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.

Marlene Lambert is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones and BPM Financial Ltd. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America allows access to a wide range of products and services beyond typical investment management.

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.

Nicholas Stager is a financial advisor at Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies that address various client needs, including family wealth management, legacy planning, liquidity management, small business strategies, tax minimization, and retirement income. His approach includes evaluating a wide range of financial scenarios to analyze risk, return, and asset longevity, providing comprehensive support that encompasses all aspects of a client's financial life. Nicholas holds a Bachelor's Degree from the University of Connecticut and is a Personal Investment Advisor (PIA). He is involved in the American Sailing Association and contributes to his community through The Hometown Foundation. His commitment to transparency, integrity, and client-centric service guides his work as he seeks to empower clients in making informed decisions about their financial future. Outside of his professional responsibilities, Nicholas enjoys a range of outdoor activities such as adventure sports, boating, golfing, hiking, skiing, as well as antiquing, cooking, and traveling. His personal philosophy emphasizes building strong relationships with families, businesses, and non-profits, supported by his passion for learning and serving his community.

Douglas Dandrea is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities from 2014 to 2017. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Sean Donovan is a financial advisor with Mass Mutual Investors Services in Glastonbury, CT. He holds Series 63 and Series 66 licenses and has one year of industry experience. His background includes roles at Carrington Capital Management and various positions outside the financial sector, including involvement with Glastonbury Parks and Recreation. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-supported planning approaches and offers specialized programs such as Divorce Planning and event-driven estate and employer-sponsored planning.

Devon Kevetos is a financial advisor at Morgan Stanley with a Series 66 credential and less than one year of industry experience. Prior to joining Morgan Stanley, he has held various roles in retail and service industries, including positions at Marshalls, Target, and Square Peg Pizzeria. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment models to support tailored financial planning, with clients responsible for plan implementation and updates.

Omar Linares is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked in the food service industry for five years and also worked as a food courier for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Robert Hensley is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 55 years of industry experience. His career includes work with Advantage Capital Corporation and the founding of Robert Hensley & Associates. Outside of his advisory roles, he serves on the board of trustees and investment committee for the nonprofit McLean Home and is a board member of the Simsbury Meadows Performing Arts Center, as well as a trustee for St. Catherine of Siena parish. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of independent advisors. It serves a broad client base including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning options through a multi-manager platform.

Lester Butnick is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 63 designation and 43 years of industry experience. He has been with Ameriprise since 2005, including his current role since 2020. Outside of advisory work, he is a partner in an LLC that holds the building where he works and rents office space to other businesses. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Patrick Helm is a financial advisor at Merrill in Hartford, CT, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Asics America and Reebok, and he spent nearly two decades in full-time education before transitioning to the financial sector. He has been with Merrill and Bank of America since 2019. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

James Fasi is a Certified Financial Planner (CFP®) with 50 years of experience, currently serving clients at UBS Financial Services in Hartford, CT. He has been with UBS since 1975. In addition to his advisory role, he participates in a venture partnership focused on investing in startup companies within the healthcare and pharmaceuticals sectors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans aligned with clients’ goals and risk tolerances.

Robert Cusano is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2000 and is also a licensed real estate broker operating Cusano Realty since 1989. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining research-driven asset allocation with a range of portfolio management and capital markets services.

Emily Gomez is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and previously worked at the University of Connecticut and the Manchester Early Learning Center. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Carly Flanagan is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked at Futures Inc. and in various roles outside financial services, including at Max's Oyster Bar and The Housing Authority of the County of Salt Lake City. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Michael Ihrke is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and nine years of industry experience. Before joining Ameriprise in 2025, he worked at Equitable Advisors for eight years and previously held roles at Axa Advisors, LLC and Wagner Spray Tech. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Carlos Salmon is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Bank of America, Merrill, and Key Private Bank. He serves as an elected board member on the finance committee of Hebrew Senior Care and is involved with the Financial Planning Association of Connecticut as director and programs co-chair. Salmon also manages Kyros Consulting, offering tennis lessons, speaking engagements, and general consulting. Cetera Investment Advisers LLC provides investment advisory services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies across various program structures.