Christian Wolter is an advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors, Morgan Stanley, and MassMutual Life Insurance Company. 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 financial planning, asset management, and educational seminars, delivering written recommendations based on detailed client information and firm-approved analytical tools.

John Jezowski is a Series 66-licensed financial advisor with Merrill, based in West Hartford, CT. He has 17 years of industry experience, including prior roles at Key Family Wealth and Webster Private Bank. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Eric Krause is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including MML Investors Services, Mass Mutual Life Insurance, and The Prudential Insurance Company of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop systematic, model-driven portfolios.

Nigel De'ath is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.

Patrick Morgan is a Vice President and Financial Consultant at Fidelity Investments. In his current role since 2024, he works closely with families to develop personalized financial strategies. Patrick aims to understand each family's unique needs and uses Fidelity's resources to create clear and tailored financial roadmaps. Patrick has built his career at Fidelity Investments, progressing through roles including Financial Consultant from 2016 to 2023, Investment Consultant from 2014 to 2016, and Relationship Manager from 2013 to 2014. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Financial from 2010 to 2013.

Barbara Comer is a CFP® with 44 years of industry experience. She is currently affiliated with OSAIC and has previously worked at Securities America Advisors, Inc., Investacorp Advisory Services, and Comer & Greak Financial Consultants. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple advisory platforms.

Curt Christensen is a CFP® with 39 years of industry experience. He is currently with Cetera and has previously worked at VOYA Financial Advisors, Citigroup Global Markets, and Merrill. In addition to his advisory role, Christensen operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party strategies with various program structures.

Kristina Oswald is a CFP®-certified financial professional with 38 years of industry experience. She is affiliated with Cetera and Kelly & Company Wealth Partners LLC, and has held roles at various Cetera entities since 2013. Oswald serves on the subcommittee overseeing the endowment funds for the First Congregational Church Canton Center and holds board positions with the Financial Planning Association of Connecticut and the Canton Community Health Fund. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, leveraging a nationwide advisor network and a variety of program options including model portfolios, third-party managers, and bespoke strategies.

Stephen Bacon Sr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior work includes long-term roles at Bacon Financial Group and Concourse Financial Group Securities Inc. In addition to advising, he owns a tax preparation business and serves as a notary public. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Barbara Taylor Hatje is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 designation and 27 years of industry experience. She has worked at Morgan Stanley and its affiliates since 1999 and had previous roles at Santander Securities, VOYA Financial Advisors, and Commonwealth Financial Network. Hatje serves on the Finance Committee of St. Pius Roman Catholic Church in Middletown, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Luke Violette is a CFP®-designated financial advisor with 14 years of industry experience, currently with RBC Capital Markets in Farmington, CT. His prior experience includes roles at City National Bank, GYL Financial Synergies, LLC, and Wells Fargo Advisors. RBC Wealth Management serves a wide range of clients including individual investors, institutions, and charitable organizations, offering tailored investment strategies through various advisory programs that combine in-house and third-party managers.

Robert Caiaze is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Advest, Inc. Outside of his advisory work, he serves in various nonprofit and community capacities, including as a deacon fund advisor at Valley Community Baptist Church and as a board member and investment committee chair for Ronald McDonald House Charities of Connecticut and Western Massachusetts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering tailored portfolio management and advisory services through multiple programs. The firm integrates in-house and third-party investment management and offers features such as tax management and responsible investing screens.

Bryant Shirreffs is a Financial Advisor with Merrill Lynch Wealth Management. He holds professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Wealth Management Advisor™ (AWMA®), and Personal Investment Advisor (PIA). Bryant specializes in working with entrepreneurial clients to navigate complex financial situations by applying a structured and disciplined wealth management process. His approach focuses on delivering a consistent, process-oriented experience that enables clients to make informed, long-term decisions. He employs a resourceful, risk-managed, and impact-driven methodology in his practice. He earned both his bachelor's and master's degrees from the University of Connecticut.

Shawn Mccormick is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools, without providing individual security recommendations as part of standalone planning.

Christopher Rizzio is a CFP® certified financial advisor with five years of industry experience, currently with Cambridge Investment Research Advisors. He has been associated with Cambridge Investment Research entities since 2021 and also has a background teaching at the University of Hartford from 2015 to 2022. Outside of advisory work, he is involved as an independent insurance agent and serves as an independent contractor for Varsity Tutors. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Kathleen Tremblay is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2008 and has concurrently worked at Bank of America, N.A. since 2013. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Hammel is a CFA® charterholder with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds a Series 63 license and is based in Granby, CT. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients, offering a range of investment advisory services and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

Anthony De Grandi is a financial advisor with Merrill and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. He is based in Farmington, Connecticut. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julia Cavallo is a Financial Consultant at Fidelity Investments, where she has been working since 2024. She has been with Fidelity Investments since 2017, holding several roles including Planning Consultant, Relationship Manager, and Financial Representative. Julia collaborates closely with individuals and families to co-create personalized financial plans that align with their goals and family values. Throughout her career, Julia has focused on fostering trusted relationships and providing ongoing guidance to help clients prepare for significant life milestones and transitions. Her approach centers on understanding clients' priorities to assist them in navigating their financial journeys with confidence. Outside of her professional work, Julia has interests in baseball, football, pilates, and skiing.

Peter Murphy is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 44 years of industry experience to his role. He specializes in areas such as college education planning, employee financial health, and retirement income, developing personalized financial strategies to help clients pursue their long-term goals. Peter holds a Bachelor's Degree from the University of California, San Diego (UCSD) and a Master's Degree from Trinity College. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Peter enjoys spending time with his family and friends, reading and writing history, playing tennis and golf, and traveling with his wife.