Reid Morin is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Relationship Manager at Fidelity Investments from 2024 to 2026. His work focuses on understanding clients' values and goals to co-create and update detailed financial plans. Reid is committed to strengthening financial plans and building ongoing client relationships through a collaborative approach.

Magdalena O'doherty is a CFA® charterholder and holds a Series 63 license, currently advising clients at LPL Financial with two years of industry experience. She previously worked for J.P. Morgan Securities for ten years and is also involved with AWS since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs and platforms.

Christopher Wiegert is the Resident Director at Merrill, where he offers a comprehensive approach to managing wealth. He begins by understanding clients and their families, their financial situations, and what matters most to them, then assists in creating customized wealth management strategies that adapt to evolving client needs and market conditions. He delivers access to Merrill's investment insights alongside the banking convenience of Bank of America to support various aspects of clients' financial lives. His areas of focus include investment consulting for defined contribution plans, personal retirement planning, and retirement income strategies. Christopher holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned a Bachelor's Degree from Central Connecticut State University and a Master's Degree from Post University. He is also committed to community involvement, reflecting the Merrill tradition of engagement, and enjoys personal interests such as biking, boating, fishing, golfing, and spending time with his family.

Thomas Zimmer is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. Prior to that, he was employed at Bank of America and spent time at the University of Connecticut Center for Career Development. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Eberle is a CFP® professional with 15 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. He is also involved in life settlements and viaticals, assisting customers with the sale of various life insurance policies to life settlement companies, and is a partner in a general partnership LLC that manages administrative support staff. Mass Mutual Investors Services, a subsidiary of MassMutual, is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements with tools such as Monte Carlo simulations and asset-allocation software, focusing on recommending investment strategies rather than specific products.

Bradford Kidney is a CFP®-designated financial advisor with 25 years of industry experience, currently based in Glastonbury, CT. He has worked at Raymond James Financial since 2018 and previously held roles at Morgan Stanley and Merrill. Kidney serves on the board and strategic planning committee of Ellington Ridge Country Club. He is a partner in Crescent Point Private Wealth, LLC, a DBA supporting his work with Raymond James Financial Services Advisors, Inc. RJFSA provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations, using tailored non-discretionary planning and analytical tools to align with client goals.

Christy Kennedy Martinez is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 licenses and with seven years of industry experience. She has worked at RBC Capital Markets since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank, NA. Additionally, she has experience at Florida Atlantic University. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on client risk profiles, utilizing a combination of in-house and third-party managers.

Christopher Gent is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, with 52 years of industry experience. He has previously worked at Parkland Securities and SPC. Outside of his advisory role, Gent serves as a voluntary board member of the Ron Roley Foundation, which promotes public awareness for pancreatic cancer, and is a board member-emeritus of the American School for the Deaf. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various program structures designed to accommodate diverse client needs.

Jeremy Busa is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at New York Life and served for 20 years with the Southington Police Department. He also had a brief role with Desmarais for State Connecticut’s 32nd District. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party advisory programs and offering a range of investment options including mutual funds, ETFs, and select alternative investments.

Lei Wang is a financial advisor at OSAIC with 31 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors for 24 years. Outside of his advisory role, Wang is an author and operates an entity offering traditional fixed insurance, annuities, and long-term care insurance. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk-tolerance assessments, and access to third-party money managers.

Jennifer Heims is a financial advisor with Ameriprise in Avon, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Ameriprise since 2018, following prior roles at Cornerstone Capital Partners Inc., N.A. and Hrc Investment Services, Inc. Outside of advising, she holds timeshare condominium units at Mount Snow Resort. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

Patricia Gugliotti is a financial advisor at LPL Financial with 43 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and The Strategic Financial Alliance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jennifer Wheatley is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a notary public, notarizing documents in her community. 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. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Yaqarah Sage is a financial advisor at Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses with four years of industry experience. Their prior roles include positions at Goldman Sachs, Raymond James Financial Services, and Marinelli Wealth Management. Morgan Stanley Wealth Management offers a wide array of advisory programs for individual and institutional clients, featuring tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

E. Loomis is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding a Series 66 designation and 14 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2016 to 2017. Outside of advisory work, Loomis is also an insurance agent involved in property and casualty insurance brokerage. Mass Mutual Investors Services, LLC 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, employing a collaborative, annual financial planning process that utilizes firm-approved analytical tools.

Robert Reier is a Financial Advisor at Merrill Lynch Wealth Management, where he has been working since 2022. In his role, he advises individuals, families, executives, and business owners on financial strategies, goal planning, and retirement planning. He focuses on building long-term relationships with his clients and helps them navigate the financial landscape to create plans aimed at achieving financial freedom. Robert's expertise includes college education planning, corporate executive services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He serves as a behavioral coach to assist clients in maintaining discipline during uncertain times and provides access to resources available through Bank of America, such as Wealth Management Bankers, Lending Specialists, Trust Specialists, and Consumer Investment Specialists. He holds a Bachelor's Degree in Financial Economics from Emory University and a Personal Investment Advisor (PIA) designation. Robert was born and raised in Rye, New York, attended Trinity Pawling High School, and currently resides in Canton, Connecticut. Outside of work, he enjoys fishing, fly-fishing, and outdoor activities.

Sophie Stevens is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Raymond James Financial Services, Liberty Bank, and Simsbury Bank & Trust Co. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools such as Monte Carlo simulations as part of its advisory services.

David Jorgensen is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining RBC in 2024, he worked at Morgan Stanley in various capacities from 2012 to 2024. He serves on several nonprofit and community organizations, including as a commissioner for the Capital Region Development Authority, a member of the investment committee for the United Way of Northern and Central Connecticut, and as a board director for The Police Athletic League of Hartford. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies delivered through multiple advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm leverages a range of affiliated asset managers and investment vehicles, integrating capital markets capabilities with personalized client solutions.

Michael Domingos is a CFP®-designated financial advisor with Ameriprise in East Hampton, CT, with 22 years of industry experience. He has been with Ameriprise since 2005, including his current role at the firm since 2020. Outside of his advisory work, he has a business ownership role in The Couzens Group LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Steven Jacques is a CFP® with 26 years of experience in the financial industry. He is currently with Cetera, having been with Cetera Wealth Services, LLC since 2021, and has operated Lighthouse Financial, LLC since 2005. His prior experience includes seven years at VOYA Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and both affiliated and third-party managers.