Bryce Metzger is a Series 66-licensed financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Glenn Thompson is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at MetLife Securities and MassMutual Life Insurance. Outside of his advisory work, he serves as a trustee for his daughter. 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 offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships without discretionary investment authority.

James Capella is a Senior Resident Director at Merrill Lynch Wealth Management in West Hartford, where he has been since 2015. He focuses on developing wealth management strategies for high-net-worth individuals, their families, and their businesses. James adopts a consultative approach, taking time to understand client financial situations, preferences, and goals to provide personalized recommendations for asset allocation and investment opportunities. He also collaborates with a Wealth Management Lending Officer from Bank of America to offer clients strategic home financing guidance aligned with their overall financial plans. James holds a Bachelor of Science degree in Finance from the University of Connecticut. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas include college education planning, executive compensation, personal retirement planning, portfolio management services, socially responsible investing, tax minimization, and retirement income. In addition to his professional work, James is involved in his community as the head soccer coach and is a member of the Farmington Soccer Club. He has also served as a board member of the UConn Club.

Derek Lussier is a CFP® and Series 66 credentialed advisor with eight years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones and Enterprise. Outside of advisory work, he is involved as a cosigner on a short-term rental property loan managed by his brother. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Benjamin Berin is a financial advisor at Merrill with Series 66 registration and less than one year of industry experience. His prior work includes roles at Current Assets and engagements with various organizations such as Dr. Fiman DMD, University of Hartford, Albany Country Club, and Bethlehem Central School District. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Adams is a financial advisor with Stifel, holding a Series 63 designation and 49 years of industry experience. He has been with Stifel since 2007. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which incorporates forward-looking market assumptions and probabilistic modeling to support asset allocation and financial planning.

Dylan Slade is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. He has also worked at Webster Bank, N.A. since 2018 and previously at Dunkin Donuts. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Harmon is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds the Series 63 and Series 66 licenses and has prior experience at Sagepoint Financial, Inc. In addition to his advisory role, Harmon works part-time as a delivery driver for Door Dash. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Michelle Shockley is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and 9 years of industry experience. She has been with Merrill since 2010. 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, offering model-based and discretionary strategies for a range of individual and institutional clients.

Charlotte Bergmans is Vice President, Wealth Planner at Fidelity Investments. In her role, she assists clients with financial planning and investment strategy, focusing on educating and empowering them to achieve their financial goals. She has a particular interest in working with women and educating youth on personal finance and investing, emphasizing the importance of establishing healthy money habits early. Charlotte has held various positions in the financial services industry, including her current role since 2018 and previously as a Financial Consultant at Fidelity Investments from 2010 to 2018. Her prior experience also includes serving as Vice President at BNY Mellon Wealth Management between 2006 and 2009 and working as an Investment Consultant at Edward Jones from 2002 to 2004. Outside of her professional work, Charlotte's personal interests include art, fitness, hiking, swimming, and yoga.

Brad Simonds is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MSI Financial Services, Inc. for one year. He has also been associated with MassMutual Life Insurance Company since 2007. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored planning.

Richard Caplan is a financial advisor with LPL Financial in Bloomfield, CT, holding Series 63 and Series 65 licenses and with 49 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2004 and previously at WS Griffith Securities, Inc. from 1999 to 2004. Caplan is also involved as an independent insurance agent, selling life, health, long-term care, and disability insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, and supports its advisers with model portfolios and technology tools.

Glenn Karwic is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, following roles at Citigroup Global Markets and Voya Financial Partners. Outside of his advisory work, he is involved with Tetra Worldwide LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a Global Investment Committee.

Paul Tsatsos is a financial advisor with Cetera, holding a Series 63 designation and 39 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over three decades and has operated his own CPA practice since 1980. Outside of financial advising, he is involved in a window tinting business where he provides capital and accounting services. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across numerous program structures.

Alexander Goodkind is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and JPMorgan Chase Bank, N.A. Outside of finance, he has held roles at Eastern Mountain Sports LLC and Total Wine & More. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, and it maintains specialized regulatory registrations that support a broader range of derivatives and commodities capabilities.

Robert Thistlewaite is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Fidelity Brokerage Services, Inc. for 18 years before joining Charles Schwab in 2018. Charles Schwab & Co., Inc. serves a large client base, primarily 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 and offers a centralized, integrated platform for advisory, brokerage, and custody services.

Brendan Marshall is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Fidelity, he worked at The Saint Andrew's Golf Club and Manhattan College Events Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary research, quantitative analysis, and systematic portfolio construction to manage model portfolios and advises multiple registered investment companies and fund-of-funds.

Jane Page is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 designations and 21 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research to support tailored client solutions.

Robert Weber is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in wealth management, focusing on helping clients connect their financial decisions to their personal goals and priorities. Robert works closely with clients to develop personalized financial plans tailored to their unique ambitions, covering areas such as college education planning, retirement income, executive compensation, family wealth management, tax minimization, philanthropic planning, and portfolio management. Robert holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is a Personal Investment Advisor (PIA). He earned his bachelor's degree from Villanova University. Committed to guiding clients through life’s financial changes, he emphasizes simplicity and transparency in his approach to wealth planning. Outside of his professional role, Robert enjoys spending time with his family and pursuing activities such as cooking, fishing, golfing, music, reading, running, skiing, traveling, and watching movies.

Rebecca Rice is a Series 66-licensed financial advisor at Merrill with nine years of industry experience. She has been with Merrill since 2017 and previously worked at VisionIT from 2010 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.