Rachel Harrison is a financial advisor with Charles Schwab in West Hartford, CT, holding a Series 66 designation and 17 years of industry experience. Her career includes positions at Morgan Stanley, Merrill, and Waddell & Reed prior to joining Charles Schwab in 2024. Outside of her advisory work, she officiates weddings. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investments.

David Parent is a financial advisor with Cambridge Investment Research Advisors in East Hartford, CT, holding a Series 63 designation and 35 years of industry experience. His career includes long-term roles at Financial Vision Advisory Services, LLC and Securities Service Network, Inc., along with more recent positions at SECURITIES AMERICA, Inc. and OSAIC. He is president of Financial Vision, LLC and Financial Vision Advisory Services, LLC, which provide financial advice and wealth planning. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a range of portfolio management approaches and platform arrangements tailored to client objectives.

Stanley Keating III is a financial advisor with Raymond James Financial in Avon, CT, holding a Series 63 designation and 39 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and Raymond James Financial since 2009. Outside of his advisory role, he is the owner of Argentum Financial Partners LLC, a support company where he performs managerial and administrative duties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting clients through a range of advisory programs and specialized public finance services.

Mariana Lima is a Series 66-licensed financial advisor with Morgan Stanley in Hartford, CT. She has approximately four years of experience at Morgan Stanley, following prior roles at Planet Home Lending and The Money Source. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Riley Cooper is a financial advisor with UBS Financial Services in Hartford, CT. He holds a Series 66 designation and has one year of industry experience, including prior roles at Block 15, Marcus & Millichap, and the University of Oregon Lundquist College of Business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Joseph Carollo is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has a diverse career background that includes roles at Avantax Advisory Services and Avantax Insurance Agency. In addition to his advisory work, he is president of Carollo & Associates P.C., a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Dan Olson is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining UBS in 2016, Olson worked at Merrill, Chase Investment Services Corp., and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Ina Goldschmidt is a Series 66 licensed financial advisor with UBS Financial Services in Hartford, CT, where she has worked since 2007, totaling 18 years of industry experience. She serves as treasurer for the German Shepherd Club of Greater New Haven. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocation.

Jennifer Sheridan is a Wealth Management Advisor at Merrill Lynch Wealth Management based in West Hartford, Connecticut. She specializes in helping clients achieve their financial goals through a structured process and personalized planning. Her approach to wealth management is centered on understanding each client's unique priorities and crafting a financial framework that aligns with their life goals. With a Bachelor's Degree from Central Connecticut State University, Jennifer holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is a member of the Certified Financial Planner Board of Standards, Inc. Her expertise spans college education planning, legacy planning, retirement income management, philanthropic planning, socially responsible investing, and wealth planning for women and the LGBT community. Jennifer integrates her philosophy that financial success depends on personal priorities such as health, family, leisure, giving, work, and finance. She emphasizes a proactive, personal, and trust-based approach that adjusts to life's changes and market conditions. Outside of her professional work, Jennifer enjoys cooking, golfing, traveling, practicing yoga, and spending time with her family.

Qasim Khan is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017, following three years at JPMorgan Chase. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Lisa Stanes is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 66 designation and has worked within various Fidelity divisions since 2010. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary and non-discretionary portfolio management, fund advisory, and delivery of model portfolios to intermediary platforms.

Robin Anderson Jr. is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Merrill from 2007 to 2016 before joining UBS in 2016. 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 capital markets solutions.

Aaron Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, and Baystate Health. Outside of his advisory work, he has been involved with Aaron and Ayesha Associates since 2020. Primerica Advisors is an institutional firm that provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

Kyle Ross is a financial advisor at UBS Financial Services with 17 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he serves as an alderman for the City of New Haven, participating in local legislative policymaking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering customized financial planning and portfolio management informed by proprietary research and model-based asset allocations.

Christopher Mishler is a Planning Consultant at Fidelity Investments, where he partners with clients to create personalized financial plans tailored to their individual and family situations. He focuses on identifying clients' specific strengths and weaknesses to help them pursue plans based on their goals. Since joining Fidelity Investments in 2023, Christopher has worked diligently with each client to ensure they have the confidence and comfort needed to manage their financial future. Outside of his professional role, Christopher enjoys outdoor activities such as beach outings, boating, hiking, kayaking, and snowboarding.

Haig Arakelian is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 1998. He has over 27 years of experience working with Fidelity clients and their families, focusing on financial planning and utilizing Fidelity's resources to meet clients' financial needs. Throughout his career at Fidelity, Haig has dedicated himself to helping clients achieve their financial goals through comprehensive financial consulting. His long tenure at the firm reflects his commitment to client service and financial planning. Outside of his professional role, Haig has interests in cars, fitness, gardening, playing musical instruments, reading, and volunteering.

Eric Schulman is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously spent seven years at Voya Financial Advisors. Outside of advising, he performs as a first tenor singer during high holiday services at Emanuel Synagogue, where he has been involved since 2007. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management and planning services through a multi-manager platform that provides access to both affiliated and third-party managers across multiple program structures.

Dean Calderoni is a financial advisor with RBC Capital Markets in Hartford, CT, holding a Series 66 designation and having nine years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and the State of Connecticut Judicial Branch, where he worked for over two decades. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers along with comprehensive portfolio management and financial planning services.

Terrence Nichols is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm integrates research, modeling, and tax-efficiency analysis to deliver written recommendation reports, utilizing algorithmic automation alongside personalized review to support clients’ retirement income strategies.

Christopher Clarke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank of America, Virtus Investment Advisers, and Voya Financial Partners. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.