Raymond Powell Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 33 years of industry experience, including roles at Cambridge Investment Research, Inc. since 2011 and operating Rw Powell Enterprises Inc. since 1987. Outside of investment advisory, he manages Powells Income Tax Services, where he prepares income taxes. 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 advisory services through a broad network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Dan Mayorov is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their family's goals and priorities. He emphasizes building plans, exploring strategies for improvement, and maintaining open communication as clients' needs evolve. He has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Investment Consultant before becoming a Financial Consultant in 2023. Prior to Fidelity, Dan worked as a Member Consultant II at BECU from 2016 to 2021. Outside of his professional work, Dan has interests in cars, fitness, outdoor adventures, parenthood, and swimming.

Jason Ellis is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at Valic Financial Advisors, Transamerica Investors Securities Corporation, and Charles Schwab. Ellis is also active in higher education, teaching undergraduate and graduate courses as adjunct and affiliate faculty at institutions including Southern New Hampshire University, Johnson and Wales University, Southwestern College, and Maryville University. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver diverse investment solutions including discretionary and non-discretionary advisory services, fund advisory, and model portfolios.

Anthony Sardo is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 designations and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Chase Beloin is a financial advisor at LPL Financial with a Series 66 designation and no industry experience to date. His prior roles include positions with the University of Massachusetts-Boston, Suffield Academy, Avon Public Schools, and Wood n' Tap in Farmington, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and technology.

Matthew Kissh is a financial advisor with Equitable Advisors in Cheshire, CT, holding a Series 66 designation and 18 years of industry experience. He has worked at Equitable Advisors since 2008, including its predecessor AXA Advisors. Outside of his advisory work, he operates a sole proprietorship selling art online through Life of Light LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer and works extensively with program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Liliya Carlage is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo and Fidelity Investments since 2015. Outside of her advisory role, she serves as an officer for the Cheshire Robotics Explorers Foundation, a nonprofit organization supporting youth robotics programs. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a diverse client base including registered investment companies and charitable funds.

Robert Peters is a financial advisor at Raymond James Financial with Series 66 credentials and two years of industry experience. His prior work includes roles at Moore Nanotechnology Systems and Hanwha Aerospace USA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm delivers tailored, non-discretionary planning and supports its clients with advanced analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Kalen is a financial advisor at Raymond James Financial Services Advisors, Inc. with 31 years of industry experience. He holds a Series 63 designation and has previously worked with TLG Advisors, Inc., The Sequoia Group LLC, and Futurity First Advisory Services. Outside of his advisory role, Kalen consults for insurtech and fintech companies, provides sales training in the insurance sector, and serves as a non-executive director for Phoenix Life. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also supporting municipal and public-finance work through a municipal advisor affiliation.

Jayshree Mistry is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In this position, she collaborates with Wealth Management Teams to assist clients and their families in achieving their personal and financial objectives by developing financial plans aimed at fostering comfort and confidence. With nearly two decades of experience in finance, Jayshree's professional background includes roles such as Client Relationship Specialist at Charles Schwab from 2021 to 2023, Private Client Banker at Chase in 2021, and Personal Banker II at Wells Fargo from 2014 to 2020. Earlier in her career, she held several positions at First Niagara, formerly known as NewAlliance Bank, from 2004 to 2014. Outside of her professional work, Jayshree enjoys spending time at the beach, engaging in family activities, watching movies, and reading.

William Forte is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. 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. The firm employs a structured planning process and manages approximately $2.74 trillion in client assets.

John Landry is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Waddell & Reed, Inc., and various insurance carriers. He is also an independent insurance agent with involvement in sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform for portfolio management and financial planning, with access to a range of program structures and third-party money managers.

Allison Becker is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She has been with Ameriprise Financial Services since 2013. Outside of her advisory role, she manages an independent advisory business under Honey Badger Management. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations, primarily for clients with Ameriprise-managed accounts.

Jon Nieranowski is a CFP® and holds a Series 66 designation with 22 years of industry experience. He is currently with Ameriprise in West Hartford, CT, having joined the firm in 2026. Prior to this, he spent ten years at RiverSource Distributors Inc. and took a year for extended travel. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Karen Blanchard is a financial advisor with Wells Fargo Advisors in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 11 years. Outside of her advisory role, she serves as president of the Waves Condo Association in Newport, RI. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and summary letters, with implementation options available through brokerage or advisory programs.

Joseph Coleman is a financial advisor with Mass Mutual Investors Services in Glastonbury, CT. He holds Series 65 and Series 63 licenses and has been in the industry since 2025. Prior to joining the firm, he worked at JBS Corp and studied at the University of Connecticut. Outside of finance, he has owned and operated Wood N Tap Bar and Grill since 2018. 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, using firm-approved analytics and offering event-driven planning services including divorce and estate settlement planning.

Thomas Saltalino is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He previously worked for Avantax Advisory Services and Avantax Investment Services for over two decades. Outside of advising, he serves as Head Moderator for election results in New Britain, CT, and acts as a consultant following the sale of his accounting and tax practice. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with diverse program structures and custodial relationships.

Eric Palmer is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Liberty Bank, Connecticut Public, and The Day Publishing Co. 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 investment strategies for individuals, high-net-worth clients, and institutional accounts.

Frances Guerrette is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Ameriprise since 2012, including her current role since 2020. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Maxwell Morris is a financial advisor with Fidelity in West Hartford, CT, holding Series 63 and Series 65 designations and three years of industry experience. His work history includes various roles at Fidelity Investments since 2022 and prior experience outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund structures and model portfolios constructed through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.