Eemeli Erkkilae is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Patterson Insurance Services, Mno International AB, and Under Armour Europe. He also manages non-variable insurance commission trails related to prior life insurance sales. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to various brokerage and insurance products.

Phyllis Long is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Long serves as a board member and on the Compassion Committee of Life Church New England. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers diverse investment and advisory solutions alongside its broad retail and institutional offerings.

Sweyden Dibble is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2012. He has also been associated with Illinois Mutual since 2002 and operates an eBay business specializing in sales of keyless remote entry fobs and postage stamp collections. Dibble holds a leadership role as chairperson of the Personnel Committee at First Baptist Church Manchester and is a Board Member at Large for the Baptist Foundation of New England. Charles Schwab serves primarily 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 SMAs and offers a range of integrated brokerage, custody, and advisory services.

Kevin Crosby is a Wealth Management Advisor and managing partner of DeNucci & Associates. He began his career with Merrill Lynch Wealth Management in 2018 and works alongside Mike and Lynn DeNucci to carry forward a three-generation family legacy. Kevin focuses on providing a comprehensive approach to wealth management that prioritizes understanding each client's individual goals and values. He offers access to Merrill Lynch Wealth Management's investment insights and the banking services of Bank of America to address various aspects of clients' financial lives. Before joining Merrill, Kevin gained experience in client service and relationship management at Paradigm Talent Agency in New York City and Los Angeles. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., reflecting his commitment to professional standards. Kevin has received recognition as one of Forbes | SHOOK® "Best-in-State Next-Gen Wealth Advisors" in 2025 and 2026. He holds a bachelor's degree from Rollins College. Kevin lives in Avon, Connecticut, with his wife, Amanda, and their sons, Michael and Lucas. Outside of work, he enjoys spending time with his family, cheering on the Kansas City Chiefs, and staying active, including completing a Disney marathon with his wife. He also served as an advisory board member for #HALFTHESTORY from 2019 to 2021.

Raymond Jessell is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with 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. The firm offers both model-based and discretionary investment strategies for a diverse range of clients, including individuals, high-net-worth clients, and institutional entities.

Erin Messier is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021, following five years at United Services Inc. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and provides a range of investment products and research to tailor strategies to client goals and risk tolerances.

Alissa Hyres is a Wealth Management Advisor at Merrill Lynch Wealth Management who has been with the firm since 2012. She serves a diverse clientele that includes successful business owners and executives in industries such as biotech, construction, insurance, and accounting. Alissa specializes in employee benefits planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, retirement income, and services tailored for defined benefit plans, small businesses, as well as LGBT wealth planning and women and wealth. Alissa adopts a client-centered approach that emphasizes understanding individual perspectives on wealth and financial goals. She develops comprehensive strategies encompassing investment and retirement planning, college funding, charitable giving, tax management, and estate planning. She works closely with clients' CPAs and attorneys to ensure alignment of financial and estate plans. Utilizing Merrill's strategic asset allocation and research, she constructs diversified portfolios tailored to each client's unique needs. She holds a Bachelor's degree from Skidmore College and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Beyond her professional role, Alissa is involved in community organizations such as Junior Achievement and the Susan G Komen Foundation. In her personal time, she enjoys baseball, boating, gardening, tennis, yoga, and spending time with her family.

Diane Kelly is a financial advisor with Cetera, holding ChFC® and securities licenses Series 63 and Series 66, and has 51 years of industry experience. She has been associated with Cetera Wealth Services, LLC since 2013 and currently manages financial services through Kelly and Company Wealth Partners. Outside her advisory role, she serves on the finance committee of Saint Teresa of Calcutta School and is involved as an executive operations manager at Kelly Family EyeCare. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a national network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform that includes access to affiliated and unaffiliated managers across multiple program structures.

Tomas Cern is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and 21 years of industry experience. He has been with Cambridge Investment Research Advisors and related entities since 2013, with prior experience at Compton Capital Management. Outside of advising, he is also an independent insurance agent with Windrush Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services. The firm delivers customized investment solutions through a network of independent professionals and provides access to proprietary and unaffiliated strategies with both discretionary and non-discretionary management options.

Claudine Zigmund is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 1991. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Outhuse is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining LPL Financial, Outhuse worked at ProEast Asset Management, Raymond James Financial Services, Pioneer Valley Financial Group, Commonwealth Financial Network, and Signator Investors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Cirullo is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, as well as a co-founding partner of Cirullo and Sullivan Wealth Management. He serves as a Retirement Benefits Consultant (RBC) for Merrill Lynch, where he is responsible for employee benefit plan review and investment strategy oversight. Michael is also a co-architect of the team’s goals-based retirement probability analytics platform, working closely with high net worth individuals and closely held businesses to develop long-term investment and banking solutions. Michael began his career in 1978 with EF Hutton and Company as an investment advisor and later joined Smith Barney in 1989, spending 22 years in Private Wealth Management. He transitioned with his team to Merrill Lynch Wealth Management in 2011. He holds a Bachelor of Arts degree from Brown University and maintains professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Michael is actively involved in his local community and is a member of the XPX Exchange of Connecticut. He resides in Hartford, CT with his wife, Lisanne.

Austin Shuttleworth is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has been with Thrivent and its affiliated entities since 2018 and previously worked at American International College and Set-In-Concrete. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial planning topics. The firm combines holistic, goal-based analyses with a managed-account program under a consolidated billing option while maintaining separate planning and portfolio management services.

Andrew Spremulli is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Fidelity Investments and prior experience in marketing and gymnastics-related businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

John Mcdermott III is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a non-discretionary approach that emphasizes client decision-making.

Daniel Kohan is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he leads a team of financial professionals dedicated to helping clients and their families grow, preserve, and transfer their wealth. He has been with Fidelity Investments since 2013, progressing through various positions including Financial Representative, Investments Consultant, Financial Consultant, Vice President Wealth Planner, and currently Vice President Private Wealth Management Advisor. This progression reflects his extensive experience in wealth management and financial planning.

Joseph Macdonald is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Madison Avenue Securities, and MassMutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as ongoing, annual relationships with a focus on goal analysis and written recommendations.

Dean Laprade is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera since 2019. Prior to that, he spent 19 years with Foresters Financial, including a role at Foresters Advisory Services LLC. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and program structures, overseeing over $256 billion in assets under management.

Tina Gunderson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Merrill, Wells Fargo Clearing, and Wells Fargo Advisors LLC before joining Raymond James in 2022. 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, charitable organizations, and municipal entities, offering financial planning and advisory services through a variety of portfolio management styles and affiliated research.

Cathy Pinard is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 25 years of industry experience and has been with Cambridge since 2015. Prior to this, she has operated as a CPA since 1992. Pinard serves as a board member of the Wentworth Park Association in South Windsor, CT. Cambridge Investment Research Advisors is an SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both proprietary and third-party investment strategies tailored to client objectives.