Brian Costello is a financial advisor with Ameriprise, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory work, he is involved in business ownership and consulting through his entities BFC Group LLC and Traverse Advisory Group. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jamie Hensch is a financial advisor with Ameriprise in East Longmeadow, MA, holding a Series 66 designation and 12 years of industry experience. Prior to joining Ameriprise in 2020, Jamie worked with Ameriprise Financial Services, Inc. for six years. Jamie serves on the Board of Directors for Longmeadow Public Schools and is a member of the Longmeadow School Committee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Allison Becker is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She has been with Ameriprise Financial Services since 2013. Outside of her advisory role, she manages an independent advisory business under Honey Badger Management. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations, primarily for clients with Ameriprise-managed accounts.

Jon Nieranowski is a CFP® and holds a Series 66 designation with 22 years of industry experience. He is currently with Ameriprise in West Hartford, CT, having joined the firm in 2026. Prior to this, he spent ten years at RiverSource Distributors Inc. and took a year for extended travel. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Karen Blanchard is a financial advisor with Wells Fargo Advisors in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 11 years. Outside of her advisory role, she serves as president of the Waves Condo Association in Newport, RI. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and summary letters, with implementation options available through brokerage or advisory programs.

Michael Goncalves is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2011 and has worked at Webster Investment Services since 2002. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Eric Palmer is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Liberty Bank, Connecticut Public, and The Day Publishing Co. 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 accounts.

Maxwell Morris is a financial advisor with Fidelity in West Hartford, CT, holding Series 63 and Series 65 designations and three years of industry experience. His work history includes various roles at Fidelity Investments since 2022 and prior experience outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund structures and model portfolios constructed through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christian Loffredo is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through various investment managers and provides a range of portfolio management, financial planning, custody, and brokerage services.

Michael Becconsall is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Invesco Advisers, Inc. and AIG Capital Services, Inc. Outside of advisory work, he is employed at The Investors Center, Inc., where he supports financial advisors in their daily activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individual and high-net-worth clients to institutional clients. The firm uses tailored, non-discretionary planning and analytic tools to align with client goals and supports municipal and public-finance work through a specialized affiliation.

Paula Rose is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 63 designation and 35 years of industry experience. She has worked at UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Curtis Wiggins is a CFP® professional with 29 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2021, and previously held positions at Cetera and Foresters Financial Services. Wiggins has also served on the CCSU Alumni Board and is involved as an insurance producer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing discretionary and non-discretionary management supported by internal and third-party research.

Lillian Johnston is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Her prior work includes roles at Joe Pizza and BodyRoc, as well as positions at the University of Connecticut and Penn State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Mitchell Guarnieri is a financial advisor at Merrill with 8 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Solecki is a financial advisor with Merrill based in West Hartford, CT, holding a Series 66 designation and 2 years of industry experience. He has been with Merrill since 1999. Outside of his advisory role, he serves on the boards of the United Way of Greater New Haven and Connecticut Children's Medical Center, where he participates in finance and quality control committees. 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.

Peter Junggren Jr. is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Timothy Carmon is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. He previously worked at Moody's Corporation and MassMutual Life Insurance Company. Outside of finance, he serves as CFO of Carmon Funeral Homes and chairs the endowment committee at Trinity United Methodist Church. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, annual planning relationships.

Jake Meza Hernandez is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked at Thrivent Financial since 2024 and previously held roles at Voya Financial Partners, RBC Capital Markets, and TD Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account programs, focusing on comprehensive financial analyses without discretionary trading authority.

Nicholas Kolitsidas is a financial advisor with Osaic Wealth, Inc. based in Hartford, CT, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been affiliated with LPL Financial, Ethos Wealth Management, and Good Life Advisors, LLC since 2016. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Charity Uldrikis is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Raymond James and Marinelli Wealth Management over her career. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a broad range of portfolio management styles and affiliated research.