Mark Coletta is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 27 years of industry experience. He has worked previously at Raymond James Financial Services Advisors and Financial Services, and he is a partner at Coletta & Coletta LLC, where he has been involved in accounting and tax preparation since 1991. He also serves as a board member of Friends of Lake Williams, Inc., a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client goals.

Jamie Glenn is a financial advisor at Merrill with Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Merrill since 2008. Outside of his advisory role, Glenn serves on the board of the International Order of the Rainbow for Girls, providing advisory support, and is also a board member for EIMA, assisting with fundraising and event organization for a high school band. Merrill, together with its affiliate Managed Account Advisors LLC, delivers 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, and institutions, utilizing internal and third-party managers alongside strategic asset allocation.

Christopher Davey is a financial advisor at Edward Jones with 14 years of industry experience. His prior work includes roles at MassMutual Life Insurance Co, Penn Mutual Life Insurance Company, and Prudential Insurance Company of America. Outside of his advisory career, he owns a business selling items on eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies and affiliated services, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch footprint.

Kenneth Mcmanus is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, and National Planning Corporation. He is also involved in insurance and financial services through his ownership of Kenneth McManus Financial Services LLC and related entities. OSAIC serves a broad range of retail and institutional clients and offers integrated brokerage and advisory services, financial planning, and access to diverse investment options. The firm supports both discretionary and non-discretionary account management, employing various asset-allocation tools and third-party platforms to tailor portfolios.

Maureen Keating is a financial advisor at UBS Financial Services with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Merrill and Bank of America. Keating serves as trustee for family trusts related to education and support. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of investment products and capital markets solutions.

Jared Hill is a CFP® professional with five years of industry experience, currently serving at Mass Mutual Investors Services. His career includes roles at Mass Mutual Life Insurance Company and earlier positions in athletics and coaching. Outside of financial advising, he is a professional disc golf athlete who competes in local tournaments. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools to deliver collaborative, personalized financial recommendations.

Tawana Anderson is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and seven years of industry experience. She has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Gregory Grande is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in financial services. He joined Merrill Lynch Wealth Management in February 2000, bringing a broad knowledge base from previous roles in trading, trusts, and advisory firms. In his current role, he helps clients identify, develop, and implement long-term strategies to address personal and business financial needs. His expertise includes a wide range of areas such as college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. Gregory holds a Bachelor's degree from the University of Massachusetts and a Master's degree focused on finance from Thunderbird School of Global Management. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Gregory is involved in community service as a volunteer for a community sailing program for children and participates with the Wickford Sailing Association. He resides in Windham County with his partner, Sue, and they share five children. His personal interests include health, wellness, travel, skiing, and restoring vintage boats.

Joseph Fortuna is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Bradley Nelsen is a financial advisor with OSAIC based in Durham, CT, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Allstate Financial. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party money managers and investment platforms.

Michael Gilliland is a financial advisor with Mass Mutual Investors Services in Middletown, CT, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Lincoln Financial Advisors, where he worked for 18 years. He has been with Mass Mutual Investors Services since 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and supports a range of event-driven planning programs.

John Leonard is a financial advisor at RBC Capital Markets in Hartford, CT, holding the Series 66 designation with five years of industry experience. He has worked at RBC Capital Markets since 2020 and has prior experience at V3 Logistics, FedEx, and the University of Connecticut. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs combining in-house and third-party investment management with customizable portfolio strategies and integrated financial services.

Matthew Bragg is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with UBS Financial Services since 1996. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Alexander Stringer is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes positions at Ameriprise Financial Services LLC and General Dynamics Electric Boat, as well as roles outside finance at The Fat Tuna and Andiamo Italian Restaurant. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a range of investment strategies and uses technology tools for research and operations while overseeing more than $819 billion in discretionary assets and a network of over 22,800 advisors.

Daniel Eberle is a financial advisor with Raymond James & Associates holding a Series 66 designation and 20 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James. Raymond James & Associates is a large dual-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, non-discretionary investment consulting, and specialized municipal advisory services.

Michael Snow is a financial advisor with Ameriprise in Wethersfield, CT, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a large centralized consulting team and algorithmic automation.

Jessica Hendrickson is a financial advisor at Morgan Stanley with 11 years of experience at the firm and holds a Series 66 designation. She is based in Hartford, CT, and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial plans using structured discovery conversations and firm-approved planning tools.

Guillermo Robles is a financial advisor at Fidelity with a Series 66 designation and 12 years of industry experience. His work history includes roles at Janney Montgomery Scott, Merrill, Bank of America, and Wells Fargo. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Nicolas Piscitelli is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2011, he has advised executives, business owners, individuals, and their families on financial strategies, banking, and retirement planning. Nicolas emphasizes building long-term relationships and serves as a knowledgeable liaison between his clients and the extensive financial advisory resources available through his team. He has been recognized on Forbes' "Best-in-State Next-Generation Wealth Advisors" list in 2019 and from 2023 to 2026, based on criteria including industry experience, credentials, and client retention. Nicolas holds a B.S. degree in Financial Management with a minor in accounting from Salve Regina University, where he was a four-year letter winner for the football team. He holds the Personal Investment Advisor (PIA) designation. Nicolas resides in Wethersfield, Connecticut, with his wife Alyssa, their daughter, son, and their two dogs. His interests include baseball, basketball, football, golfing, music, spending time with his family, and traveling.

Michael Tangney is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2007. Outside of his advisory role, he serves on the board of directors for Rick's Place, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.