William Forte is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at 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 with a variety of advisory programs, including tailored financial planning. The firm employs a structured planning process and manages approximately $2.74 trillion in client assets.

Allison Becker is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She has been with Ameriprise Financial Services since 2013. Outside of her advisory role, she manages an independent advisory business under Honey Badger Management. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations, primarily for clients with Ameriprise-managed accounts.

Jon Nieranowski is a CFP® and holds a Series 66 designation with 22 years of industry experience. He is currently with Ameriprise in West Hartford, CT, having joined the firm in 2026. Prior to this, he spent ten years at RiverSource Distributors Inc. and took a year for extended travel. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Karen Blanchard is a financial advisor with Wells Fargo Advisors in West Hartford, CT, holding Series 63 and Series 65 licenses and 40 years of industry experience. She previously worked at RBC Capital Markets for 11 years and Wells Fargo Clearing for 10 years. Outside of her advisory work, she serves as president of the Waves Condo Association in Newport, RI, and as a trustee for a friend in West Hartford. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Thomas Saltalino is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He previously worked for Avantax Advisory Services and Avantax Investment Services for over two decades. Outside of advising, he serves as Head Moderator for election results in New Britain, CT, and acts as a consultant following the sale of his accounting and tax practice. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with diverse program structures and custodial relationships.

Theodore De Giacomo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). Theodore completed an Accredited Certificate Program from CSU. His expertise focuses on providing investment management and personal advising services to clients.

Maxwell Morris is a financial advisor with Fidelity in West Hartford, CT, holding Series 63 and Series 65 designations and three years of industry experience. His work history includes various roles at Fidelity Investments since 2022 and prior experience outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund structures and model portfolios constructed through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Angela Roy is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, with prior experience at State Farm and roles outside finance including Chili's Grill & Bar and Southern Connecticut State University. Roy is also employed as a Client Service Manager at Watermark Management Partners. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Curtis Wiggins is a CFP® professional at LPL Financial with 29 years of industry experience. His career includes roles at Cetera, ICB-Ameritas Life Insurance, Foresters Advisory Services, and Foresters Financial Services. He has served on the CCSU Alumni Board and is also active as a non-variable insurance producer. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Joseph Glowka is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Securities, Inc. and INVEST Financial Corp. He was also affiliated with his own firm, JL Glowka Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Alicja Jackiewicz is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and has worked previously at TD Bank, People's United Bank, and Polam Federal Credit Union. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services with strategies tailored to each client’s risk profile.

Mitchell Guarnieri is a financial advisor at Merrill with 8 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Solecki is a financial advisor with Merrill based in West Hartford, CT, holding a Series 66 designation and 2 years of industry experience. He has been with Merrill since 1999. Outside of his advisory role, he serves on the boards of the United Way of Greater New Haven and Connecticut Children's Medical Center, where he participates in finance and quality control committees. 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.

Christopher Scudder is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory role, he serves as Football Commissioner on the executive board of Brookfield Football and Cheer, a youth sports organization in Connecticut. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a range of investment approaches.

Cheryl Chapis is a Certified Financial Planner® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, supported by algorithmic automation and oversight committees.

Robert Berg is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Cetera in 2023, he worked at Cetera Wealth Services, LLC and Summit Financial Group Inc. He also owns Berg Wealth Management, where he manages client investments. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Kayla Weaver is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials. She has experience working at Wells Fargo Bank, N.A. since 2021 and began her role with Wells Fargo Clearing in 2025. Prior to her career in financial services, she spent 14 years working with Waterbury Public Schools. 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 offers a range of brokerage and advisory solutions supported by research and analytics, managing roughly $671 billion in assets with over 14,000 financial advisors.

Charity Uldrikis is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Raymond James and Marinelli Wealth Management over her career. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing 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 advisory services supported by a broad range of portfolio management styles and affiliated research.

Brian Bender is a financial advisor with Primerica Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Nick Exias is a Financial Consultant who focuses on helping clients develop and implement financial plans utilizing the resources available through Fidelity. He works to assist clients in achieving improved financial outcomes. His professional experience includes roles as a Private Client Banker at Santander Bank from 2021 to 2022, Sr. Investment Consultant at TD Ameritrade from 2019 to 2021, Private Client Banker at JPM Chase & Co. from 2016 to 2019, and Financial Planning Consultant at Barnum Financial Group from 2012 to 2015. Nick's personal interests include fitness, kayaking, running, soccer, traveling, and volunteering.