Edgar Johnson is a financial advisor with Edward Jones in Windsor, CT, holding a Series 66 designation and providing advisory services for eight years. Before joining Edward Jones in 2017, he worked for two years at PEG - Professional Employment Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Latifa Kolarevic is a Series 66-licensed financial advisor at Merrill with seven years of industry experience. She has been affiliated with Bank of America and Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Katelyn Lycksell is a financial advisor at UBS Financial Services in Hartford, CT, with 12 years of industry experience. She holds the Series 66 designation and has been with UBS since 2013. Outside of her advisory role, she serves as treasurer for a local homeowner's association, managing finances and operational responsibilities for the community. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and model-based asset allocation.

Debora Ingraham is a Series 66–licensed financial advisor with RBC Capital Markets who has 22 years of industry experience. She has worked at RBC Capital Markets Corporation since 2008. Outside of her advisory role, she participates in community and cultural activities, serving as chairman of investments for the South United Methodist Church board of trustees and as a board member of the Manchester Symphony Orchestra and Chorale. She also operates a home-based sewing and quilting business and works as a retail associate at LL Bean. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring integrated portfolio management, financial planning, and custody services.

Daniel Dominello is a financial advisor with RBC Capital Markets in Farmington, CT, holding a Series 66 designation and seven years of industry experience. His previous work includes roles at PricewaterhouseCoopers, LLP, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ Advisory Risk Profiles and integrates in-house and third-party managers while providing access to alternative investments and tax-management options.

Mike Wiggins is a Financial Consultant at Fidelity Investments, where he has been working since 2021. In this role, he collaborates with clients to develop, implement, and maintain financial plans aimed at achieving their goals through a holistic and team-based approach. He focuses on building long-lasting and trusting relationships to provide meaningful support aligned with what matters to his clients. Prior to joining Fidelity, Mike held several roles in the financial services industry. He served as Operations Manager at Voya Financial Advisors from 2017 to 2021, and as a Financial Planning Consultant there from 2015 to 2017. His earlier experience includes positions as a Senior Compliance Analyst at Voya Financial Advisors, Compliance Specialist at Lincoln Financial Group, and Investment Advisor Representative roles at Metlife and Axa Advisors. Mike's career in financial services began in 2001 as a Registered Sales Associate at Suntrust Securities.

Cynthia Guertin Gileau is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2000, focusing on developing financial strategies for high-net-worth individuals, families, and businesses to help them achieve both short- and long-term financial goals. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Cynthia holds the Personal Investment Advisor (PIA) designation and earned her Bachelor's Degree from the Florida Institute of Technology. She also completed her high school education at Plainfield High School.

Kristopher Peruccio is a financial advisor with Primerica Advisors in Bloomfield, CT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2005. Outside of his advisory role, he is a silent partner in KMJ LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm employs a tiered wrap fee structure and utilizes third-party asset managers overseen through an independent due-diligence process.

Joseph Frissora III is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at BAE Inc, Raytheon, and EASi, as well as time spent in education. He is also involved with Paragon Financial Group, where he provides financial advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary options.

Sarah Thompson is a financial advisor at Morgan Stanley in Hartford, CT, holding a Series 66 designation with two years of industry experience. Before joining Morgan Stanley in 2022, she worked in education at The Advent School and Cheshire Academy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Jon Kehl is a financial advisor at OSAIC with 40 years of industry experience and holds the Series 66 designation. His prior roles include positions at Securities America Advisors and Questar Capital Corporation. He serves on the Finance Committee of the Connecticut Humane Society, assisting with oversight of the organization’s endowment fund investments. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage and investment advisory services with a focus on diversified, tool-driven portfolio construction.

Thomas Hall is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009, including Wells Fargo Clearing, and holds a Series 63 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad array of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Anthony Smith is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company. Outside of financial services, he has worked part-time as a ramp service agent for American Airlines. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Christopher Perry is a Series 63-registered financial advisor at Morgan Stanley with 36 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and currently works at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a partner in Perkin Holdings LLC, an entity that receives income from land mineral interests. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes but does not include individual security recommendations in standalone plans.

Spencer Barry is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he worked at Bank of America and Merrill. Outside of his advisory role, he is employed as a server and bartender at The Woodland, a restaurant in Lakeville, Connecticut. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning and portfolio management supported by proprietary research and a broad platform of capital markets services.

Dmitry Isenberg is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in delivering integrated wealth management services that coordinate various aspects of a client’s financial life. His expertise encompasses family wealth management, retirement planning, portfolio management, tax minimization, philanthropic planning, and small business strategies. Dmitry utilizes the resources and research available through Merrill Lynch and Bank of America to develop personalized financial strategies aimed at helping clients pursue their long-term goals. Dmitry holds a Bachelor's degree from Brandeis University and a Master's degree from Boston University Questrom School of Business. He is a licensed advisor with Series 7 and 66 FINRA registrations and carries the Personal Investment Advisor (PIA) designation. Fluent in Russian, Ukrainian, and English, Dmitry is committed to providing tailored financial guidance, whether clients need customized plans, investment advice, or a second opinion. In addition to his professional work, Dmitry is engaged in community volunteer activities, reflecting his connection to the communities he serves. Outside of work, he has interests that include chess, cooking, golfing, hiking, music, reading, skiing, soccer, volleyball, and watching movies.

Keith Pelkey is a financial advisor with Charles Schwab based in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2005. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a comprehensive due diligence process.

Paul Brewer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on developing relationships with clients, teammates, friends, and family to support them through various financial situations. Paul's work centers on connecting individuals to the appropriate people, plans, and processes that align with their unique ambitions. His expertise includes executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, and tax minimization. Paul and his team build financial relationships based on team, advice, service, and transparency to help clients achieve their envisioned life goals. Paul holds a Bachelor's Degree from Colby College and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he is involved in community activities such as Simsbury Little League, Simsbury Youth Hockey, Simsbury Youth Soccer, and Valley Community Baptist Church. His personal interests include fishing, golfing, hiking, skiing, spending time with family, and traveling.

Anthony Wright is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Michael Schulitz for Simsbury and Central Connecticut State University. 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 provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven planning engagements.

Clifford Jarvis Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 42 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018 and is also associated with Ohanesian/Lecours, Inc. since 2009. Outside of advisory roles, he operates as an independent insurance agent in Windsor Locks, CT. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.