Michael Morales is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at MetLife Securities Inc. for 11 years before joining Mass Mutual, where he has been since 2016. Additionally, he works as an independent insurance agent specializing in group benefits. 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, structuring planning engagements as annual, collaborative relationships that use firm-approved software to analyze goals and deliver written recommendations.

David Ross Jr. is a financial advisor with LPL Financial in Southington, CT, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior experience includes roles at VOYA Financial Advisors and Capital Financial Planning, where he has worked alongside his ongoing affiliation with CFP Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by proprietary research and third-party subadvisors.

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, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, Hall is a partial owner of Towermark Wealth Management LLC and fully owns TTH Corp, both involved with his financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services that cover a wide range of planning needs. The firm offers tailored recommendations supported by proprietary research and planning tools, with clients selecting whether to implement these through brokerage or advisory programs.

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 a Series 66 designation and 10 years of industry experience. Prior to his current role starting in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2026. Outside of his advisory work, Lundberg serves as a part-time police officer in Marlborough, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu with tailored recommendations supported by Wells Fargo research and planning tools.

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 with RBC Capital Markets in Farmington, CT, holding a Series 66 designation and 21 years of industry experience. He has worked at RBC Capital Markets since 2018 and previously held roles at Wells Fargo Advisors LLC and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailored to each client’s Advisory Risk Profile and implemented through a combination of in-house and third-party investment managers.

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.

Michael Argiro is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. His career includes roles at Cetera Advisors LLC and Everbank, among others. Outside of his advisory work, he teaches financial literacy and related topics to adults and schoolchildren in local education and recreation centers, and participates in charitable fundraising and nonprofit networking groups. Cetera Investment Advisers LLC is a nationally recognized SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, combining discretionary and non-discretionary authorities across diverse program structures and custodial relationships.

Steele Skibisky is a financial advisor with Wells Fargo Advisors in Avon, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Wells Fargo Advisors and its affiliated entities since 2009. Skibisky has ownership interests in two investment-related businesses, including TowerMark Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services with tailored recommendations supported by Wells Fargo research and tools, available to clients meeting a net-worth threshold.

Brian Peterson is a financial advisor at Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses with 15 years of industry experience. His career includes multiple roles at Morgan Stanley since 2013, as well as a one-year position at Fidelity Brokerage Services LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services directly to clients and through corporate financial planning agreements.

Philip Napolitano III is a CFP® professional with 20 years of experience in the financial services industry. He is currently with MassMutual Investors Services and has previously worked at firms including LPL Financial, American Eagle Federal Credit Union, Key Investment Services, Edward Jones, and S&P Global. Outside of his advisory work, he owns Extra Innings Sports, a retail business, and is licensed to sell life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning engagements using firm-approved analytical tools.

Kevin Stroiney is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including roles at MassMutual Life Insurance Co and MML Investors Services LLC. Outside of his advisory work, he is also an independent insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance products. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements utilizing advanced tools and also runs educational seminars and specialized planning programs.

Benjamin Hyland is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Prior to entering the financial industry, he spent seven years at BMW of North Haven. 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, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Richard Wells is a Series 66-licensed financial advisor at Mass Mutual Investors Services with three years of industry experience. Prior to joining the firm, he worked at Ameriprise Financial Services and spent over two decades with West Hartford Public Schools. He also provides coaching on education and leadership strategies through his consulting business and serves as treasurer for the West Hartford Retired Educators Association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using firm-approved analytical tools and offers specialized programs such as divorce and estate-settlement planning.

Donald Dugan is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and five years of industry experience. His career includes multiple roles at Morgan Stanley and Fordham University, as well as a position at Fiduciary Investment Advisors (Fiducient Advisors) and work with Big Fish Promotions and Kingswood Oxford School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates proprietary modeling tools and emphasizes client implementation.

Nicholas Renzi is a financial advisor at Ameriprise with Series 65 and Series 66 designations and one year of industry experience. Prior to joining Ameriprise in 2026, he worked at Connecticut Wealth Management, LLC and has experience in various roles including positions at iRobot and Boston University Product Innovation Center. He is also involved with NAR Supply Co., where he has been active since 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and annual retirement-income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.