Mofya Zimba is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Wells Fargo, Zimba held positions at Bank of America, Merrill, Santander Securities, and worked in financial roles in Zambia. Outside of finance, Zimba has a 50% ownership interest in a commercial cleaning and transportation business in Bloomfield, Connecticut. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets. The firm combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Janice Johnson is a CFP®-certified financial advisor with 27 years of industry experience, currently with Cambridge Investment Research Advisors, where she has worked for 15 years. She also maintains a background as a registered dietitian and serves as adjunct faculty teaching certified financial planning courses. Johnson holds board positions with the Town of Manchester Pension Fund and the Bennett Housing Authority, overseeing low-income housing for the elderly. Additionally, she is involved in independent insurance agency activities and tax planning and preparation. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a variety of financial planning and investment management services through a network of independent professionals, utilizing multiple investment platforms and proprietary as well as third-party model strategies tailored to client objectives.

Mark Roberti is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Cintas from 2002 to 2017. He holds the Series 66 designation. 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 and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

William Campbell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the PFS™ credential and Series 63 and 65 licenses. He has 28 years of industry experience and previously operated William H. Campbell, P.C., providing tax and accounting services. Campbell manages his own accounting firm alongside his advisory role. Raymond James Financial Services Advisors, Inc. delivers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations, using tailored, non-discretionary strategies supported by analytical tools and risk profiling. The firm is notable for its affiliation with a municipal advisor and recent additions like the SIMPLE IRA Employer Advisory & Consulting Services program.

Wesley Johnson Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 31 years of industry experience. He has worked with Foresters Financial Services for 24 years and Foresters Advisory Services for 3 years before joining Cetera in 2019. Johnson also serves on the board of directors for Connex Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Robert Peters is a financial advisor with Raymond James Financial in Rocky Hill, CT, holding a Series 63 designation and 47 years of industry experience. He has worked with Raymond James Financial since 2006 and is the owner of Peters Financial LLC, a support company. 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 plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Thomas Walton is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and CCO Investment Services Corp. Outside of finance, he is involved with Teddys Transportation, a non-investment related business based in Norwalk, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Theodore Hintz Jr. is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, National Planning Corporation, and operates his own firms, Hintz & Company, LLC and Hintz Financial Services. Outside of advising, he serves as a notary public, a justice of the peace, and is a business owner of Hintz Farm in Middle Haddam, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by a wide array of research and model portfolios.

Andrew Gardner is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Cetera and its affiliated entities since 2014. Gardner also serves as vice president and wealth manager at Reliance Wealth Management and is an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, 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.

Wanda Short is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for the National Council of Negro Women. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Jessica Callahan is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. She has worked with several Cetera entities since 2021 and spent seven years at Voya in various advisory roles. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, institutional, corporate, and charitable clients nationwide. The firm offers a range of portfolio management and retirement services, with over $256 billion in assets under management and more than 10,000 advisors across its network.

Stephen Kane is a Series 66-licensed financial advisor with UBS Financial Services in Hartford, CT, where he has worked since 2011. He has 13 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client solutions.

Akira Sato is a financial advisor with Edward Jones in Simsbury, CT, holding a Series 66 designation and having four years of experience at the firm. Prior to his career in finance, he worked in retail store operations for six years and is involved in Carpe Diem Racing, LLC, an event promotion business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, supported by a nationwide network of over 23,000 advisors and managing approximately $1.01 trillion in assets.

Jennifer Leblanc is a financial advisor with Wells Fargo Clearing in Farmington, CT, holding a Series 63 designation and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Timothy Cahill is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior work includes roles at Bank of America, Merrill, and City National Bank. Outside of his advisory work, he serves on committees for the Valley Shore YMCA and the Ray School Corporation, focusing on community and educational initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, incorporating a variety of investment managers and strategies.

Joseph Dipasquale is a financial advisor with Cetera, holding the ChFC® designation and over 22 years of industry experience. His prior roles include positions at Avantax and Symetra, among others. He also operates Retire Safety First LLC, a business focused on retirement, investment, and insurance planning. Cetera Investment Advisers LLC distributes services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a wide range of investment programs and third-party managers.

Nicole King is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and five years of industry experience. She worked at 3M from 2015 to 2020 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Edward Sullivan is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on family wealth management strategies, managing new wealth, and retirement income. He has over 20 years of experience in the financial and wealth management industry, having previously worked at Morgan Stanley Smith Barney before joining Merrill Lynch in 2011. Edward holds FINRA Series 7, 63, and 65 registrations and the designation of Personal Investment Advisor (PIA). Edward is a graduate of Providence College and is a member of the Hartford, CT chapter of the Exit Planning Exchange (XPX), an organization that provides educational opportunities related to business exit planning. He is part of the Cirullo-Sullivan Wealth Management Group, which offers specialized tools and guidance to business owners contemplating transitions in their roles. Outside of his professional work, Edward resides in Wilbraham, Massachusetts with his wife and two daughters. His personal interests include hiking, reading—especially history—and spending time with his family.

Nile Pullin is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2015. He holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Charles Bailey III is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He is currently with Cetera and has held prior roles at Avantax Investment Services, 1st Global Advisors, and his own firm, Charles Bailey & Associates, LLC, where he also serves as a CPA. Additionally, he is president of Beacon Healthcare Services, Inc., a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.