Rockwell Jackson is a Series 66-licensed advisor with Merrill in West Hartford, CT. He has experience at Bank of New York Mellon spanning ten years and previously worked at the D’Amore-McKim School of Business at Northeastern University. Jackson has been with Merrill since 2025. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s broader platform, offering access to a wide range of products and services.

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.

Robert Cosentino Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. He has been with LPL Financial since 2011 and also maintains a long-term association with Webster Investment Services, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.

Hayriye Aslan is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over twenty-one years of experience in the investment and financial services industries. She supports clients by developing personalized financial strategies tailored to their individual goals, drawing upon a holistic approach to wealth management. In her role as a Senior Financial Advisor and Senior Portfolio Advisor, Hayriye assists clients with a range of services including college education planning, family wealth management, retirement planning, tax minimization, and investment strategy, among others. Prior to joining Merrill Lynch Wealth Management, Hayriye gained experience in the stock, bond, and repo markets, and has expertise in annuities, life insurance, and consumer banking. She holds an MBA in Finance from the University of Hartford and a Bachelor's degree from Bilkent University. Hayriye has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is committed to putting her clients’ needs first and continues to expand her knowledge through various training and certification programs. Outside her professional pursuits, Hayriye participates in community volunteer activities. Her personal interests include cooking, interior decorating, music, reading, soccer, and spending time with her family.

Joshua Ferreira is a financial advisor with LPL Financial in Canton, CT, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers, and the City of Torrington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research from internal and third-party sources along with a variety of investment strategies.

Brian Davis is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with LPL Financial since 2011 and also operates through Webster Investment Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management along with research from internal and third-party sources.

Steven Tripp is a financial advisor with Raymond James Financial in Avon, CT, holding a Series 66 designation and 13 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. since 2016 and previously spent four years with Valley Financial Group LLC. Outside of his advisory role, he serves as trustee and executor for the Tripp Family Trust. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and maintains a notable presence in municipal and public finance.

Steven Greco is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has been with UBS and its predecessor, Painewebber, Inc., since 1989. Outside of his advisory role, he operates a retail resale business on eBay under the name Charter Oak Trading. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning, combining institutional trading capabilities with wealth management services.

Jack Ryan is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to joining the financial industry, his background includes roles at Liberty Honda, Moving Pieces, USI Consulting Group, and Affordable Paint and Tile. Fidelity Strategic Advisers provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

Joshua Dunn is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Outside of his advisory role, he is involved in producing documentary films through O'Donnell Dunn Productions. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory programs.

Emily Page is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. She has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on structured financial planning and manages approximately $2.74 trillion in client assets.

Arthur Peske is a financial advisor with LPL Financial in Manchester, CT, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. and various insurance carriers affiliated with W & R Insurance Agencies from 2009 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.

Gillian Snyder is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 66 credential and beginning her advisory career in 2026. Her prior experience includes roles in insurance and performing arts organizations. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice and tailored recommendation reports. The firm’s approach includes asset allocation strategies and Social Security planning, with a focus on clients meeting specific asset requirements.

James Scheide is a financial advisor with Merrill in Glastonbury, CT, holding a Series 66 designation and 10 years of industry experience. His career includes prior roles at RBC Capital Markets and multiple terms at Merrill and Bank of America. Merrill offers managed account services through the Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, and institutional fiduciaries. The firm utilizes model-based and discretionary investment strategies integrated with Bank of America’s broader platform, providing access to a diverse set of products and services.

Craig Buhrendorf is a financial advisor with Raymond James Financial in Avon, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James Financial and its affiliate Raymond James Financial Services since 2009 and is also affiliated with Valley Financial Group since 2016. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored strategies while maintaining client decision authority.

Shannon Smith is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she collaborates with Wealth Management Advisors to understand clients' unique service and financial planning needs and assists them in working towards their personal financial goals. Shannon's career at Fidelity Investments began in 2018 as a Customer Relationship Advocate. She progressed through several roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming her current position in 2024. This progression reflects her experience in client relationship management and financial planning. No additional information about Shannon's education, credentials, personal interests, or community involvement has been provided.

Matthew Couzens is a financial advisor with Ameriprise in Avon, CT, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. prior to joining Ameriprise in 2020. Outside of advising, he serves on the development board of the Cornerstone Foundation Inc. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and algorithmic automation to deliver personalized, non-discretionary retirement income advice.

Jonathan Johnson is a Senior Vice President and Senior Financial Advisor at the Farmington Merrill Lynch Wealth Management office. He works directly with clients to establish quantifiable financial goals and assists in developing long-term financial strategies. Jonathan has been in the financial services industry for over 30 years, with more than 27 years at Merrill Lynch. He was appointed to the State of Connecticut Teachers Retirement Board in 2008. Jonathan holds a Bachelor's Degree from Central Connecticut State University and a Master's Degree in Finance from the University of Connecticut. He also holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Beyond his professional role, Jonathan has been a board member for Amy's Angels, a nonprofit organization, since 2015. He continues to contribute to his community through his involvement with the Connecticut State Retirement Board and Amy's Angels.

Dean Spada Jr. is a financial advisor with Osaic, holding a Series 66 designation and over 21 years of industry experience. His prior experience includes roles at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of advising, he provides educational instruction on broad financial planning topics. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and other methodologies to construct portfolios with a wide range of investment options, managing accounts on both discretionary and non-discretionary bases.