Jon Kehl is a financial advisor at OSAIC with 40 years of industry experience and holds the Series 66 designation. His prior roles include positions at Securities America Advisors and Questar Capital Corporation. He serves on the Finance Committee of the Connecticut Humane Society, assisting with oversight of the organization’s endowment fund investments. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services with a focus on diversified, tool-driven portfolio construction.

Thomas Hall is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009, including Wells Fargo Clearing, and holds a Series 63 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad array of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Nicholas Provera is a financial advisor with Edward Jones in Southington, CT. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Newcountry Mercedes Benz and operated his own business, The Bumper Pros, for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Anthony Smith is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Northwestern Mutual Wealth Management Company and American Airlines, where he worked part-time as a ramp service agent. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios, including model portfolios for intermediary platforms, and is registered as a commodity pool operator with the CFTC.

Christopher Perry is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley and related entities since 1991, with prior experience at Citigroup Global Markets. Outside of his advisory role, he is a partner in Perkin Holdings LLC, which owns land mineral interests in Avon, Connecticut. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and firm-approved tools, offering tailored plans without individual security recommendations as part of standalone planning.

Daniel Civiello is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise Financial Services, LLC since 2021. Outside of his advisory role, he has experience as an associate financial advisor with Watermark Management Partners. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized retirement-income recommendations.

Johanna Cefaretti is a financial advisor with Wells Fargo Clearing in Watertown, CT, holding Series 63 and Series 65 credentials and three years of industry experience. She has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities and has been involved with Jo's Toy Box LLC since 2020. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with modern portfolio theory to evaluate investment options and provides a range of brokerage and advisory solutions.

Dmitry Isenberg is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in integrated wealth management that connects and coordinates various aspects of a client's financial life. Dmitry provides personalized strategies utilizing resources from Merrill Lynch and Bank of America, including investment research, analytical tools, and banking and lending solutions, to assist clients in pursuing their financial goals. His expertise covers areas such as family wealth management strategies, defined benefit plans, liquidity management, personal retirement planning, philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. Dmitry holds the Series 7 and 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Dmitry earned a Bachelor's Degree from Brandeis University and a Master's Degree from Boston University Questrom School of Business. He is fluent in Ukrainian, English, and Russian. Outside of his professional work, Dmitry spends time volunteering with community organizations and enjoys activities including chess, cooking, golfing, hiking, music, reading, skiing, soccer, volleyball, and watching movies.

Keith Pelkey is a financial advisor with Charles Schwab based in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2005. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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, utilizing multi-asset model portfolios and a comprehensive due diligence process.

Paul Brewer is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2013. Outside of his advisory role, he is the owner of Bonita Brew Crew LLC, a business unrelated to investment activities. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed accounts, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management includes a range of program strategies and emphasizes manager oversight, tax-focused capabilities, and integration with Bank of America’s broader financial platform.

Jason Henry is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Buffalo Wild Wings and Bethel High School. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation in its advisory process while offering a broad range of advisory, brokerage, and insurance solutions.

Clifford Jarvis Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 43 years of industry experience. He has worked with Cambridge since 2018 and previously spent nine years at Ohanesian/Lecours, Inc. In addition to his advisory role, he is an Independent Insurance Agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management options and both proprietary and third-party strategies.

David Farnham is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and joined Merrill Lynch in 2010. David specializes in developing strategies and advice for retirees, individuals, families, and businesses to support their short- and long-term financial goals. His approach to wealth management is consultative and objective. He listens carefully to client situations, preferences, and goals before recommending asset allocations that reflect income and growth expectations. David also provides guidance on a range of opportunities including investments, retirement, estate planning services, and philanthropy. He holds FINRA Series 7 and 66 registrations, Life, Health, and Variable Annuity Licenses, and the Chartered Retirement Planning Counselor (CRPC) designation. He is also a qualified Portfolio Advisor who can recommend Merrill or approved third-party investment management strategies. David earned both his Bachelor's of Science degree in 1981 and a Master of Education degree in 1992 from Springfield College. He participates in various non-profit fundraising efforts and volunteers with community organizations. In his spare time, David enjoys traveling, golfing, swimming, and spending time with his family, including his grandson and granddaughter. He lives in Amherst with his wife, Jacqueline.

David Brochu is a financial advisor with LPL Financial in Farmington, CT, holding a Series 66 license and 11 years of industry experience. He has been with RGB Financial/LPL since 2015. Brochu is involved in tax preparation and accounting through RGB Tax Services, LLC. 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 financial planning and portfolio management services supported by research tools and a broad network of advisors.

Chester Darling is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Services, Inc. and RiverSource Distributors Inc. Outside of his advisory work, he serves on the Board of Directors for the Hartford Athletic Academy Parent Advisory Board and acts as a Parent Team Manager. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Reid Morin is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2024 to 2026. His work focuses on understanding clients' values and goals to co-create and update detailed financial plans. Reid is committed to strengthening financial plans and building ongoing client relationships through a collaborative approach.

Magdalena O'doherty is a CFA® charterholder and holds a Series 63 license, currently advising clients at LPL Financial with two years of industry experience. She previously worked for J.P. Morgan Securities for ten years and is also involved with AWS since 2022. 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 and access to various investment programs and platforms.

Thomas Zimmer is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. Prior to that, he was employed at Bank of America and spent time at the University of Connecticut Center for Career Development. 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 and profit-sharing plans, corporations, and charitable organizations.

Christopher Gent is a ChFC®-designated financial advisor with 53 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Parkland Securities, SPC, Ohanesian / Lecours, Inc., and New England Securities. He serves as a voluntary board member of the Ron Roley Foundation, which promotes public awareness for pancreatic cancer, and holds a board emeritus position at the American School for the Deaf. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options, financial planning, and consulting services, supported by a nationwide network of over 10,000 advisors.

Jeremy Busa is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has a background that includes 20 years with the Southington Police Department and a prior role at New York Life. Equitable Advisors serves a broad clientele including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.