Edward Sullivan is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on family wealth management strategies, managing new wealth, and retirement income. He has over 20 years of experience in the financial and wealth management industry, having previously worked at Morgan Stanley Smith Barney before joining Merrill Lynch in 2011. Edward holds FINRA Series 7, 63, and 65 registrations and the designation of Personal Investment Advisor (PIA). Edward is a graduate of Providence College and is a member of the Hartford, CT chapter of the Exit Planning Exchange (XPX), an organization that provides educational opportunities related to business exit planning. He is part of the Cirullo-Sullivan Wealth Management Group, which offers specialized tools and guidance to business owners contemplating transitions in their roles. Outside of his professional work, Edward resides in Wilbraham, Massachusetts with his wife and two daughters. His personal interests include hiking, reading—especially history—and spending time with his family.

David Bouffard is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2011. Outside of his advisory role, he oversees Honey Badger Management Inc., a business he owns and manages. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and employs a centralized consulting team that delivers non-discretionary, research-based retirement recommendations.

Nile Pullin is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2015. He holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad 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 and portfolio management to clients’ goals and risk tolerances.

Charles Bailey III is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He is currently with Cetera and has held prior roles at Avantax Investment Services, 1st Global Advisors, and his own firm, Charles Bailey & Associates, LLC, where he also serves as a CPA. Additionally, he is president of Beacon Healthcare Services, Inc., a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Steven Dolzani is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 17 years of industry experience, including roles at MassMutual Life Insurance Company and Metlife Securities Inc. In addition to his advisory work, he is an independent insurance agent specializing in life, accident, health, property, casualty, and Medicare-related products. 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 offers financial planning, asset management, and educational seminars, using firm-approved software and annual, collaborative client engagements.

Betsy Udal is a financial advisor with Ameriprise in West Hartford, CT, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she serves on several nonprofit boards, including as Treasurer of Tara's Starfish Foundation and as a board member for Playhouse on Park and Pilgrim Pines, and she is involved with the Travelers Championship as a player relations contact. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, using a centralized consulting team to deliver written, data-driven recommendation reports that incorporate modeling and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Scott Tansley is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Advisors since 2026. He has previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling over 18 years within Wells Fargo-affiliated firms. Outside of his advisory role, he is a member and secretary of a local investment club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Randy Holmeen is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and 26 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Holmeen is a sole proprietor managing a rental condominium. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Amanda Dibble is a financial advisor with LPL Financial, holding a CFP® certification and a Series 66 license, with seven years of industry experience. She has previously worked at Morgan Stanley Private Bank and Charles Schwab. Outside of her primary role, she is involved with River Valley Financial LLC, a business entity related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research and model portfolios.

William Haberlin is a financial advisor with Ameriprise in West Hartford, CT. He holds a Series 66 designation and has recent experience at Ameriprise as well as prior work in educational roles at Marist College and Avon High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Guy Beaudoin is a financial advisor with Edward Jones in Farmington, CT, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His career includes eighteen years at Charles Schwab and three years at TD Ameritrade prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and branch offices across the United States.

Richard Metcalfe Jr. is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 designations. He has 41 years of industry experience and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile using a combination of in-house and third-party investment managers.

Gabrielle Finn is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Before joining UBS in 2026, she worked in several roles including positions at the United States Congress Committee on the Budget and The Sunwater Institute. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management services.

Shawn Murphy is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Capital Corp. In addition to his advisory work, Murphy serves as Director and President of a condominium association in Rocky Hill, CT. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through multiple program structures and manager options.

Erika Martinez is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and five years of industry experience. She previously worked at Bank of America and Merrill for eleven years. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary capital market insights and research to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering services that include discretionary portfolio management, financial planning, and capital markets solutions.

Richard Mullaney is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He has worked at Cetera since 2021 and previously was with VOYA Financial Advisors from 2014 to 2021. He is also the owner of Mullaney & Associates LLC, a financial services and recruiting business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, and operates a multi-manager platform with access to affiliated and third-party managers across various program structures and custodial relationships.

Erika Osbeck is a financial advisor with Raymond James Financial in Middletown, CT. She holds a Series 66 designation and has six years of industry experience. Her prior work includes positions at Wells Fargo Clearing Services and Sargis & Associates. She is also employed with Liberty Bank, where she provides client support and administrative services. Raymond James Financial Services Advisors offers financial planning and investment consulting to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm provides tailored, non-discretionary advisory services and supports specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Sergio Maffettone is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and four years of industry experience. His work history includes previous roles at SEI Investments and an extended period at Quinnipiac University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Michael Morales is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at MetLife Securities Inc. for 11 years before joining Mass Mutual, where he has been since 2016. Additionally, he works as an independent insurance agent specializing in group benefits. 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 planning engagements as annual, collaborative relationships that use firm-approved software to analyze goals and deliver written recommendations.

David Ross Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has previously worked at VOYA Financial Advisors and has maintained roles with CFP Associates and Capital Financial Planning since 2010 and 2011, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.