Devon Kevetos is a financial advisor at Morgan Stanley with a Series 66 credential and less than one year of industry experience. Prior to joining Morgan Stanley, he has held various roles in retail and service industries, including positions at Marshalls, Target, and Square Peg Pizzeria. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment models to support tailored financial planning, with clients responsible for plan implementation and updates.

John Grant is a CFP® professional affiliated with LPL Financial. He has worked in the financial industry for four years, including prior roles at Right Capital and Andrew Kipperman CPA Office. Outside of finance, he was involved with Wood N Tap for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios, third-party research, and advanced technologies.

Omar Linares is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in the food service industry for five years and also worked as a food courier for DoorDash. 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 portfolios that include mutual funds, ETFs, and ETPs.

Lester Butnick is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 63 designation and 43 years of industry experience. He has been with Ameriprise since 2005, including his current role since 2020. Outside of advisory work, he is a partner in an LLC that holds the building where he works and rents office space to other businesses. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Patrick Helm is a financial advisor at Merrill in Hartford, CT, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Asics America and Reebok, and he spent nearly two decades in full-time education before transitioning to the financial sector. He has been with Merrill and Bank of America since 2019. 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 broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

James Fasi is a Certified Financial Planner (CFP®) with 50 years of experience, currently serving clients at UBS Financial Services in Hartford, CT. He has been with UBS since 1975. In addition to his advisory role, he participates in a venture partnership focused on investing in startup companies within the healthcare and pharmaceuticals sectors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans aligned with clients’ goals and risk tolerances.

Robert Cusano is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2000 and is also a licensed real estate broker operating Cusano Realty since 1989. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining research-driven asset allocation with a range of portfolio management and capital markets services.

Emily Gomez is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and previously worked at the University of Connecticut and the Manchester Early Learning Center. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Carly Flanagan is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked at Futures Inc. and in various roles outside financial services, including at Max's Oyster Bar and The Housing Authority of the County of Salt Lake City. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Michael Ihrke is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and nine years of industry experience. Before joining Ameriprise in 2025, he worked at Equitable Advisors for eight years and previously held roles at Axa Advisors, LLC and Wagner Spray Tech. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Richard Eng is a financial advisor with UBS Financial Services in Wallingford, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he is involved with nonprofit organizations associated with the University of New Haven and Grand Canyon University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research-supported advisory solutions.

Carlos Salmon is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Bank of America, Merrill, and Key Private Bank. He serves as an elected board member on the finance committee of Hebrew Senior Care and is involved with the Financial Planning Association of Connecticut as director and programs co-chair. Salmon also manages Kyros Consulting, offering tennis lessons, speaking engagements, and general consulting. Cetera Investment Advisers LLC provides investment advisory services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies across various program structures.

Matthew Conroy is a financial advisor with MassMutual Investors Services holding a Series 66 designation. He has been with the firm since 2025 and has prior involvement in community roles with East Haddam Parks & Recreation and local soccer clubs. MassMutual 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 programs, focusing on collaborative, goal-oriented client relationships.

Benjamin Marlor is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has five years of industry experience, including roles at BlackRock Investment Management and Nasdaq Execution Services prior to joining MassMutual. 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 offers financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, goal-oriented plans.

Scott Jeamel is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Charles Schwab since 1990 and Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. 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 separately managed accounts, delivering investment guidance through multi-asset model portfolios supported by centralized custody and operational infrastructure.

Jim Foley is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, Retirement Relationship Manager, and Retirement Solutions Representative. His approach to financial advising is informed by his background in psychology, which guides his understanding of clients' goals and the emotional aspects of investing. He focuses on planning and implementing financial strategies tailored to individual client needs. Outside of his professional work, Jim enjoys bowling, comedy, football, social events with friends, golf, and traveling.

Michael Mccabe is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63 designation and has previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services, Inc. He has operated McCabe Wealth Management since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research.

Martin Coursey is a financial advisor with Mass Mutual Investors Services in Farmington, CT, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including over 30 years with MassMutual and MML Investors Services. In addition to his advisory role, he works as an insurance agent focused on life, disability, and long-term care insurance as well as fixed annuities. MassMutual Investors Services, LLC 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 programs, providing collaborative, goal-based planning and a range of investment and insurance solutions.

Giuseppe Mancini is a financial advisor with Ameriprise in Waterbury, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service for individuals nearing or in retirement who meet certain asset thresholds, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice through a centralized consulting team, with a focus on assets held in Ameriprise-managed accounts.

Charlotte Souza is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and eight years of industry experience. Her prior roles include positions at Fidelity Investments, The Prudential Insurance Company of America, and Merrill. Souza has worked at Charles Schwab since 2026, based in West Hartford, CT. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services. The firm is notable for its large client base, integrated operational structure, and multi-asset investment approach.