Yu Xiang Lin is a financial advisor at Merrill with Series 63 and Series 66 licenses and less than one year of industry experience. Prior to joining Merrill, Lin held roles at Bank of America and JPMorgan Chase Bank, N.A., and has experience in the food service industry through various business ventures. Lin is also affiliated with the NYU Professional School of Studies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 institutional investors.

Taylor Webber is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Their work history includes roles at several firms and institutions, including the University of Maryland and Suffield Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment products and model portfolios.

Amanda Benecchi is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds the Series 66 designation and operates out of Avon, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of 23,701 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Pringle is a financial advisor with LPL Financial in Avon, CT, holding a Series 63 designation and over 43 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation for seven years. Pringle serves as co-trustee in a fiduciary capacity managing a client account on a non-discretionary basis. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Neil Holt is a financial advisor with Ameriprise in West Hartford, CT, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for 15 years with the Amity Regional School District #5. He also manages an advisory business through Common Sense Holdings, LLC. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, providing written recommendation reports that address income strategies, Social Security options, and tax-smart withdrawals. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice.

Lynn Denucci is a financial advisor with Merrill in West Hartford, CT, holding Series 63 and Series 65 licenses and over 33 years of industry experience. She has worked at Merrill since 1993 and Bank of America since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

J. Brendan Wood is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Bank of America and Merrill from 2007 to 2023 before joining LPL Financial in 2023. 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 portfolios, third-party asset management, and institutional platforms.

Joshua Opdenbrouw is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Big Y and Price Chopper Supermarkets. Mass Mutual Investors Services operates as 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 planning relationships using firm-approved software and emphasizes investment categories and strategies in its recommendations.

Lauren Gotay is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. Prior to joining Raymond James in 2018, she worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for nearly a decade. 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, pension plans, and municipal entities, offering financial planning and consulting services supported by a range of portfolio management strategies and affiliated research.

Jeffrey Minkos is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He previously worked at Allstate Insurance Company and Allstate Financial Services from 2008 to 2022. Outside of his advisory role, he is the owner of Minkos Insurance, LLC, which focuses on life and fixed indexed annuities sales. 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 comprehensive financial planning, asset management, and educational programs, emphasizing collaborative client relationships and event-driven planning services.

Brian Cohan is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Chubb and PLS Logistics. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individual and institutional investors, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and a multi-billion dollar asset base.

Brian Kelaher is a Wealth Management Advisor based in the Farmington Merrill Lynch Wealth Management office. He has been a financial advisor with Merrill Lynch since November 2012 and has spent his entire career in financial services. Brian works with clients to develop personalized wealth management strategies that address various factors including risk tolerance, current resources, family dynamics, and long-term goals. His approach emphasizes consistent communication and collaboration to help clients navigate their financial futures. Brian holds a Bachelor's Degree in Economics from Brown University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise covers a range of client focus areas such as retirement income, legacy planning, family wealth management strategies, investment consulting for defined contribution plans, small business strategies, and college education planning. Outside of his professional work, Brian is involved with Amy's Angels in the community. He lives in Canton, CT with his wife and their two children. Brian welcomes the opportunity to learn about clients’ financial goals and to apply his knowledge and resources to support their long-term success.

Alexander Nweeia is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Western International Securities, GBS Financial Corp., and multiple Morgan Stanley entities. He serves as a board member for a nonprofit organization in Culver City, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, incorporating model portfolios, third-party asset managers, and institutional platforms.

Adam Peterson is a financial advisor with J.P. Morgan Securities in Farmington, CT, holding Series 63 and Series 66 licenses with four years of industry experience. He has worked at J.P. Morgan Securities since 2022 and concurrently at JPMorgan Chase Bank, N.A. since 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to inform recommendations. The firm offers these services on a non-discretionary basis, applying an ESG eligibility framework when assembling investable universes.

Tom Dussault is an Investment Consultant at Fidelity Investments. He focuses on assisting clients in building financial plans tailored to their unique life circumstances and financial situations. By understanding the goals, values, and concerns of clients and their families, he collaborates with them to develop strategies that aim to meet their objectives while managing life's challenges. Tom has been with Fidelity Investments since 2024, progressing through roles such as Workplace Planning Associate and Workplace Planning Consultant before assuming his current position in 2026. His professional experience centers on workplace planning and investment consulting. Outside of his professional work, Tom has interests in fitness, football, hiking, running, and skiing.

Antonio Alves is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Wealth Enhancement Group, Triad Advisors, KeyBank, and The Prudential Insurance Company of America. He was also involved with Artistic Demos LLC in 2018. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing a multi-asset model portfolio approach supported by centralized operational and custody services.

Jared Kahn is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their advisors to develop financial plans tailored to their specific circumstances, priorities, and goals. He has been with Fidelity Investments in various roles since 2023, including Relationship Manager and Financial Representative. Prior to joining Fidelity, Jared worked as a Financial Representative at PFS Investments from 2021 to 2023. His professional experience centers around financial planning and client relationship management. Outside of his professional work, Jared has personal interests that include baseball, beach activities, fitness, football, and golf.

Dominic Schioppo Jr. is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Metlife Securities, New England Securities, and Northwestern Mutual Investment Management. In addition to his advisory role, he operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. 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 provides comprehensive financial planning, asset management, and educational programs, emphasizing collaborative annual planning relationships with clients.

Spencer Langweil Sr is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles in hospitality and educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of representatives and offers a variety of financial planning and investment management solutions.

Vincent Thompson is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior roles include positions at ParPlus Partners, Crito Capital, Foreside Fund Services, and Welton Investment Partners. 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 strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.