Spencer Barry is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he worked at Bank of America and Merrill. Outside of his advisory role, he is employed as a server and bartender at The Woodland, a restaurant in Lakeville, Connecticut. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning and portfolio management supported by proprietary research and a broad platform of capital markets services.

Daniel Civiello is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise Financial Services, LLC since 2021. Outside of his advisory role, he has experience as an associate financial advisor with Watermark Management Partners. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized retirement-income recommendations.

Johanna Cefaretti is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Wells Fargo in 2026, she worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2022 to 2026 and Bank of America from 2014 to 2022. Outside of financial services, she is involved with Jo's Toy Box LLC, an entrepreneurial venture she has been running since 2020. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Dmitry Isenberg is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in delivering integrated wealth management services that coordinate various aspects of a client’s financial life. His expertise encompasses family wealth management, retirement planning, portfolio management, tax minimization, philanthropic planning, and small business strategies. Dmitry utilizes the resources and research available through Merrill Lynch and Bank of America to develop personalized financial strategies aimed at helping clients pursue their long-term goals. Dmitry holds a Bachelor's degree from Brandeis University and a Master's degree from Boston University Questrom School of Business. He is a licensed advisor with Series 7 and 66 FINRA registrations and carries the Personal Investment Advisor (PIA) designation. Fluent in Russian, Ukrainian, and English, Dmitry is committed to providing tailored financial guidance, whether clients need customized plans, investment advice, or a second opinion. In addition to his professional work, Dmitry is engaged in community volunteer activities, reflecting his connection to the communities he serves. Outside of work, he has interests that include chess, cooking, golfing, hiking, music, reading, skiing, soccer, volleyball, and watching movies.

Keith Pelkey is a financial advisor with Charles Schwab based in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2005. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a comprehensive due diligence process.

Paul Brewer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on developing relationships with clients, teammates, friends, and family to support them through various financial situations. Paul's work centers on connecting individuals to the appropriate people, plans, and processes that align with their unique ambitions. His expertise includes executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, and tax minimization. Paul and his team build financial relationships based on team, advice, service, and transparency to help clients achieve their envisioned life goals. Paul holds a Bachelor's Degree from Colby College and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he is involved in community activities such as Simsbury Little League, Simsbury Youth Hockey, Simsbury Youth Soccer, and Valley Community Baptist Church. His personal interests include fishing, golfing, hiking, skiing, spending time with family, and traveling.

Anthony Wright is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Michael Schulitz for Simsbury and Central Connecticut State University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven planning engagements.

Jason Henry is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Buffalo Wild Wings and Bethel High School. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation in its advisory process while offering a broad range of advisory, brokerage, and insurance solutions.

Clifford Jarvis Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 42 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and is also associated with Ohanesian/Lecours, Inc. since 2009. Outside of advisory roles, he operates as an independent insurance agent in Windsor Locks, CT. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

David Farnham is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and joined Merrill Lynch in 2010. David specializes in developing strategies and advice for retirees, individuals, families, and businesses to support their short- and long-term financial goals. His approach to wealth management is consultative and objective. He listens carefully to client situations, preferences, and goals before recommending asset allocations that reflect income and growth expectations. David also provides guidance on a range of opportunities including investments, retirement, estate planning services, and philanthropy. He holds FINRA Series 7 and 66 registrations, Life, Health, and Variable Annuity Licenses, and the Chartered Retirement Planning Counselor (CRPC) designation. He is also a qualified Portfolio Advisor who can recommend Merrill or approved third-party investment management strategies. David earned both his Bachelor's of Science degree in 1981 and a Master of Education degree in 1992 from Springfield College. He participates in various non-profit fundraising efforts and volunteers with community organizations. In his spare time, David enjoys traveling, golfing, swimming, and spending time with his family, including his grandson and granddaughter. He lives in Amherst with his wife, Jacqueline.

David Brochu is a financial advisor with LPL Financial in Farmington, CT, holding a Series 66 designation and 11 years of industry experience. He has been with RGB Financial and LPL since 2015. Brochu is also involved with RGB Tax Services, LLC, where he provides tax preparation and accounting services. LPL Financial is a SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various managed account options.

Alexander Fennell is a CFP® and ChFC® with 17 years of experience in the financial industry. He currently works at LPL Enterprise and has held positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform that combines adviser programs with financial products and lending solutions.

Jacob Parent is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has prior experience with Barnum Financial Group and Northwestern Mutual. Outside of financial services, he has been associated with Bryant University since 2020 and worked in education with South Windsor Public Schools. 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 employs collaborative financial planning using firm-approved software and offers specialized programs including estate settlement and employer-sponsored planning.

Chester Darling is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Services, Inc. and RiverSource Distributors Inc. Outside of his advisory work, he serves on the Board of Directors for the Hartford Athletic Academy Parent Advisory Board and acts as a Parent Team Manager. Ameriprise offers a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Christie Treat is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she operates Treat, LLC, providing Reiki energy healing services and retail sales of minerals and crystals. 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 that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Vicki Thomas is a financial advisor at UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Reid Morin is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2024 to 2026. His work focuses on understanding clients' values and goals to co-create and update detailed financial plans. Reid is committed to strengthening financial plans and building ongoing client relationships through a collaborative approach.

Diane Fisher is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 42 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional consulting services.

Magdalena O'doherty is a CFA® charterholder and Series 63 licensee associated with LPL Financial, with two years of industry experience. She previously worked at J.P. Morgan Securities for ten years and is currently involved with AWS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing various investment strategies supported by LPL Research and third-party subadvisors.

Christopher Wiegert is the Resident Director at Merrill, where he offers a comprehensive approach to managing wealth. He begins by understanding clients and their families, their financial situations, and what matters most to them, then assists in creating customized wealth management strategies that adapt to evolving client needs and market conditions. He delivers access to Merrill's investment insights alongside the banking convenience of Bank of America to support various aspects of clients' financial lives. His areas of focus include investment consulting for defined contribution plans, personal retirement planning, and retirement income strategies. Christopher holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned a Bachelor's Degree from Central Connecticut State University and a Master's Degree from Post University. He is also committed to community involvement, reflecting the Merrill tradition of engagement, and enjoys personal interests such as biking, boating, fishing, golfing, and spending time with his family.