Adam Lattarulo is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2025, he worked at Eagle Strategies (NY Life) and New York Life for six years. 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, retirement plan consulting, and brokerage services, delivering both discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

Andrew Barresi is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Lincoln Financial Distributors and Fidelity Investments, as well as experience outside finance at the Adams & Welch Restaurant Association and Giovannis Bakery. He has also been affiliated with the University of Connecticut. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios built using proprietary research, quantitative analysis, and algorithmic construction. The firm is registered as a commodity pool operator, serves multiple registered investment companies, and utilizes algorithmic methods and AI in its investment process.

Robert Fry is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Mutual of Omaha and The Prudential Insurance Company of America. Outside of his advisory role, he is a managing member of Cloud Hill Farm LLC, where he assists with financial decision-making. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and systematic portfolio construction.

Tanya Poulin is a financial advisor at Merrill with 12 years of experience, including six years in the industry holding a Series 66 designation. She has been with Merrill since 2014. 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 various institutional investors.

David Caruana is a Series 66 licensed financial advisor at Stifel with six years of experience, including five years at Landscape Capital. He has been with Stifel since 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Clara Asensio is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Kenneth Huffine is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked previously at firms including Liong View Wealth Management and Securities America Advisors. Huffine is also involved with Long View Wealth Management, LLC, an affiliated business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by both discretionary and non-discretionary management, as well as research and model portfolios from internal and third-party resources.

Michael Briggs is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2022 and has prior experience with MassMutual Life Insurance Company and Next Financial Group, Inc. Outside of advising, he owns an interior design business. MassMutual 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, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Trey Robbins is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has held various roles within Fidelity Investments, including Investment Solutions Consultant from 2020 to 2023, Investment Solutions Representative in 2020, Interim Client Services Help Desk from 2019 to 2020, and Customer Relationship Advocate from 2018 to 2019. Prior to joining Fidelity, Trey worked as a Financial Professional at Integrity Financial Group from 2017 to 2018 and as a Financial Representative at Northwestern Mutual from 2016 to 2017. Trey holds a California Insurance License, enabling him to provide financial and insurance-related services. His approach centers on creating financial plans that simplify clients' lives and help them focus on their priorities. Outside of his professional commitments, Trey enjoys cooking and baking, family activities, fitness, exploring food as a foodie, gardening, and singing.

James Sleight is a Senior Financial Advisor with Merrill Lynch Wealth Management, overseeing and coordinating the financial affairs for a select group of families, retirees, corporate executives, and business owners in central Connecticut and nationwide. With 25 years of experience delivering advice and guidance, he focuses on understanding the needs of the families he serves to become a trusted advisor. His areas of expertise include investment management, lending, retirement planning, insurance, estate trust, and philanthropic services, along with socially responsible and ESG investing. Mr. Sleight holds a Bachelor's Degree from Western Kentucky University and the Personal Investment Advisor (PIA) designation. He emphasizes personalized financial strategies tailored to clients’ long-term goals and maintains a high level of personal service through timely communication and availability. Beyond his professional role, James is involved in the community, volunteering with West Hartford Girls Softball. His personal interests include baseball, camping, football, hiking, music, reading, and traveling.

Robert Oliver III is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Catherine Crosby is a Financial Advisor at Merrill Lynch Wealth Management. She brings over a decade of experience as a Certified Public Accountant (CPA) to her current role, applying her expertise in tax planning and investment management strategies to assist clients with their financial goals. Catherine focuses on simplifying complex financial decisions and creating personalized plans tailored to the unique needs of individuals and families. She earned a bachelor's degree in Accounting and Management Information Systems from Gonzaga University, followed by an MBA in Finance from Babson College. Catherine holds the Personal Investment Advisor (PIA) designation, underscoring her commitment to professional development in wealth management. Beyond her advisory responsibilities, Catherine is involved in community service as the Co-Chair of the Young Professionals Group for Big Brothers Big Sisters of Eastern Massachusetts. Her personal interests include playing pickleball, reading, skiing, practicing yoga, and spending time with family.

Pedro Martinez is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at VOYA Financial Advisors and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs.

Martin Mc Mahon is a Certified Financial Planner (CFP®) with 27 years of experience, currently serving at Edward Jones since 1998. He holds Series 63 and Series 66 licenses and is based in Windsor, CT. Outside of his advisory role, Mc Mahon is involved with the Windsor Historical Society’s Board of Finance and is a partner in DKNK Enterprises, a real estate business developing a building to house financial advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of financial advisors and branch offices across the United States.

Thomas Salvo is a Financial Consultant currently working at Fidelity Investments since 2023. In his role, he collaborates with clients to design and implement financial strategies tailored to their individual stories, goals, and concerns. He assists clients in evaluating their financial situations, potential exposures, and provides recommendations aligned with their objectives. Thomas supports clients through the implementation phase and offers ongoing adjustments to help them remain on track toward their financial goals. He has considerable experience in the financial services industry, with positions including Senior Wealth Strategist at Barnum Financial Group from 2021 to 2023, Financial Planner at Prudential Securities from 2020 to 2021, and earlier roles such as Wealth Strategist at Barnum Financial Group from 2011 to 2020, and Financial Consultant at New York Life in 2011. Outside of his professional work, Thomas has interests in art, golf, hiking, pets, sailing, and tennis.

Ryan Arseneault is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. His prior roles include positions at VHB, LPL Enterprise, and The Prudential Insurance Company of America. He holds a degree from Bryant University. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets, providing detailed written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized advice, with a focus on assets held in Ameriprise-managed accounts.

Peter Cote is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to LPL, he worked at Cetera Advisor Networks LLC from 2013 to 2017. He is also an author of a financial guide titled "A Consumer's Guide to Finding a Financial Advisor." LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and incorporating research from LPL Research and third-party subadvisors.

Christopher De Matteo is a Series 66-licensed financial advisor with Merrill, based in Hartford, CT, and has nine years of industry experience. He worked at Merrill from 2015 to 2021 and again starting in 2022, with a one-year tenure at Intsel Steel East in between. Outside of his advisory role, he officiates basketball games at local recreational leagues and participates as a board member of The D. Family Foundation Inc., a nonprofit established in honor of his late brother that awards scholarships. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Michelle Liegl is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she oversees a property management company for a condominium association in Hartford, CT. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

James Martin is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Osaic since 2023 and previously spent over two decades with Lincoln Financial Advisors Corporation and Lincoln National Life. Outside of his advisory work, Martin serves as an ordained minister and provides notary public services as well as coaching and consulting through a separate business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory, and retirement planning services with a broad selection of investment options and third-party managed account solutions.