Nicholas Stager is a Financial Advisor with Merrill Lynch Wealth Management, serving individuals, families, and business owners in West Hartford and the greater Connecticut community. His practice focuses on comprehensive wealth management, including retirement income planning, tax-efficient investment strategies, estate planning, and multigenerational wealth guidance. Nicholas works closely with clients to address key financial questions such as retirement timing, income sustainability, tax reduction, and legacy protection. Nicholas holds a Bachelor's Degree from the University of Connecticut and the Personal Investment Advisor (PIA) professional designation. He is a member of the American Sailing Association and is involved with The Hometown Foundation, reflecting his commitment to community engagement. His approach to financial advising centers on building trust and understanding each client's unique goals and circumstances to develop personalized strategies. Outside of his professional work, Nicholas enjoys outdoor activities including adventure sports, boating, golfing, hiking, skiing, and traveling. He values transparency, integrity, and a client-centric service philosophy in his efforts to help clients make informed decisions for their financial futures.

Douglas Dandrea is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities from 2014 to 2017. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Devon Kevetos is a Series 66-licensed financial advisor at Morgan Stanley in West Hartford, CT, with one year of industry experience. Prior to joining Morgan Stanley, he has held various roles across retail and service sectors, including positions at Marshalls, Target, and Square Peg Pizzeria. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Omar Linares Sanchez is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked in the food service industry, including a five-year period at Mancuso's Restaurant & Bar. Outside of advising, he has worked as an independent food courier for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs. The firm is also noted for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Robert Hensley is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 55 years of industry experience. His career includes work with Advantage Capital Corporation and the founding of Robert Hensley & Associates. Outside of his advisory roles, he serves on the board of trustees and investment committee for the nonprofit McLean Home and is a board member of the Simsbury Meadows Performing Arts Center, as well as a trustee for St. Catherine of Siena parish. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. It serves a broad client base including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning options through a multi-manager platform.

Patrick Helm is a financial advisor with Merrill in Hartford, CT, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Asics America and Reebok and spent nearly two decades in full-time education. He has been with Merrill and Bank of America since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Fasi is a CFP® with over 51 years of experience in the financial services industry, all with UBS Financial Services. He is based in Hartford, CT, and participates as a partner in Aimers Venture Partners, LLC, a healthcare and pharmaceuticals venture partnership, where he evaluates startup companies for potential investment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Robert Cusano is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2000 and is also a licensed real estate broker operating Cusano Realty since 1989. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining research-driven asset allocation with a range of portfolio management and capital markets services.

Emily Gomez is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and previously worked at the University of Connecticut and the Manchester Early Learning Center. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Carly Flanagan is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2022, she worked at Futures Inc. from 2019 to 2022. Her background also includes work in the hospitality sector. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Carlos Salmon is a CFP® professional with 12 years of experience in the financial services industry. He currently works with Cetera and has previous experience at firms including Bank of America, Merrill, and Key Private Bank. Salmon serves as an elected board member of Hebrew Senior Care, where he participates on the finance committee, and he also manages Kyros Consulting, providing tennis lessons and speaking engagements. Cetera Investment Advisers LLC operates a multi-manager platform that serves a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through discretionary and non-discretionary programs, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Elizabeth Greak is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 33 years of industry experience. She has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services, among other firms. Outside of her advisory role, she owns Comer & Greak Financial Consultants, which provides fixed insurance sales and income tax preparation services for investment clients. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing various managed portfolio options and third-party manager programs.

Robert Fiondella Jr. is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked at firms including M Holdings Securities, Inc., Fiondella Insurance and Retirement Planning, and Anchored Finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary and third-party strategies.

Matthew Conroy is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been with the firm since 2025 and is based in West Hartford, CT. Outside of his advisory role, he has been involved in community activities with East Haddam Parks & Recreation and local soccer clubs. 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 offers collaborative, goal-driven planning engagements supported by advanced analytical tools.

Michael Orszulak is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and 66 licenses and has nine years of industry experience. Prior to his current role, he worked at Infinex Investments and United Bank. Orszulak serves as treasurer for the nonprofit Citizens Restoring Congamond. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and supports a broad advisor network with specialized municipal and public-finance services.

Benjamin Marlor is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has five years of industry experience, including roles at BlackRock Investment Management and Nasdaq Execution Services prior to joining MassMutual. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, goal-oriented plans.

Scott Jeamel is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Charles Schwab since 1990 and Charles Schwab Bank, SSB since 2005. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios supported by centralized custody and operational infrastructure.

Jim Foley is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, Retirement Relationship Manager, and Retirement Solutions Representative. His approach to financial advising is informed by his background in psychology, which guides his understanding of clients' goals and the emotional aspects of investing. He focuses on planning and implementing financial strategies tailored to individual client needs. Outside of his professional work, Jim enjoys bowling, comedy, football, social events with friends, golf, and traveling.

Paxton Heinrich is a financial advisor with Thrivent Investment Management in Manchester, CT, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Manchester Mazda and Monaco Ford, among other positions outside financial services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering in-depth written recommendations across various planning areas such as retirement, tax, and estate planning. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Martin Coursey is a financial advisor with Mass Mutual Investors Services in Farmington, CT, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including over 30 years with MassMutual and MML Investors Services. In addition to his advisory role, he works as an insurance agent focused on life, disability, and long-term care insurance as well as fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, providing collaborative, goal-based planning and a range of investment and insurance solutions.