David Sacharko is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. UBS Financial Services Inc. 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 and provides a broad range of capital markets solutions.

Kevin O’Shea is a financial advisor with RBC Capital Markets in Hartford, CT, holding a Series 66 designation and 20 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for a combined 17 years. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through various internal and external managers, supported by RBC Capital Markets’ broad capital-markets capabilities.

Lourdes Rhodes is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as a Senior Vice President for The Rhodes Group since 2010. She works with individuals, families, and business owners to provide comprehensive financial planning and wealth management services. Lourdes specializes in areas including retirement preparation, equity compensation management, estate and legacy planning, tax minimization, and values-based investing. She holds professional designations such as Certified Financial Planner (CFP) and Certified Plan Fiduciary Advisor (CPFA), bringing a strategic perspective to complex financial matters. Lourdes earned her bachelor's degree from the University of Connecticut School of Business. Outside of her professional work, Lourdes is involved with Tolland Lacrosse and enjoys spending time with her family, engaging in activities such as hiking, biking, running, soccer, racquetball, swimming, cooking, traveling, and yoga.

Kerrie Sander is a financial advisor at Thrivent Investment Management with 20 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Thrivent, she worked at Voya for two decades and briefly at DoorDash. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and planning without discretionary trading authority, with services delivered on a one-time or ongoing basis.

James Desrocher is a financial advisor at DeNovo Financial in Windsor, CT, holding Series 63 and Series 66 registrations with 10 years of industry experience. He previously worked at Keynote Financial Services, LLC for 11 years. DeNovo Financial serves individuals and families, including trust and estate accounts, providing investment management, retirement planning, and financial planning. The firm employs a research-driven investment process focused on long-term business ownership and dividend income growth, with individualized portfolio management and financial planning offered as core services.

Timothy Denehy is a CFP® professional with 11 years of industry experience currently serving at Advocacy Wealth Management, LLC since 2012. He is also involved as an agent with Forge Consulting, LLC, a general insurance agency that provides annuity and life products integrated into client plans. Advocacy Wealth Management, LLC is a multi-team firm with 28 advisors, offering wealth management services to its clients.