Kyle Casagrande is a financial advisor with Ameriprise, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its related entities since 2009. Outside of his advisory work, he serves on the Board of Directors for Tolland Little League and acts as the Tee Ball Director. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Ryan Porth is an Investment Consultant dedicated to assisting individuals and families in improving their financial futures. He emphasizes a collaborative approach to co-creating financial plans that provide peace of mind and help clients navigate various life challenges. Ryan's professional experience includes serving as a Financial Representative at Fidelity Investments from 2024 to 2026. His work focuses on understanding clients' goals and providing education to support their financial decision-making. Additional information regarding Ryan's education, credentials, personal interests, or community involvement has not been provided.

Luke Marino is a CFP® professional with 10 years of experience in the financial services industry. He has been with Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. He is a partner of Risley Marino Group and co-owner of Riverview Financial Partners, both affiliated with Cetera. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Samuel Belsito III is a CFP® professional with 26 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked for Woodbury Financial Services, Inc. for 14 years. Outside of his advisory role, he is the sole member of SB Wealth Solutions, LLC and the managing member of Bluebelle Holdings LLC, a real estate holding company with potential forestry income. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm employs advanced asset-allocation tools and multiple advisory platforms to construct diversified portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Benjamin Conroy is a financial advisor with Raymond James & Associates in West Hartford, CT, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked for eight years at The Conroy Company, Inc. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and governmental entities, offering financial planning and investment consulting through various programs and an extensive affiliate network.

Howard Rosenblatt is a financial advisor with LPL Financial in West Hartford, CT, holding a Series 66 designation and bringing 25 years of industry experience. He has been with LPL Financial since 2010 and operates Rosenblatt Wealth Management, LLC as an outside business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory programs and financial planning services.

Michelle Wright is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Katherine Giguere is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Hartford Investment Management Company, and Aetna. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Meg Castineiras is a Financial Consultant at Fidelity Investments, where she collaborates with individuals and families to develop financial plans aimed at helping them achieve their goals. She emphasizes a holistic planning approach that involves a comprehensive review of multiple financial objectives, prioritizing a tailored strategy aligned with each client's needs. Before her current role, Meg served as a Financial Representative at Fidelity Investments from 2022 to 2023. Her professional experience at Fidelity Investments reflects her commitment to working closely with clients to co-create financial plans that address their unique circumstances. Outside of her professional work, Meg has interests in fitness, tennis, theater, traveling, and volunteering.

Joseph Thornton is a financial advisor with Ameriprise in Manchester, CT, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2016. Outside of Ameriprise, he manages an advisory business through Brownstone Management of CT LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide customized income recommendations. The firm delivers these services through a centralized team in partnership with advisors like Thornton and offers a broad range of advisory, brokerage, and insurance solutions.

Drew Duarte is a Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Edge in 2020 on the Premium Service Desk, where he supported high-net-worth clients with complex trading and multi-account strategies. In 2026, Drew joined the KD Wealth Management Team, focusing on delivering comprehensive planning and disciplined investment guidance tailored to clients' goals. Drew holds a bachelor's degree in Economics from the University of Connecticut. He also holds the Personal Investment Advisor (PIA) designation. His approach emphasizes building wealth plans based on clients' priorities and adjusting those plans as needed to address changing circumstances. Outside of his professional responsibilities, Drew enjoys staying active through working out, golfing, and traveling. He also serves as a coach for the University of Connecticut Men's Lacrosse program, mentoring student-athletes on and off the field.

Andrew Bassock is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 1999. Outside of his advisory role, he serves as president of the University of Pennsylvania Alumni Club in the Hartford area. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing a combination of financial planning, portfolio management, and proprietary research to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Brian Tomaska is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 licenses and having 26 years of industry experience. His prior work includes multiple roles at Wells Fargo Advisors and Wells Fargo Clearing Services from 2010 to 2022. Outside of his advisory role, he has engaged in rideshare driving. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services and offers diverse capital markets and wealth planning solutions.

James Convery is a financial advisor with Mass Mutual Investors Services in Simsbury, CT, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His prior work includes roles at Johnson Brunetti LLC, JB Capital, LLC, and E*Trade Financial and its affiliates. 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 financial planning, asset management, and educational seminars, using firm-approved software to develop collaborative, annual financial plans.

Hai San Chang is a financial advisor with Thrivent Investment Management in West Hartford, CT, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Thrivent Investment Management since 2012 and Thrivent Financial for Lutherans since 2013. Chang serves as a board member of the St. Francis Foundation, which raises funds for St. Francis Hospital. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.

Eugene Duarte is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he leads the KD Wealth Management Group, a multigenerational team that provides personalized guidance and service focused on a planning-first approach. Eugene works closely with individuals, families, business owners, and corporate executives to address complex financial challenges and help clients pursue their goals through tailored wealth management strategies. With over 30 years of experience, Eugene's expertise includes retirement planning, investment management, wealth preservation, estate planning, and multigenerational wealth transfer. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Bryant University and is a member of the Financial Planning Association. Outside of his professional work, Eugene values family and community involvement. He has been married for over 30 years and has three children. His family participates in church, sports, music, and scouting activities. Eugene is involved with organizations such as the Red Cross and CT Foodshare and enjoys cooking, golfing, hiking, music, and spending time with his family.

Edward Keyes is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has provided investment guidance and advice for 25 years, focusing on clients with complex financial needs including business owners and corporate executives. Edward also assists small and medium-sized privately held businesses with retirement plans and offers access to Bank of America services such as cash management, lines of credit, and term loans. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, socially responsible investing, special needs planning, women and wealth, tax minimization, and retirement income. Edward holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s degree in Economics from Boston College. Edward lives in Suffield with his wife, Trish, and they have four adult children. Outside of work, he enjoys fishing, golfing, skiing, traveling, and spending time with his family.

Richard Sinoradzki is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 credentials and with 13 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through direct individual plans as well as corporate financial planning agreements.

Mehdi Ouni is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Co. His current tenure at Edward Jones began in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Megha Thomas is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and six years of industry experience. She has been associated with Bank of America and Merrill since 2016. 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, offering model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and organizations.