Perry Brown is a CFP® with 19 years of industry experience, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Valley Financial Management, Valley National Bank, Arvest Wealth Management, Raymond James Financial Services, and others. He serves as Treasurer and board member of the Litchfield Historical Society, where he handles monthly financial reporting. 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, and charitable organizations. The firm structures financial planning as annual, collaborative engagements that include detailed client analysis and written recommendations.

Neill Sachdev is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America since 2018 and has been with Merrill since 2013. Outside of his advisory role, he is involved with the Civitan Club of Windsor, a charitable organization, where he serves on a committee focused on winding down the nonprofit. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Brochu is a financial advisor with LPL Financial in Farmington, CT, holding a Series 63 designation and over 41 years of industry experience. He has been with LPL Financial since 1994 and operates RGB Financial, a related advisory business, which he has managed since 1984. Brochu serves on the Town of Farmington Municipal Employees Pension Plan Retirement Board and is a limited liability member of Cincinnati Donuts, LLC, an investment partnership owning several Dunkin Donuts locations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive research and technology tools.

Gary Tasillo is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004 and previously worked at Main Street Management Company for six years. Tasillo is associated with Tunxis Wealth Management, which offers health and life insurance products alongside financial services. 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 other institutions. The firm supports a broad range of investment strategies and financial planning services, combining advisory platforms with extensive non-advisory financial activities.

Timothy Gibson is a financial advisor with Raymond James & Associates in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of finance, he performs as an independent contractor in a local musical group, so/lo, where he plays part-time and rarely accepts payment. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers financial planning and investment consulting, utilizing risk profiling and modeling to create tailored but generally non-discretionary client strategies, supported by a wide range of portfolio styles, research, and affiliated sub-advisers.

William Struss is a CFA® charterholder with 10 years of industry experience. He is currently with Mass Mutual Investors Services and MassMutual, joining in 2025. His prior experience includes roles at Orion Portfolio Solutions, Brinker Capital, JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Fidelity Investments Institutional Services Company, Inc. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Stephen Carlo is a financial advisor at OSAIC with 36 years of industry experience. He holds the ChFC® designation and is registered with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked for over two decades at Securities America Advisors, Inc. He serves as a co-trustee on a family revocable trust, acting as a tie breaker in decision-making when necessary. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services with investment strategies that utilize asset-allocation tools, risk assessment, and automated rebalancing across various asset classes.

Cailyn Paradise is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked for Lincoln Financial (formerly Liberty Mutual Benefits) from 2011 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates a nationwide network of financial advisors and branch offices.

Gregg Desmarais is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Raymond James in 2024, he worked at TD Bank N.A. and TD Private Client Wealth LLC for eight years. Desmarais serves as a school council member for Southwick Regional School and is a partner in a wealth management firm in Avon, CT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Patricio Ortiz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various J.P. Morgan entities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients maintain final decision authority.

William George III is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Raymond James Financial Services and Prudential Financial. 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 portfolio programs, third-party asset management, and institutional platforms.

Seth Baliban is a financial advisor with UBS Financial Services in Winsted, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Maureen Zavatone is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America and Morgan Stanley prior to her current role. She serves as a committee member for Old Saybrook Cares, a nonprofit organization supporting local families affected by the global health pandemic. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

Jason Warnke is a financial advisor with Ameriprise in Avon, 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, Warnke is involved in several non-investment-related business activities, including managing consulting services and real estate holding companies. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and emphasizes managed accounts within its investment approach.

Neil Keyser is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and two years of industry experience. He has previously worked at UBS Financial Services, The Colony Group, and Wellington Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Frederick Harrison is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He partners with clients to develop comprehensive financial plans tailored to their specific goals. Frederick focuses on simplifying complex financial topics to help clients understand their options clearly. In his work, he identifies strategies aimed at assisting clients in working towards their financial objectives. Frederick's approach emphasizes collaboration and clarity in financial planning.

Julia Weston is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. She has been with Thrivent Financial for Lutherans since 2011 and with Thrivent Investment Management since 2010. Outside of her advisory role, she serves as the Distribution Committee Vice Chair for The Women and Girls Fund in Bristol, a nonprofit that grants funds to programs supporting women and girls. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various topics, allowing clients to combine planning with managed-account services under a consolidated billing option while keeping the services separate.

John Daddona is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the board of the Country Club of Waterbury. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Lindsay Mcleod is a financial advisor with Raymond James & Associates in West Hartford, CT, holding a Series 66 designation and 18 years of industry experience. Her prior positions include roles at UBS Financial Services, Virtus Investment Advisers, LLC, and Wells Fargo Clearing. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Camille Gagliardi is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Ameriprise since 1996. Outside of advisory work, she is involved in insurance brokering focused on long-term care and co-owns businesses related to real estate and wealth management. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored, research-based recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.