Michael Wozniak is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services, Bank of America, Merrill, Tradewind Aviation, and Juice Heads LLC. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it holds a distinctive role providing advisory services to multiple registered investment companies alongside its use of AI and formal governance procedures.

Vasilios Haralambous is a financial advisor with Mass Mutual Investors Services in Glastonbury, CT, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He worked at Metlife Securities Inc. for 20 years before joining Mass Mutual in 2016. Outside of his advisory role, he assists with free tax preparation services and serves as co-trustee of the Haralambous Family Trust. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, offering collaborative planning engagements supported by proprietary software tools.

Jason Carducci is a Series 66-registered financial advisor with Ameriprise in Glastonbury, CT, and has five years of industry experience. His work history includes roles at Ameriprise and Fidelity Investments, as well as experience in the restaurant industry. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

William Dominello is a CFP® professional with 19 years of industry experience, currently serving at RBC Capital Markets since 2017. He held prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the Board of Directors for Harc Foundation Inc, which supports individuals with intellectual and related disabilities. RBC Wealth Management, a division of RBC Capital Markets, LLC, offers tailored investment and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing both in-house and third-party investment managers.

Nicholas Jean Louis is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Outside of his advisory role, he is a co-owner of Brownstone Management of CT, LLC, and is employed as a barback at Racks Billiards and Bar. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

David Stanco is a financial advisor at UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, Fidelity Investments, and Barnum Financial Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services.

Richardson Hendee is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Outside of his advisory work, he serves in an advisory capacity on the investment committee of the Windward Bay condominium association. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional advisor.

Lauren Rahmeier is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Edward Jones and The Walt Disney Company. She is also involved with a financial planning firm, Urso & Rahmeier Tax and Financial Planning, that markets Avantax services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to diverse investment program options.

Mark Monroe is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at RBC Capital Markets Corporation since 2008 and City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, supported by in-house and third-party investment managers.

Jesse Fable is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves as treasurer on the board of the Roskear Farm Owners Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

James Vilasuso is a financial advisor with Ameriprise in Somers, CT, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated firm since 2012. Outside of his advisory work, Vilasuso owns and operates Affordable Tax Service, a tax preparation business. Ameriprise provides retirement-income planning services designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Ronald Vaill is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Chimera Securities, and Boars Head, East Coast Provisions. He is based in Cheshire, CT. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and maintains public-financing and investment banking capabilities.

James Weiss is a financial advisor with LPL Financial in Glastonbury, CT, holding a Series 63 designation and 51 years of industry experience. He has worked at LPL Financial since 2026 and previously at Weiss and Hale for 20 years, as well as Commonwealth Financial Network for 11 years. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Martha Gibson is a financial advisor with RBC Capital Markets in Farmington, CT, holding a Series 66 designation and 24 years of industry experience. She has worked previously at City National Bank, Bank of America, and Merrill. Gibson serves as a committee member on the Investment Committee for the Community Foundation of Eastern Connecticut. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.

Christopher Fry is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he serves as CEO and CFO of Watermark Management Partners, LLC, a non-investment-related business. Ameriprise provides a retirement-income planning service aimed at clients approaching or in retirement who meet certain asset thresholds. The firm offers a range of advisory, brokerage, and insurance solutions and utilizes a centralized consulting team that delivers non-discretionary, research-driven retirement income recommendations.

Gretchen Chapdelaine is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at MetLife Securities and Mass Mutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options and educational seminars.

Jodie Mamede is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Brian Waddell is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding CFP® and Series 66 designations and possessing 13 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is the president of a social organization focused on organizing events and facilitating non-financial exchanges. 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, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships that utilize firm-approved analytical tools to develop comprehensive financial plans.

Douglas Gordon is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses. He has 39 years of industry experience, including roles at Mass Mutual Life Insurance Company and MetLife Securities Inc. since 2015. 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, using firm-approved tools and collaborative planning processes.

Matthew Udal is a financial advisor with Ameriprise in West Hartford, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on several nonprofit boards, including Open Doors Outdoors and the Nutmeg Symphony Orchestra, and is involved in fitness class training. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific eligibility criteria, delivering written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.