Christopher Benjamin is a financial advisor with Wells Fargo Advisors in Southington, CT, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His career includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is the sole owner of Christopher Benjamin Financial Group, an investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, using proprietary research and planning tools to develop tailored recommendations across a broad range of financial planning areas.

David Murphy is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Boston Private Wealth LLC, TD Private Client Wealth LLC, and TD Bank, N.A. Outside of his advisory role, he serves as an ice hockey referee and is a board member of the Memorial Day Flowers Foundation, which honors fallen veterans. OSAIC serves a broad range of clients including retail investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform with a model-based investment process that incorporates portfolio optimization and risk-tolerance assessments, offering both brokerage and advisory services across various account programs.

Barbara Taylor Hatje is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 designation and 27 years of industry experience. She has worked at Morgan Stanley and its affiliates since 1999 and had previous roles at Santander Securities, VOYA Financial Advisors, and Commonwealth Financial Network. Hatje serves on the Finance Committee of St. Pius Roman Catholic Church in Middletown, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Bradley Nelsen is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including New York Life Insurance Company, NYLIFE Securities LLC, and Allstate Financial. Nelsen is also affiliated with Eugene Cohen Insurance Agency. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and multiple investment management options across a large, multi-advisor platform.

Michael Gilliland is a financial advisor with Mass Mutual Investors Services in Middletown, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual since 2018, following 18 years at Lincoln Financial Advisors and 10 years at Lincoln Financial Securities Corporation. MassMutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that provides ongoing financial planning, asset management, and educational programs to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative relationships focused on client goals using approved analytical tools and offers event-driven planning services including a standalone Divorce Planning offering.

Gennaro Nardelli is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously spent time at Foresters Financial Services. Outside of his advisory role, he is involved in the resale of goods from online marketplaces. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that combines affiliated and third-party models to provide tailored investment solutions.

Luke Violette is a CFP® professional with 14 years of industry experience, currently affiliated with RBC Capital Markets in Farmington, CT. His career includes roles at City National Bank, GYL Financial Synergies, and Wells Fargo Advisors. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients and offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to client risk profiles.

Guillermo Robles is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 designation and has worked at several firms including Janney Montgomery Scott LLC, Merrill, Bank of America, and Wells Fargo. His current role is with Fidelity Investments in Newington, CT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage funds.

Robert Caiaze is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Advest, Inc. Outside of his advisory work, he serves in various nonprofit and community capacities, including as a deacon fund advisor at Valley Community Baptist Church and as a board member and investment committee chair for Ronald McDonald House Charities of Connecticut and Western Massachusetts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering tailored portfolio management and advisory services through multiple programs. The firm integrates in-house and third-party investment management and offers features such as tax management and responsible investing screens.

Cameron Rice is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Waddell & Reed. He is also registered as a non-variable insurance agent. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shawn Mccormick is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools, without providing individual security recommendations as part of standalone planning.

Christopher Rizzio is a CFP® certified financial advisor with five years of industry experience, currently with Cambridge Investment Research Advisors. He has been associated with Cambridge Investment Research entities since 2021 and also has a background teaching at the University of Hartford from 2015 to 2022. Outside of advisory work, he is involved as an independent insurance agent and serves as an independent contractor for Varsity Tutors. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Anthony De Grandi is a financial advisor with Merrill and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. He is based in Farmington, Connecticut. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Peter Murphy is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 44 years of industry experience to his role. He specializes in areas such as college education planning, employee financial health, and retirement income, developing personalized financial strategies to help clients pursue their long-term goals. Peter holds a Bachelor's Degree from the University of California, San Diego (UCSD) and a Master's Degree from Trinity College. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Peter enjoys spending time with his family and friends, reading and writing history, playing tennis and golf, and traveling with his wife.

Gregg Karal is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Cambridge since 2006 and previously worked at Advest, Inc. and National Planning Corporation. Outside of advisory work, he is involved in independent insurance sales and tax preparation, including volunteering with the AARP Tax-Aide program. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management platforms and proprietary model strategies, serving clients through thousands of financial professionals managing a multi-billion dollar asset base.

Heather Hepburn is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 26 years of industry experience, including 19 years at People's Securities, Inc., and has been with LPL Financial and Webster Bank since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by extensive research and operational tools.

Justin Vescovi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at M&T Bank, Webster Bank, People's Securities, Inc., and People's United Bank. He is also a commissioned notary in Connecticut. 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, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Stephen Anagnostou is a financial advisor with J.P. Morgan Securities in Newington, CT, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, and has prior experience with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Barnum Financial Group, and MSI Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Lauren Gotay is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. Prior to joining Raymond James in 2018, she worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for nearly a decade. 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 municipal entities, offering financial planning and consulting services supported by a range of portfolio management strategies and affiliated research.

David Ferris is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and six years of industry experience. Prior to joining LPL Financial in 2024, he worked at John Hancock Distributors LLC for four years and at Oracle Corporation for five years. 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 financial planning and asset management services through a large network of investment adviser representatives, utilizing various investment strategies and supporting tools.