Monica Forbes is a financial advisor with Edward Jones in Windsor, CT. She holds a Series 66 designation and has over 28 years of prior experience at IBM. She is also the owner and broker of Forbes Insurance Solutions LLC, a health insurance brokerage. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, managing approximately $1.01 trillion in assets. The firm is notable for its extensive retail advisor network and affiliated financial services.

Harvey Silverman is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 66 licenses and has 52 years of industry experience. His career includes roles at Metlife Securities and Mony Securities Corporation prior to joining MassMutual. Outside of financial advising, he is a licensed funeral director and embalmer and has worked as an independent insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, annual client relationships that generate written recommendations without discretionary authority.

Benjamin Emory is a CFP® professional with nine years of industry experience currently serving at OSAIC. He has worked at several notable firms including Ameriprise, Fidelity Investments, Lincoln Financial Advisors, Bank of America, and Merrill. Outside of his primary role, he is the lead advisor at Ironbridge Wealth Counsel, LLC, where he provides client service and advice under that firm’s marketing name. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm employs a model-based investment approach focused on asset allocation and portfolio optimization, offering a range of advisory and brokerage services.

Beth Duffy is a financial advisor with Edward Jones in Canton, CT, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Cirino is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2026, he held positions at Valenti Volkswagen of Old Saybrook and AAA Club Alliance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Daniel Munroe is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and over 22 years of industry experience. He has worked with Equitable Advisors since 2008 and Cmg Financial Planning Ltd. since 2010. Outside of his advisory work, Munroe officiates high school football games. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, institutional clients, and charitable organizations. The firm emphasizes personalized client assessments and offers a range of advisory models through third-party managers, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Susan Banville is a financial advisor at Edward Jones with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of investment strategies and affiliated services under a fiduciary standard.

Sherry Turner is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has previously worked at Voya Financial Advisors and Wells Fargo Clearing. In addition to her advisory role, she participates as an affiliate marketer promoting a digital marketing education program outside of investment services. 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 accounts, emphasizing strategic asset allocation and tax-aware options.

Thomas Vinson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. He has been with Cambridge Investment Research in various capacities since 2019 and has experience outside the financial industry through his ownership of Sunshine Kleen Coin Laundry. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Derek Meade is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 25 years of industry experience. His career includes longstanding roles at Avantax Advisory Services and Ohio National Insurance. Outside of his advisory work, he has served as president of the North Central Connecticut Chamber of Commerce and is a member of the Rotary Club of Enfield, both nonprofit organizations. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Ryan Kennedy is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2022, with prior experience at Cantella and Co., Inc. and RCK Wealth Management, where he is also a principal. Cetera Investment Advisers LLC is an SEC-registered adviser serving a nationwide network of independent advisors and a diverse client base that includes 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 third-party money managers, managing over $256 billion in assets.

Srikumar Ramanan is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 63 designation and bringing 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was employed at Citigroup Global Markets and Morgan Stanley Dw Inc. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Richard Howell is a financial advisor at Cetera with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Cetera in 2019, he worked at Foresters Financial for seven years. Outside of finance, Howell is involved in historical reenactments and lectures, serving as president of Historic Lectures and Living History, and holds trustee and board positions with several historical societies and organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Robert Hensley is a financial advisor at Cetera with seven years of industry experience and holds the Series 66 designation. He has been associated with Cetera and its affiliates since 2018 and is the owner of Hensley Advisors, a financial services firm established in 2026. He serves as treasurer of the nonprofit Friends of Simsbury Athletics, managing its financial health and reporting. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Dan Mayorov is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their family's goals and priorities. He emphasizes building plans, exploring strategies for improvement, and maintaining open communication as clients' needs evolve. He has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Investment Consultant before becoming a Financial Consultant in 2023. Prior to Fidelity, Dan worked as a Member Consultant II at BECU from 2016 to 2021. Outside of his professional work, Dan has interests in cars, fitness, outdoor adventures, parenthood, and swimming.

Jason Ellis is a financial advisor with Fidelity, holding a Series 66 designation and 14 years of industry experience. His career includes roles at firms such as Charles Schwab, Transamerica, and Morgan Stanley. In addition to his advisory work, he teaches undergraduate and graduate courses at several institutions including Maryville University, Southwestern College, Southern New Hampshire University, and Johnson and Wales University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a research-driven, quantitative investment process and constructs model portfolios employing systematic methodologies, with oversight of affiliated and unaffiliated sub-advisers.

Chase Beloin is a financial advisor with LPL Financial in Farmington, CT. He holds a Series 66 designation and has less than one year of industry experience. His prior work experience includes roles in education at Avon Public Schools and Suffield Academy, as well as a position at Wood n' Tap in Farmington. 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, utilizing both proprietary and third-party strategies and technology, while supporting a large network of advisors and managing extensive discretionary assets.

Colin Krafft is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked at LPL Financial since 2019 and previously at Cetera and Foresters Financial Services. In addition to his advisory role, he is involved in non-variable insurance sales, including life, disability, Medicare supplements, health, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

Ivana Spacek is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 1996. She has also worked at Bank of America, N.A. since 2011. 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 a range of model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Kalen is a financial advisor at Raymond James Financial Services Advisors, Inc. with 31 years of industry experience. He holds a Series 63 designation and has previously worked with TLG Advisors, Inc., The Sequoia Group LLC, and Futurity First Advisory Services. Outside of his advisory role, Kalen consults for insurtech and fintech companies, provides sales training in the insurance sector, and serves as a non-executive director for Phoenix Life. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also supporting municipal and public-finance work through a municipal advisor affiliation.