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.

Terrell Joyner is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and having 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. Outside of his advisory work, he is involved in business coaching and owns a membership organization focused on building a network of consultants. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using firm-approved tools to analyze client goals.

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.

Nicholas Renzi is a financial advisor with Ameriprise in Farmington, CT, holding Series 66 and Series 65 licenses and one year of industry experience. His prior roles include positions at Connecticut Wealth Management, LLC and Estate Realty Corp. Outside of finance, he has been involved with NAR Supply Co. for five years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides personalized retirement planning and advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach combines proprietary research with third-party data and algorithmic tools, operating within a defined investment universe influenced by affiliated products and partnerships.

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.

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.

Alfred Loomer is a financial advisor at Ameriprise in Windsor, CT, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Loomer serves on the Board of Directors for the Scherer Ridge condominium association, is a member of the Town of Windsor Economic Development Commission, and acts as Board Development Chair for Forge City Works. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering personalized recommendation reports that integrate research and modeling to guide income strategies. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mark Willis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously spent six years with Voya Financial Advisors. Willis is the owner of The Retirement Paycheck Company, LLC, and serves as chairman of the finance committee on the board of Cristo Rey Brooklyn High School. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, working across various program structures and custodial relationships.

Sunny Patel is a CFP® and CFA® with five years of industry experience, currently affiliated with LPL Financial in Manchester, CT. He has held previous roles at Connecticut River Wealth Management, The Goff Financial Group, DMO Group, Edward Jones, and Three Point Capital. Outside of his advisory work, Patel is a passive investor in a hotel business through Patel Global Group 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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 38 years of industry experience. He previously worked at Securian Financial Services and Minnesota Life Insurance Company for over three decades before joining Pioneer Financial Group and later LPL Financial. Kilian is also an independent health insurance agent, selling fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of advisors and advanced operational tools.

Kurt Lippincott is a CFA® charterholder and holds a Series 66 license, with 26 years of experience in the financial industry. He has worked at Mass Mutual Investors Services and MassMutual since 2021 and was previously with City National Rochdale from 2014 to 2021. 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 offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Edgar Johnson is a financial advisor with Edward Jones in Windsor, CT, holding a Series 66 designation and providing advisory services for eight years. Before joining Edward Jones in 2017, he worked for two years at PEG - Professional Employment Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Mike Wiggins is a Financial Consultant at Fidelity Investments, where he has been working since 2021. In this role, he collaborates with clients to develop, implement, and maintain financial plans aimed at achieving their goals through a holistic and team-based approach. He focuses on building long-lasting and trusting relationships to provide meaningful support aligned with what matters to his clients. Prior to joining Fidelity, Mike held several roles in the financial services industry. He served as Operations Manager at Voya Financial Advisors from 2017 to 2021, and as a Financial Planning Consultant there from 2015 to 2017. His earlier experience includes positions as a Senior Compliance Analyst at Voya Financial Advisors, Compliance Specialist at Lincoln Financial Group, and Investment Advisor Representative roles at Metlife and Axa Advisors. Mike's career in financial services began in 2001 as a Registered Sales Associate at Suntrust Securities.

Jon Lindblom is a Series 66 licensed financial advisor with Thrivent Investment Management, where he has worked since 2015. He has 10 years of industry experience and serves as an elder on the council board of Union Congregational Church, overseeing church governance and operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic goal-based analyses and written recommendations across a range of planning topics without providing portfolio management for institutional clients.

Cynthia Guertin Gileau is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2000, focusing on developing financial strategies for high-net-worth individuals, families, and businesses to help them achieve both short- and long-term financial goals. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Cynthia holds the Personal Investment Advisor (PIA) designation and earned her Bachelor's Degree from the Florida Institute of Technology. She also completed her high school education at Plainfield High School.