Michelle Shockley is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and eight years of industry experience. She has been with Merrill since 2010. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charlotte Bergmans is Vice President, Wealth Planner at Fidelity Investments. In her role, she assists clients with financial planning and investment strategy, focusing on educating and empowering them to achieve their financial goals. She has a particular interest in working with women and educating youth on personal finance and investing, emphasizing the importance of establishing healthy money habits early. Charlotte has held various positions in the financial services industry, including her current role since 2018 and previously as a Financial Consultant at Fidelity Investments from 2010 to 2018. Her prior experience also includes serving as Vice President at BNY Mellon Wealth Management between 2006 and 2009 and working as an Investment Consultant at Edward Jones from 2002 to 2004. Outside of her professional work, Charlotte's personal interests include art, fitness, hiking, swimming, and yoga.

Peter Tasillo is a financial advisor with LPL Financial based in Farmington, CT. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining LPL Financial, he worked at Tunxis Wealth Management LLC and held positions at Windsor Public School and Johnson & Wales University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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.

Brad Simonds is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MSI Financial Services, Inc. for one year. He has also been associated with MassMutual Life Insurance Company since 2007. MassMutual Investors Services 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 annual, collaborative financial planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored planning.

Richard Caplan is a financial advisor with LPL Financial in Bloomfield, CT, holding Series 63 and Series 65 licenses and with 49 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2004 and previously at WS Griffith Securities, Inc. from 1999 to 2004. Caplan is also involved as an independent insurance agent, selling life, health, long-term care, and disability insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, and supports its advisers with model portfolios and technology tools.

Glenn Karwic is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, following roles at Citigroup Global Markets and Voya Financial Partners. Outside of his advisory work, he is involved with Tetra Worldwide LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a Global Investment Committee.

Paul Tsatsos is a financial advisor with Cetera, holding a Series 63 designation and 39 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over three decades and has operated his own CPA practice since 1980. Outside of financial advising, he is involved in a window tinting business where he provides capital and accounting services. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across numerous program structures.

Robert Thistlewaite is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Fidelity Brokerage Services, Inc. for 18 years before joining Charles Schwab in 2018. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized, integrated platform for advisory, brokerage, and custody services.

Kiok Kim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Goldman is a financial advisor at Equitable Advisors in Avon, CT, holding a Series 66 designation with four years of industry experience. His prior work includes roles at the US Department of Commerce and Rolls-Royce. He operates an independent health insurance sales business focused on individual plans on and off the health insurance exchange marketplace. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party asset managers.

Brendan Marshall is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Fidelity, he worked at The Saint Andrew's Golf Club and Manhattan College Events Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary research, quantitative analysis, and systematic portfolio construction to manage model portfolios and advises multiple registered investment companies and fund-of-funds.

Christian Tompkins is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Meritage Financial Strategies, AdviceOne Advisory Services, and Mackinstry Financial. 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 provides advisory and brokerage services through a large network of advisers, offering financial planning, third-party asset management, and institutional platforms with a variety of investment strategies.

Pamela Gold is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2009. She holds Series 63 and Series 65 licenses and is based in West Hartford, CT. Outside of her advisory role, she sits on the advisory board of Bryant University’s Center for Women in Finance and Leadership, where she advises on programming to attract more female students to the university. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes incorporating firm-approved tools and global market analyses.

Lindsay Antonowicz is a Financial Consultant at Fidelity Investments, a position held since 2023. In this role, Lindsay partners with clients to develop personalized financial plans that address their unique family needs. Her approach includes collaboration on various aspects of personal and financial life, such as retirement, investments, insurance, college planning, and long-term care planning. Prior to her current role, Lindsay gained experience at WestView Investment Advisors, serving as Vice President from 2020 to 2022 and as a Financial Planner from 2016 to 2020. She also held positions at Fidelity Investments, including Inside Sales Manager from 2014 to 2016 and Sales Effectiveness Manager from 2013 to 2014. Outside of her professional career, Lindsay's personal interests include hiking, parenthood, pets, skiing, snowboarding, and yoga.

Dominic Zmarlicki is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Advisors and Webster Bank, as well as experience at Wagner College and Supreme Lake Manufacturing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring options for tax management, responsible investing, and alternative investments.

Susan Davies is a CFP® professional with two years of industry experience, currently affiliated with LPL Financial. She previously worked at US Wealth Management from 2014 to 2023. In addition to her role at LPL, she serves as a commissioned notary public in Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. Its platform offers access to model portfolios, third-party asset managers, and customized investment strategies.

Jonathan Desautels is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2020. In this capacity, he leads a team of financial professionals who provide planning, guidance, and support to local clients. His approach emphasizes understanding clients' stories to co-create personalized financial plans and assist in implementing those plans to help clients work toward their financial goals. Jonathan has accumulated extensive experience at Fidelity Investments, holding various leadership positions since 2003. His roles have included Regional Leader, Team Leader of Financial Consultants, Director of Retirement Relationship Managers, and Senior Trader, among others. This progression reflects a broad expertise in financial services and leadership within the firm. The information provided does not include details about his education, credentials, personal interests, or community involvement.

Morris Hilton Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, Merrill, HSBC Holdings, and New York Life Insurance. Outside of finance, he serves as a defensive coordinator, recruiter, and assistant head coach for the CT State Wildcats athletics program. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of investment strategies and utilizes technology tools to support its network of over 22,800 advisors.

Kyle Warner is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fidelity. He has been with Fidelity Investments since 2007, including seven years at Fidelity Personal and Workplace Advisors prior to his current role. Fidelity Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail, institutional investors, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

James Marlor Jr. is a financial advisor at MassMutual Investors Services with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at MetLife Securities Inc. since 2015. He serves on the Firefighters Cancer Relief Fund Advisory Committee, a noncompensated board that reviews funding for a Connecticut state program. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and offers programs including asset management and educational seminars.