Jonathan Johnson is a Senior Vice President and Senior Financial Advisor at the Farmington Merrill Lynch Wealth Management office. He works directly with clients to establish quantifiable financial goals and assists in developing long-term financial strategies. Jonathan has been in the financial services industry for over 30 years, with more than 27 years at Merrill Lynch. He was appointed to the State of Connecticut Teachers Retirement Board in 2008. Jonathan holds a Bachelor's Degree from Central Connecticut State University and a Master's Degree in Finance from the University of Connecticut. He also holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Beyond his professional role, Jonathan has been a board member for Amy's Angels, a nonprofit organization, since 2015. He continues to contribute to his community through his involvement with the Connecticut State Retirement Board and Amy's Angels.

Enrique Alvarez is a financial advisor at Cambridge Investment Research Advisors with 50 years of industry experience. He holds the CFP® and ChFC® designations and has worked with Cambridge Investment Research, Inc. since 2011. Outside of his advisory role, Alvarez is a member of the Hartford Gun Club and a Freemason, and he operates a small business buying and selling firearms and other items on eBay. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals. The firm provides various portfolio management options and proprietary model strategies under Founders Gate Capital, supported by institutional features such as advisor support programs and compliance processes.

Denise Yuu is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients develop personalized wealth management strategies that align with their full financial picture and evolving market conditions. Denise provides access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to support clients in pursuing their financial goals. Denise holds a Personal Investment Advisor (PIA) designation and earned a Master's Degree from Columbia Business School as well as a Bachelor's Degree from Simmons College. She follows Merrill’s tradition of community involvement by volunteering with local organizations. Her approach centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most.

Raymond Beloin is a financial advisor at LPL Financial with 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2011, following an 18-year tenure at Webster Investment Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, using a range of investment strategies and technology-supported portfolio management.

Jaime Petricca is a Financial Consultant at Fidelity Investments, a position held since 2024. Jaime has more than a decade of experience in the financial services industry, working in partnership with clients to create customized financial plans aligned with their goals. Jaime focuses on delivering thoughtful strategies, clear guidance, and confidence through personalized financial planning. Jaime's professional experience includes roles at several notable financial institutions. Prior to joining Fidelity Investments, Jaime served as Vice President at Goldman Sachs from 2022 to 2024. Other previous roles include Senior Sales Associate at Allspring Global Investments (2020-2022), Associate Regional Director at Wells Fargo Asset Management (2017-2020), Regional Consultant at Congress Asset Management (2015-2017), and Retirement Sales Associate at Putnam Investments (2014-2015).

Michael Samoska Jr. is a financial advisor with LPL Financial in Farmington, CT, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and AXA Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and third-party research to provide both discretionary and non-discretionary management solutions.

Christopher Halotek is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Halotek has been with Raymond James & Associates since 2018, based in West Hartford, CT. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships, and maintains capabilities in public finance and municipal services.

William Dicristofaro is a financial advisor with Mass Mutual Investors Services and holds the CFP® and ChFC® designations. He has 43 years of industry experience, including prior roles at MetLife Financial Services and Mass Mutual Life Insurance Company. He serves on the finance committee of Saint Bridget of Kildare Roman Catholic Church and is a member of the East Haddam Village Revitalization Agency, which oversees local property conversion projects. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements and a range of investment and educational programs.

Erich Strunk is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding a Series 65 license and 42 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he operates as an independent insurance agent specializing in dental, group disability income, life, accident, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides 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 tools and offers specialized services including divorce planning and employer-sponsored planning programs.

Michael Goralski is a financial advisor with Ameriprise in Middlebury, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at GE Electric Insurance Company and held positions at Wilkes University and Xavier High School. He is involved with Honey Badger Management, a management company associated with Fiduciam Financial. Ameriprise is a large institutional firm offering retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement recommendations tailored to clients’ financial situations.

David Morales is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services since 2017, following over three decades at Metlife Securities. Outside of his advisory role, he is a licensed property and casualty and Medicare supplement insurance agent and a notary. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative planning relationships and uses firm-approved tools to analyze client goals.

Wesley Johnson Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 31 years of industry experience. He has worked with Foresters Financial Services for 24 years and Foresters Advisory Services for 3 years before joining Cetera in 2019. Johnson also serves on the board of directors for Connex Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Robert Peters is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 46 years of industry experience. He has been associated with Raymond James Financial since 2006 and owns Peters Financial LLC, a support company based in Rocky Hill, CT. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory support rather than discretionary management.

Phillip Rodowicz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Massachusetts Mutual Life Insurance Co., Key Bank, and Key Investment Services LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Thomas Walton is a financial advisor with LPL Financial in West Hartford, CT, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and CCO Investment Services Corp. Outside of his advisory work, he is involved with Teddys Transportation in Norwalk, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary portfolio management supported by proprietary research and third-party subadvisors.

Stephen Kane is a Series 66-licensed financial advisor with UBS Financial Services in Hartford, CT, where he has worked since 2011. He has 13 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client solutions.

Akira Sato is a financial advisor with Edward Jones in Simsbury, CT, holding a Series 66 designation and having four years of experience at the firm. Prior to his career in finance, he worked in retail store operations for six years and is involved in Carpe Diem Racing, LLC, an event promotion business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, supported by a nationwide network of over 23,000 advisors and managing approximately $1.01 trillion in assets.

Jennifer Leblanc is a financial advisor with Wells Fargo Clearing in Farmington, CT, holding a Series 63 designation and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Timothy Cahill is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior work includes roles at Bank of America, Merrill, and City National Bank. Outside of his advisory work, he serves on committees for the Valley Shore YMCA and the Ray School Corporation, focusing on community and educational initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, incorporating a variety of investment managers and strategies.

Nicole King is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and five years of industry experience. She worked at 3M from 2015 to 2020 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.