William Brice is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Securities America Advisors, National Planning Corporation, and Polaris Advisory Services Inc. Brice serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of financial services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives and supports diverse investment strategies, including model portfolios, third-party asset management, and customized approaches.

Djordje Radujko is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked with Cetera and its affiliates since 2017, including prior roles at Foresters Advisory Services and Menefee Associates Consulting. Outside of his advisory work, he coaches and manages a youth basketball division in West Hartford. Cetera Investment Advisers LLC is an SEC-registered firm serving 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, utilizing multiple program platforms and third-party managers, with over $256 billion in assets under management.

Kyle Warner is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Fidelity. He has been with Fidelity Investments since 2007, including seven years at Fidelity Personal and Workplace Advisors prior to his current role. Fidelity Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail, institutional investors, and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

James Marlor Jr. is a financial advisor at MassMutual Investors Services with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at MetLife Securities Inc. since 2015. He serves on the Firefighters Cancer Relief Fund Advisory Committee, a noncompensated board that reviews funding for a Connecticut state program. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and offers programs including asset management and educational seminars.

Bennett Myers is the Vice President and Branch Leader at Fidelity Investments, where he is responsible for leading the local Investor Center. His team provides comprehensive client support including wealth planning, investment guidance, retirement, and estate planning considerations. Bennett has held various roles at Fidelity Investments since 2014, including Assistant Branch Leader, Team Leader for Workplace Planning and Advice, Participant Services Manager, HSA Team Lead, Health Savings Account Specialist, and Financial Associate for Defined Contribution. This progression reflects his extensive experience within the organization and the financial services industry.

Barrett Heyde is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Merrill for five years and has experience with the Darien Youth Commission and the University of Hartford. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, 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 range of capital markets services.

Whitney Burr is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. She has been associated with Linsco/Private Ledger Corp., now part of LPL Financial, since 2001. Outside of advisory work, Burr is an independent insurance agent specializing in life, disability, long-term care, health insurance, and fixed and indexed annuities. 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 wide range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Christine Blaha is a CFP® professional with 14 years of industry experience, currently advising clients at Edward Jones since 2011. She holds a Series 66 license and is based in Unionville, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, providing services under a fiduciary standard.

Drew Iacovazzi is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2016. He serves as a trustee for Catholic Charities Archdiocese of Hartford, providing advisory input to the organization’s board. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sandra Menard is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and eight years of industry experience. She has been with Merrill and Bank of America since 2007. 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, pension plans, corporations, and charitable organizations.

Robert Fiondella is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at LPL Financial since 2026 and has longstanding experience with Wealth Preservation Partners and M. Holdings Securities, Inc. He also runs a mortgage and real estate services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a broad offering of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Matthew Browne is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at Associated Trust Company, Associated Bank, N.A., and STC Capital Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Melissa Marr is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, having previously held positions at Janney Montgomery Scott, Wells Fargo Clearing, and UBS Financial Services. Melissa’s career includes two separate seven-year tenures at Merrill. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Alexander Westcott is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked with Cambridge Investment Research Advisors, Allied Financial Consultants LLP, and Cambridge Investment Research, Inc. since 2016. Outside of advising, he operates as an independent insurance agent and manages a sole proprietorship under Chart Financial Group. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm utilizes a variety of portfolio management approaches and platform arrangements tailored to client objectives, combining proprietary model strategies with access to third-party managers.

Martin Kearns is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1992 and holds Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets services.

Marc Danais is a financial advisor at Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and concurrently with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee and proprietary tools.

Shannon Hotchkiss is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been associated with Cetera since 2025 and also has a longstanding affiliation with Rubman & Associates, where she has been involved for over two decades. Additionally, she has experience in tax preparation and accounting through her work with Rubman & Associates and Innovest Financial Services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures and custodial relationships.

Dione Walden is a Planning Consultant at Fidelity Investments, where she collaborates with a team of financial professionals to assess clients' unique needs and design comprehensive strategies aimed at achieving their financial objectives. She has been with Fidelity Investments since 2015, progressing through various roles including Investment Consultant, Relationship Manager, Financial Representative, Workplace Planning & Guidance Consultant I, and Financial Associate I - Defined Contribution. Her experience spans multiple facets of financial planning and client relationship management, reflecting a broad understanding of the financial services industry. Outside of her professional work, Dione has interests in fitness, tennis, and traveling.

Matthew Peak is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Waddell & Reed, INC. and Redevelopment Agency. Outside of his advisory role, he is an author, speaker, and event organizer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Heather Hatch is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she owns a sole proprietorship called Handmade Beadz and Treasures, which produces handmade jewelry, garden stakes, bags, scarves, and quilts. 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, pension and profit-sharing plans, corporations, and charitable organizations.