Dean Laprade is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera since 2019. Prior to that, he spent 19 years with Foresters Financial, including a role at Foresters Advisory Services LLC. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, overseeing over $256 billion in assets under management.

Christopher Alvanos is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise and Manulife Investment Management, among other firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee insights as part of its process.

Kyle Jarvis is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. His prior work includes roles at Merrill and Voya Financial, among others. He has been with Mass Mutual Investors Services since 2019. 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 and asset management services, utilizing firm-approved software tools and conducting collaborative, annual planning engagements.

Cathy Pinard is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2015. She has 25 years of industry experience and maintains a CPA designation, operating her own CPA practice since 1992. Pinard serves as a board member of the Wentworth Park Association in South Windsor, CT. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Sam Grosso is a financial advisor with LPL Financial in Manchester, CT, holding Series 63 and Series 66 registrations and nine years of industry experience. His prior roles include positions at Ameriprise Financial Services, Bank of America, Merrill, and Northwestern Mutual Investment Services. Outside of his advisory work, Grosso serves on the Board of Directors for the Fairfield Emerging Leaders Organization and works as a part-time ski instructor at Stratton Mountain. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, delivering advice primarily through investment adviser representatives who utilize model portfolios, third-party subadvisors, and customized strategies.

Sandra Baranowski is a CFP® professional with 28 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2012. Prior to this, she worked at Avantax Advisory Services for seven years. Outside of her advisory role, she is involved in community activities including serving as a Girl Scout troop leader, a Boy Scouts committee member, and a nursery school board member. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Victoria Mathews is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Merrill and Bank of America, N.A., with a brief tenure at Goldman Sachs. She serves as a trustee for a family trust outside of her advisory role. 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.

Kent Byrd is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has prior experience at Silicon Valley Bank in both the U.S. and Canada. His work history also includes time at Boothbay Harbor Country Club and a period of extended travel. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm’s approach combines proprietary capital market assumptions and model-based asset allocations with research from its Chief Investment Office and UBS Global Research to tailor client strategies across planning and portfolio management.

Alyssa Ranney is a financial advisor at Edward Jones in Enfield, CT, holding a Series 66 registration and three years of industry experience. She has been with Edward Jones since 2012. Alyssa is a co-owner of Wil-Ril Fishing Adventures LLC, a fishing charter business, though she does not have active responsibilities in its operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Michael Brooks is a financial advisor at Morgan Stanley in Hartford, CT, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience including operating M&M Detailing LLC and working at Black Jax Saloon. Brooks attended Central Connecticut State University from 2021 to 2025. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with a range of specialized investment activities.

Jennifer Frick is a financial advisor at Cetera with 27 years of industry experience and holds the Series 66 designation. She previously worked at Voya Financial and its affiliated entities from 2014 to 2021 before joining Cetera Wealth Services and later Cetera. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.

Matthew Beggs is a financial advisor at Edward Jones in Enfield, CT, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Stateline Senior Services and several other firms before joining Edward Jones in 2022. Beggs serves as a member of the Town of Somers Economic Development Commission, which focuses on supporting local businesses and business owners. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,000 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Cecilia Bettencourt is a Series 66-licensed financial advisor with UBS Financial Services, based in Hartford, CT. She has 18 years of industry experience and has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated lending programs.

Heather Kane is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including USI Securities, Hooker & Holcombe Investment Advisors, and GWFS Equities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor plans based on clients’ goals and risk tolerances.

Barbara Davis is a financial advisor with Ameriprise in Manchester, NH, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its predecessor entities since 2013. Outside of her advisory role, she is involved with The Halpin Company as an RP Delegate, supporting supervision of financial advisors. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice, delivering non-discretionary recommendations through a centralized consulting team.

John Beloin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Commonwealth Financial Network, Cambridge Investment Research Advisors, Janney Montgomery Scott, and LPL Financial. He is also the owner of Beloin Investment Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Michael Mc Geoghan is a financial advisor with Mass Mutual Investors Services in Springfield, MA, holding CFP® and CFA® designations and over 13 years of industry experience. His career includes roles at MassMutual, Origin Financial, McGeoghan Wealth Management and Financial Planning, and Northwestern Mutual Investment Services LLC. Outside of finance, he works as a package handler at FedEx. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual planning relationships using firm-approved analytical tools, with additional services including estate-settlement and employer-sponsored planning programs.

Brennan Collins is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2017. He previously worked at Bank of America and Merrill. He serves on the investment committee of Springfield Schools Volunteers, a nonprofit supporting academic resources for Springfield public school students. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Vincent Diana is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Pacific Life and AIG Capital Services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that utilize firm-approved analytical tools.

Barbara Randolph is a financial advisor with Edward Jones in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is also a beauty consultant for Mary Kay Cosmetics. 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 and offers a range of advisory programs, investment options, and fiduciary services through a large network of financial advisors nationwide.