual Investors Services with three years of industry experience. She holds the Series 66 designation and previously worked at firms including Citibank, Citigroup Global Markets Inc., and The Prudential Insurance Co. of America. Outside of her advisory role, she serves as Vice President of the Fraternity of Delta Psi/Saint Anthony Hall, overseeing operations for the co-ed collegiate fraternity at a national level, and operates an Etsy shop where she designs and sells stationery products. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations, utilizing firm-approved analytical tools and offering a range of programs including asset management and educational seminars.

Kristin Hill is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and National Planning Corporation. Outside of her advisory role, she co-owns a podcast called Sockeytome. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management supported by model portfolios, third-party research, and advanced technology solutions.

Michael Stratton is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies by first gaining a clear understanding of each client’s short-, mid-, and long-term goals. His areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, and investment strategies for individuals, corporations, and small businesses. Michael also provides customized guidance for endowments, foundations, and non-profit organizations. Throughout his career in finance, Michael has held roles in finance, banking, portfolio management, control, and entrepreneurship. He leverages this diverse background to deliver tailored solutions that align with the unique ambitions and priorities of his clients. Michael emphasizes transparency and simplicity in wealth planning while offering access to resources and specialists within Bank of America and Merrill Lynch to address banking, credit, home financing, and small business needs. Michael holds a Bachelor’s Degree from Denison University and an MBA from Tulane University. He is also a Personal Investment Advisor (PIA). Outside of his professional work, Michael enjoys hiking, ice hockey, skiing, and spending time with his family.

William Brice is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and National Planning Corporation. He serves as a FINRA arbitrator, a role he has held since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Djordje Radujko is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has nine years of industry experience. He previously worked at Foresters Advisory Services and Foresters Financial Services before joining Cetera in 2019. Outside of his advisory role, he coaches and helps manage a division for the West Hartford Youth Basketball League. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Mark Sperandio is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2011 and also at Webster Bank/Financial since 2010. Outside of his advisory role, he serves as a volunteer firefighter and engineer for the Simsbury Volunteer Fire Department. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Barrett Heyde is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Merrill for five years and has experience with the Darien Youth Commission and the University of Hartford. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets services.

Joseph Kintschi is a financial advisor with Ameriprise in Portland, CT, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves as Vice President on the Nutmeg Business Network Board, is a board member of Middlesex United Way, and volunteers as a youth basketball coach for Rocky Hill Park and Rec. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service, which provides tailored retirement income planning through a combination of proprietary research and third-party data.

Parker Stone is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and previously worked at firms including DoorDash, Empower Energy Solutions, and Vector Marketing, where he served as a sales representative for Cutco Cutlery. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, goal-oriented financial planning using firm-approved analytical tools and offers a range of programs including educational seminars, wrap accounts, and money-manager services.

Brendon Moore is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Voya Financial in various advisory roles from 2014 to 2018. Outside of his advisory work, Moore coaches youth baseball in West Hartford, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, delivering both discretionary and non-discretionary management supported by model portfolios and third-party research.

Cathleen Langlais is a financial advisor at Merrill with 12 years at the firm and holds the Series 66 designation. She has two years of industry experience. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.