Lisa Stanes is a Series 66 licensed financial advisor with Fidelity, based in West Hartford, CT, and has 15 years of industry experience. She has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios that incorporate mutual funds, ETFs, and ETPs.

Robin Anderson Jr. is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2016. Based in Hartford, CT, he provides advisory services through one of the largest financial firms. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations in its client strategies.

Kyle Ross is a financial advisor at UBS Financial Services with 17 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he serves as an alderman for the City of New Haven, participating in local legislative policymaking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering customized financial planning and portfolio management informed by proprietary research and model-based asset allocations.

Thomas Ragonese is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as executor for his father's estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with planning engagements typically delivered through discrete consultations.

Christopher Mishler is a Planning Consultant at Fidelity Investments, where he partners with clients to create personalized financial plans tailored to their individual and family situations. He focuses on identifying clients' specific strengths and weaknesses to help them pursue plans based on their goals. Since joining Fidelity Investments in 2023, Christopher has worked diligently with each client to ensure they have the confidence and comfort needed to manage their financial future. Outside of his professional role, Christopher enjoys outdoor activities such as beach outings, boating, hiking, kayaking, and snowboarding.

Haig Arakelian is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 1998. He has over 27 years of experience working with Fidelity clients and their families, focusing on financial planning and utilizing Fidelity's resources to meet clients' financial needs. Throughout his career at Fidelity, Haig has dedicated himself to helping clients achieve their financial goals through comprehensive financial consulting. His long tenure at the firm reflects his commitment to client service and financial planning. Outside of his professional role, Haig has interests in cars, fitness, gardening, playing musical instruments, reading, and volunteering.

Steven Lombardo is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America Advisors and National Planning Corporation. Lombardo also owns Lombardo Financial Services and the Lombardo Insurance Agency, where he is involved in insurance sales. He serves as Vice President of a local networking group, BNI. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple platforms. The firm employs a variety of asset-allocation tools and portfolio management strategies to accommodate client preferences, including discretionary and non-discretionary account management.

Marc Sack is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2009, previously working at Citigroup Global Markets and Northstar Wealth Partners LLC. Outside of advising, he conducts guitar lessons and operates a small family online retail business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Nathan Pierce is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services and Northwestern Mutual Investment Services. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative financial planning engagements using firm-approved software and offers a range of programs including estate settlement and employer-sponsored planning.

Dean Calderoni is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and the State of Connecticut Judicial Branch. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party investment managers.

Henry Cormier is a financial advisor with Ameriprise in Unionville, CT, holding a Series 63 designation and 44 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he holds a real estate license and owns Cormier Wealth Management, LLC, a business established to manage salaries and expenses related to his Ameriprise activities. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and the use of algorithmic tools under oversight.

Kevin Carriere is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 39 years of industry experience. His career includes over three decades at Metlife Securities Inc., followed by roles at MassMutual Life Insurance Company and Mass Mutual Investors Services. He is also an independent insurance agent specializing in various insurance products, including dental, disability, life, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools to support goal-based planning and investment strategy recommendations.

Dean Forstmann is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior work includes over three decades at Charles Schwab and roles at Charles Schwab Bank and M&T Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and operational technology.

Gary Gray is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory work, he is the owner of Spartan Sharpshooter, a recreation business based in East Longmeadow, Massachusetts. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm‑approved tools and modeling techniques.

Terrence Nichols is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm integrates research, modeling, and tax-efficiency analysis to deliver written recommendation reports, utilizing algorithmic automation alongside personalized review to support clients’ retirement income strategies.

Christopher Clarke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Merrill Lynch, Bank of America, Virtus Investment Advisers, and Key Investment Services prior to joining LPL Financial and Webster Bank. 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, third-party asset management, and institutional platforms.

Wilbur Mann Jr. is a financial advisor at LPL Financial with 31 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Main Street Management Company. He holds Series 63 and Series 65 credentials and is based in Cheshire, CT. Mann also acts as an independent agent for fixed insurance products. 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 institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.

Douglas Veillette is a financial advisor at Ameriprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Veillette serves on the Board of Directors for the Boys & Girls Club of Greater Waterbury. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports in partnership with clients' advisors.

Mark Levesque is a financial advisor at Edward Jones in Newington, CT, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Edward Jones, he worked at Elevance Health for three years and Cigna for fifteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of managed investment strategies and affiliated products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Thomas Di Fiore is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and nine years of industry experience. He has worked with MassMutual Life Insurance Co. and its affiliates since 2016. In addition to his advisory role, he is licensed as an insurance agent providing life and health insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning with optional implementation through separate brokerage or insurance arrangements.