Randy Holmeen is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and 26 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Holmeen is a sole proprietor managing a rental condominium. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Stefano Cacciola is a financial advisor with LPL Financial in Avon, CT, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at People's United Advisors, People's Securities, IFMG Securities, and Merrill. 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 financial planning, asset management through various platforms, and incorporates tools like machine learning to support advisors, managing over $819 billion in discretionary assets.

Nicholas Walsh is a CFP® professional with 28 years of industry experience, currently serving at Wells Fargo Advisors since 2018. His prior roles include positions at Wells Fargo Clearing and Advest, Inc. He is involved in a family ceramics business and holds trustee and executor responsibilities for family trusts. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that integrate advisory services with other financial products.

Amanda Dibble is a financial advisor with LPL Financial in West Hartford, CT, holding the CFP® designation and Series 66 license. She has seven years of industry experience and previously worked at Morgan Stanley, Charles Schwab, and Walgreens. Outside of her advisory role, she is involved with River Valley Financial LLC, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with an emphasis on combining technology and diverse investment strategies.

William Haberlin is a financial advisor at Ameriprise in West Hartford, CT, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Marist College and Avon High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Guy Beaudoin is a financial advisor with Edward Jones in Farmington, CT, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His career includes eighteen years at Charles Schwab and three years at TD Ameritrade prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and branch offices across the United States.

Richard Metcalfe Jr. is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 designations. He has 41 years of industry experience and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile using a combination of in-house and third-party investment managers.

Gabrielle Finn is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Before joining UBS in 2026, she worked in several roles including positions at the United States Congress Committee on the Budget and The Sunwater Institute. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management services.

Shawn Murphy is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Capital Corp. In addition to his advisory work, Murphy serves as Director and President of a condominium association in Rocky Hill, CT. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through multiple program structures and manager options.

Erika Martinez is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and five years of industry experience. She previously worked at Bank of America and Merrill for eleven years. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary capital market insights and research to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering services that include discretionary portfolio management, financial planning, and capital markets solutions.

Jillian Pelkey is a financial advisor at Charles Schwab with seven years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018, and previously was with MacKinstry Financial & Investments LLC from 2016 to 2018. She holds a Series 66 designation. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and operational support.

Eliot Weissberg is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and Raymond James Financial since 2009. In addition to his advisory role, Weissberg owns The Advisors Center, LLC, which holds his intellectual property, and is president of The Investors Center, Inc., where he also works as an insurance agent. 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 institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a range of advisory programs alongside specialized municipal and public-finance services.

Richard Mullaney is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2021, following a seven-year tenure at VOYA Financial Advisors. He is the owner of Mullaney & Associates LLC, a financial services and recruiting business, and is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Sergio Maffettone is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and four years of industry experience. His work history includes previous roles at SEI Investments and an extended period at Quinnipiac University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

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. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including eight years at Wells Fargo Advisors and two years at Wells Fargo Clearing. He is also a partial owner of Towermark Wealth Management LLC and fully owns TTH Corp, entities related to his financial practice. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser offering investment and fee‑based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial products and referral channels.

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.