Richard Mullaney is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He has worked at Cetera since 2021 and previously was with VOYA Financial Advisors from 2014 to 2021. He is also the owner of Mullaney & Associates LLC, a financial services and recruiting business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, and operates a multi-manager platform with access to affiliated and third-party managers across various program structures and custodial relationships.

Erika Osbeck is a financial advisor with Raymond James Financial in Middletown, CT. She holds a Series 66 designation and has six years of industry experience. Her prior work includes positions at Wells Fargo Clearing Services and Sargis & Associates. She is also employed with Liberty Bank, where she provides client support and administrative services. Raymond James Financial Services Advisors offers financial planning and investment consulting to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm provides tailored, non-discretionary advisory services and supports specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Sergio Maffettone is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and four years of industry experience. His work history includes previous roles at SEI Investments and an extended period at Quinnipiac University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Michael Morales is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at MetLife Securities Inc. for 11 years before joining Mass Mutual, where he has been since 2016. Additionally, he works as an independent insurance agent specializing in group benefits. 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 planning engagements as annual, collaborative relationships that use firm-approved software to analyze goals and deliver written recommendations.

David Ross Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has previously worked at VOYA Financial Advisors and has maintained roles with CFP Associates and Capital Financial Planning since 2010 and 2011, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Susan Chatfield is a financial advisor at RBC Capital Markets with 31 years of industry experience. She has previously worked at Bank of America and Merrill. Outside of her advisory role, she is involved with Rotary International, serving as chair of the Annual Giving sub-committee, and is active in the Outreach and Witness committee at Rocky Hill Congregational Church. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies implemented through a mix of in-house and third-party managers. The firm offers a variety of advisory programs providing portfolio management, financial planning, and brokerage services.

James Curran is a financial advisor at LPL Financial with 25 years of industry experience and holds Series 65 and Series 66 licenses. He has been with LPL Financial since 2016, previously working at Northstar Wealth Partners LLC. Outside of his advisory role, he serves as a trustee for the Robert E Curran Revocable Trust. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Karilynn Domurat is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Bank of America Merrill Lynch since 2011. 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 plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader platform, including lending, custody, and principal trading services.

Christopher Lundberg is a financial advisor with Wells Fargo Advisors in West Hartford, CT, holding a Series 66 designation and 10 years of industry experience. Prior to his current role starting in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2026. Outside of his advisory work, Lundberg serves as a part-time police officer in Marlborough, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu with tailored recommendations supported by Wells Fargo research and planning tools.

Matthew Forman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized financial strategies tailored to their unique goals and changing market conditions. His client areas of expertise include divorce transition planning, education planning, executive compensation, legacy planning, retirement income, philanthropic planning, portfolio management, small business strategies, personal retirement planning, and tax minimization. Matthew holds a Bachelor's Degree from the University of Hartford and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows a philosophy of working one-on-one with clients to create strategies aimed at pursuing their long-term financial objectives. In addition to his professional work, Matthew participates in community volunteer activities. His personal interests include basketball, cooking, football, gardening, golfing, hiking, and spending time with his family.

Adam Reed is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds the Series 66 designation and has worked with firms including CITY NATIONAL BANK, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Based in Farmington, CT, he has been with RBC Capital Markets since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm utilizes in-house and third-party investment managers and offers customizable investment strategies tailored to client risk profiles.

Thomas Grilli is a financial advisor with Ameriprise in East Hartford, CT, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Ameriprise since 2022 and previously spent 11 years with Riversource Distributors, Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team.

Michael Argiro is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. His career includes roles at Cetera Advisors LLC and Everbank, among others. Outside of his advisory work, he teaches financial literacy and related topics to adults and schoolchildren in local education and recreation centers, and participates in charitable fundraising and nonprofit networking groups. Cetera Investment Advisers LLC is a nationally recognized SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, combining discretionary and non-discretionary authorities across diverse program structures and custodial relationships.

Brian Peterson is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes prior roles at Fidelity Brokerage Services LLC and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Philip Napolitano III is a CFP® professional with 20 years of experience in the financial services industry. He is currently with MassMutual Investors Services and has previously worked at firms including LPL Financial, American Eagle Federal Credit Union, Key Investment Services, Edward Jones, and S&P Global. Outside of his advisory work, he owns Extra Innings Sports, a retail business, and is licensed to sell life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning engagements using firm-approved analytical tools.

Kevin Stroiney is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including roles at MassMutual Life Insurance Co and MML Investors Services LLC. Outside of his advisory work, he is also an independent insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance products. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements utilizing advanced tools and also runs educational seminars and specialized planning programs.

Benjamin Hyland is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Prior to entering the financial industry, he spent seven years at BMW of North Haven. 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, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Richard Wells is a Series 66-licensed financial advisor at Mass Mutual Investors Services with three years of industry experience. Prior to joining the firm, he worked at Ameriprise Financial Services and spent over two decades with West Hartford Public Schools. He also provides coaching on education and leadership strategies through his consulting business and serves as treasurer for the West Hartford Retired Educators Association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using firm-approved analytical tools and offers specialized programs such as divorce and estate-settlement planning.

Donald Dugan is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and five years of industry experience. His career includes multiple roles at Morgan Stanley and Fordham University, as well as a position at Fiduciary Investment Advisors (Fiducient Advisors) and work with Big Fish Promotions and Kingswood Oxford School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates proprietary modeling tools and emphasizes client implementation.

Matthew Evora is a financial advisor at Merrill with a Series 66 designation and six years of experience. Prior to Merrill, he worked at Webster Bank for two years and attended the University of Connecticut. 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 plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s platform, providing access to a broad set of investment products and services.