Christopher Smith is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work history includes roles at MassMutual Trust Company and Fisher Investments. He is also a member of Beacon Ridge Properties, LLC, where he manages bookkeeping and insurance for the real estate 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 provides financial planning, asset management, and educational seminars, with services that include event-driven planning such as divorce and estate-settlement planning.

Crystal Leppo is a financial advisor at UBS Financial Services in Hartford, CT, with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo Advisors, LLC since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Samuel Lusardi is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and seven years of industry experience. He has been with Mass Mutual and its affiliated firms since 2017, following earlier roles outside the financial industry. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charities, and employers. The firm offers a range of event-driven planning programs and educational seminars alongside its investment advisory services.

William Matzinger is a CFP® professional affiliated with LPL Financial, based in Glastonbury, CT, with 30 years of industry experience. He previously worked at Lincoln Financial Advisors for 16 years before joining LPL Financial in 2025. Outside of his advisory role, he is involved with Charter Oak Financial, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven management solutions.

Dante Ambrogio is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at UBS since 2013. Outside of his advisory role, Ambrogio serves on the Board of Directors for the Cesare Barbieri Endowment, assisting in hosting public lectures on Italian arts and academia. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor investment plans to clients’ goals.

Timothy Rhouddou is a financial advisor at Raymond James Financial with a Series 66 designation. He has held roles at several firms including Commonwealth Financial Network, Fidelity Investments, and Northwestern Mutual Investment Services. Outside of finance, he has experience working with Skyhawks Sports Camps and in academic settings at Bryant University and the University of Massachusetts at Amherst. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to tailor recommendations to client goals.

Joseph Murphy is a CFP® with 40 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. He previously worked at United Bank, Infinex Investments, Inc., and Key Investment Services LLC. LPL Financial is a registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Emily Hodgdon is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017, and has additional work experience at the Florida Department of Agriculture and Consumer Services since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment solutions through both direct and employer-sponsored financial planning arrangements.

William Lohrey is a Series 65 licensed financial advisor at Edelman Financial Engines with three years of industry experience. His prior positions include roles at Financial Engines Advisors L.L.C., Connecticut Wealth Management, New York Life Insurance GBS, Cigna Life Insurance Company, and Ameritas Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

David Sacharko is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. UBS Financial Services Inc. 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 provides a broad range of capital markets solutions.

Kevin O’Shea is a financial advisor with RBC Capital Markets in Hartford, CT, holding a Series 66 designation and 20 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for a combined 17 years. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through various internal and external managers, supported by RBC Capital Markets’ broad capital-markets capabilities.

Lourdes Rhodes is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as a Senior Vice President for The Rhodes Group since 2010. She works with individuals, families, and business owners to provide comprehensive financial planning and wealth management services. Lourdes specializes in areas including retirement preparation, equity compensation management, estate and legacy planning, tax minimization, and values-based investing. She holds professional designations such as Certified Financial Planner (CFP) and Certified Plan Fiduciary Advisor (CPFA), bringing a strategic perspective to complex financial matters. Lourdes earned her bachelor's degree from the University of Connecticut School of Business. Outside of her professional work, Lourdes is involved with Tolland Lacrosse and enjoys spending time with her family, engaging in activities such as hiking, biking, running, soccer, racquetball, swimming, cooking, traveling, and yoga.

Yolanta Rondinelli is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She has worked at Cetera and affiliated entities since 2021 and is also the Client Service Manager at Reed Financial Planning Services, LLC, a role she has held since 2019. Additionally, she is involved in the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a large network of over 10,000 advisors and approximately $256 billion in assets under management.

Jennifer Carroll is a financial advisor with Raymond James & Associates in Glastonbury, CT. She holds the Series 66 designation and has 10 years of industry experience, including prior roles at Merrill and Bank of America, N.A. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, and municipal entities—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

James Desrocher is a financial advisor at DeNovo Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Keynote Financial Services, LLC since 2015. DeNovo Financial serves individuals and families, including trust and estate accounts, providing investment management, portfolio construction, retirement planning, and financial planning. The firm employs a research-driven investment process focused on long-term ownership and dividend income growth, with most portfolios managed on a discretionary basis aligned with client objectives.

Bruce Filingeri is a financial advisor at Glastonbury CPA's Financial Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and has been a tax partner at SRC, Certified Public Accountants, P.C. since 1989. Outside of his advisory role, he serves as an investment advisor representative and partial owner of Glastonbury Financial Advisors, LLC. Glastonbury CPA's Financial Advisors, LLC provides portfolio management and related advisory services to individual investors and a limited number of institutional clients. The firm combines a formal CPA affiliation with portfolio management, offering services at a modest scale.

Wayne Connors is a financial advisor at Black Swan Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Black Swan Wealth Management since 2014. He is also a managing partner of Retirement Investor LLC, an online educational content business focused on investment topics. Black Swan Wealth Management provides advisory services primarily through the selection and referral of third-party investment advisers rather than direct portfolio management. The firm emphasizes modern portfolio theory and monitors outside managers using benchmarks, without discretionary authority over client accounts.

Brendan Donahue is a financial advisor at Sovereign Financial Services with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ing Financial Partners, Inc. since 2011. Sovereign Financial Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, offering portfolio management services with ongoing portfolio oversight and periodic account reviews. The firm also coordinates investment advice with tax and insurance considerations as part of its client services.

Ryan Groves is a financial advisor at Black Swan Wealth Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Black Swan Wealth Management since 2013, with a brief tenure at 3 D Asset Management in 2016. Outside of advisory services, he is a licensed real estate broker and insurance agent in Massachusetts and is a partner in an online educational content business for do-it-yourself investors. Black Swan Wealth Management provides advisory guidance primarily through selecting and referring third-party investment advisers rather than direct portfolio management. The firm focuses on vetting and monitoring outside managers using modern portfolio theory and does not have discretionary authority over client accounts.

Mark Mazzone is a financial advisor with Sovereign Financial Services, holding a Series 65 designation and possessing 22 years of industry experience. He is also a 50% owner and member of D'Agostino & Mazzone, LLC, a CPA firm providing tax planning, tax compliance, and financial planning services. He has been with D'Agostino & Mazzone since 2000. Sovereign Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes ongoing portfolio oversight and coordination of investment advice with tax and insurance considerations.