Michael Riley is a CFP® with 36 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, he spent 29 years at Ameriprise Financial Services, Inc. In addition to his advisory work, he is involved with Northstar Wealth Partners in a business development role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kevin Wheeler is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Wheeler has been with Liberty Bank and its investment services division since 2011, serving as Vice President and financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools for risk profiling and outcome modeling.

Dione Walden is a Planning Consultant at Fidelity Investments, where she collaborates with a team of financial professionals to assess clients' unique needs and design comprehensive strategies aimed at achieving their financial objectives. She has been with Fidelity Investments since 2015, progressing through various roles including Investment Consultant, Relationship Manager, Financial Representative, Workplace Planning & Guidance Consultant I, and Financial Associate I - Defined Contribution. Her experience spans multiple facets of financial planning and client relationship management, reflecting a broad understanding of the financial services industry. Outside of her professional work, Dione has interests in fitness, tennis, and traveling.

Heather Hatch is a financial advisor with Merrill in Farmington, CT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she owns a sole proprietorship called Handmade Beadz and Treasures, creating handmade jewelry and other crafts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies and implements trading, account administration, and custody support.

Kenneth Smith Jr. is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Chelsea Le Moine is a financial advisor with LPL Financial in Waterbury, CT, holding a Series 66 designation and one year of industry experience. Her prior background includes roles at Webster Bank, Fidelity Investments, and MassMutual, as well as work with the Incline Village General Improvement District and involvement with nonprofit organizations such as the Full Community Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

Shepard Stevens is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Merrill, and Bank of America. Outside of his advisory role, he serves as the Golf Committee Chairman at New Haven Country Club. 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 financial planning and non-discretionary investment consulting supported by a range of portfolio management styles, firm research, and affiliated sub-advisers.

Ariel Stein is a CFP®-designated financial advisor with 11 years of industry experience, currently associated with Raymond James Financial. He has held roles at Argentum Financial Partners and Argentum Private Wealth, where he undertakes managerial and administrative duties. He is also licensed as a non-variable insurance agent, writing policies for clients. 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 institutions. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Dibble is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining LPL Financial and Dime Bank in 2025, he worked for Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2025. Outside of his advisory role, he is involved with Something Better Productions, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.

Avery Barlow is a financial advisor at Edward Jones in Avon, CT, holding the ChFC® designation and Series 66 license with nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, Barlow is involved in real estate activities through ownership and membership in real estate-related entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Michael Caleca is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using a broad investable universe of mutual funds, ETFs, and ETPs.

Adam K Mangs is a financial advisor with LPL Financial in Farmington, CT, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including advisory and brokerage services supported by a large network of investment adviser representatives.

Jeffrey Desmarais is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Pruco Securities, The Prudential Insurance Company of America, Massachusetts Mutual Life Insurance Company, and New York Life Insurance Company, among others. He is based in Plantsville, CT. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm leverages a range of third-party advisory models and delivering tools including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Robert Langweil is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include founding Robert & Lisa Langweil and serving at Woodridge Association and Rsl Financial Planning, Inc. He also has a background in the insurance sector and worked at Waddell & Reed, Inc. for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a large network of advisors.

Richard Bachand is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 34 years of industry experience. His prior roles include positions at Voya Financial Advisors and operating Tarlov Financial Group since 2005. He is also involved in several related businesses focused on the sale and service of fixed insurance and investment products. Cetera Investment Advisers LLC is a large SEC-registered firm supporting more than 10,000 advisors and serving individual, institutional, and retirement plan clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to third-party money managers and a range of program structures.

Shivam Shah is a Financial Consultant currently working with Fidelity Investments. In this role, he collaborates closely with clients to provide personalized assistance in retirement planning, income planning, legacy planning considerations, and investment strategy. He works with his team to develop comprehensive financial plans tailored to each client's needs. Prior to his current position, Shivam served as a Relationship Manager at Fidelity Investments from 2022 to 2023 and worked as a Business Acceptance Consultant at MassMutual from 2018 to 2022. His professional experience encompasses client relationship management and financial consulting within the investment and insurance sectors. Outside of his professional work, Shivam has interests in football and soccer.

Yoselin Murillo is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2019, following two years at People's United Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios with systematic, long-term asset allocation strategies.

James Armstrong is a financial advisor at Merrill with the Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2019 and previously served at the Capitol Region Education Council for eleven years. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Swiger is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to his current role, he was associated with Christ the Redeemer Church for eight years. Outside of his advisory work, he serves as an Associate Financial Advisor with Honey Badger Management Inc., a practice entity for franchise advisor Mark Jones. Ameriprise offers retirement-income planning services targeting individuals with substantial net investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored retirement recommendations.

Heitor Caballero is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having seven years of industry experience. His career includes roles at Bank of America/Merrill Lynch, New York Life, M&T Bank, and JPMorgan Chase Bank, N.A. He is also involved with St. Roch Roman Catholic Church Corporation in a non-investment capacity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.