Richard Metcalfe Jr. is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 designations. He has 41 years of industry experience and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile using a combination of in-house and third-party investment managers.

Gabrielle Finn is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Before joining UBS in 2026, she worked in several roles including positions at the United States Congress Committee on the Budget and The Sunwater Institute. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management services.

Erika Martinez is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and five years of industry experience. She previously worked at Bank of America and Merrill for eleven years. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary capital market insights and research to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering services that include discretionary portfolio management, financial planning, and capital markets solutions.

Jillian Pelkey is a financial advisor at Charles Schwab with seven years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018, and previously was with MacKinstry Financial & Investments LLC from 2016 to 2018. She holds a Series 66 designation. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and operational support.

Eliot Weissberg is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and Raymond James Financial since 2009. In addition to his advisory role, Weissberg owns The Advisors Center, LLC, which holds his intellectual property, and is president of The Investors Center, Inc., where he also works as an insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a range of advisory programs alongside specialized municipal and public-finance services.

Richard Mullaney is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2021, following a seven-year tenure at VOYA Financial Advisors. He is the owner of Mullaney & Associates LLC, a financial services and recruiting business, and is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Sergio Maffettone is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and four years of industry experience. His work history includes previous roles at SEI Investments and an extended period at Quinnipiac University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based 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 plans.

Susan Chatfield is a financial advisor at RBC Capital Markets with 31 years of industry experience. She has previously worked at Bank of America and Merrill. Outside of her advisory role, she is involved with Rotary International, serving as chair of the Annual Giving sub-committee, and is active in the Outreach and Witness committee at Rocky Hill Congregational Church. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies implemented through a mix of in-house and third-party managers. The firm offers a variety of advisory programs providing portfolio management, financial planning, and brokerage services.

James Curran is a financial advisor with LPL Financial in West Hartford, CT, holding Series 65 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Merrill, Morgan Stanley, Citigroup Global Markets, and Northstar Wealth Partners LLC. He also serves as a trustee for the Robert E Curran Revocable Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment programs, utilizing a variety of portfolio strategies and advisor support tools.

Thomas Hall is a financial advisor with Wells Fargo Advisors in Avon, CT. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including eight years at Wells Fargo Advisors and two years at Wells Fargo Clearing. He is also a partial owner of Towermark Wealth Management LLC and fully owns TTH Corp, entities related to his financial practice. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser offering investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial products and referral channels.

Josh Oliver is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 23 years of industry experience. His career includes previous roles at firms such as Morgan Stanley, Lincoln Heritage Life Insurance Company, and Prudential Insurance Company of America. He is the owner of Oliver Consulting Group, LLC, a non-investment-related business based in Windsor, CT. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and leverages technology tools to support operations and research.

Karilynn Domurat is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and 14 years of industry experience. She has been with Bank of America Merrill Lynch since 2011. 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 model-based and discretionary investment strategies developed by internal and third-party teams.

Christopher Lundberg is a financial advisor with Wells Fargo Advisors in West Hartford, CT, holding the Series 66 designation and having 10 years of industry experience. He previously worked for Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors. Outside of his advisory work, he serves as a part-time police officer in Marlborough, CT. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers specialized planning in areas such as retirement, education, and wealth transfer, using proprietary research and tools to develop tailored recommendations for its clients.

Matthew Forman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized financial strategies tailored to their unique goals and changing market conditions. His client areas of expertise include divorce transition planning, education planning, executive compensation, legacy planning, retirement income, philanthropic planning, portfolio management, small business strategies, personal retirement planning, and tax minimization. Matthew holds a Bachelor's Degree from the University of Hartford and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows a philosophy of working one-on-one with clients to create strategies aimed at pursuing their long-term financial objectives. In addition to his professional work, Matthew participates in community volunteer activities. His personal interests include basketball, cooking, football, gardening, golfing, hiking, and spending time with his family.

Adam Reed is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and City National Bank. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to client risk profiles.

Cristian Irizarry is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Bank of America, JPMorgan Chase, J.P. Morgan Securities, and Wells Fargo. 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.

Daniel Gilligan is a financial advisor at Edward Jones in Windsor, CT, with nine years of industry experience. He holds a Series 66 designation and previously worked at SAP for one year before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Thomas Grilli is a financial advisor with Ameriprise in East Hartford, CT, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Ameriprise since 2022 and previously spent 11 years with Riversource Distributors, Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team.

Steele Skibisky is a financial advisor with Wells Fargo Advisors in Avon, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He is a partial owner of TOWERMARK WEALTH MANAGEMENT LLC and fully owns KNB LIMITED, both investment-related businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm’s approach involves tailored recommendations supported by Wells Fargo research, with clients deciding how to implement them through various brokerage or advisory programs.

Brian Peterson is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses and with 15 years of industry experience. He has been with Morgan Stanley since 2013, with a brief tenure at Fidelity Brokerage Services LLC from 2016 to 2017. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services that utilize firm-approved tools and methodologies to model financial outcomes. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements.