Aaron Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, and Baystate Health. Outside of his advisory work, he has been involved with Aaron and Ayesha Associates since 2020. Primerica Advisors is an institutional firm that provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

Kyle Ross is a financial advisor at UBS Financial Services with 17 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he serves as an alderman for the City of New Haven, participating in local legislative policymaking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering customized financial planning and portfolio management informed by proprietary research and model-based asset allocations.

Christopher Mishler is a Planning Consultant at Fidelity Investments, where he partners with clients to create personalized financial plans tailored to their individual and family situations. He focuses on identifying clients' specific strengths and weaknesses to help them pursue plans based on their goals. Since joining Fidelity Investments in 2023, Christopher has worked diligently with each client to ensure they have the confidence and comfort needed to manage their financial future. Outside of his professional role, Christopher enjoys outdoor activities such as beach outings, boating, hiking, kayaking, and snowboarding.

Haig Arakelian is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 1998. He has over 27 years of experience working with Fidelity clients and their families, focusing on financial planning and utilizing Fidelity's resources to meet clients' financial needs. Throughout his career at Fidelity, Haig has dedicated himself to helping clients achieve their financial goals through comprehensive financial consulting. His long tenure at the firm reflects his commitment to client service and financial planning. Outside of his professional role, Haig has interests in cars, fitness, gardening, playing musical instruments, reading, and volunteering.

Eric Schulman is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously spent seven years at Voya Financial Advisors. Outside of advising, he performs as a first tenor singer during high holiday services at Emanuel Synagogue, where he has been involved since 2007. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management and planning services through a multi-manager platform that provides access to both affiliated and third-party managers across multiple program structures.

Gary Nicksa is a financial advisor with Edward Jones in Torrington, CT, holding CFP® and ChFC® designations and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options supported by a nationwide network of more than 23,000 advisors.

Marc Sack is a financial advisor with LPL Financial in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Northstar Wealth Partners LLC from 2015 to 2021 while concurrently at LPL Financial since 2009. Outside of his advisory work, he offers guitar lessons and operates a small family online retail business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing research and model portfolios from internal and third-party sources.

Dean Calderoni is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and the State of Connecticut Judicial Branch. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party investment managers.

Henry Cormier is a financial advisor with Ameriprise in Unionville, CT, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he holds a real estate license and owns Cormier Wealth Management, LLC, a business established to manage salaries and expenses related to his Ameriprise activities. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and the use of algorithmic tools under oversight.

Dean Forstmann is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at Charles Schwab and Charles Schwab Bank since 1992, and has been with M&T Bank and LPL Financial since 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management supported by in-house and third-party research.

Gary Gray is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is the owner of Spartan Sharpshooter, a recreation business based in East Longmeadow, Massachusetts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and modeling techniques.

Terrence Nichols is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm integrates research, modeling, and tax-efficiency analysis to deliver written recommendation reports, utilizing algorithmic automation alongside personalized review to support clients’ retirement income strategies.

Mark Levesque is a financial advisor at Edward Jones in Newington, CT, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Edward Jones, he worked at Elevance Health for three years and Cigna for fifteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed investment strategies and affiliated products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Alexander Duxbury is a financial advisor with Raymond James Financial in Simsbury, CT, holding a Series 66 designation and seven years of industry experience. He previously worked at Merrill Lynch and Liberty Bank and currently serves as a financial advisor at Liberty Bank Investment Services, specializing in wealth management and retirement planning. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and municipal entities, with an emphasis on customized, non-discretionary solutions and a range of institutional programs.

Richard Hilliard is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Primerica Advisors and JPMorgan Chase Bank, N.A. before joining his current firm. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Sean Siana is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with UBS Financial Services, having joined in 2023, and previously worked at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad service platform.

Alston Eldridge is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he develops relationships with clients to understand their unique financial planning needs and collaborates with his team to create plans aimed at achieving long-term financial success. Prior to his current position, Alston served as a Financial Advisor at Ameriprise Financial Services from 2019 to 2023. He also gained experience as a Research Analyst at State Street Global Advisors between 2017 and 2019, and worked as an Internal Wholesaler at the same firm from 2015 to 2017. Outside of his professional career, Alston has interests in golf, reading, and soccer.

Tiffany Mazur is a financial advisor at Merrill with 16 years of industry experience and holds Series 63 and Series 66 designations. Her prior roles include positions at Key Investment Services LLC, Key Bank, LPL Financial LLC, and Webster Bank. She is involved with the United Way of Central and Northeastern Connecticut, where she contributes to event planning and community engagement. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Dickens Fowler is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and advanced modeling tools in its planning services.

Robert Rosa is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing personalized strategies to help clients navigate retirement planning, wealth accumulation, income management, and legacy goals. He collaborates closely with clients to understand their ambitions and concerns, ensuring that investment strategies align with what matters most to them. Robert holds a Bachelor's Degree from the University of Rhode Island and carries professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He has expertise in areas such as college education planning, family wealth management, philanthropic planning, portfolio management services, and small business strategies. In addition to his financial advisory role, Robert serves in the Connecticut Army National Guard since 2019, embodying values of integrity, discipline, and selfless service in both his military and professional life. He is also involved with community organizations such as Connecticut Foodshare. His personal interests include billiards, fishing, golfing, running, skydiving, spending time with his family, and watching movies.