Christopher Lundberg is a financial advisor with Wells Fargo Advisors in West Hartford, CT, holding a Series 66 designation and 10 years of industry experience. Prior to his current role starting in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2026. Outside of his advisory work, Lundberg serves as a part-time police officer in Marlborough, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu with tailored recommendations supported by Wells Fargo research and planning tools.

Matthew Forman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop personalized financial strategies tailored to their unique goals and changing market conditions. His client areas of expertise include divorce transition planning, education planning, executive compensation, legacy planning, retirement income, philanthropic planning, portfolio management, small business strategies, personal retirement planning, and tax minimization. Matthew holds a Bachelor's Degree from the University of Hartford and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows a philosophy of working one-on-one with clients to create strategies aimed at pursuing their long-term financial objectives. In addition to his professional work, Matthew participates in community volunteer activities. His personal interests include basketball, cooking, football, gardening, golfing, hiking, and spending time with his family.

Adam Reed is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds the Series 66 designation and has worked with firms including CITY NATIONAL BANK, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Based in Farmington, CT, he has been with RBC Capital Markets since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm utilizes in-house and third-party investment managers and offers customizable investment strategies tailored to client risk profiles.

Cristian Irizarry is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Gilligan is a financial advisor at Edward Jones in Windsor, CT, with nine years of industry experience. He holds a Series 66 designation and previously worked at SAP for one year before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Thomas Grilli is a financial advisor with Ameriprise in East Hartford, CT, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Ameriprise since 2022 and previously spent 11 years with Riversource Distributors, Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team.

Steele Skibisky is a financial advisor with Wells Fargo Advisors in Avon, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Wells Fargo Advisors and its affiliated entities since 2009. Skibisky has ownership interests in two investment-related businesses, including TowerMark Wealth Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services with tailored recommendations supported by Wells Fargo research and tools, available to clients meeting a net-worth threshold.

Brian Peterson is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 credentials and 14 years of industry experience. His career includes prior roles at Fidelity Brokerage Services LLC and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Philip Napolitano III is a CFP® professional with 20 years of experience in the financial services industry. He is currently with MassMutual Investors Services and has previously worked at firms including LPL Financial, American Eagle Federal Credit Union, Key Investment Services, Edward Jones, and S&P Global. Outside of his advisory work, he owns Extra Innings Sports, a retail business, and is licensed to sell life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning engagements using firm-approved analytical tools.

Kevin Stroiney is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including roles at MassMutual Life Insurance Co and MML Investors Services LLC. Outside of his advisory work, he is also an independent insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance products. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements utilizing advanced tools and also runs educational seminars and specialized planning programs.

Benjamin Hyland is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Enterprise and The Prudential Insurance Company of America. Prior to entering the financial industry, he spent seven years at BMW of North Haven. 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, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Richard Wells is a Series 66-licensed financial advisor at Mass Mutual Investors Services with three years of industry experience. Prior to joining the firm, he worked at Ameriprise Financial Services and spent over two decades with West Hartford Public Schools. He also provides coaching on education and leadership strategies through his consulting business and serves as treasurer for the West Hartford Retired Educators Association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using firm-approved analytical tools and offers specialized programs such as divorce and estate-settlement planning.

Donald Dugan is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and five years of industry experience. His career includes multiple roles at Morgan Stanley and Fordham University, as well as a position at Fiduciary Investment Advisors (Fiducient Advisors) and work with Big Fish Promotions and Kingswood Oxford School. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates proprietary modeling tools and emphasizes client implementation.

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.

Laura Fish Kelly is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 63 designation and 41 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Kelly serves on the Board of Directors for St Isidore and Maria Church. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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.