Glenn Shafer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with Linsco/Private Ledger since 2003. He also operates Shafer Investment Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Brandon Burleigh is a CFP®-certified financial advisor with four years of industry experience, currently with UBS Financial Services in Hartford, CT. His prior roles include positions at Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory work, he owns and operates an asphalt maintenance company. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Daniel Fitzsimmons is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individuals and families on a range of financial matters including investing, retirement planning, managing new wealth, and tax minimization. His approach involves taking the time to understand clients' goals, concerns, and what they want their financial life to support, allowing him to provide advice aligned with each client's priorities. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Connecticut State University. Daniel's client focus areas include personal retirement planning, portfolio management services, retirement income, and navigating financial complexity related to job transitions and equity compensation. Outside of his professional role, Daniel enjoys outdoor activities and maintaining an active lifestyle, participating in sports such as baseball, basketball, football, golfing, pickleball, and running.

Robert Moquin is a CFP® with 20 years of industry experience, currently affiliated with RBC Capital Markets. He previously worked at Morgan Stanley through various divisions from 2009 to 2024. Outside of his advisory role, he serves as an estate executor. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and integrates capital markets and lending capabilities through its affiliated entities.

Danny Parenteau is a financial advisor at Morgan Stanley in Hartford, CT, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2017, including Morgan Stanley Private Bank, N.A. from 2019 onward. Prior to his advisory career, he worked at Quinnipiac University for two years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kevin Young is a financial advisor with Edward Jones in Manchester, CT, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Elisabeth Kostin is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. She previously worked for the UJA-Federation of New York and Jewish Family Services of Greater Hartford. Kostin serves as an Investment Committee Member for a nonprofit foundation, where she reviews investment reports and provides oversight of the organization's Chief Investment Officer. MassMutual 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 offers customized planning using firm-approved tools and presents event-driven planning services including estate and divorce planning.

Eric Young is a financial advisor at UBS Financial Services in Hartford, CT. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining UBS, he worked at NEOS Investment Management, LLC and has experience outside the financial industry, including roles in education and local government. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. Its Financial Advisors use proprietary research and model-based strategies to tailor plans based on clients’ goals and risk tolerances.

Matthew Cassone is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial and wealth strategies. He focuses on creating comprehensive plans, identifying investment opportunities, and working to grow and protect clients' wealth with trust, transparency, and ongoing communication. Matthew has held various roles at Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects his experience in financial consulting and client relationship management within the investment sector. Outside of his professional work, Matthew has interests in cars, fitness, golf, tennis, and traveling.

Patricia Morytko is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and uses proprietary research and model-based asset allocations to tailor strategies for clients.

Gerald Dubey is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he serves as a Trustee Emeritus for the Connecticut River Museum, a maritime museum and foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Peter Mowry is a financial advisor with Edward Jones in Simsbury, CT, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as treasurer for a local non-profit affiliated with a church in East Granby, CT, responsible for monthly financial reporting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs and affiliated financial services. The firm manages over $1 trillion in assets through a national network of advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Michael Switchenko is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Alma Kruh is a financial advisor with Merrill, holding a Series 66 designation and bringing 28 years of industry experience. She has been with Merrill since 1997 and has concurrently worked at Bank of America, N.A. since 2011. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Ciaburri is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Merrill since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes internal and third-party investment models and supports various asset allocation approaches, including tax-aware strategies.

Bruce Giguere is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has 23 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Tolland, CT. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Jack Vadnais is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018. Prior to that, he was affiliated with Freedom Credit Union and CUSO Financial Services, LP. 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, financial planning, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Hannah Perez is a financial advisor with Morgan Stanley in Hartford, CT. She holds a Series 66 designation and has prior experience at The Herbst Group, LLC, Barnum Financial Group, Alku, and Northwestern Mutual. Perez also spent three years at Merrimack College. 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 methodologies.

Jason Ruimerman is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at RBC Capital Markets since 2013 and has been with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies and combines in-house and third-party managers to implement client portfolios.

Eric Gibbs is a Financial Consultant currently working at Fidelity since 2018. With a career spanning over 20 years, he has accumulated extensive experience in financial consulting roles at various companies including Voya, Prudential, and Quest Capital Strategies, where he additionally served as a Contracted Field Compliance Officer. Throughout his career, Eric has developed a skill set focused on understanding client goals and providing tailored financial advice. His professional journey reflects a commitment to helping clients navigate financial planning and investment strategies. Raised as the son of an Air Force Veteran, Eric attended Department of Defense Schools and lived in multiple countries including Thailand, England, Italy, and Germany, gaining exposure to diverse cultures and perspectives. Outside of his professional life, he enjoys fishing, hiking, skiing, outdoor adventures, and volunteering.