Daniel Kohan is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he leads a team of financial professionals dedicated to helping clients and their families grow, preserve, and transfer their wealth. He has been with Fidelity Investments since 2013, progressing through various positions including Financial Representative, Investments Consultant, Financial Consultant, Vice President Wealth Planner, and currently Vice President Private Wealth Management Advisor. This progression reflects his extensive experience in wealth management and financial planning.

Dean Laprade is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera since 2019. Prior to that, he spent 19 years with Foresters Financial, including a role at Foresters Advisory Services LLC. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, overseeing over $256 billion in assets under management.

Djemal Araniti is a CFP®-designated financial advisor with 27 years of industry experience, currently with LPL Financial since 2012. His prior roles include positions at Edward Jones and Valic Financial Advisors. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Tina Gunderson is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Merrill and Wells Fargo Clearing. Raymond James & Associates, Inc. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michelle O'Brien is a financial advisor at Charles Schwab with 38 years of industry experience. She has been with Charles Schwab since 1992 and also has worked at Charles Schwab Bank since 2007. She holds Series 63 and Series 65 designations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized structure serving hundreds of thousands of clients.

Victoria Mathews is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Merrill and Bank of America, N.A., with a brief tenure at Goldman Sachs. She serves as a trustee for a family trust outside of her advisory role. 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, and institutional investors.

Kent Byrd is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has prior experience at Silicon Valley Bank in both the U.S. and Canada. His work history also includes time at Boothbay Harbor Country Club and a period of extended travel. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm’s approach combines proprietary capital market assumptions and model-based asset allocations with research from its Chief Investment Office and UBS Global Research to tailor client strategies across planning and portfolio management.

Michael Brooks is a financial advisor at Morgan Stanley in Hartford, CT, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience including operating M&M Detailing LLC and working at Black Jax Saloon. Brooks attended Central Connecticut State University from 2021 to 2025. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with a range of specialized investment activities.

Christopher Davis is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including TD Ameritrade, Scottrade, and MSI Financial Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services within an integrated operational framework.

Cecilia Bettencourt is a Series 66-licensed financial advisor with UBS Financial Services, based in Hartford, CT. She has 18 years of industry experience and has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated lending programs.

Walter Wydo Jr. is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. 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 charitable organizations, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

John Beloin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Commonwealth Financial Network, Cambridge Investment Research Advisors, Janney Montgomery Scott, and LPL Financial. He is also the owner of Beloin Investment Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Vincent Diana is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Pacific Life and AIG Capital Services. Mass Mutual 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, focusing on collaborative, annual planning engagements that utilize firm-approved analytical tools.

Barbara Randolph is a financial advisor with Edward Jones in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is also a beauty consultant for Mary Kay Cosmetics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a large network of financial advisors nationwide.

Justin Perez is a financial advisor with Cetera and holds a Series 66 license. He has four years of industry experience and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Riverview Financial Partners, a business operating under Cetera. 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 and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Eliot Bassin is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 12 years of industry experience. He previously worked at LPL Financial from 2014 to 2017 before joining Cambridge Investment Research Advisors, where he has been since 2017. Outside of his advisory role, Bassin serves on the finance committees of Congregation Beth Israel and the Golf Club of Avon, and he holds volunteer board and committee positions with the Connecticut Society of Certified Public Accountants and the Estate and Business Planning Council of Hartford. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse mix of clients including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a range of strategies including proprietary models, third-party manager referrals, and flexible custody arrangements.

Douglas Beerbower is a Wealth Management Advisor at Merrill Lynch Wealth Management with 25 years of experience at the firm. He leads the team's Investment Advisory Program services and serves as the operational leader. In his role as a Senior Portfolio Manager, he manages Personalized or Defined Strategies on a discretionary basis, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Doug works with individuals and families to align investment strategies with their long-term goals. He holds multiple professional designations, including Certified Financial Planner (CFP®), Certified Portfolio Manager (CPM®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Michigan State University. Doug resides in Simsbury with his wife and three sons.

Nicholas Nalbatian is a financial advisor with UBS Financial Services in Hartford, CT. He holds Series 63 and Series 65 licenses and has one year of industry experience. His background includes roles at Webster Bank and various educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor strategies to clients’ goals and risk tolerances.

Patrick Gority is a Financial Consultant at Fidelity, where he serves as the primary point of contact for clients. He collaborates with clients to understand their current financial situations and future goals, developing tailored plans to help them work toward what is most important. Prior to his current role, Patrick gained experience as a Private Banker and Brokerage Associate at Wells Fargo from 2013 to 2022, and as a Financial Advisor at First Investors Corp from 2011 to 2013. His background reflects a solid foundation in financial advising and client relationship management. Outside of his professional work, Patrick's personal interests include family activities, football, golf, parenthood, skiing, and surfing.

Glenn Shafer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Linsco/Private Ledger since 2003 and spent one year at Citigroup Global Markets. Shafer also operates a separate business under the name Shafer Investment Management, LLC. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.