Elissa Slavin is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position she has held since 2011. She works directly with clients, managing their account administration, wealth and investment planning, and cash management needs. Her client focus areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Elissa holds a Bachelor's Degree in Finance with a specialty in investments from Central Connecticut State University. She has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to joining Merrill Lynch, she worked at Bank of America as a Teller and Sales Service Associate while completing her degree. In addition to her professional work, Elissa volunteers throughout the state with various organizations such as the American Red Cross, Junior Achievement, United Way, and YWCA. She resides in Glastonbury and enjoys biking, cooking, gardening, traveling, and spending time with her family, including her husband Zak, their two sons Myles and Max, and their Bulldogs Trooper and Vinny.

Jorgens Remy serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with Merrill clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His work focuses on empowering clients with knowledge and tools to manage their financial lives effectively. Jorgens holds the Personal Investment Advisor (PIA) designation and completed his secondary education at the University of Connecticut, receiving a High School Diploma/GED and attending courses without obtaining a degree. His approach involves helping clients identify their financial priorities to develop strategies aimed at achieving their goals.

Terri Rockefeller is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial plans that address their unique ambitions and priorities. Terri focuses on helping clients plan for and fund educational expenses, prepare for retirement and potential health care costs, and create long-term strategies to support family goals. Terri brings a comprehensive approach to wealth management, emphasizing simplicity and transparency to navigate the complexities of investing. She holds a Bachelor's Degree from the University of Connecticut. Her client-centered philosophy centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most.

Gregory Williams is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors, SSN Advisory, and Mass Mutual Investors Services. Outside of advising, he serves as president of Prospect Physician Enterprise, overseeing physician and medical group operations. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by advanced tools and multiple custodial and program arrangements.

Josy Santiago is a financial advisor at Ameriprise in Manchester, CT, holding the Series 66 designation. Santiago has one year of industry experience, having previously worked in real estate and related fields. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Brian Longyear is a financial advisor with Cetera holding Series 65 and Series 63 credentials and has two years of industry experience. He has worked at multiple firms including Northwestern Mutual and currently operates his own financial services business, C.M. Smith Financial. Longyear is also involved in fixed insurance sales and service. 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 discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Nicholas Fusco is a financial advisor at Osaic Wealth Inc with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cantella & Co., Inc., Merrill, and Tauber Asset Management. In addition to his advisory role, Fusco is the sole owner of Osprey Legal, LLC, a law firm. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services such as comprehensive financial planning and managed portfolios. The firm's investment approach centers on model-based asset allocation and portfolio optimization, supported by various risk assessment and rebalancing tools.

Michael Nobile is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services. He has operated Nobile Financial Group since 1982. 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.

Albert Bourjaili serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he focuses on creating personalized wealth management strategies tailored to each client's financial goals and changing market conditions. He provides access to investment insights from Merrill and banking and lending solutions through Bank of America. Albert’s expertise encompasses corporate benefits, education planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. He guides individuals toward an organized and strategic approach to personal finance, working closely with clients to develop long-term financial strategies. He holds a Bachelor's Degree from the University of Connecticut and a Master's Degree from Rensselaer Polytechnic Institute. Albert has earned professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Outside of his professional work, he is involved with Big Brothers Big Sisters and enjoys hiking, spending time with his family, and traveling.

Jordan Hickey is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after 14 years at Capital Wealth Management, LLC and Commonwealth Financial Network. Outside of his advisory work, he serves as power of attorney for his elderly grandfather, managing his financial accounts and bill payments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports implementation through its advisory programs and affiliated firms.

Jonathan Fucci is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Key Investment Services LLC, OSAIC Institutions, Inc., First Allied Advisory Services, Inc., and Concourse Financial Group Securities, Inc. Outside of his advisory role, he receives commissions on property and casualty policy renewals through Farmers Insurance in Canton, CT. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across various programs such as financial planning and retirement plan consulting. The firm utilizes a model-based investment process with portfolio optimization tools and supports strategies ranging from discretionary UMAs to third-party manager selection.

Philip Gordon is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Gordon holds a Series 63 designation. Outside of his advisory role, he serves as a trustee for a trust based in Madison, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that supports a broad range of retail and institutional clients.

Matthew Tyo is a financial advisor with Cetera, holding Series 63 and Series 65 designations and possessing 15 years of industry experience. He has worked with Cetera and its related entities since 2019 and previously spent eight years with Foresters Financial. Tyo is the owner of TEAM TYO FINANCIAL ADVISORS, a financial services and asset management business operating under Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Thomas Oakley is a Series 66 credentialed financial advisor with Edward Jones in Vernon Rockville, CT, bringing one year of industry experience. He has prior experience working with Wilbraham Parks and Springfield Public Schools, and has been involved with nonprofit organizations such as The Literacy Lab and Catholic Charities Archdiocese of Hartford. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Douglas Osber is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in investment portfolio design and tactical asset allocation, serving individuals, business owners, and corporate executives. With over thirty years of experience in the investment industry, Douglas joined Merrill Lynch following the acquisition of Advest, Inc. in 2005, where he held the position of Senior Vice President, Investments. He also has experience as a producing Branch Manager at Legg Mason, Wood, Walker. Douglas earned the CERTIFIED FINANCIAL PLANNER™ certification in 1987 and holds an honors bachelor's degree in Finance from the University of Connecticut. Douglas resides in Naples, Florida. His family includes his wife, Stacie, and two daughters.

Steven Hahn is a financial advisor with Ameriprise in Avon, 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, Hahn serves as Vice President and Golf Committee Chair on the Board of Directors of the Golf Club of Avon. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-smart strategies to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Greg Mendoza is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with UBS since 2009. Mendoza serves on the Professional Advisory Committee of the Hartford Foundation for Public Giving. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing a range of solutions including fee-based financial planning, portfolio management, and proprietary research.

Mark Fiano is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 35 years of industry experience. His career includes roles at Cetera Wealth Services and Faneuil, Inc., as well as operating his own practice since 1994. Outside of advising, he has been involved in managing Mar Lea Golf & Driving Range for over 40 years and works as a health insurance specialist. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors nationwide. The firm serves a diverse client base including individuals, retirement plans, and institutions, offering a range of portfolio management and financial planning services through various program structures and affiliated managers.

Wanda Mobley is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2005, totaling 21 years with the firm. 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, pension plans, corporations, and charitable organizations.

Hunter Ford is a financial advisor with LPL Financial in Ellington, CT. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has work experience in fitness and hospitality sectors as well as academic roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of advisors to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party asset managers and institutional platforms.