Christopher Lundberg is a financial advisor with Wells Fargo Advisors in West Hartford, CT, holding a Series 66 designation and 10 years of industry experience. Prior to his current role starting in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2026. Outside of his advisory work, Lundberg serves as a part-time police officer in Marlborough, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu with tailored recommendations supported by Wells Fargo research and planning tools.

Adam Reed is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds the Series 66 designation and has worked with firms including CITY NATIONAL BANK, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Based in Farmington, CT, he has been with RBC Capital Markets since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm utilizes in-house and third-party investment managers and offers customizable investment strategies tailored to client risk profiles.

Daniel Gilligan is a financial advisor at Edward Jones in Windsor, CT, with nine years of industry experience. He holds a Series 66 designation and previously worked at SAP for one year before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Michael Argiro is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. His career includes roles at Cetera Advisors LLC and Everbank, among others. Outside of his advisory work, he teaches financial literacy and related topics to adults and schoolchildren in local education and recreation centers, and participates in charitable fundraising and nonprofit networking groups. Cetera Investment Advisers LLC is a nationally recognized SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, combining discretionary and non-discretionary authorities across diverse program structures and custodial relationships.

Steele Skibisky is a financial advisor with Wells Fargo Advisors in Avon, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Wells Fargo Advisors and its affiliated entities since 2009. Skibisky has ownership interests in two investment-related businesses, including TowerMark Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services with tailored recommendations supported by Wells Fargo research and tools, available to clients meeting a net-worth threshold.

Brian Peterson is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes prior roles at Fidelity Brokerage Services LLC and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Richard Wells is a Series 66-licensed financial advisor at Mass Mutual Investors Services with three years of industry experience. Prior to joining the firm, he worked at Ameriprise Financial Services and spent over two decades with West Hartford Public Schools. He also provides coaching on education and leadership strategies through his consulting business and serves as treasurer for the West Hartford Retired Educators Association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using firm-approved analytical tools and offers specialized programs such as divorce and estate-settlement planning.

Donald Dugan is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and five years of industry experience. His career includes multiple roles at Morgan Stanley and Fordham University, as well as a position at Fiduciary Investment Advisors (Fiducient Advisors) and work with Big Fish Promotions and Kingswood Oxford School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates proprietary modeling tools and emphasizes client implementation.

Jonathan Haulenbeek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Matthew Cohen is a Financial Consultant at Fidelity Investments, where he collaborates with clients to implement comprehensive financial plans tailored to their personal goals. He emphasizes understanding clients and their families to develop strategies aligned with what matters most to them. Matthew has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant since 2023. Throughout his tenure, Matthew has gained experience in client relationship management and investment consulting. He works as part of a team of financial professionals dedicated to providing tailored financial solutions. Outside of his professional responsibilities, Matthew enjoys activities such as beach outings, football, surfing, traveling, and spending time with his pets.

Michael Schloss is a financial advisor at LPL Financial with 40 years of industry experience. He has been with LPL Financial since 2004 and holds the Series 63 and Series 65 credentials. Schloss also serves as a board member of a nonprofit organization and is commissioned as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

Barnaby Horton is a Wealth Management Advisor and the founder and managing partner of The Horton Team at Merrill Lynch Wealth Management in Hartford, Connecticut. He specializes in corporate and institutional retirement services and has been recognized for his expertise by being named to the Forbes "Best In State Wealth Advisor" list in 2023, 2024, and 2025, as well as to the Financial Times "Top 401 Financial Advisers" list from 2015 to 2020. Barnaby holds professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Barnaby earned his Juris Doctorate degree from the University of Connecticut and his bachelor's degree from Washington University in St. Louis. He has also completed specialized training from Yale School of Management, UCLA's Anderson School of Management, and the Wharton School of Business. His client focus areas include corporate executive services, divorce transition planning, employee benefits planning, institutional and corporate benefit services, institutional consulting and investment consulting, services for endowments, foundations, and non-profits, employee financial health, and portfolio management services. He is actively involved in his community, serving on the board of the Hartford Stage Company and acting as an Ambassador for The Bushnell Center for the Performing Arts. He is a member of the Asylum Hill Congregational Church Sanctuary Choir and has held elected positions including membership on the University of Connecticut Board of Trustees and the Connecticut State Legislature. Barnaby lives in Hartford with his wife, Hannah, their four children, and their Australian labradoodle named Keegan. He has completed eight marathons, including the Chicago, Boston, New York City, and London marathons, and enjoys baseball, music, running, singing, spending time with family, and traveling.

Scott Timko is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 2007 and holds the Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and affiliated banking programs.

David Martins is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC®, Series 66, and Series 63 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Donald Meckel is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab since 2006, including time at Schwab Private Client Investment Advisory, Inc. from 2016 to 2017. Charles Schwab & Co., Inc. serves 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 multi-asset model portfolios alongside a formal alternative-investment onboarding process.

James Kilian is a financial advisor with LPL Financial in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior career includes long tenures at Securian Financial Services and Minnesota Life Insurance Company. Kilian also works as an independent health insurance agent selling fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Thomas La Pointe is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at Securities America Advisors and Ameriprise Financial Services, Inc. La Pointe is also a commissioned notary in Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Latifa Kolarevic is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kiran Suresh Mirpuri is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Webster Investments, Northeastern University, and KPMG India Private Limited. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology resources.

Katelyn Lycksell is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves as Treasurer for the Center Commons Homeowner's Association, managing financial responsibilities for the association’s operations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management offerings and employs proprietary research and model-based asset allocations to tailor client plans.