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.

Susan Davies is a CFP® professional with two years of industry experience, currently affiliated with LPL Financial. She previously worked at US Wealth Management from 2014 to 2023. In addition to her role at LPL, she serves as a commissioned notary public in Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. Its platform offers access to model portfolios, third-party asset managers, and customized investment strategies.

Joseph Zambo is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked previously at Merrill, Bank of America, iHeartMedia, and Barnes and Noble College Stores. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting while retaining clients’ decision-making authority. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its unique regulatory registrations and affiliations.

Rory Brown is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and seven years of industry experience. He previously worked at Income Research + Management for eight years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He serves on the investment committee for the Richard Salter Storrs Library Trustees in Longmeadow, Massachusetts. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee guidance.

Christine Santos is a financial advisor with UBS Financial Services in Springfield, MA, holding a Series 66 designation and 18 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she serves as Treasurer and Officer for the School Centered Decision Making Team at Mary A Dryden Veterans Memorial Elementary. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, 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 platform of capital markets services.

Jonathan Williamson is a financial advisor with UBS Financial Services in Springfield, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors, Strategic Advisers, and Fidelity Brokerage Services LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides access to a broad range of investment products and capital markets services.

Kyle Schmutte is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Mass Mutual, he worked at Citizens Bank and Citizens Securities in various roles between 2017 and 2024. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Ayesha King Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and totaling two years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2023 and previously served in roles at American Income Life and local church organizations. Outside of her advisory work, she is a co-owner of Aaron and Ayesha Associates, an independent artist business, and DC Star Realty. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, using model-driven investment strategies developed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Timothy Corwin is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Smith Barney. His current role is based in Springfield, MA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program.

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 at Cetera with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked with Cetera and its affiliates since 2017, including prior roles at Foresters Advisory Services and Menefee Associates Consulting. Outside of his advisory work, he coaches and manages a youth basketball division in West Hartford. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program platforms and third-party managers, with over $256 billion in assets under management.

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.

Whitney Burr is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. She has been associated with Linsco/Private Ledger Corp., now part of LPL Financial, since 2001. Outside of advisory work, Burr is an independent insurance agent specializing in life, disability, long-term care, health insurance, and fixed and indexed annuities. 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 wide range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Cindy Belmore is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been associated with MassMutual and its affiliated entities since 2005. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by proprietary software tools and also delivers specialized programs such as divorce planning and event-driven estate and employer-sponsored planning services.

Robert Fiondella is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at LPL Financial since 2026 and has longstanding experience with Wealth Preservation Partners and M. Holdings Securities, Inc. He also runs a mortgage and real estate services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a broad offering of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

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.

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.

Alexander Westcott is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 10 years of industry experience and has been affiliated with Cambridge Investment Research Advisors, Allied Financial Consultants LLP, and Cambridge Investment Research, Inc. since 2016. Westcott also works as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Martin Kearns is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1992 and holds Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets services.