Carl Saponare is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Jermine Jr. is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with 18 years of industry experience. He has been with UBS since 2008. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Philip Ludwig is a financial advisor affiliated with LPL Financial, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services, Inc. He is also the owner of an accounting services firm specializing in payroll. 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 and model portfolio programs, supported by a network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Nolan Glenn is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at M Holdings Securities, Inc. and FactSet Research Systems. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Rapp is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as a committee member on the investment committee of Asylum Hill Congregational Church in Hartford, CT. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering tailored portfolio management, financial planning, custody, and brokerage services through various advisory programs.

Paul Leeming is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 21 years of industry experience. He has worked at UBS Financial Services since 2005. Leeming serves on the audit committee of The Williams School, an independent day school in New London, CT. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Scott Stimson is a financial advisor with Ameriprise in South Windsor, CT, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Voya Financial and its affiliates from 2014 to 2025 before joining Ameriprise in 2025. 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-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

Arnold Magid is a financial advisor with Cambridge Investment Research Advisors in Suffield, CT, holding a Series 66 designation and having 26 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2010 and previously with Gunnallen Financial, Inc. and Equitable Advisors. In addition to his advisory role, he operates 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 manages a multi-billion dollar asset base and offers various platform solutions, including proprietary model strategies under the Founders Gate Capital brand.

Hanna Behlke is a financial advisor with LPL Enterprise in Hartford, CT, holding a Series 66 designation and two years of industry experience. Her background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory work, she is involved in equestrian activities and contributes to Jencks Network LLC through data entry, website updates, and newsletter writing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists and offers access to financial planning, third-party asset managers, and various wrap programs.

Virginia Fesko is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Arq Financial Group, Commonwealth Financial Network, and Wells Fargo Clearing. In addition to her advisory work, she is a commissioned Notary Public. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles through in-house and third-party investment managers.

Jose Chaparro Rosero is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, Infinex Investments, and United Bank. Outside of his advisory work, he is involved in a for-profit business called Mighty Powerful Meals and serves as a part-time water analyst with Aquafeel Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.

Cliff Anderson is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities for nine years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Austin Hersh is a financial advisor at Morgan Stanley with over 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2015. Outside of his advisory role, he serves on the board of The Heritage Association in West Hartford, CT. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, utilizing structured planning tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services that include financial planning, investment advisory, and access to various retail and institutional investment products.

Gerald Creem is a CFA® charterholder and Series 63 licensed financial advisor with 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. In addition to his advisory role, he is a partner in Creem Brothers Investments LLP, where he advises and discusses investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment decisions.

Stefanie Mills is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Jonathan Frucce is a CFP® and Series 66-registered financial advisor with 18 years of industry experience. He is currently with Morgan Stanley in Hartford, CT, where he has worked since 2020, following 14 years at UBS Financial. He serves as a board member and participates on the finance and investment committees at the Hospital for Special Care in New Britain, Connecticut. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategic modeling. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Hailey Fragoso is currently an Investment Consultant, focusing on assisting individuals and families in achieving their financial objectives. She emphasizes understanding clients' goals, values, and concerns to provide education and guidance tailored to their needs. Hailey works collaboratively with clients to develop plans aligned with their priorities. Her professional experience includes roles at Fidelity Investments, where she served as an Investment Solutions Representative from 2025 to 2026 and as a Customer Relationship Advocate from 2024 to 2025. Prior to that, she worked as an Investor Services Associate at Putnam Investments from 2023 to 2024. These positions have contributed to her understanding of investment solutions and client relationship management.

Aranzazu Suarez Gonzalez is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with 10 years of industry experience. She worked at Metlife Investors Distribution Company from 2008 to 2017 before joining UBS Financial Services, where she has been since 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with a broad platform that includes institutional trading capabilities and wealth management.

John Donovan Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as Treasurer and President of the Board for Plumb Hill LLC and Plumb Hill Playing Fields Inc., organizations involved in managing a local sports complex in Litchfield, Connecticut. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving individual, institutional, and municipal clients. The firm provides financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

Brian Tavano is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and integrates both in-house and third-party managers to implement portfolios.