Elisabeth Kostin is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. She has worked at MassMutual Life Insurance Co and Mass Mutual Investors Services since 2023. Elisabeth serves as an investment committee member for a nonprofit foundation where she reviews investment reports and policies and provides oversight of the organization’s Chief Investment Officer. 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, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and a range of specialized planning programs.

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.

Jack Vadnais is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 27 years of industry experience. His career includes roles at Freedom Credit Union and Cuso Financial Services, with a current tenure at LPL Financial since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Hannah Perez is a financial advisor at Morgan Stanley with a Series 66 designation and seven years of industry experience. She has previously worked at The Herbst Group, LLC, Barnum Financial Group, Alku, and Merrimack College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals 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 offers a broad range of retail and institutional services.

Brett Bartkiewicz is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including TD Private Client Wealth LLC and Mercer Global Advisors Inc. His career includes roles at both wealth management and investment firms. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools to align recommendations with client goals, supporting implementation through its advisory programs and affiliated advisory firms.

Jason Ruimerman is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank, RBC Capital Markets, and Lord, Abbett & Co. LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, leveraging a range of in-house and third-party managers alongside integrated capital markets and lending capabilities.

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.

Adam Lattarulo is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Prior to entering the financial services industry, he was involved with Kahan O'Neill Realty and Ticket Network/Eventvest. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms.

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.