Kyle Ross is a financial advisor at UBS Financial Services with 17 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he serves as an alderman for the City of New Haven, participating in local legislative policymaking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering customized financial planning and portfolio management informed by proprietary research and model-based asset allocations.

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.

Eric Schulman is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously spent seven years at Voya Financial Advisors. Outside of advising, he performs as a first tenor singer during high holiday services at Emanuel Synagogue, where he has been involved since 2007. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management and planning services through a multi-manager platform that provides access to both affiliated and third-party managers across multiple program structures.

Marc Sack is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2009, previously working at Citigroup Global Markets and Northstar Wealth Partners LLC. Outside of advising, he conducts guitar lessons and operates a small family online retail business. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Dean Calderoni is a financial advisor with RBC Capital Markets in Hartford, CT, holding a Series 66 designation and having nine years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and the State of Connecticut Judicial Branch, where he worked for over two decades. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers along with comprehensive portfolio management and financial planning services.

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.

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.

Christopher Clarke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 25 years of industry experience. His prior experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank of America, Virtus Investment Advisers, and Voya Financial Partners. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Alexander Duxbury is a Series 66-registered financial advisor with seven years of industry experience. He is currently affiliated with Raymond James Financial and Liberty Bank, where he provides comprehensive wealth management and investment planning services. His prior experience includes roles at Merrill Lynch and Nordstrom. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs tailored, non-discretionary advice supported by analytical tools and has specialized offerings in municipal finance and SIMPLE IRA employer advisory services.

Peter Borrello is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 1988 to 2019 before joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Sean Siana is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with UBS Financial Services, having joined in 2023, and previously worked at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad service platform.

Alston Eldridge is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he develops relationships with clients to understand their unique financial planning needs and collaborates with his team to create plans aimed at achieving long-term financial success. Prior to his current position, Alston served as a Financial Advisor at Ameriprise Financial Services from 2019 to 2023. He also gained experience as a Research Analyst at State Street Global Advisors between 2017 and 2019, and worked as an Internal Wholesaler at the same firm from 2015 to 2017. Outside of his professional career, Alston has interests in golf, reading, and soccer.

Tiffany Mazur is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Key Investment Services LLC, Key Bank, LPL Financial LLC, and Webster Bank. Outside of her advisory role, she is involved with the United Way of Central and Northeastern Connecticut, where she participates in event planning and community engagement. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Dickens Fowler is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and advanced modeling tools in its planning services.

Todd Becker is a financial advisor with LPL Financial in South Windsor, CT, holding Series 63, 65, and 66 licenses. He has 23 years of industry experience, including 13 years at INVEST Financial Corp before joining LPL Financial in 2018. Becker also has a background in non-variable insurance products such as fixed annuities and life, health, and long-term care insurance. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Rosa is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized strategies focused on retirement, wealth accumulation, income planning, and legacy goals. His approach centers on understanding clients' ambitions, concerns, and what they want their wealth to accomplish. He provides access to investing advice along with banking and lending services through Bank of America. Robert's expertise includes college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and sports and entertainment. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Rhode Island. Since 2019, Robert has served in the Connecticut Army National Guard. His community involvement includes work with Connecticut Foodshare. Outside of work, he enjoys billiards, fishing, golfing, running, skydiving, spending time with his family, and watching movies.

Michael Martin is a financial advisor at Raymond James Financial with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Bank of America, Merrill Lynch, BNY Mellon, and Fidelity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Thomas Fruin Jr. is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2011 and has worked specifically with the Morgan Stanley Private Bank since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured discovery process and firm-approved planning tools to develop client plans, managing approximately $2.74 trillion in client assets.