Scott Stimson is a financial advisor with Ameriprise in South Windsor, CT, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Voya Financial and its affiliates from 2014 to 2025 before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

David McMahon is a CFP® professional at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Voya Financial and Voya Financial Advisors, INC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and tax-efficient services through a large network of financial advisors and branch offices nationwide.

Hanna Behlke is a financial advisor with LPL Enterprise in Hartford, CT, holding a Series 66 designation and two years of industry experience. Her background includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory work, she is involved in equestrian activities and contributes to Jencks Network LLC through data entry, website updates, and newsletter writing. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists and offers access to financial planning, third-party asset managers, and various wrap programs.

Virginia Fesko is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her previous roles include positions at Wells Fargo Advisors LLC and Commonwealth Financial Network. She is also a commissioned Notary Public. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations with tailored investment programs that combine discretionary and non-discretionary portfolio management, financial planning, and custody services. The firm utilizes a variety of in-house and third-party investment managers and offers integrated capital markets and lending capabilities.

Jose Chaparro Rosero is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, Infinex Investments, and United Bank. Outside of his advisory work, he is involved in a for-profit business called Mighty Powerful Meals and serves as a part-time water analyst with Aquafeel Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.

Cliff Anderson is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities for nine years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Austin Hersh is a financial advisor at Morgan Stanley with over 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2015. Outside of his advisory role, he serves on the board of The Heritage Association in West Hartford, CT. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, utilizing structured planning tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services that include financial planning, investment advisory, and access to various retail and institutional investment products.

Gerald Creem is a CFA® charterholder with 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a partner in Creem Brothers Investments LLP, where he advises and discusses investments with his partner. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Horace Carryl Jr. is an advisor at Wells Fargo Clearing with Series 63 and Series 65 certifications. He has been with Wells Fargo Clearing since 2026 and has prior experience at Footlocker Inc., Wells Fargo Bank, and Target Corporation. 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 combines research from internal and third-party sources to offer diversified investment options through both brokerage and advisory solutions.

Stefanie Mills is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Lawrence Agler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior roles include positions at Securities America Inc., National Planning Corporation, and Beacon Financial Group, where he has been involved since 1994. Agler is also the owner of Modern Insurance Solutions, LLC and Beacon 401K Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options including model portfolios, third-party asset management, and institutional platforms, supported by various operational technologies.

Jonathan Frucce is a CFP® and Series 66-registered financial advisor with 18 years of industry experience. He is currently with Morgan Stanley in Hartford, CT, where he has worked since 2020, following 14 years at UBS Financial. He serves as a board member and participates on the finance and investment committees at the Hospital for Special Care in New Britain, Connecticut. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategic modeling. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

Edward Myers is a financial advisor with LPL Financial in Vernon, CT, holding Series 63 and Series 65 designations and 43 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc., National Planning Corporation, and Main Street Management Company. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Dennis Rihm is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has four years of industry experience and previously worked at The Hartford Financial Services Group for 26 years. Outside of his advisory role, he serves as an assistant scoutmaster for Boy Scout Troop 540 in Glastonbury, CT, and volunteers as a tax return preparer with AARP Tax-Aides in East Hartford, CT. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent financial professionals using a range of portfolio management and model-based solutions.

Hailey Fragoso is currently an Investment Consultant, focusing on assisting individuals and families in achieving their financial objectives. She emphasizes understanding clients' goals, values, and concerns to provide education and guidance tailored to their needs. Hailey works collaboratively with clients to develop plans aligned with their priorities. Her professional experience includes roles at Fidelity Investments, where she served as an Investment Solutions Representative from 2025 to 2026 and as a Customer Relationship Advocate from 2024 to 2025. Prior to that, she worked as an Investor Services Associate at Putnam Investments from 2023 to 2024. These positions have contributed to her understanding of investment solutions and client relationship management.

Aranzazu Suarez Gonzalez is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with 10 years of industry experience. She worked at Metlife Investors Distribution Company from 2008 to 2017 before joining UBS Financial Services, where she has been since 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with a broad platform that includes institutional trading capabilities and wealth management.

John Donovan Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as Treasurer and President of the Board for Plumb Hill LLC and Plumb Hill Playing Fields Inc., organizations involved in managing a local sports complex in Litchfield, Connecticut. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving individual, institutional, and municipal clients. The firm provides financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

Brian Tavano is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and integrates both in-house and third-party managers to implement portfolios.

Patrick Maloney is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and 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 planning tools and scenario modeling to support its advisory services.

Daniel Tarbell is a financial advisor with Ameriprise in East Hartford, CT, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise and its related entities since 2005. Outside of his advisory work, he co-owns Rising Tides RE LLC, a business that sublets office space. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research and algorithmic tools within a defined investment ecosystem.