Diane Kelly is a financial advisor with Cetera, holding ChFC® and securities licenses Series 63 and Series 66, and has 51 years of industry experience. She has been associated with Cetera Wealth Services, LLC since 2013 and currently manages financial services through Kelly and Company Wealth Partners. Outside her advisory role, she serves on the finance committee of Saint Teresa of Calcutta School and is involved as an executive operations manager at Kelly Family EyeCare. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a national network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform that includes access to affiliated and unaffiliated managers across multiple program structures.

Tomas Cern is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and 21 years of industry experience. He has been with Cambridge Investment Research Advisors and related entities since 2013, with prior experience at Compton Capital Management. Outside of advising, he is also an independent insurance agent with Windrush Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services. The firm delivers customized investment solutions through a network of independent professionals and provides access to proprietary and unaffiliated strategies with both discretionary and non-discretionary management options.

Claudine Zigmund is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 1991. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Outhuse is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining LPL Financial, Outhuse worked at ProEast Asset Management, Raymond James Financial Services, Pioneer Valley Financial Group, Commonwealth Financial Network, and Signator Investors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including 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 services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Cirullo is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, as well as a co-founding partner of Cirullo and Sullivan Wealth Management. He serves as a Retirement Benefits Consultant (RBC) for Merrill Lynch, where he is responsible for employee benefit plan review and investment strategy oversight. Michael is also a co-architect of the team’s goals-based retirement probability analytics platform, working closely with high net worth individuals and closely held businesses to develop long-term investment and banking solutions. Michael began his career in 1978 with EF Hutton and Company as an investment advisor and later joined Smith Barney in 1989, spending 22 years in Private Wealth Management. He transitioned with his team to Merrill Lynch Wealth Management in 2011. He holds a Bachelor of Arts degree from Brown University and maintains professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Michael is actively involved in his local community and is a member of the XPX Exchange of Connecticut. He resides in Hartford, CT with his wife, Lisanne.

Austin Shuttleworth is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has been with Thrivent and its affiliated entities since 2018 and previously worked at American International College and Set-In-Concrete. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics. The firm combines holistic, goal-based analyses with a managed-account program under a consolidated billing option while maintaining separate planning and portfolio management services.

Andrew Spremulli is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Fidelity Investments and prior experience in marketing and gymnastics-related businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

John Mcdermott III is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a non-discretionary approach that emphasizes client decision-making.

Daniel Kohan is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he leads a team of financial professionals dedicated to helping clients and their families grow, preserve, and transfer their wealth. He has been with Fidelity Investments since 2013, progressing through various positions including Financial Representative, Investments Consultant, Financial Consultant, Vice President Wealth Planner, and currently Vice President Private Wealth Management Advisor. This progression reflects his extensive experience in wealth management and financial planning.

Joseph Macdonald is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Madison Avenue Securities, and MassMutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as ongoing, annual relationships with a focus on goal analysis and written recommendations.

Dean Laprade is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera since 2019. Prior to that, he spent 19 years with Foresters Financial, including a role at Foresters Advisory Services LLC. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, overseeing over $256 billion in assets under management.

Tina Gunderson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Merrill, Wells Fargo Clearing, and Wells Fargo Advisors LLC before joining Raymond James in 2022. 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, charitable organizations, and municipal entities, offering financial planning and advisory services through a variety of portfolio management styles and affiliated research.

Cathy Pinard is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 25 years of industry experience and has been with Cambridge since 2015. Prior to this, she has operated as a CPA since 1992. Pinard serves as a board member of the Wentworth Park Association in South Windsor, CT. Cambridge Investment Research Advisors is an SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both proprietary and third-party investment strategies tailored to client objectives.

Michelle O'Brien is a financial advisor at Charles Schwab with 38 years of industry experience. She has been with Charles Schwab since 1992 and also has worked at Charles Schwab Bank since 2007. She holds Series 63 and Series 65 designations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized structure serving hundreds of thousands of clients.

Sandra Baranowski is a CFP®-certified financial advisor with 28 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She has been with Cambridge since 2012. Outside of advisory work, Baranowski serves as a troop leader for a local Girl Scout troop, participates as a committee member in a Boy Scout troop, and holds board positions including nursery school board member and vice president of a scouting support organization. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment strategies and platform options, delivered through a network of independent Financial Professionals who tailor solutions to client objectives.

Kent Byrd is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has prior experience at Silicon Valley Bank in both the U.S. and Canada. His work history also includes time at Boothbay Harbor Country Club and a period of extended travel. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm’s approach combines proprietary capital market assumptions and model-based asset allocations with research from its Chief Investment Office and UBS Global Research to tailor client strategies across planning and portfolio management.

Alyssa Ranney is a financial advisor at Edward Jones in Enfield, CT, holding a Series 66 registration and three years of industry experience. She has been with Edward Jones since 2012. Alyssa is a co-owner of Wil-Ril Fishing Adventures LLC, a fishing charter business, though she does not have active responsibilities in its operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Michael Brooks is a financial advisor at Morgan Stanley in Hartford, CT, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience including operating M&M Detailing LLC and working at Black Jax Saloon. Brooks attended Central Connecticut State University from 2021 to 2025. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with a range of specialized investment activities.

Christopher Davis is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including TD Ameritrade and Scottrade prior to his current role. He is based in West Hartford, Connecticut. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Jennifer Frick is a financial advisor at Cetera with 27 years of industry experience and holds the Series 66 designation. She previously worked at Voya Financial and its affiliated entities from 2014 to 2021 before joining Cetera Wealth Services and later Cetera. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.