Jonathan Haulenbeek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Matthew Evora is a financial advisor with Merrill in Glastonbury, CT, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Webster Bank and a four-year period at the University of Connecticut. He has been with Merrill and Bank of America since 2020. 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 individuals, high-net-worth clients, and institutional investors.

Matthew Cohen is a Financial Consultant at Fidelity Investments, where he collaborates with clients to implement comprehensive financial plans tailored to their personal goals. He emphasizes understanding clients and their families to develop strategies aligned with what matters most to them. Matthew has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant since 2023. Throughout his tenure, Matthew has gained experience in client relationship management and investment consulting. He works as part of a team of financial professionals dedicated to providing tailored financial solutions. Outside of his professional responsibilities, Matthew enjoys activities such as beach outings, football, surfing, traveling, and spending time with his pets.

Michael Schloss is a financial advisor at LPL Financial with 40 years of industry experience. He has been with LPL Financial since 2004 and holds the Series 63 and Series 65 credentials. Schloss also serves as a board member of a nonprofit organization and is commissioned as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

Barnaby Horton is a Wealth Management Advisor and the founder and managing partner of The Horton Team at Merrill Lynch Wealth Management in Hartford, Connecticut. He specializes in corporate and institutional retirement services and has been recognized for his expertise by being named to the Forbes "Best In State Wealth Advisor" list in 2023, 2024, and 2025, as well as to the Financial Times "Top 401 Financial Advisers" list from 2015 to 2020. Barnaby holds professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Barnaby earned his Juris Doctorate degree from the University of Connecticut and his bachelor's degree from Washington University in St. Louis. He has also completed specialized training from Yale School of Management, UCLA's Anderson School of Management, and the Wharton School of Business. His client focus areas include corporate executive services, divorce transition planning, employee benefits planning, institutional and corporate benefit services, institutional consulting and investment consulting, services for endowments, foundations, and non-profits, employee financial health, and portfolio management services. He is actively involved in his community, serving on the board of the Hartford Stage Company and acting as an Ambassador for The Bushnell Center for the Performing Arts. He is a member of the Asylum Hill Congregational Church Sanctuary Choir and has held elected positions including membership on the University of Connecticut Board of Trustees and the Connecticut State Legislature. Barnaby lives in Hartford with his wife, Hannah, their four children, and their Australian labradoodle named Keegan. He has completed eight marathons, including the Chicago, Boston, New York City, and London marathons, and enjoys baseball, music, running, singing, spending time with family, and traveling.

Scott Timko is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 2007 and holds the Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and affiliated banking programs.

Christian Fragoso is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley and Fidelity Investments. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, enabling advisors to deliver recommendations supported by Wells Fargo research and planning tools.

David Martins is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC®, Series 66, and Series 63 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alfred Loomer is a financial advisor at Ameriprise in Windsor, CT, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Loomer serves on the Board of Directors for the Scherer Ridge condominium association, is a member of the Town of Windsor Economic Development Commission, and acts as Board Development Chair for Forge City Works. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering personalized recommendation reports that integrate research and modeling to guide income strategies. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Mark Willis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously spent six years with Voya Financial Advisors. Willis is the owner of The Retirement Paycheck Company, LLC, and serves as chairman of the finance committee on the board of Cristo Rey Brooklyn High School. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, working across various program structures and custodial relationships.

Donald Meckel is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Charles Schwab since 2006, including time at Schwab Private Client Investment Advisory, Inc. from 2016 to 2017. 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 multi-asset model portfolios alongside a formal alternative-investment onboarding process.

James Kilian is a financial advisor with LPL Financial in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior career includes long tenures at Securian Financial Services and Minnesota Life Insurance Company. Kilian also works as an independent health insurance agent selling fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kurt Lippincott is a CFA® charterholder and holds a Series 66 license, with 26 years of experience in the financial industry. He has worked at Mass Mutual Investors Services and MassMutual since 2021 and was previously with City National Rochdale from 2014 to 2021. 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 analyze client goals and deliver written recommendations.

Edgar Johnson is a financial advisor with Edward Jones in Windsor, CT, holding a Series 66 designation and providing advisory services for eight years. Before joining Edward Jones in 2017, he worked for two years at PEG - Professional Employment Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas La Pointe is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at Securities America Advisors and Ameriprise Financial Services, Inc. La Pointe is also a commissioned notary in Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Robert Pascale is a CFP® and holds a Series 66 license with 17 years of experience in the financial services industry. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Katelyn Lycksell is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she serves as Treasurer for the Center Commons Homeowner's Association, managing financial responsibilities for the association’s operations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management offerings and employs proprietary research and model-based asset allocations to tailor client plans.

Emily Savage is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliate since 1990. Outside of her advisory role, she serves as a Notary Public and is involved with Honey Badger Management. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm provides written, research-based recommendation reports that integrate tax-smart strategies and probability modeling, delivered through a centralized consulting team in partnership with its financial advisors.

Debora Ingraham is a Series 66–licensed financial advisor with RBC Capital Markets who has 22 years of industry experience. She has worked at RBC Capital Markets Corporation since 2008. Outside of her advisory role, she participates in community and cultural activities, serving as chairman of investments for the South United Methodist Church board of trustees and as a board member of the Manchester Symphony Orchestra and Chorale. She also operates a home-based sewing and quilting business and works as a retail associate at LL Bean. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring integrated portfolio management, financial planning, and custody services.

Daniel Dominello is a financial advisor with RBC Capital Markets in Farmington, CT, holding a Series 66 designation and seven years of industry experience. His previous work includes roles at PricewaterhouseCoopers, LLP, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ Advisory Risk Profiles and integrates in-house and third-party managers while providing access to alternative investments and tax-management options.