David Ventura is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018, following prior roles at HSBC Bank and HSBC Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, tailoring services to plan objectives and acting as an ERISA fiduciary when providing investment advice.

Jennifer Sheridan is a Wealth Management Advisor at Merrill Lynch Wealth Management based in West Hartford, Connecticut. She specializes in helping clients achieve their financial goals through a structured process and personalized planning. Her approach to wealth management is centered on understanding each client's unique priorities and crafting a financial framework that aligns with their life goals. With a Bachelor's Degree from Central Connecticut State University, Jennifer holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is a member of the Certified Financial Planner Board of Standards, Inc. Her expertise spans college education planning, legacy planning, retirement income management, philanthropic planning, socially responsible investing, and wealth planning for women and the LGBT community. Jennifer integrates her philosophy that financial success depends on personal priorities such as health, family, leisure, giving, work, and finance. She emphasizes a proactive, personal, and trust-based approach that adjusts to life's changes and market conditions. Outside of her professional work, Jennifer enjoys cooking, golfing, traveling, practicing yoga, and spending time with her family.

Sadik Kulla is a financial advisor with Raymond James & Associates in Watertown, CT, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James and its affiliated entities since 2016. 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, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Giuseppe Terranova is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at SagePoint Financial, Hedberg Wealth Management, and several corporate positions at Raytheon Technologies and Henkel Corporation. He is also involved with Hedberg Wealth Management, which operates as a DBA for his LPL business. LPL Financial is a national investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.

Qasim Khan is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017, following three years at JPMorgan Chase. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

David Waldo is a CFP® professional with 23 years of industry experience, currently advising clients at Merrill since 2011. He is the owner of Talking Squirrels, LLC, through which he has written and plans to self-publish a children's book, and he has also authored a basic financial planning book seeking traditional publication or self-publishing. 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.

Lisa Stanes is a Series 66 licensed financial advisor with Fidelity, based in West Hartford, CT, and has 15 years of industry experience. She has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios that incorporate mutual funds, ETFs, and ETPs.

Thomas Ragonese is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as executor for his father's estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with planning engagements typically delivered through discrete consultations.

Christopher Mishler is a Planning Consultant at Fidelity Investments, where he partners with clients to create personalized financial plans tailored to their individual and family situations. He focuses on identifying clients' specific strengths and weaknesses to help them pursue plans based on their goals. Since joining Fidelity Investments in 2023, Christopher has worked diligently with each client to ensure they have the confidence and comfort needed to manage their financial future. Outside of his professional role, Christopher enjoys outdoor activities such as beach outings, boating, hiking, kayaking, and snowboarding.

Haig Arakelian is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 1998. He has over 27 years of experience working with Fidelity clients and their families, focusing on financial planning and utilizing Fidelity's resources to meet clients' financial needs. Throughout his career at Fidelity, Haig has dedicated himself to helping clients achieve their financial goals through comprehensive financial consulting. His long tenure at the firm reflects his commitment to client service and financial planning. Outside of his professional role, Haig has interests in cars, fitness, gardening, playing musical instruments, reading, and volunteering.

Marc Sack is a financial advisor with LPL Financial in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Northstar Wealth Partners LLC from 2015 to 2021 while concurrently at LPL Financial since 2009. Outside of his advisory work, he offers guitar lessons and operates a small family online retail business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing research and model portfolios from internal and third-party sources.

Nathan Pierce is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services and Northwestern Mutual Investment Services. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative financial planning engagements using firm-approved software and offers a range of programs including estate settlement and employer-sponsored planning.

Henry Cormier is a financial advisor with Ameriprise in Unionville, CT, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he holds a real estate license and owns Cormier Wealth Management, LLC, a business established to manage salaries and expenses related to his Ameriprise activities. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and the use of algorithmic tools under oversight.

Kevin Carriere is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 39 years of industry experience. His career includes over three decades at Metlife Securities Inc., followed by roles at MassMutual Life Insurance Company and Mass Mutual Investors Services. He is also an independent insurance agent specializing in various insurance products, including dental, disability, life, and long-term care insurance. 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 provides financial planning, asset management, and educational seminars using firm-approved analytical tools to support goal-based planning and investment strategy recommendations.

Dean Forstmann is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at Charles Schwab and Charles Schwab Bank since 1992, and has been with M&T Bank and LPL Financial since 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management supported by in-house and third-party research.

Gary Gray is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is the owner of Spartan Sharpshooter, a recreation business based in East Longmeadow, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and modeling techniques.

Terrence Nichols is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm integrates research, modeling, and tax-efficiency analysis to deliver written recommendation reports, utilizing algorithmic automation alongside personalized review to support clients’ retirement income strategies.

Wilbur Mann Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial since 2004 and holds Series 63 and Series 65 licenses. In addition to his advisory role, Mann acts as an agent for fixed insurance products on an independent producer basis. LPL Financial is a national investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations, offering various advisory programs, financial planning, and brokerage services.

Douglas Veillette is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Veillette serves on the Board of Directors for the Boys & Girls Club of Greater Waterbury. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports in partnership with clients' advisors.

Mark Levesque is a financial advisor at Edward Jones in Newington, CT, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Edward Jones, he worked at Elevance Health for three years and Cigna for fifteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed investment strategies and affiliated products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.