Jonathan Fucci is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Key Investment Services LLC and Infinex/United Bank. Fucci is also involved in commissions on property and casualty policy renewals with Farmers Insurance in Canton, CT. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various platforms and tools to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Philip Gordon is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Gordon holds a Series 63 designation. Outside of his advisory role, he serves as a trustee for a trust based in Madison, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that supports a broad range of retail and institutional clients.

Matthew Tyo is a financial advisor with Cetera, holding Series 63 and Series 65 designations and possessing 15 years of industry experience. He has worked with Cetera and its related entities since 2019 and previously spent eight years with Foresters Financial. Tyo is the owner of TEAM TYO FINANCIAL ADVISORS, a financial services and asset management business operating under Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Thomas Oakley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he has worked with Wilbraham Parks, Springfield Public Schools, The Literacy Lab, and Catholic Charities Archdiocese of Hartford. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Hahn is a financial advisor with Ameriprise in Avon, CT, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hahn serves as Vice President and Golf Committee Chair on the Board of Directors of the Golf Club of Avon. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-smart strategies to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Dakota Johnson is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked across multiple Cetera entities since 2021, as well as at Voya Financial Advisors and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Greg Mendoza is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with UBS since 2009. Mendoza serves on the Professional Advisory Committee of the Hartford Foundation for Public Giving. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing a range of solutions including fee-based financial planning, portfolio management, and proprietary research.

John Jezowski is a Series 66-licensed financial advisor with Merrill, based in West Hartford, CT. He has 17 years of industry experience, including prior roles at Key Family Wealth and Webster Private Bank. Merrill, along 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 institutions.

Wanda Mobley is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2005, totaling 21 years with the firm. Merrill, along with 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Corjulo is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. Prior to that, he was employed at Connecticut Financial LLC and Terra Strategies and has experience at the University of Connecticut. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Krause is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, LLC, and The Hartford. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, the IRS-qualified Charitable Gift Fund, and registered investment companies. The firm blends fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and holds distinctive roles including CFTC registration and advisory responsibilities to multiple registered investment companies.

Manon Champagne is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with Morgan Stanley since 2016. She serves as a non-voting member of the finance committee for Interval House, a domestic violence shelter in Hartford, CT. Manon is also a notary public in Windsor, CT. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Dennis Leone is a CFP®-certified financial advisor with Ameriprise Financial Service, LLC, where he has worked since 1975, accumulating 51 years of industry experience. He was also affiliated with Ameriprise Financial Services, Inc. from 2005 to 2020. He is based in Glastonbury, CT. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Patrick Morgan is a Vice President and Financial Consultant at Fidelity Investments. In his current role since 2024, he works closely with families to develop personalized financial strategies. Patrick aims to understand each family's unique needs and uses Fidelity's resources to create clear and tailored financial roadmaps. Patrick has built his career at Fidelity Investments, progressing through roles including Financial Consultant from 2016 to 2023, Investment Consultant from 2014 to 2016, and Relationship Manager from 2013 to 2014. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Financial from 2010 to 2013.

Jamie Glenn is a financial advisor at Merrill with Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Merrill since 2008. Outside of his advisory role, Glenn serves on the board of the International Order of the Rainbow for Girls, providing advisory support, and is also a board member for EIMA, assisting with fundraising and event organization for a high school band. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, utilizing internal and third-party managers alongside strategic asset allocation.

Kristina Oswald is a CFP®-certified financial professional with 38 years of industry experience. She is affiliated with Cetera and Kelly & Company Wealth Partners LLC, and has held roles at various Cetera entities since 2013. Oswald serves on the subcommittee overseeing the endowment funds for the First Congregational Church Canton Center and holds board positions with the Financial Planning Association of Connecticut and the Canton Community Health Fund. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, leveraging a nationwide advisor network and a variety of program options including model portfolios, third-party managers, and bespoke strategies.

Maureen Keating is a financial advisor at UBS Financial Services with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Merrill and Bank of America. Keating serves as trustee for family trusts related to education and support. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of investment products and capital markets solutions.

Stephen Bacon Sr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior work includes long-term roles at Bacon Financial Group and Concourse Financial Group Securities Inc. In addition to advising, he owns a tax preparation business and serves as a notary public. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

James Galloway is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked with Cambridge Investment Research since 2020 and has been involved in public education since 2015. Outside of advising, he is a board member of the Somers Board of Education and the Northern Connecticut Chamber of Commerce, and he owns Northern Connecticut Lacrosse, an LLC focused on coaching lacrosse players. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various platform arrangements and both discretionary and non-discretionary strategies tailored to client objectives.

Tawana Anderson is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and seven years of industry experience. She has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.