Timothy O'Connell is a CFP® with 29 years of industry experience and currently advises at Cetera. His prior roles include positions with Mass Mutual Investors Services and MassMutual Life Insurance Company, where he worked for 15 years. He is co-owner of Financial Guide Solutions, LLC, an entity used for pass-through compensation. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Ira Taber is a financial advisor with Ameriprise in Stratford, CT, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors for the Hawley Commons Condominium Association. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team to deliver research-based, tax-efficient retirement income recommendations.

John Atkins is a financial advisor at Cetera with 20 years of industry experience and holds Series 63 and Series 66 designations. His career includes roles at ION Investments, Osaic Institutions, Cambridge Investment Research Advisors, and Main Street Financial Group. Outside of his advisory work, he is a bass player in two bands, Capricorn and Guy Malone. Cetera Investment Advisers LLC is an SEC-registered firm 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 a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets.

Peter Holmquist is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has six years of industry experience, including prior roles at Merrill Lynch and Farther Finance Advisors. His background also includes long-term experience in energy trading at HQ Energy Trading, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based financial planning supported by firm-approved analytical tools.

Matthew Stinson is a financial advisor with Equitable Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including the period when the firm operated as Axa Advisors, LLC. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and nonprofit organizations, providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm uses a range of advisory models, often implemented through third-party managers or LPL-sponsored programs, and offers services including ERISA fiduciary support for qualified plans.

Neel Kamdar is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advising services to clients, helping them manage their investments and achieve their financial goals. He holds the Professional Investment Advisor (PIA) designation, indicating his qualifications in personal investment advising. Neel Kamdar earned his High School Diploma from Hamden High School.

Michael Jones is a CFP® professional with 34 years of industry experience, currently with Mass Mutual Investors Services since 2017. His prior experience includes MSI Financial. He is also an independent insurance agent offering various insurance products, including disability, Medicare-related products, and life insurance. 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 financial planning, asset management, and educational seminars with a focus on collaborative client relationships and event-driven planning services.

Kenneth Handwerker is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors since 1993 and with Primerica Financial Services since 1992. Outside of his advisory role, he is the founder of Faithful Champions Global, Inc., a faith-based clothing and awards company. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients, operating primarily as a wrap-fee solution.

Erik Holton is a financial advisor with UBS Financial Services in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he is a partner in an LLC formed with his wife to manage residential rental properties. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets services.

Benjamin Edwards is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Sammons Institutional Group, Jackson National Life Distributors, Mass Mutual Investors Services, MSI Financial Services, Morgan Stanley, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a range of investment approaches, including model portfolios, third-party asset management, and customized strategies, and maintains significant scale with over 22,800 advisors and $819 billion in discretionary assets under management.

Robert Donnelly III is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and 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 range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Sanjayraj Khanna is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and at Wachovia Bank, N.A. since 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and incorporates research and analytics from Wells Fargo Investment Institute along with external databases in its investment evaluation.

Michael Gill is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial. His career includes roles at firms such as National Securities Corp, United Advisors, and Cetera. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced advisor-facing tools.

Timothy Debowes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked for Viking Construction, Inc. and Hathaway Property Management, Inc. for seven years and Compass Corporate Housing, LLC for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate managers and options, emphasizing diversification and modern portfolio theory.

Robert Outtrim III is a Series 66-licensed financial advisor with Merrill in New Haven, CT, bringing 15 years of industry experience. He has worked with Bank of America and Merrill Lynch since 2011. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal and third-party managers.

Charles Meade is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 47 years of industry experience. He has been with Raymond James Financial since 2009 and with its affiliate Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he serves as president of Nutmeg Investment Group, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized municipal and public-finance offerings.

Ketan Shah is a CFP® and holds a Series 66 designation with 23 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. and related entities since 2017, following a four-year tenure at Citizens Investment Services Corp. Shah is also associated with Liberty Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and analytical tools, and supports municipal and public-finance work through an affiliated municipal advisor.

Samuel Kingston is a financial advisor at Edward Jones with 10 years of industry experience. Prior to joining Edward Jones in 2024, he held positions at firms including HashWorks Digital Industries, Kingston Energy LLC—where he served as CEO of his consulting business—and several energy asset management and capital firms. He is a board member and 14% shareholder of Sociedad Agricola Santa Sara S.A., an agriculture business based in Casablanca, VA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Jeremy Hus is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 21 years of industry experience. He previously worked at METLIFE Securities Inc for 12 years before joining Mass Mutual in 2016. He is also the CEO of Holistic Planning Support, a company that provides data entry services for financial planners. 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 offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning engagements.

Margaret Arndt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She has been with Cambridge Investment Research Advisors since 2010. Outside of her advisory role, she is involved in several entrepreneurial and consulting ventures, including founding Sage Consulting, Inc. and Conscious Evolution Boston, where she engages in education and authorship. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of investment strategies and platform arrangements tailored to client objectives.