Margaret Jakubowski is a financial advisor at Cetera with seven years of industry experience and holds the Series 66 designation. She has worked with Cetera and its affiliated entities since 2019 and is currently the owner of Hensley Advisors. In addition to her advisory role, she sells fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and retirement services, operating a multi-manager platform with discretionary and non-discretionary programs and access to both affiliated and third-party investment managers.

Joseph Thornton is a financial advisor with Ameriprise in Manchester, CT, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2016. Outside of Ameriprise, he manages an advisory business through Brownstone Management of CT LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide customized income recommendations. The firm delivers these services through a centralized team in partnership with advisors like Thornton and offers a broad range of advisory, brokerage, and insurance solutions.

Siobhan Passmore is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients uncover what matters to them and their families in order to create strategies to pursue their financial goals. Siobhan holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). She earned a Master's Degree from the University of the Witwatersrand.

Drew Duarte is a Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Edge in 2020 on the Premium Service Desk, where he supported high-net-worth clients with complex trading and multi-account strategies. In 2026, Drew joined the KD Wealth Management Team, focusing on delivering comprehensive planning and disciplined investment guidance tailored to clients' goals. Drew holds a bachelor's degree in Economics from the University of Connecticut. He also holds the Personal Investment Advisor (PIA) designation. His approach emphasizes building wealth plans based on clients' priorities and adjusting those plans as needed to address changing circumstances. Outside of his professional responsibilities, Drew enjoys staying active through working out, golfing, and traveling. He also serves as a coach for the University of Connecticut Men's Lacrosse program, mentoring student-athletes on and off the field.

Andrew Bassock is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 1999. Outside of his advisory role, he serves as president of the University of Pennsylvania Alumni Club in the Hartford area. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing a combination of financial planning, portfolio management, and proprietary research to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Brian Tomaska is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. Prior to joining UBS in 2022, he worked at Wells Fargo Clearing and Wells Fargo Clearing Services from 2016 to 2022. Outside of his advisory work, he is active as a rideshare driver. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings, utilizing proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and market-making functions.

James Convery is a financial advisor with Mass Mutual Investors Services in Simsbury, CT, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His prior work includes roles at Johnson Brunetti LLC, JB Capital, LLC, and E*Trade Financial and its affiliates. 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, using firm-approved software to develop collaborative, annual financial plans.

Hai San Chang is a financial advisor with Thrivent Investment Management in West Hartford, CT, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Thrivent Investment Management since 2012 and Thrivent Financial for Lutherans since 2013. Chang serves as a board member of the St. Francis Foundation, which raises funds for St. Francis Hospital. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.

Eugene Duarte is a Senior Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he leads the KD Wealth Management Group, a multigenerational team focused on providing personalized financial guidance and planning-first strategies to families and business owners. Eugene works closely with clients on retirement planning, investment management, wealth preservation, estate planning, and multigenerational wealth transfer. With over 30 years of experience, Eugene specializes in areas including tax efficient wealth management, business owner planning, executive wealth strategies, and fiduciary guidance. He holds several professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Bryant University and is a member of the Financial Planning Association. Outside of his professional duties, Eugene values family and community involvement. He has been married over 30 years and has three children. His family participates in church, sports, music, and scouting activities. Eugene enjoys cooking, golfing, hiking, music, and spending time with his family. He and his family support community organizations including the Red Cross and CT Foodshare.

Edward Keyes is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has provided investment guidance and advice for 25 years, focusing on clients with complex financial needs including business owners and corporate executives. Edward also assists small and medium-sized privately held businesses with retirement plans and offers access to Bank of America services such as cash management, lines of credit, and term loans. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, socially responsible investing, special needs planning, women and wealth, tax minimization, and retirement income. Edward holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s degree in Economics from Boston College. Edward lives in Suffield with his wife, Trish, and they have four adult children. Outside of work, he enjoys fishing, golfing, skiing, traveling, and spending time with his family.

Megha Thomas is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She has been with Bank of America, N.A. and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Eemeli Erkkilae is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 designation and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and Patterson Insurance Services. Outside of advising, he is involved in a business related to non-variable insurance commission trails. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance products.

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 financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and previously worked at Paradigm Talent Agency before joining Merrill and Bank of America in 2018. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 three years of industry experience. She holds the Series 66 designation and has previously worked at United Services Inc. from 2016 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work supported by proprietary research and model-based asset allocations.

Alissa Hyres is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2012, she has developed a wealth management practice serving families across New England and nationwide, including successful business owners and executives in biotech, construction, insurance, and accounting. Alissa focuses on delivering tailored financial strategies that reflect each client's unique goals and circumstances. Her approach involves dedicating significant time to understanding clients' perspectives on wealth, including their priorities, debt management, savings goals, and legacy plans. She designs comprehensive strategies encompassing investment and retirement planning, college funding, charitable giving, tax minimization, and estate planning. Alissa frequently collaborates with clients' CPAs and attorneys to align on income tax management and estate plans. She customizes portfolios using Merrill Lynch's strategic asset allocation and research, aiming for diversification across asset classes and sectors. Alissa holds a Bachelor's degree from Skidmore College and maintains professional credentials as a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). She is involved in community organizations including Junior Achievement and Susan G Komen. Outside of work, Alissa enjoys spending time with her family, engaging in activities such as baseball, boating, gardening, tennis, and yoga.

John Panico is a financial advisor with Mass Mutual Investors Services in Avon, CT. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual in 2020, he worked at Babson Capital Management from 2015 to 2018. 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, emphasizing collaborative annual planning engagements that recommend investment strategies rather than specific products.

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.

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.