Benjamin Swain is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Ameritrade, Equitable Advisors, and Advised Assets Group. Currently based in West Hartford, CT, Swain has been with Charles Schwab since 2023. 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 and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Leonard Lye is a financial advisor with LPL Financial in Kensington, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior employment includes roles at Citigroup, Santander Bank, KeyBank, and Wells Fargo Clearing. Currently, he also serves as a Private Client Relationship Manager at Webster Bank. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management through a large network of investment adviser representatives.

Ryan Buser is a financial advisor at Merrill with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Morgan Stanley, BMO Capital Markets Corp., and KLS Advisors. Outside of finance, he owns ThreePaddy Games, LLC, a business focused on designing and producing board games. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Halima Adam Dabre is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various JP Morgan entities since 2010. Outside of her advisory role, she was involved with Red Carpet Homecare, LLC for five years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Richard Branchaud is a financial advisor at Your Choice Financial, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several manufacturing firms, including Connecticut Spring & Stamping, where he serves as a senior design engineer. Branchaud has been with Your Choice Financial since 2007. Your Choice Financial, LLC serves a small number of individual clients, primarily providing investment recommendations on a non-discretionary basis. The firm does not offer portfolio management, focusing instead on consultative advisory services.