Joseph Jack is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at TIAA-CREF, MassMutual, and OneAmerica Securities. Outside of finance, he works as an independent contractor for Uber Eats. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.

Alex Kellner is a financial advisor at Merrill based in Hartford, CT, holding a Series 66 designation. He has one year of industry experience and has previously worked with COVR Financial Technologies and at the University of Connecticut. Outside of finance, he has experience with landscaping businesses and local market operations. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Sawka is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that address their individual goals and priorities. His approach centers on helping clients plan for key life milestones, including funding education, preparing for retirement, and managing potential healthcare expenses. John holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Catawba College. He focuses on providing clear and straightforward guidance to simplify the complexities of investment and wealth planning for his clients.

Douglas Domian is a financial advisor at UBS Financial Services in Hartford, CT, with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports advisors with proprietary research and model-based asset allocations.

Patrick Mc Laughlin is a financial advisor with LPL Financial holding a Series 66 credential and one year of industry experience. He concurrently works as a physical therapist and coach at Atrinity Home Health and Select Medical. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of advisory and brokerage services, including financial planning and access to third-party asset management, with investment strategies ranging from model portfolios to customized allocations.

Steven Kesses is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at National Planning Corporation, Raymond James Financial Services, and UBS Financial Services. 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, supported by a large network of investment adviser representatives.

Ayesha King Jackson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2023, and previously at American Income Life and local churches. Outside of her advisory role, she is a co-owner of independent artist business Aaron and Ayesha Associates and involved in real estate through DC Star Realty. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, offering advisory services through model-driven strategies supported by third-party asset managers and custodians.

Alice Rha is a financial advisor at Mass Mutual Investors Services with three years of industry experience. She holds the Series 66 designation and previously worked at firms including Citibank, Citigroup Global Markets Inc., and The Prudential Insurance Co. of America. Outside of her advisory role, she serves as Vice President of the Fraternity of Delta Psi/Saint Anthony Hall, overseeing operations for the co-ed collegiate fraternity at a national level, and operates an Etsy shop where she designs and sells stationery products. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations, utilizing firm-approved analytical tools and offering a range of programs including asset management and educational seminars.

Kristin Hill is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. Prior to joining LPL Financial in 2023, she worked at Securities America Advisors and National Planning Corporation. Outside of her advisory role, she co-owns a podcast called Sockeytome. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with diverse investment strategies, including model portfolios and third-party management, alongside various financial and credit-related services.

Michael Stratton is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies by first gaining a clear understanding of each client’s short-, mid-, and long-term goals. His areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, and investment strategies for individuals, corporations, and small businesses. Michael also provides customized guidance for endowments, foundations, and non-profit organizations. Throughout his career in finance, Michael has held roles in finance, banking, portfolio management, control, and entrepreneurship. He leverages this diverse background to deliver tailored solutions that align with the unique ambitions and priorities of his clients. Michael emphasizes transparency and simplicity in wealth planning while offering access to resources and specialists within Bank of America and Merrill Lynch to address banking, credit, home financing, and small business needs. Michael holds a Bachelor’s Degree from Denison University and an MBA from Tulane University. He is also a Personal Investment Advisor (PIA). Outside of his professional work, Michael enjoys hiking, ice hockey, skiing, and spending time with his family.

William Brice is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Securities America Advisors, National Planning Corporation, and Polaris Advisory Services Inc. Brice serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of financial services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives and supports diverse investment strategies, including model portfolios, third-party asset management, and customized approaches.

Djordje Radujko is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Advisory Services, Foresters Financial Services, Menefee Associates Consulting, and the University of Connecticut. Outside of his advisory work, he is involved as a basketball coach and division head for the West Hartford Youth Basketball League. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored 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, supported by over 10,000 advisors and more than $256 billion in assets under management.

Mark Sperandio is a financial advisor with LPL Financial in Glastonbury, CT, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2011 and also maintains a role with Webster Bank/Financial since 2010. Outside his advisory work, he serves as an engineer and volunteer firefighter with the Simsbury Volunteer Fire Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large advisory network with diverse investment options and operational tools.

Barrett Heyde is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Merrill for five years and has experience with the Darien Youth Commission and the University of Hartford. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets services.

Parker Stone is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and previously worked at firms including DoorDash, Empower Energy Solutions, and Vector Marketing, where he served as a sales representative for Cutco Cutlery. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, goal-oriented financial planning using firm-approved analytical tools and offers a range of programs including educational seminars, wrap accounts, and money-manager services.

Brendon Moore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Voya Financial Advisors, Voya Financial Partners, HARTFORD Funds Distributors, and Morgan Stanley Dw Inc. Outside of his advisory work, Moore has served as a baseball coach for West Hartford Youth Baseball since 2013. 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 investment management solutions including model portfolios, third-party asset management, and institutional platforms, supported by operational and research tools for its large network of advisors.

Edward Ragonnet is a financial advisor at Merrill with Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at Bank of America and Merrill since 2017. Merrill, together 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 plans, and charitable organizations.

Cathleen Langlais is a financial advisor at Merrill with 12 years at the firm and holds the Series 66 designation. She has two years of industry experience. Merrill, together 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, pension plans, corporations, and charitable organizations.

Sean Allen is a financial advisor with Ameriprise in Wethersfield, CT, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is a partner and 25% owner of Maple Tree Cafe, a restaurant in Simsbury, CT. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Melissa Marr is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, having previously held positions at Janney Montgomery Scott, Wells Fargo Clearing, and UBS Financial Services. Melissa’s career includes two separate seven-year tenures at Merrill. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.