Rhonda Lisbon Kendall is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at UBS Financial Services, Merrill, and Bank of America. She is a 50% partner in an auto detailing business operated jointly with her spouse. 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, and municipal entities, offering a range of financial planning and advisory services typically delivered on a non-discretionary basis.

David Peichert is a CFP® professional with over 42 years of industry experience. He is currently with Cetera and has held prior roles at VOYA Financial Advisors and through his own firm, Peichert Wealth Management LLC. Outside of financial advising, he is a co-owner of Concentric Brewing Company, a brewery in Portland, CT. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with numerous program options.

Nathan Potter is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2014, progressing through several roles including Investment Consultant, Relationship Manager, Client Services Help Desk, High Net Worth Service Associate, and Financial Representative. In his role as a Financial Consultant, Nathan works closely with clients to understand their specific needs and educates them on the financial planning process. He reviews clients' current situations collaboratively and aims to implement strategies to improve their financial outcomes and support long-term success.

Patricia Zak is a financial advisor at Morgan Stanley with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Paul Nadeau is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at RightCapital, The Cigna Group, and Tribute Financial, along with four years working at the University of Connecticut and Farmington Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Irizarry Jr. is a financial advisor with Ameriprise in Hamden, CT, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, delivering tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christopher Pekala is a Series 66-licensed financial advisor with Ameriprise in Manchester, CT, bringing 31 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals near or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Amy De Paolo is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. Her work history includes roles at Janney Montgomery Scott and St. Francis Hospital before joining Merrill and Bank of America, N.A. She is based in West Hartford, CT. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Vernon Baker is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Mr. Baker has worked with Allianz Life and Bach Investments Plus since 1993 and 2002, respectively. He serves on the board of the Friendship Service Center, a nonprofit organization, where he is involved in organizational management and investment policy review. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, using proprietary tools and third-party platforms to construct portfolios that include a wide range of asset classes.

Michael Bacon is a financial advisor with Cetera in West Hartford, CT, holding Series 66 and Series 63 licenses and with three years of industry experience. He has worked at several firms including Concourse Financial Group Securities Inc and PBI Financial Group. Outside of his advisory role, he is involved in tax preparation through Bacon and Gendreau Tax Preparation. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supported by a network of over 10,000 advisors managing more than $256 billion in assets.

Stephen Carella is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Paul Raymond. Carella is based in Southington, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Francis Addonizio is a CFP®-certified financial advisor with 24 years of industry experience, currently with Ameriprise in New York, NY. He has been with Ameriprise and its predecessor firms since 1998. Outside of his advisory role, he serves as a custodian for minor beneficiaries under the Massachusetts UTMA for family accounts. Ameriprise is a large institutional firm offering retirement-income planning services focused on clients nearing or in retirement with significant investable assets. The firm combines research-driven, algorithm-supported recommendations with personalized financial advising and provides a broad range of advisory, brokerage, and insurance solutions.

Patrick Glynn Jr. is a financial advisor at OSAIC with 33 years of industry experience and holds the ChFC® and Series 63 designations. He has worked at OSAIC since 2024 and previously held positions at Securities America Advisors, Inc., Investacorp, Inc., and Highland Capital Brokerage, where he has been involved in insurance sales since 2010. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary accounts with a diverse set of investment options.

Scott Levine is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Voya and Directed Services, LLC. Levine is based in Farmington, CT. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and reported over $256 billion in assets under management across more than 10,000 advisors.

Ann McGowan is a financial advisor at Merrill with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill since 2014. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bryce Metzger is a Series 66-licensed financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Peter Cowen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Voya Financial Advisors and CFP Associates LLC. In addition to his advisory work, he owns a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, as well as retirement plan consulting and brokerage services.

Glenn Thompson is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at MetLife Securities and MassMutual Life Insurance. Outside of his advisory work, he serves as a trustee for his daughter. 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 comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships without discretionary investment authority.

James Capella is a Senior Resident Director at Merrill Lynch Wealth Management in West Hartford, where he has been since 2015. He focuses on developing wealth management strategies for high-net-worth individuals, their families, and their businesses. James adopts a consultative approach, taking time to understand client financial situations, preferences, and goals to provide personalized recommendations for asset allocation and investment opportunities. He also collaborates with a Wealth Management Lending Officer from Bank of America to offer clients strategic home financing guidance aligned with their overall financial plans. James holds a Bachelor of Science degree in Finance from the University of Connecticut. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas include college education planning, executive compensation, personal retirement planning, portfolio management services, socially responsible investing, tax minimization, and retirement income. In addition to his professional work, James is involved in his community as the head soccer coach and is a member of the Farmington Soccer Club. He has also served as a board member of the UConn Club.

Dylan Slade is a financial advisor with LPL Financial in East Hartford, CT. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2024, he worked at Webster Bank since 2018 and earlier at Dunkin Donuts from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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.