Lindsay Antonowicz is a Financial Consultant at Fidelity Investments, a position held since 2023. In this role, Lindsay partners with clients to develop personalized financial plans that address their unique family needs. Her approach includes collaboration on various aspects of personal and financial life, such as retirement, investments, insurance, college planning, and long-term care planning. Prior to her current role, Lindsay gained experience at WestView Investment Advisors, serving as Vice President from 2020 to 2022 and as a Financial Planner from 2016 to 2020. She also held positions at Fidelity Investments, including Inside Sales Manager from 2014 to 2016 and Sales Effectiveness Manager from 2013 to 2014. Outside of her professional career, Lindsay's personal interests include hiking, parenthood, pets, skiing, snowboarding, and yoga.

David Meade is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He previously worked at People's Securities, Inc., Signator Investors, Inc., and MSI Financial Services, Inc. Meade operates several investment-related businesses under LPL Financial, including Meade Wealth Management. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Dominic Zmarlicki is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Advisors and Webster Bank, as well as experience at Wagner College and Supreme Lake Manufacturing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring options for tax management, responsible investing, and alternative investments.

John Glowka is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including prior roles at Lincoln Financial Securities Corporation, Invest Financial Corp, and Cetera. Glowka is also the owner of JL Glowka Wealth LLC and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, proprietary model strategies, and third-party advisers.

Craig Ferris is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Highland Golf Club and The Spotted Horse and was involved with Jones Family Tree Farm for six years. 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, supported by a large network of investment adviser representatives.

Julie Beauchamp is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Advest, Inc. She owns and operates Beauchamp Investment Group, an independent advisory practice based in Connecticut. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options that address diverse needs such as retirement, education, and business-owner transitions. The firm supports tailored recommendations through proprietary research and tools, with clients able to implement strategies via brokerage or advisory programs.

Jonathan Desautels is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2020. In this capacity, he leads a team of financial professionals who provide planning, guidance, and support to local clients. His approach emphasizes understanding clients' stories to co-create personalized financial plans and assist in implementing those plans to help clients work toward their financial goals. Jonathan has accumulated extensive experience at Fidelity Investments, holding various leadership positions since 2003. His roles have included Regional Leader, Team Leader of Financial Consultants, Director of Retirement Relationship Managers, and Senior Trader, among others. This progression reflects a broad expertise in financial services and leadership within the firm. The information provided does not include details about his education, credentials, personal interests, or community involvement.

Morris Hilton Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, Merrill, HSBC Holdings, and New York Life Insurance. Outside of finance, he serves as a defensive coordinator, recruiter, and assistant head coach for the CT State Wildcats athletics program. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of investment strategies and utilizes technology tools to support its network of over 22,800 advisors.

Bosmat Cohen is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to her role in finance, she worked with the Cheshire Board of Education and Lincoln College of New England. Outside of her advisory duties, she is a spinning instructor at the Southington-Cheshire YMCA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Kyle Warner is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fidelity. He has been with Fidelity Investments since 2007, including seven years at Fidelity Personal and Workplace Advisors prior to his current role. Fidelity Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail, institutional investors, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

James Marlor Jr. is a financial advisor at MassMutual Investors Services with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at MetLife Securities Inc. since 2015. He serves on the Firefighters Cancer Relief Fund Advisory Committee, a noncompensated board that reviews funding for a Connecticut state program. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and offers programs including asset management and educational seminars.

Bennett Myers is the Vice President and Branch Leader at Fidelity Investments, where he is responsible for leading the local Investor Center. His team provides comprehensive client support including wealth planning, investment guidance, retirement, and estate planning considerations. Bennett has held various roles at Fidelity Investments since 2014, including Assistant Branch Leader, Team Leader for Workplace Planning and Advice, Participant Services Manager, HSA Team Lead, Health Savings Account Specialist, and Financial Associate for Defined Contribution. This progression reflects his extensive experience within the organization and the financial services industry.

Whitney Burr is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. She has been associated with Linsco/Private Ledger Corp., now part of LPL Financial, since 2001. Outside of advisory work, Burr is an independent insurance agent specializing in life, disability, long-term care, health insurance, and fixed and indexed annuities. 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 wide range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Christine Blaha is a CFP® professional with 14 years of industry experience, currently advising clients at Edward Jones since 2011. She holds a Series 66 license and is based in Unionville, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, providing services under a fiduciary standard.

Lisa Simon is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2012. 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 for individuals, high-net-worth clients, and institutional investors such as pension and profit-sharing plans.

Drew Iacovazzi is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2016. He serves as a trustee for Catholic Charities Archdiocese of Hartford, providing advisory input to the organization’s board. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sandra Menard is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and eight years of industry experience. She has been with Merrill and Bank of America since 2007. 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, pension plans, corporations, and charitable organizations.

Wayne Miller is a financial advisor with Wells Fargo Clearing in Farmington, CT, holding a Series 63 designation and 38 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Matthew Browne is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at Associated Trust Company, Associated Bank, N.A., and STC Capital Bank. 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 non-discretionary investment consulting through various advisory programs.

Alexander Westcott is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 10 years of industry experience and has been affiliated with Cambridge Investment Research Advisors, Allied Financial Consultants LLP, and Cambridge Investment Research, Inc. since 2016. Westcott also works as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.