Susan Davies is a CFP® professional with two years of industry experience, currently affiliated with LPL Financial. She previously worked at US Wealth Management from 2014 to 2023. In addition to her role at LPL, she serves as a commissioned notary public in Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. Its platform offers access to model portfolios, third-party asset managers, and customized investment strategies.

Craig Ferris is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Highland Golf Club and The Spotted Horse and was involved with Jones Family Tree Farm for six years. 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, supported by a large network of investment adviser representatives.

Julie Beauchamp is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Advest, Inc. She owns and operates Beauchamp Investment Group, an independent advisory practice based in Connecticut. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options that address diverse needs such as retirement, education, and business-owner transitions. The firm supports tailored recommendations through proprietary research and tools, with clients able to implement strategies via brokerage or advisory programs.

Jonathan Desautels is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2020. In this capacity, he leads a team of financial professionals who provide planning, guidance, and support to local clients. His approach emphasizes understanding clients' stories to co-create personalized financial plans and assist in implementing those plans to help clients work toward their financial goals. Jonathan has accumulated extensive experience at Fidelity Investments, holding various leadership positions since 2003. His roles have included Regional Leader, Team Leader of Financial Consultants, Director of Retirement Relationship Managers, and Senior Trader, among others. This progression reflects a broad expertise in financial services and leadership within the firm. The information provided does not include details about his education, credentials, personal interests, or community involvement.

Morris Hilton Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, Merrill, HSBC Holdings, and New York Life Insurance. Outside of finance, he serves as a defensive coordinator, recruiter, and assistant head coach for the CT State Wildcats athletics program. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of investment strategies and utilizes technology tools to support its network of over 22,800 advisors.

Kyle Warner is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fidelity. He has been with Fidelity Investments since 2007, including seven years at Fidelity Personal and Workplace Advisors prior to his current role. Fidelity Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail, institutional investors, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

James Marlor Jr. is a financial advisor at MassMutual Investors Services with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at MetLife Securities Inc. since 2015. He serves on the Firefighters Cancer Relief Fund Advisory Committee, a noncompensated board that reviews funding for a Connecticut state program. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and offers programs including asset management and educational seminars.

Bennett Myers is the Vice President and Branch Leader at Fidelity Investments, where he is responsible for leading the local Investor Center. His team provides comprehensive client support including wealth planning, investment guidance, retirement, and estate planning considerations. Bennett has held various roles at Fidelity Investments since 2014, including Assistant Branch Leader, Team Leader for Workplace Planning and Advice, Participant Services Manager, HSA Team Lead, Health Savings Account Specialist, and Financial Associate for Defined Contribution. This progression reflects his extensive experience within the organization and the financial services industry.

Whitney Burr is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. She has been associated with Linsco/Private Ledger Corp., now part of LPL Financial, since 2001. Outside of advisory work, Burr is an independent insurance agent specializing in life, disability, long-term care, health insurance, and fixed and indexed annuities. 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 wide range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Christine Blaha is a CFP® professional with 14 years of industry experience, currently advising clients at Edward Jones since 2011. She holds a Series 66 license and is based in Unionville, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, providing services under a fiduciary standard.

Drew Iacovazzi is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2016. He serves as a trustee for Catholic Charities Archdiocese of Hartford, providing advisory input to the organization’s board. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sandra Menard is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and eight years of industry experience. She has been with Merrill and Bank of America since 2007. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Fiondella is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at LPL Financial since 2026 and has longstanding experience with Wealth Preservation Partners and M. Holdings Securities, Inc. He also runs a mortgage and real estate services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a broad offering of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Wayne Miller is a financial advisor with Wells Fargo Clearing in Farmington, CT, holding a Series 63 designation and 38 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Matthew Browne is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at Associated Trust Company, Associated Bank, N.A., and STC Capital Bank. 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 non-discretionary investment consulting through various advisory programs.

Alexander Westcott is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked with Cambridge Investment Research Advisors, Allied Financial Consultants LLP, and Cambridge Investment Research, Inc. since 2016. Outside of advising, he operates as an independent insurance agent and manages a sole proprietorship under Chart Financial Group. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm utilizes a variety of portfolio management approaches and platform arrangements tailored to client objectives, combining proprietary model strategies with access to third-party managers.

Robin Di Nicola is a financial advisor with Edward Jones in Farmington, CT, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Di Nicola worked at Simsbury Bank from 2008 to 2017. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, operating under a fiduciary standard.

Michael Long is a Series 66-licensed financial advisor with Morgan Stanley in West Hartford, CT, with eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016 and previously operated 1&Done Insurance Agency LLC for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with comprehensive advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Dione Walden is a Planning Consultant at Fidelity Investments, where she collaborates with a team of financial professionals to assess clients' unique needs and design comprehensive strategies aimed at achieving their financial objectives. She has been with Fidelity Investments since 2015, progressing through various roles including Investment Consultant, Relationship Manager, Financial Representative, Workplace Planning & Guidance Consultant I, and Financial Associate I - Defined Contribution. Her experience spans multiple facets of financial planning and client relationship management, reflecting a broad understanding of the financial services industry. Outside of her professional work, Dione has interests in fitness, tennis, and traveling.

Kenneth Smith Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for ten years before joining Wells Fargo in 2016. 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 supported by research from Wells Fargo Investment Institute and third-party databases.