Blake Sharp is a financial advisor at Cetera with the Series 66 designation and one year of industry experience. Prior to joining Cetera, he held various roles including positions at H&R Block and operated small businesses such as Puff N Stuff Catering and A Thyme to Cook. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with more than 10,000 advisors nationwide.

Matthew Renison is a financial advisor at Edward Jones in Glastonbury, CT, holding a Series 66 credential with five years of industry experience. His prior roles include positions at Bank of America, Merrill, Excel Wealth Management, Aflac Field Force, and Charter Oak Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Leo Palliardi Jr. is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. His work history includes roles at Voya Financial Advisors, LFP Enterprises, various insurance carriers, and Waddell & Reed. He also operates as an independent insurance agent and is involved with Jacobs Financial Partners, providing financial services and insurance product sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse investment strategies, discretionary and non-discretionary management options, and access to third-party managers, supporting over 10,000 advisors and $256 billion in assets under management.

Elliot Garcia is a financial advisor at Cetera with one year of industry experience and holds the Series 66 designation. Prior to joining Cetera, he has worked in healthcare roles at Hartford Hospital and Yale New Haven Hospital. Outside of advising, he works as a registered nurse at Hartford Hospital. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a nationwide network of independent advisors, with access to multiple investment strategies and program platforms.

Angelo Pruitt is a Financial Advisor with Merrill Lynch Wealth Management, based in Hartford, CT. He has a decade of experience providing personalized financial guidance, focusing on areas such as retirement income, education planning, legacy planning, liquidity management, and portfolio management services. Angelo blends financial expertise with cultural awareness to address the unique challenges and opportunities of his diverse client base. He earned a Bachelor of Arts degree in Economics from the University of Connecticut in 2015 and played college football for the UConn Huskies. Angelo holds the Personal Investment Advisor (PIA) designation. His professional approach emphasizes fostering financial literacy, promoting generational wealth, and delivering an inclusive client experience grounded in integrity. Beyond his professional work, Angelo is involved with organizations including Collective Uplift LLC, Hartford Catholic Worker, Hartford Salvation Army, My Brothers Keeper Inc., and UConn Husky Nutrition and Sport. In his personal time, he enjoys basketball, chess, cooking, football, watching movies, and spending time with his wife and their son.

Sean Scraba is a financial advisor with Raymond James Financial Services Advisors, Inc. in Glastonbury, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining Raymond James in 2018, he worked for Morgan Stanley Private Bank, National Association. He is one of three founding partners of Crescent Point Private Wealth LLC and also serves as president of ZK ALPHA LLC, entities formed to support business activities outside of direct investment management. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs 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.

Michael Loscialpo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 2001. In addition to his advisory role, he is a licensed attorney practicing in Connecticut, New York, and Massachusetts. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee model and ongoing manager oversight.

Kevin Mc Hugh is a financial advisor with Merrill in Glastonbury, CT, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2011. 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, and institutional investors.

Steven Hintz is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and over 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and operates a CPA practice providing tax preparation services. Hintz is also involved in community conservation as a director and assistant treasurer of the South Windsor Land Conservation Trust and holds a part ownership in a massage therapy franchise. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm supports a variety of investment strategies through independent Financial Professionals using multiple platform arrangements and both proprietary and third-party model strategies.

Arthur Booker is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked in various roles within Morgan Stanley since 2014. Outside of his advisory work, he serves on the Finance Committee of the First Tee of Connecticut, a youth sports organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and serves clients through both individual and corporate financial planning agreements.

Steven Norris is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Norris serves as a trustee and investment committee member for Lea's Foundation for Leukemia Research and is a board member at Easter Seals Capitol Region and Eastern CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Luke Grabowski is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has worked with firms including Braley and Finnegan LLC and Mass Mutual Life Insurance Company. Outside of advisory work, he is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. 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’s approach includes collaborative annual financial planning using firm-approved software tools, with implementation options that may involve brokerage or insurance arrangements.

Erik Lillibridge is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 11 years. He operates a sole proprietorship focused on insurance and fixed annuity sales. OSAIC serves a broad mix of retail and institutional clients by offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm uses various asset-allocation tools and third-party platforms to construct and manage diversified portfolios tailored to client needs.

Nicholas Oliveros Pipkin is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Mass Mutual since 2018. Prior to his advisory role, he served in the Army for six years and was involved with Lucky Taco and Red Robin. He is also an independent insurance agent selling fixed insurance products. 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, and charitable organizations. The firm offers a range of programs including wrap and money-manager options as well as educational seminars.

Arthur Sullivan Sr. is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Wells Fargo Clearing for 11 years. He serves on the investment and finance committee of the American School for the Deaf. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and tools, delivering tailored recommendations through a network of financial advisors.

Sharon Alleman is a CFP®-certified financial advisor with UBS Financial Services in Hartford, CT, and has 18 years of industry experience. She has been with UBS Financial Services since 2011. Outside of her advisory role, she serves on the board of incorporators for the iQuilt Plan, an urban design initiative in downtown Hartford that connects local cultural and historic assets. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans and portfolio strategies to clients’ goals and risk tolerances.

Benjamin Stephens is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2024, he worked at GWFS Equities, Inc. for three years and Shamrock Companies for 23 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Diane Brett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at LPL Financial since 2011 and has been involved with American Eagle Credit Union since 2008, where she also provides financial and investment advice to members and non-members. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting services.

Tyler Allen is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Enterprise Holdings, Target, and Bryant University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, utilizing internal and third-party managers.

Trevor Glasgow is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Horton Team, which specializes in providing tailored financial solutions to clients. Since beginning his career with The Horton Team in 2013, Trevor has gained over a decade of experience assisting individuals, families, and businesses in managing their financial complexities. His expertise includes corporate benefits, executive services, retirement planning, portfolio management, and legacy planning. Trevor holds a Bachelor's degree from the University of Connecticut School of Business and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He works extensively with both public and private companies, managing defined contribution and benefit plans, equity compensation, deferred compensation, health savings accounts, and fiduciary services. Outside of his professional role, Trevor resides in West Hartford, Connecticut, with his wife and two sons. He supports UConn Husky Athletics and enjoys engaging in activities such as tennis, golf, cooking, and spending time with family and friends. He and his family are active members of their local community.