Annette Hassan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has worked at LPL Financial since 2011 and has been affiliated with Webster Investment Services, Inc. since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Harvey Silverman is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 66 licenses and has 52 years of industry experience. His career includes roles at Metlife Securities and Mony Securities Corporation prior to joining MassMutual. Outside of financial advising, he is a licensed funeral director and embalmer and has worked as an independent insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, annual client relationships that generate written recommendations without discretionary authority.

Beth Duffy is a financial advisor with Edward Jones in Canton, CT, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Muska is a financial advisor at Edward Jones in Newington, CT, holding the ChFC® designation and Series 66 license with seven years of industry experience. Before joining Edward Jones in 2018, he worked in the education sector at Bristol and Stafford Public Schools. He also serves as an Emergency Medical Technician for the Suffield Ambulance service. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Kenneth Rizzio is a financial advisor with Cambridge Investment Research Advisors who holds the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. His prior work includes roles at Ohanesian/Lecours, Inc. and longstanding positions with Connecticut Mutual Life Insurance Company and Washington National Insurance Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management platforms and both proprietary and third-party model strategies.

Paul Raymond is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Woodbury Financial Services, Concourse Financial Group Securities, and Uvest Financial Services Group. Outside of his advisory work, Paul serves as the head coach for the girls varsity tennis team at St. Paul Catholic High School and is a board member for several local nonprofit organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

Daniel Cirino is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2026, he held positions at Valenti Volkswagen of Old Saybrook and AAA Club Alliance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Andrew Garstang is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of advising, he serves as Chief Operating Officer and Chief Marketing Officer for Watermark Management Partners and is President of the Southington-Cheshire Community YMCA Board of Managers. He is also a Connecticut-appointed notary public providing free notary services to clients. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services delivered through a centralized retirement-income consulting team to support its clients.

Daniel Munroe is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has worked with Equitable Advisors since 2008 and Cmg Financial Planning Ltd. since 2010. Outside of his advisory work, Munroe officiates high school football games. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, institutional clients, and charitable organizations. The firm emphasizes personalized client assessments and offers a range of advisory models through third-party managers, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Susan Banville is a financial advisor at Edward Jones with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of investment strategies and affiliated services under a fiduciary standard.

Ryan Kennedy is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2022, with prior experience at Cantella and Co., Inc. and RCK Wealth Management, where he is also a principal. Cetera Investment Advisers LLC is an SEC-registered adviser serving a nationwide network of independent advisors and a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Robert Hensley is a financial advisor at Cetera with seven years of industry experience and holds the Series 66 designation. He has been associated with Cetera and its affiliates since 2018 and is the owner of Hensley Advisors, a financial services firm established in 2026. He serves as treasurer of the nonprofit Friends of Simsbury Athletics, managing its financial health and reporting. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Dan Mayorov is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their family's goals and priorities. He emphasizes building plans, exploring strategies for improvement, and maintaining open communication as clients' needs evolve. He has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Investment Consultant before becoming a Financial Consultant in 2023. Prior to Fidelity, Dan worked as a Member Consultant II at BECU from 2016 to 2021. Outside of his professional work, Dan has interests in cars, fitness, outdoor adventures, parenthood, and swimming.

Anthony Sardo is a financial advisor with RBC Capital Markets in Farmington, CT. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including six years at Wells Fargo Clearing prior to joining RBC in 2016. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering tailored investment strategies through various advisory programs that include discretionary and non-discretionary portfolio management. The firm combines in-house and third-party managers, with options for tax management, responsible investing, and alternative investments.

Chase Beloin is a financial advisor with LPL Financial in Farmington, CT. He holds a Series 66 designation and has less than one year of industry experience. His prior work experience includes roles in education at Avon Public Schools and Suffield Academy, as well as a position at Wood n' Tap in Farmington. 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 offers a range of advisory and brokerage services, utilizing both proprietary and third-party strategies and technology, while supporting a large network of advisors and managing extensive discretionary assets.

Colin Krafft is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked at LPL Financial since 2019 and previously at Cetera and Foresters Financial Services. In addition to his advisory role, he is involved in non-variable insurance sales, including life, disability, Medicare supplements, health, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

Michael Kalen is a financial advisor at Raymond James Financial Services Advisors, Inc. with 31 years of industry experience. He holds a Series 63 designation and has previously worked with TLG Advisors, Inc., The Sequoia Group LLC, and Futurity First Advisory Services. Outside of his advisory role, Kalen consults for insurtech and fintech companies, provides sales training in the insurance sector, and serves as a non-executive director for Phoenix Life. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also supporting municipal and public-finance work through a municipal advisor affiliation.

Jayshree Mistry is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In this position, she collaborates with Wealth Management Teams to assist clients and their families in achieving their personal and financial objectives by developing financial plans aimed at fostering comfort and confidence. With nearly two decades of experience in finance, Jayshree's professional background includes roles such as Client Relationship Specialist at Charles Schwab from 2021 to 2023, Private Client Banker at Chase in 2021, and Personal Banker II at Wells Fargo from 2014 to 2020. Earlier in her career, she held several positions at First Niagara, formerly known as NewAlliance Bank, from 2004 to 2014. Outside of her professional work, Jayshree enjoys spending time at the beach, engaging in family activities, watching movies, and reading.

William Forte is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm employs a structured planning process and manages approximately $2.74 trillion in client assets.

Ranald Nicholas is a CFP® professional with 40 years of experience in the financial services industry. He has been with Raymond James Financial since 2009 and has worked at Raymond James Financial Services, Inc. since 2004. Outside of his advisory role, he is an associate and branch professional at The Investors Center, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.