John Peterson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process using approved tools and data models, managing approximately $2.74 trillion in client assets.

Richard Goldman is a financial advisor at Equitable Advisors in Avon, CT, holding a Series 66 designation with four years of industry experience. His prior work includes roles at the US Department of Commerce and Rolls-Royce. He operates an independent health insurance sales business focused on individual plans on and off the health insurance exchange marketplace. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party asset managers.

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.

Lindsay Antonowicz is a Financial Consultant at Fidelity Investments, a position held since 2023. In this role, Lindsay partners with clients to develop personalized financial plans that address their unique family needs. Her approach includes collaboration on various aspects of personal and financial life, such as retirement, investments, insurance, college planning, and long-term care planning. Prior to her current role, Lindsay gained experience at WestView Investment Advisors, serving as Vice President from 2020 to 2022 and as a Financial Planner from 2016 to 2020. She also held positions at Fidelity Investments, including Inside Sales Manager from 2014 to 2016 and Sales Effectiveness Manager from 2013 to 2014. Outside of her professional career, Lindsay's personal interests include hiking, parenthood, pets, skiing, snowboarding, and yoga.

Kenneth Chase is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2019, following prior roles at Foresters Advisory Services LLC and Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers varied portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with over $256 billion in assets under management.

Lucille Germain is a financial advisor at Edward Jones in Springfield, MA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in education-related roles, including positions as an educational consultant and teacher at multiple schools and organizations. Outside of her advisory work, she operates a personal life coaching business, InspiredbyLucille, where she coaches individuals on their personal goals. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of investment advisory programs and manages approximately $1.01 trillion in assets, supported by a large network of advisors and branch offices nationwide.

Mark Wolverton is a Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2015 and has accumulated 10 years of industry experience. Outside of his advisory role, he owns and operates a rental property business under Woll LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Alex Kellner is a financial advisor at Merrill based in Hartford, CT, holding a Series 66 designation. He has one year of industry experience and has previously worked with COVR Financial Technologies and at the University of Connecticut. Outside of finance, he has experience with landscaping businesses and local market operations. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Domian is a financial advisor at UBS Financial Services in Hartford, CT, with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports advisors with proprietary research and model-based asset allocations.

Susan Davies is a CFP® professional with two years of industry experience, currently affiliated with LPL Financial. She previously worked at US Wealth Management from 2014 to 2023. In addition to her role at LPL, she serves as a commissioned notary public in Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. Its platform offers access to model portfolios, third-party asset managers, and customized investment strategies.

Joseph Zambo is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, iHeartMedia, and Barnes and Noble College Stores. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Rory Brown is a financial advisor with Morgan Stanley in Springfield, MA, holding a Series 66 designation and seven years of industry experience. He previously worked at Income Research + Management for eight years before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He serves on the investment committee for the Richard Salter Storrs Library Trustees in Longmeadow, Massachusetts. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee guidance.

Christine Santos is a financial advisor with UBS Financial Services in Springfield, MA, holding a Series 66 designation and 18 years of industry experience. She has been with UBS Financial Services since 2009. Outside of her advisory role, she serves as Treasurer and Officer for the School Centered Decision Making Team at Mary A Dryden Veterans Memorial Elementary. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

Jonathan Williamson is a financial advisor with UBS Financial Services in Springfield, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior experience includes roles at Fidelity Personal and Workplace Advisors, Strategic Advisers, and Fidelity Brokerage Services LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides access to a broad range of investment products and capital markets services.

Ayesha King Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and totaling two years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2023 and previously served in roles at American Income Life and local church organizations. Outside of her advisory work, she is a co-owner of Aaron and Ayesha Associates, an independent artist business, and DC Star Realty. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, using model-driven investment strategies developed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Jonathan Desautels is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2020. In this capacity, he leads a team of financial professionals who provide planning, guidance, and support to local clients. His approach emphasizes understanding clients' stories to co-create personalized financial plans and assist in implementing those plans to help clients work toward their financial goals. Jonathan has accumulated extensive experience at Fidelity Investments, holding various leadership positions since 2003. His roles have included Regional Leader, Team Leader of Financial Consultants, Director of Retirement Relationship Managers, and Senior Trader, among others. This progression reflects a broad expertise in financial services and leadership within the firm. The information provided does not include details about his education, credentials, personal interests, or community involvement.

Timothy Corwin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Smith Barney. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, delivering services on a non-discretionary basis.

Michael Stratton is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies by first gaining a clear understanding of each client’s short-, mid-, and long-term goals. His areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, and investment strategies for individuals, corporations, and small businesses. Michael also provides customized guidance for endowments, foundations, and non-profit organizations. Throughout his career in finance, Michael has held roles in finance, banking, portfolio management, control, and entrepreneurship. He leverages this diverse background to deliver tailored solutions that align with the unique ambitions and priorities of his clients. Michael emphasizes transparency and simplicity in wealth planning while offering access to resources and specialists within Bank of America and Merrill Lynch to address banking, credit, home financing, and small business needs. Michael holds a Bachelor’s Degree from Denison University and an MBA from Tulane University. He is also a Personal Investment Advisor (PIA). Outside of his professional work, Michael enjoys hiking, ice hockey, skiing, and spending time with his family.