Patrick Maloney is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling to support its advisory services.

Daniel Tarbell is a financial advisor with Ameriprise in East Hartford, CT, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns Rising Tides RE LLC, a business that sublets office space and coordinates vendor services. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gabrielle Curboy is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and no prior industry experience. Her work history includes roles at ClearBridge Capital Group and Equity for Life LLC, as well as positions in healthcare and education. She is also involved with Quiet Corner Restoration LLC, a business she has operated since 2021. 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 provides a broad range of advisory programs, financial planning, and retirement consulting services with access to research, model portfolios, and both discretionary and non-discretionary management.

Michael Lecours is a CFP® with 14 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2018. He is also the founder and owner of FPPATHFINDER LLC and operates Wealth Strategies Team, LLC. Lecours has experience as an independent insurance agent and is involved in multiple business activities beyond his advisory role. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both proprietary and third-party model strategies with tailored investment approaches.

Kim Wawrzynowicz is a financial advisor with LPL Financial who holds a Series 65 designation and has 13 years of industry experience. Prior to joining LPL Financial in 2025, Kim worked at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services, Inc. Kim is also a partner at PREMIER CPAs P.C., a role held since 2009. 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 approaches and various model portfolios.

John Decker is a financial advisor at RBC Capital Markets with over 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2015 and City National Bank since 2018. Decker serves on the boards of several nonprofit and community organizations, including Riverfront Recapture, the Estate & Business Planning Council, and the Mandell Jewish Community Center of Greater Hartford. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of internal and external managers.

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.

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.

Cary Rubman is a CFP® professional with 40 years of industry experience, currently affiliated with Cetera. His career includes extensive work as an independent insurance agent, serving clients in various capacities related to life, health, and long-term care insurance. He is also a partner and CFO of Innosure Insurance LLC, a property and casualty agency. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services delivered through a multi-manager platform featuring both affiliated and third-party investment 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.

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.

Edward Barry is a financial advisor with Raymond James Financial in Avon, CT, holding a Series 63 designation and 41 years of industry experience. He has worked with Raymond James Financial since 2005 and is also the owner of Valley Financial Group, LLC. Additionally, he serves as a Medicare Advantage agent with United Healthcare. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with an emphasis on tailored financial plans developed through detailed client interviews and firm research.

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.