Kyle Egress is a Series 66-registered financial advisor with Morgan Stanley in West Hartford, CT, with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. He serves as a board member and programs committee member of the Estate and Business Planning Council Hartford. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes using firm-approved tools and models.

Joseph Shiman III is a financial advisor at Cetera with 30 years of industry experience. He holds the CFP® certification and multiple securities licenses including Series 63, 65, and 66. Prior to his current role at Cetera beginning in 2023, he worked with Cetera Wealth Services, LLC since 2013. Outside of his advisory duties, Shiman is a board member of the non-profit Duncaster Foundation and serves on the fundraising committee for McLean Hospice. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management solutions and investment strategies, supported by a large network of advisors and significant assets under management.

Thomas Turon is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory role, he is also employed through C3 Consulting Services, LLC in relation to his work at The OakBridge Group, a Private Wealth Advisory Practice of Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with specialized retirement income planning services that leverage proprietary research, third-party data, and algorithmic tools to provide tailored advice.

Henry Vincent is a financial advisor at Mass Mutual Investors Services with 5 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Mass Mutual, he worked at Northwestern Mutual Wealth Management Company and several other financial institutions. 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, using firm-approved software and collaborative planning approaches.

Robert Bishop is a ChFC® credentialed financial advisor with 13 years of industry experience. He is currently affiliated with OSAIC and has previously worked at firms including Royal Alliance, Securities Service Network, Financial Vision, New England Capital Planners, and LPL Financial. He also serves as a wealth advisor at BACH WEALTH MANAGEMENT, LLC, providing wealth management and advice to clients. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs a range of asset allocation tools and third-party platforms to manage portfolios that may include various asset classes and investment strategies.

Cammi Huckman is a Series 63-licensed financial advisor with Morgan Stanley, based in West Hartford, CT, and has 32 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to support its advisory process.

Ryan Porth is an Investment Consultant dedicated to assisting individuals and families in improving their financial futures. He emphasizes a collaborative approach to co-creating financial plans that provide peace of mind and help clients navigate various life challenges. Ryan's professional experience includes serving as a Financial Representative at Fidelity Investments from 2024 to 2026. His work focuses on understanding clients' goals and providing education to support their financial decision-making. Additional information regarding Ryan's education, credentials, personal interests, or community involvement has not been provided.

Benjamin Conroy is a financial advisor with Raymond James & Associates in West Hartford, CT, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked for eight years at The Conroy Company, Inc. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and governmental entities, offering financial planning and investment consulting through various programs and an extensive affiliate network.

John King is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies that align with clients' long-term goals. Drawing on the resources of Merrill and Bank of America, he offers guidance that reflects an understanding of evolving market conditions and the full financial picture of each client. John holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Connecticut. He actively participates in community service, dedicating time to volunteer with local organizations in line with Merrill's tradition of community involvement.

Howard Rosenblatt is a financial advisor with LPL Financial in West Hartford, CT, holding a Series 66 designation and bringing 25 years of industry experience. He has been with LPL Financial since 2010 and operates Rosenblatt Wealth Management, LLC as an outside business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory programs and financial planning services.

Michelle Wright is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Sarah Welch is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and 25 years of industry experience. Her prior roles include ten years each at Park Avenue Securities LLC and Guardian Life Insurance Co. Outside of her advisory work, she is involved in a family partnership that manages timber sales and real estate in Vermont. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services across multiple program structures and uses a multi-manager platform that includes affiliated and third-party model portfolios.

Meg Castineiras is a Financial Consultant at Fidelity Investments, where she collaborates with individuals and families to develop financial plans aimed at helping them achieve their goals. She emphasizes a holistic planning approach that involves a comprehensive review of multiple financial objectives, prioritizing a tailored strategy aligned with each client's needs. Before her current role, Meg served as a Financial Representative at Fidelity Investments from 2022 to 2023. Her professional experience at Fidelity Investments reflects her commitment to working closely with clients to co-create financial plans that address their unique circumstances. Outside of her professional work, Meg has interests in fitness, tennis, theater, traveling, and volunteering.

Margaret Jakubowski is a financial advisor at Cetera with seven years of industry experience and holds the Series 66 designation. She has worked with Cetera and its affiliated entities since 2019 and is currently the owner of Hensley Advisors. In addition to her advisory role, she sells fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and retirement services, operating a multi-manager platform with discretionary and non-discretionary programs and access to both affiliated and third-party investment managers.

Drew Duarte is a Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Edge in 2020 on the Premium Service Desk, where he supported high-net-worth clients with complex trading and multi-account strategies. In 2026, Drew joined the KD Wealth Management Team, focusing on delivering comprehensive planning and disciplined investment guidance tailored to clients' goals. Drew holds a bachelor's degree in Economics from the University of Connecticut. He also holds the Personal Investment Advisor (PIA) designation. His approach emphasizes building wealth plans based on clients' priorities and adjusting those plans as needed to address changing circumstances. Outside of his professional responsibilities, Drew enjoys staying active through working out, golfing, and traveling. He also serves as a coach for the University of Connecticut Men's Lacrosse program, mentoring student-athletes on and off the field.

James Convery is a financial advisor with Mass Mutual Investors Services in Simsbury, CT, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His prior work includes roles at Johnson Brunetti LLC, JB Capital, LLC, and E*Trade Financial and its affiliates. Mass Mutual Investors Services 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, using firm-approved software to develop collaborative, annual financial plans.

Halina Fiedorowicz is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 66 designations and 24 years of industry experience. She has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through both in-house and third-party investment managers.

Hai San Chang is a financial advisor with Thrivent Investment Management in West Hartford, CT, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Thrivent Investment Management since 2012 and Thrivent Financial for Lutherans since 2013. Chang serves as a board member of the St. Francis Foundation, which raises funds for St. Francis Hospital. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.

Eugene Duarte is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he leads the KD Wealth Management Group, a multigenerational team that provides personalized guidance and service focused on a planning-first approach. Eugene works closely with individuals, families, business owners, and corporate executives to address complex financial challenges and help clients pursue their goals through tailored wealth management strategies. With over 30 years of experience, Eugene's expertise includes retirement planning, investment management, wealth preservation, estate planning, and multigenerational wealth transfer. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Bryant University and is a member of the Financial Planning Association. Outside of his professional work, Eugene values family and community involvement. He has been married for over 30 years and has three children. His family participates in church, sports, music, and scouting activities. Eugene is involved with organizations such as the Red Cross and CT Foodshare and enjoys cooking, golfing, hiking, music, and spending time with his family.

Richard Sinoradzki is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 credentials and with 13 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through direct individual plans as well as corporate financial planning agreements.