James Armstrong is a financial advisor at Merrill with the Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2019 and previously served at the Capitol Region Education Council for eleven years. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Sapiro is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2012. UBS Financial Services 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

Michael Shoaf is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping private and family business owners navigate business succession, ESOP transactions, and exit planning. His expertise includes tax-advantaged ESOP strategies, business succession, employee ownership cultures, and integrated private and corporate wealth management. With over 30 years of experience in financial services, Michael has worked in various roles including business succession and ESOPs at UBS, corporate retirement plans at Fidelity Investments, private wealth management at Charles Schwab & Co., and ownership of a philanthropic consulting firm. He holds the Certified Investment Management Analyst (CIMA®) and Certified Exit Planning Advisor (CEPA®) designations and has advanced training from the Yale School of Management. Michael earned a Bachelor of Science degree in Political Economy from the University of California System and an MBA from the University of Connecticut. He holds Series 7, 63, and 66 FINRA registrations and insurance credentials. Additionally, he serves as a speaker and board advisor to employee-owned companies, focusing on perpetuating values and faith-driven principles into the next generation.

Brendan Perkins is a financial advisor with Merrill in Hartford, CT, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2009 and also has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he is a co-owner and trustee of Connecticut Dance Academy, LLC, where he contributes marketing and financial guidance. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Elizabeth Linderman is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Kathleen Ringler is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Chelsea Groton Bank and Infinex Investments, Inc. since 2016. In addition to her advisory role, she serves on the Advisory Board for educational programs at North Kingstown High School, providing mentorship and business feedback to students. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and advisory services using a mix of in-house and third-party investment managers, supported by RBC’s capital-markets capabilities.

Jordanna Fallon is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and previously worked at Johnson Brunetti Investments and Hartford Interval House Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Cathy Frausini is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Merrill since 1978, spanning 48 years with the firm. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kyle Casagrande is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory work, he serves on the Board of Directors for Tolland Little League and acts as the Tee Ball Director. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Patricia Parent is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has over six years of experience in the financial services industry. Her career includes roles at Edward Jones and MassMutual Life Insurance Company, as well as an eight-year tenure at Baribault Jewelers prior to entering finance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by analytical tools and provides specialized planning services including divorce planning and estate settlement.

Luke Marino is a CFP® professional with 10 years of experience in the financial services industry. He has been with Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. He is a partner of Risley Marino Group and co-owner of Riverview Financial Partners, both affiliated with Cetera. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Joseph Kavumpurath is a financial advisor with Mass Mutual Investors Services and holds a Series 65 license. He has 34 years of industry experience, including 27 years at Metlife Securities Inc. and over a decade with Mass Mutual-related firms. He is also an insurance broker offering life, disability, long-term care, health, and fixed annuity products and owns a financial services business, JMK Financial Associates, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing collaborative, goal-based client engagements using firm-approved analytical tools.

Samuel Belsito III is a CFP® with 26 years of experience in the financial services industry. He is currently with Osaic Wealth and has previously worked at Woodbury Financial Services, Merrill, and UBS Financial Services. Outside of his advisory role, he is the sole member of SB Wealth Solutions, LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies across multiple custodial and affiliated programs.

Lincoln Maguire is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2006, with prior experience at Somerset Wealth Strategies and other firms. Outside of his advisory role, he is involved with Risk Strategies, a non-variable insurance business. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment services, utilizing both proprietary models and third-party strategies, supported by extensive technology and a broad platform of financial products.

Thomas Hine is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network for 14 years. Outside of his advisory role, he is a writer and author with Shodan Publication, LLC, where he dedicates time to book projects. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm utilizes analytical tools and risk profiling to tailor non-discretionary planning and supports its clients through extensive advisory programs and institutional consulting.

Lindsey Torres is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and previously worked at Voya and Directed Services, LLC. She is based in Wethersfield, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Michael Connery is a financial advisor with OSAIC in Rocky Hill, CT, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He worked at Signator Investors, Inc. for 31 years before joining OSAIC in 2018. In addition to his advisory role, he operates as an insurance broker offering auto and home insurance and provides related services. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization with multiple custodial and alternative investment options.

Katherine Giguere is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Hartford Investment Management Company, and Aetna. She also has experience in educational and administrative roles at the University of Connecticut and in retail operations. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, offering access to third-party asset managers and a variety of financial planning and consulting services.

Brian Paquette is a financial advisor at MassMutual Investors Services with 15 years of industry experience. He holds a Series 66 designation and has worked at MassMutual Investors Services since 2017, including prior roles at MassMutual Life Insurance and MetLife Securities. He is also a partner member of JB Wealth Partners, LLC, a collaborative entity focused on pooling resources and sharing expenses. MassMutual Investors Services, LLC 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, employing firm-approved software to develop collaborative, goal-based plans without investment discretion over client assets.

Frank Zocco Jr. is a CFP® with 31 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Jacobs Financial Partners, Voya Financial Advisors, and Cambridge Investment Research. In addition to his advisory work, he operates a food review blog called Dough Daddy Cooks. Cetera Investment Advisers LLC serves a large nationwide network of independent advisors, providing portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers access to a multi-manager platform with a variety of program structures and investment options.