Shepard Stevens is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Merrill, and Bank of America. Outside of his advisory role, he serves as the Golf Committee Chairman at New Haven Country Club. 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 and non-discretionary investment consulting supported by a range of portfolio management styles, firm research, and affiliated sub-advisers.

Ariel Stein is a CFP®-designated financial advisor with 11 years of industry experience, currently associated with Raymond James Financial. He has held roles at Argentum Financial Partners and Argentum Private Wealth, where he undertakes managerial and administrative duties. He is also licensed as a non-variable insurance agent, writing policies for clients. 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, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Dibble is a financial advisor with LPL Financial based in West Hartford, CT. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining LPL Financial, he worked at Morgan Stanley and Morgan Stanley Private Bank for seven years. Outside of his advisory role, he is involved with Something Better Productions, LLC. 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 services, including financial planning and access to third-party asset management, supported by a network of over 22,800 investment adviser representatives.

Avery Barlow is a financial advisor at Edward Jones in Avon, CT, holding the ChFC® designation and Series 66 license with 10 years of industry experience, all at Edward Jones. Outside of advisory work, he is involved in real estate through ownership and property flipping activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies, affiliated investment products, and fiduciary services supported by a large national network of advisors and offices.

Michael Caleca is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using a broad investable universe of mutual funds, ETFs, and ETPs.

Adam K Mangs is a financial advisor with LPL Financial in Farmington, CT, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2011. 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 financial planning and investment management solutions, including advisory and brokerage services supported by a large network of investment adviser representatives.

Edward Benecchi III is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked for the State of Connecticut and the Town of Plymouth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Robert Langweil is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include founding Robert & Lisa Langweil and serving at Woodridge Association and Rsl Financial Planning, Inc. He also has a background in the insurance sector and worked at Waddell & Reed, Inc. for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a large network of advisors.

Richard Bachand is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 34 years of industry experience. His prior roles include positions at Voya Financial Advisors and operating Tarlov Financial Group since 2005. He is also involved in several related businesses focused on the sale and service of fixed insurance and investment products. Cetera Investment Advisers LLC is a large SEC-registered firm supporting more than 10,000 advisors and serving individual, institutional, and retirement plan clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to third-party money managers and a range of program structures.

Shivam Shah is a Financial Consultant currently working with Fidelity Investments. In this role, he collaborates closely with clients to provide personalized assistance in retirement planning, income planning, legacy planning considerations, and investment strategy. He works with his team to develop comprehensive financial plans tailored to each client's needs. Prior to his current position, Shivam served as a Relationship Manager at Fidelity Investments from 2022 to 2023 and worked as a Business Acceptance Consultant at MassMutual from 2018 to 2022. His professional experience encompasses client relationship management and financial consulting within the investment and insurance sectors. Outside of his professional work, Shivam has interests in football and soccer.

Yoselin Murillo is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2019, following two years at People's United Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios with systematic, long-term asset allocation strategies.

Heitor Caballero is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having seven years of industry experience. His career includes roles at Bank of America/Merrill Lynch, New York Life, M&T Bank, and JPMorgan Chase Bank, N.A. He is also involved with St. Roch Roman Catholic Church Corporation in a non-investment capacity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Shoaf is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping private and family business owners navigate business succession, ESOP transactions, and exit planning. His expertise includes tax-advantaged ESOP strategies, business succession, employee ownership cultures, and integrated private and corporate wealth management. With over 30 years of experience in financial services, Michael has worked in various roles including business succession and ESOPs at UBS, corporate retirement plans at Fidelity Investments, private wealth management at Charles Schwab & Co., and ownership of a philanthropic consulting firm. He holds the Certified Investment Management Analyst (CIMA®) and Certified Exit Planning Advisor (CEPA®) designations and has advanced training from the Yale School of Management. Michael earned a Bachelor of Science degree in Political Economy from the University of California System and an MBA from the University of Connecticut. He holds Series 7, 63, and 66 FINRA registrations and insurance credentials. Additionally, he serves as a speaker and board advisor to employee-owned companies, focusing on perpetuating values and faith-driven principles into the next generation.

Kyle Egress is a Series 66-registered financial advisor with Morgan Stanley in West Hartford, CT, with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. He serves as a board member and programs committee member of the Estate and Business Planning Council Hartford. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes using firm-approved tools and models.

Joseph Shiman III is a financial advisor at Cetera with 30 years of industry experience. He holds the CFP® certification and multiple securities licenses including Series 63, 65, and 66. Prior to his current role at Cetera beginning in 2023, he worked with Cetera Wealth Services, LLC since 2013. Outside of his advisory duties, Shiman is a board member of the non-profit Duncaster Foundation and serves on the fundraising committee for McLean Hospice. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management solutions and investment strategies, supported by a large network of advisors and significant assets under management.

Thomas Turon is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory role, he is also employed through C3 Consulting Services, LLC in relation to his work at The OakBridge Group, a Private Wealth Advisory Practice of Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with specialized retirement income planning services that leverage proprietary research, third-party data, and algorithmic tools to provide tailored advice.

Henry Vincent is a financial advisor at Mass Mutual Investors Services with 5 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Mass Mutual, he worked at Northwestern Mutual Wealth Management Company and several other financial institutions. 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, using firm-approved software and collaborative planning approaches.

Robert Bishop is a ChFC® credentialed financial advisor with 13 years of industry experience. He is currently affiliated with OSAIC and has previously worked at firms including Royal Alliance, Securities Service Network, Financial Vision, New England Capital Planners, and LPL Financial. He also serves as a wealth advisor at BACH WEALTH MANAGEMENT, LLC, providing wealth management and advice to clients. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs a range of asset allocation tools and third-party platforms to manage portfolios that may include various asset classes and investment strategies.

Roberto Laguer is a financial advisor with Primerica Advisors in Newington, CT, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Primerica Advisors since 2016 and has prior experience with Rick Bus Co. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Cammi Huckman is a Series 63-licensed financial advisor with Morgan Stanley, based in West Hartford, CT, and has 32 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to support its advisory process.