Mehdi Ouni is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Co. His current tenure at Edward Jones began in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Megha Thomas is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and six years of industry experience. She has been associated with Bank of America and Merrill since 2016. 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 a range of clients, including individuals, high-net-worth clients, and organizations.

Phyllis Long is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Long serves as a board member and on the Compassion Committee of Life Church New England. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers diverse investment and advisory solutions alongside its broad retail and institutional offerings.

Dennis Stanek II is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at City National Bank since 2017 and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as a director of Swag Custom Rides, a business focused on rebuilding pick-up trucks, and has held a board position with Hartford Healthcare Corporation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management and financial planning, tailoring strategies to client risk profiles through a combination of in-house and third-party investment managers.

Kevin Crosby is a Wealth Management Advisor and managing partner of DeNucci & Associates. He began his career with Merrill Lynch Wealth Management in 2018 and works alongside Mike and Lynn DeNucci to carry forward a three-generation family legacy. Kevin focuses on providing a comprehensive approach to wealth management that prioritizes understanding each client's individual goals and values. He offers access to Merrill Lynch Wealth Management's investment insights and the banking services of Bank of America to address various aspects of clients' financial lives. Before joining Merrill, Kevin gained experience in client service and relationship management at Paradigm Talent Agency in New York City and Los Angeles. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., reflecting his commitment to professional standards. Kevin has received recognition as one of Forbes | SHOOK® "Best-in-State Next-Gen Wealth Advisors" in 2025 and 2026. He holds a bachelor's degree from Rollins College. Kevin lives in Avon, Connecticut, with his wife, Amanda, and their sons, Michael and Lucas. Outside of work, he enjoys spending time with his family, cheering on the Kansas City Chiefs, and staying active, including completing a Disney marathon with his wife. He also served as an advisory board member for #HALFTHESTORY from 2019 to 2021.

John Panico is a financial advisor with Mass Mutual Investors Services in Avon, CT. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual in 2020, he worked at Babson Capital Management from 2015 to 2018. 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, emphasizing collaborative annual planning engagements that recommend investment strategies rather than specific products.

Diane Kelly is a financial advisor with Cetera, holding ChFC® and securities licenses Series 63 and Series 66, and has 51 years of industry experience. She has been associated with Cetera Wealth Services, LLC since 2013 and currently manages financial services through Kelly and Company Wealth Partners. Outside her advisory role, she serves on the finance committee of Saint Teresa of Calcutta School and is involved as an executive operations manager at Kelly Family EyeCare. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a national network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform that includes access to affiliated and unaffiliated managers across multiple program structures.

Richard Ohanesian is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Cambridge Investment Research Advisors and its related firm since 2018 and also operates Ohanesian/Lecours, Inc., which has been active since 2009. Ohanesian serves as a consultant and head of compliance for OSJ Partners LLC in addition to his advisory roles. 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 plan advisory through a network of independent Financial Professionals, providing a range of portfolio management options using both proprietary and third-party strategies.

Robert Palazzo III is a financial advisor with RBC Capital Markets, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and teaching at The Van Loan School of Business at Endicott College. 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 various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party managers to tailor strategies to clients’ risk profiles.

John Mcdermott III is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a non-discretionary approach that emphasizes client decision-making.

Daniel Kohan is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he leads a team of financial professionals dedicated to helping clients and their families grow, preserve, and transfer their wealth. He has been with Fidelity Investments since 2013, progressing through various positions including Financial Representative, Investments Consultant, Financial Consultant, Vice President Wealth Planner, and currently Vice President Private Wealth Management Advisor. This progression reflects his extensive experience in wealth management and financial planning.

Joseph Macdonald is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Madison Avenue Securities, and MassMutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as ongoing, annual relationships with a focus on goal analysis and written recommendations.

Djemal Araniti is a CFP® professional with 27 years of industry experience, currently serving as an advisor at LPL Financial since 2012. He holds the Series 63 designation and operates out of Winsted, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, advisory programs, retirement plan consulting, and access to model portfolios and research.

Tina Gunderson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Merrill, Wells Fargo Clearing, and Wells Fargo Advisors LLC before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and advisory services through a variety of portfolio management styles and affiliated research.

Michelle O'Brien is a financial advisor at Charles Schwab with 38 years of industry experience. She has been with Charles Schwab since 1992 and also has worked at Charles Schwab Bank since 2007. She holds Series 63 and Series 65 designations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized structure serving hundreds of thousands of clients.

Christopher Davis is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including TD Ameritrade and Scottrade prior to his current role. He is based in West Hartford, Connecticut. Charles Schwab & Co., Inc. serves a large client base 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 affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Walter Wydo Jr. is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Lela Begovic is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney LLC since 2009, transitioning to Morgan Stanley Private Bank, N.A. in 2025. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Michael Walsh is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of experience to his role. He has been with Cambridge since 2009 and has operated as a self-employed independent insurance agent since 1993. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies across multiple custody platforms.

Barbara Randolph is a financial advisor with Edward Jones in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is also a beauty consultant for Mary Kay Cosmetics. 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 and offers a range of advisory programs, investment options, and fiduciary services through a large network of financial advisors nationwide.