James Vilasuso is a financial advisor with Ameriprise in Somers, CT, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated firm since 2012. Outside of his advisory work, Vilasuso owns and operates Affordable Tax Service, a tax preparation business. Ameriprise provides retirement-income planning services designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

James Weiss is a financial advisor with LPL Financial in Glastonbury, CT, holding a Series 63 designation and 51 years of industry experience. He has worked at LPL Financial since 2026 and previously at Weiss and Hale for 20 years, as well as Commonwealth Financial Network for 11 years. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Martha Gibson is a financial advisor with RBC Capital Markets in Farmington, CT, holding a Series 66 designation and 24 years of industry experience. She has worked previously at City National Bank, Bank of America, and Merrill. Gibson serves as a committee member on the Investment Committee for the Community Foundation of Eastern Connecticut. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.

Christopher Fry is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he serves as CEO and CFO of Watermark Management Partners, LLC, a non-investment-related business. Ameriprise provides a retirement-income planning service aimed at clients approaching or in retirement who meet certain asset thresholds. The firm offers a range of advisory, brokerage, and insurance solutions and utilizes a centralized consulting team that delivers non-discretionary, research-driven retirement income recommendations.

Edward Barry is a financial advisor with Raymond James Financial, holding a Series 63 designation and 41 years of industry experience. He has worked at Raymond James Financial since 2009 and is also the owner of Valley Financial Group, LLC. In addition to his advisory role, he is an agent for United Healthcare-Medicare Advantage, focusing on health insurance. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized municipal and public finance capabilities uncommon among large institutional advisors.

Gretchen Chapdelaine is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at MetLife Securities and Mass Mutual Life Insurance Company. 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 offers a range of programs including wrap and money-manager options and educational seminars.

Jodie Mamede is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Brian Waddell is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding CFP® and Series 66 designations and possessing 13 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is the president of a social organization focused on organizing events and facilitating non-financial exchanges. 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 financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships that utilize firm-approved analytical tools to develop comprehensive financial plans.

Douglas Gordon is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses. He has 39 years of industry experience, including roles at Mass Mutual Life Insurance Company and MetLife Securities Inc. since 2015. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools and collaborative planning processes.

Matthew Udal is a financial advisor with Ameriprise in West Hartford, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on several nonprofit boards, including Open Doors Outdoors and the Nutmeg Symphony Orchestra, and is involved in fitness class training. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific eligibility criteria, delivering written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions.

Alana Dubois is a financial advisor at Morgan Stanley in West Hartford, CT, holding a Series 66 designation. She joined Morgan Stanley in 2025 and has prior work experience at TEKsystems, American Eagle Outfitters, Bristol Hospital, and in academic roles at Fairfield University and Florence University of the Arts. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and research.

Michael Denucci is a Wealth Management Advisor at Merrill Lynch Wealth Management and a managing partner of DeNucci, Crosby and Associates, a wealth management team based in West Hartford, Connecticut. He began his career with Transamerica Asset Management and joined Merrill in 1998. With over twenty-five years at Merrill, he focuses on developing long-lasting relationships with families and providing financial planning and investment management services. Michael has expertise in areas including retirement income planning, estate planning strategy, inter-generational wealth transfer, educational savings planning, and debt and cash flow management. As a Portfolio Manager, he manages customized portfolios with strong risk management and applies discretionary management of personalized or defined strategies incorporating individual securities, Merrill Lynch model portfolios, and third-party strategies. He holds the CERTIFIED FINANCIAL PLANNER4 designation awarded by the Certified Financial Planner Board of Standards and earned a Bachelor's degree from UCLA in 1996. Michael and his wife Corinne live in West Hartford and enjoy hiking, biking, and classical music concerts.

Marc Markovitz is a financial advisor with MassMutual Investors Services in Glastonbury, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with METLIFE Securities Inc from 2001 to 2017. Outside of his advisory role, he is an independent insurance agent specializing in life, disability, and property and casualty insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide written recommendations.

Thomas Humphreys is a financial advisor at UBS Financial Services in Hartford, CT, with 22 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Francois Marquis is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2013. Marquis also operates under the DBA Valenti Wealth Management in Farmington, CT. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by research and various model portfolios.

Eirini Emmanouilidou is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She joined Fidelity Investments in 2021 and has held several roles including Planning Consultant, Relationship Manager, and Financial Representative. Eirini has experience in helping families navigate financial transitions by developing personalized strategies that align with their goals and values, aiming to provide long-term financial security. Prior to her tenure at Fidelity Investments, she worked at Santander Bank as a Branch Manager and Relationship Banker. Her approach focuses on simplifying financial complexities so clients can concentrate on their priorities.

Rockwell Jackson is a financial advisor at Merrill with a Series 66 designation and zero years of industry experience. He previously worked at the Bank of New York Mellon for ten years and was affiliated with the D’Amore-McKim School of Business at Northeastern University for three years. 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, offering model-based and discretionary strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashley Martella is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and having 21 years of industry experience since 2005. She serves as the CEO of the Foundation of CT, where she is involved in scholarship provision and investment decision-making as part of the board. Additionally, she participates in the University of Connecticut Alumni Committee, focusing on alumni engagement and outreach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a wide range of financial products and capital markets services.

Derek Frame is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has worked at Mass Mutual Life Insurance Company and MML Investors Services, LLC since 2021 and previously held roles at Segal, Grubhub, Bryant Athletics, Bryant University, Novak Francella, LLC, Seasons Federal Credit Union, and Middletown High School. Derek also works as an independent insurance agent specializing in life insurance, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC 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, utilizing firm-approved software to deliver written recommendations in collaborative annual planning engagements.

James Mc Cabe is a financial advisor at Ameriprise with 35 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mc Cabe serves on the Board of Directors for the Portland, CT Water & Sewer Commission. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that combines research, modeling, and tax-efficiency analysis to generate tailored recommendations.