Eirini Emmanouilidou is a Financial Consultant at Fidelity Investments, a position she has held since 2025. She joined Fidelity Investments in 2021 and has held several roles including Planning Consultant, Relationship Manager, and Financial Representative. Eirini has experience in helping families navigate financial transitions by developing personalized strategies that align with their goals and values, aiming to provide long-term financial security. Prior to her tenure at Fidelity Investments, she worked at Santander Bank as a Branch Manager and Relationship Banker. Her approach focuses on simplifying financial complexities so clients can concentrate on their priorities.

Rockwell Jackson is a financial advisor at Merrill with a Series 66 designation and zero years of industry experience. He previously worked at the Bank of New York Mellon for ten years and was affiliated with the D’Amore-McKim School of Business at Northeastern University for three years. 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 strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Potocsny is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A., as well as International Assets Investment Management, LLC and International Assets Advisory, LLC. LPL Financial is a registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with access to diverse investment strategies and research.

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.

James Mc Cabe is a financial advisor at Ameriprise with 35 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mc Cabe serves on the Board of Directors for the Portland, CT Water & Sewer Commission. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that combines research, modeling, and tax-efficiency analysis to generate tailored recommendations.

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 17 years of industry experience. His previous roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as service with the City of Torrington. Joshua has also operated Ferreira Wealth Strategies, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Steven Tripp is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked with Valley Financial Group LLC and Raymond James Financial Services Advisors, Inc. His activities include serving as a trustee and personal representative for the Tripp Family Trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, institutions, and various organizations, offering tailored, non-discretionary advisory services supported by analytical and risk-profiling tools.

Steven Greco is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS and its predecessor Painewebber, Inc. since 1989. Outside of his advisory work, he operates a retail reseller business on eBay under the name Charter Oak Trading. 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 uses proprietary research and model-based asset allocations to tailor client strategies.

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 with Raymond James & Associates in West Hartford, CT, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. Outside of his advisory role, he is involved with O'Donnell Dunn Productions, producing documentary films. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a range of portfolio management styles and notable municipal advisory services.

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 at Merrill with a Series 66 designation and 10 years of industry experience. He has held positions at Merrill since 2015, including a current role at Bank of America, N.A., and previously worked at RBC Capital Markets, LLC. 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, and institutional investors.

Craig Buhrendorf is a financial advisor with Raymond James Financial in Avon, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been affiliated with Raymond James Financial and Raymond James Financial Services since 2009 and has worked with Valley Financial Group since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and investment consulting using risk profiling and analytical tools to support client goals.

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.

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.