Brandon Marinelli is a CFP® professional with 24 years of industry experience, currently affiliated with Morgan Stanley Wealth Management in West Hartford, CT. His prior roles include positions at Raymond James Financial Services and operating his own wealth management practice. Outside of his advisory work, he is listed as an owner of an LLC related to his ski home for estate planning purposes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs with a focus on tailored financial planning and employs structured planning tools and market scenario modeling in its approach.

Dashaun James is a financial advisor with Ameriprise in Manchester, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked for seven years at Saldamarco's Deli. He is also involved with Brownstone Management of CT LLC, managing an advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team.

Bruce Daigle is a financial advisor with Raymond James & Associates in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2015. Daigle is a founder and investment committee member of the Main Street Community Foundation, a nonprofit organization where he helps recommend investment guidelines and evaluate external managers. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with notable capabilities in public finance and municipal work.

Thomas Aldrich is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 credential and 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Kevin Prell is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services for 12 years before joining RBC in 2022. Outside of his advisory role, he serves on the Simsbury Republican Town Committee and the Town of Simsbury Board of Finance and is the treasurer of a local social club. RBC Wealth Management serves a broad range of clients, including individual investors, institutions, and charitable organizations, offering customized advisory programs that incorporate both in-house and third-party investment managers. The firm provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

David Goodwin is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he manages client portfolios using personalized strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. His experience spans growth, income, and capital preservation strategies as well as succession planning. With thirty years in the financial services industry, David has been recognized on the Forbes "Best-in-State Wealth Advisors" list consecutively from 2019 to 2026 and has been included on Barron's "Top 1,500 Financial Advisors" list consecutively from 2010 to 2026. He holds several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David earned his bachelor's degree in Political Science from Colgate University.

John Henehan is a financial advisor with Ameriprise in Cromwell, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Ameriprise and its affiliate since 2005. Outside of his advisory role, Henehan serves on his local town council and a board of directors, and he is involved in music recording. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering written, research-driven recommendations that integrate tax-smart strategies and asset management within Ameriprise-managed accounts. The firm combines algorithmic and expert oversight to tailor retirement income solutions and offers a broad range of advisory, brokerage, and insurance products.

Arthur Sullivan Jr. is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Highland Capital Brokerage. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet certain net-worth criteria.

Felicia Carucci is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. She has 18 years of industry experience, including prior roles at MetLife Securities Inc. Outside of her advisory work, she is the principal owner of FAB Design LLC, a holiday decorating business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides comprehensive financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and a collaborative approach to deliver customized financial plans.

Adam Tucker is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He focuses on building relationships based on trust and developing personalized financial plans tailored to the evolving needs and goals of his clients and their families. Adam emphasizes educating clients to simplify complex financial topics and enhance their understanding. Prior to his current role, Adam worked as an Investment Consultant at Fidelity Investments from 2020 to 2023. He has also held positions as a Regional Annuity Internal Wholesaler at MassMutual from 2018 to 2020 and as a Financial Services Representative at TD Bank from 2015 to 2018. Outside of his professional work, Adam enjoys camping, fitness, food, outdoor adventures, and traveling.

Alexander Fredericks is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services Inc. since 2014. Ameriprise provides a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies and uses algorithmic automation overseen by specialist committees to support its retirement planning services.

David Dufour is a financial advisor with LPL Financial in New Britain, CT, holding Series 63 and Series 66 credentials and 31 years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Citizens Securities, American Eagle FCU, and a previous tenure at LPL Financial. Outside of his advisory work, he is employed as a part-time ski instructor at Powder Ridge Ski Resort. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and a range of technology-driven investment strategies.

Adam Jensen is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 1998, bringing over 27 years of experience in working with clients and families on financial matters. Adam specializes in wealth planning and is dedicated to assisting clients with their financial goals. His role at Fidelity involves providing guidance and support tailored to various investing styles. Outside of his professional work, Adam's personal interests include golf and music.

Andrea Hammerling is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked at Charles Schwab Bank and Charles Schwab since 2020 and previously at TD Ameritrade from 2015 to 2020. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment guidance, using multi-asset model portfolios and a centralized operational structure.

Robert Carroll Jr. is a financial advisor at Cetera with 40 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Cetera in 2024, he worked at Infinex Investments, Inc. for 29 years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Daniel Mccarthy is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including roles at MassMutual Life Insurance Company and MML Investors Services, Inc. He is a partner in CM Smith Agency, Inc., an insurance and financial services firm affiliated with Alera Group, and also serves as a financial advisor at CM Smith Financial. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Stuart Hawkins is a financial advisor at Cetera with over 30 years of experience in the industry. He holds Series 63 and Series 65 credentials and has held roles at various firms, including Parkland Securities, SPC, and Futures Planned Benefit Consulting. Hawkins is also board chair of a nonprofit special needs trust and provides consulting on government benefits for special needs children. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with diverse program options.

Michael Lusardi is a Financial Advisor at UBS Financial Services in Hartford, CT, with 16 years of industry experience. He holds the Series 66 designation and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor solutions to clients’ goals.

Steven Marantz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes previous roles at Voya Financial Advisors, PURSHE KAPLAN STERLING INVESTMENTS, Conscious Capital Wealth Management, and J.W. Cole Financial. Outside of his advisory work, he serves as a member of the Select Board for the Town of Longmeadow and participates in local community mitigation efforts related to casino impacts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, financial planning, and access to a range of third-party money managers.

Stacy Cortez is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for nine years. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses firm-approved tools and models to help clients develop financial strategies, primarily providing advisory services without individual security recommendations in standalone plans.