Luke Marino is a CFP® professional with 10 years of experience in the financial services industry. He has been with Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. He is a partner of Risley Marino Group and co-owner of Riverview Financial Partners, both affiliated with Cetera. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Benjamin Conroy is a financial advisor with Raymond James & Associates in West Hartford, CT, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked for eight years at The Conroy Company, Inc. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and governmental entities, offering financial planning and investment consulting through various programs and an extensive affiliate network.

John King is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies that align with clients' long-term goals. Drawing on the resources of Merrill and Bank of America, he offers guidance that reflects an understanding of evolving market conditions and the full financial picture of each client. John holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Connecticut. He actively participates in community service, dedicating time to volunteer with local organizations in line with Merrill's tradition of community involvement.

Howard Rosenblatt is a Series 66-credentialed financial advisor with 26 years of industry experience. He has worked at LPL Financial since 2010 and previously held roles at Morgan Stanley and its affiliated entities from 2000 to 2010. Rosenblatt also operates Rosenblatt Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a range of advisory services including financial planning, model portfolios, and participant-level retirement advice through a large network of investment adviser representatives.

Michelle Wright is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. 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 customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Meg Castineiras is a Financial Consultant at Fidelity Investments, where she collaborates with individuals and families to develop financial plans aimed at helping them achieve their goals. She emphasizes a holistic planning approach that involves a comprehensive review of multiple financial objectives, prioritizing a tailored strategy aligned with each client's needs. Before her current role, Meg served as a Financial Representative at Fidelity Investments from 2022 to 2023. Her professional experience at Fidelity Investments reflects her commitment to working closely with clients to co-create financial plans that address their unique circumstances. Outside of her professional work, Meg has interests in fitness, tennis, theater, traveling, and volunteering.

Margaret Jakubowski is a financial advisor at Cetera with seven years of industry experience and holds the Series 66 designation. She has worked with Cetera and its affiliated entities since 2019 and is currently the owner of Hensley Advisors. In addition to her advisory role, she sells fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and retirement services, operating a multi-manager platform with discretionary and non-discretionary programs and access to both affiliated and third-party investment managers.

Joseph Thornton is a financial advisor with Ameriprise in Manchester, CT, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2016. Outside of Ameriprise, he manages an advisory business through Brownstone Management of CT LLC. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide customized income recommendations. The firm delivers these services through a centralized team in partnership with advisors like Thornton and offers a broad range of advisory, brokerage, and insurance solutions.

Drew Duarte is a Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Edge in 2020 on the Premium Service Desk, where he supported high-net-worth clients with complex trading and multi-account strategies. In 2026, Drew joined the KD Wealth Management Team, focusing on delivering comprehensive planning and disciplined investment guidance tailored to clients' goals. Drew holds a bachelor's degree in Economics from the University of Connecticut. He also holds the Personal Investment Advisor (PIA) designation. His approach emphasizes building wealth plans based on clients' priorities and adjusting those plans as needed to address changing circumstances. Outside of his professional responsibilities, Drew enjoys staying active through working out, golfing, and traveling. He also serves as a coach for the University of Connecticut Men's Lacrosse program, mentoring student-athletes on and off the field.

Andrew Bassock is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 1999. Outside of his advisory role, he serves as president of the University of Pennsylvania Alumni Club in the Hartford area. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing a combination of financial planning, portfolio management, and proprietary research to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Brian Tomaska is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. Prior to joining UBS in 2022, he worked at Wells Fargo Clearing and Wells Fargo Clearing Services from 2016 to 2022. Outside of his advisory work, he is active as a rideshare driver. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings, utilizing proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and market-making functions.

James Convery is a financial advisor with Mass Mutual Investors Services in Simsbury, CT, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His prior work includes roles at Johnson Brunetti LLC, JB Capital, LLC, and E*Trade Financial and its affiliates. Mass Mutual 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, using firm-approved software to develop collaborative, annual financial plans.

Hai San Chang is a financial advisor with Thrivent Investment Management in West Hartford, CT, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Thrivent Investment Management since 2012 and Thrivent Financial for Lutherans since 2013. Chang serves as a board member of the St. Francis Foundation, which raises funds for St. Francis Hospital. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.

Eugene Duarte is a Senior Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he leads the KD Wealth Management Group, a multigenerational team focused on providing personalized financial guidance and planning-first strategies to families and business owners. Eugene works closely with clients on retirement planning, investment management, wealth preservation, estate planning, and multigenerational wealth transfer. With over 30 years of experience, Eugene specializes in areas including tax efficient wealth management, business owner planning, executive wealth strategies, and fiduciary guidance. He holds several professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Bryant University and is a member of the Financial Planning Association. Outside of his professional duties, Eugene values family and community involvement. He has been married over 30 years and has three children. His family participates in church, sports, music, and scouting activities. Eugene enjoys cooking, golfing, hiking, music, and spending time with his family. He and his family support community organizations including the Red Cross and CT Foodshare.

Edward Keyes is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has provided investment guidance and advice for 25 years, focusing on clients with complex financial needs including business owners and corporate executives. Edward also assists small and medium-sized privately held businesses with retirement plans and offers access to Bank of America services such as cash management, lines of credit, and term loans. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, socially responsible investing, special needs planning, women and wealth, tax minimization, and retirement income. Edward holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s degree in Economics from Boston College. Edward lives in Suffield with his wife, Trish, and they have four adult children. Outside of work, he enjoys fishing, golfing, skiing, traveling, and spending time with his family.

Richard Sinoradzki is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 credentials and with 13 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through direct individual plans as well as corporate financial planning agreements.

Mehdi Ouni is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Co. His current tenure at Edward Jones began in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Megha Thomas is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She has been with Bank of America, N.A. and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Eemeli Erkkilae is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 designation and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and Patterson Insurance Services. Outside of advising, he is involved in a business related to non-variable insurance commission trails. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance products.

Phyllis Long is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Long serves as a board member and on the Compassion Committee of Life Church New England. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers diverse investment and advisory solutions alongside its broad retail and institutional offerings.