Victoria Mathews is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Merrill and Bank of America, N.A., with a brief tenure at Goldman Sachs. She serves as a trustee for a family trust outside of her advisory role. 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 institutional investors.

Kent Byrd is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has prior experience at Silicon Valley Bank in both the U.S. and Canada. His work history also includes time at Boothbay Harbor Country Club and a period of extended travel. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm’s approach combines proprietary capital market assumptions and model-based asset allocations with research from its Chief Investment Office and UBS Global Research to tailor client strategies across planning and portfolio management.

Alyssa Ranney is a financial advisor at Edward Jones in Enfield, CT, holding a Series 66 registration and three years of industry experience. She has been with Edward Jones since 2012. Alyssa is a co-owner of Wil-Ril Fishing Adventures LLC, a fishing charter business, though she does not have active responsibilities in its operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Michael Brooks is a financial advisor at Morgan Stanley in Hartford, CT, holding a Series 66 designation. He joined Morgan Stanley in 2025 and has prior experience including operating M&M Detailing LLC and working at Black Jax Saloon. Brooks attended Central Connecticut State University from 2021 to 2025. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with a range of specialized investment activities.

Christopher Davis is a financial advisor with Charles Schwab who holds Series 65 and Series 63 licenses and has 27 years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, Scottrade, and other financial firms. He is based in West Hartford, Connecticut. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, providing multi-asset model portfolios and alternative investment options supported by centralized custody and operational resources.

Jennifer Frick is a financial advisor at Cetera with 27 years of industry experience and holds the Series 66 designation. She previously worked at Voya Financial and its affiliated entities from 2014 to 2021 before joining Cetera Wealth Services and later Cetera. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.

Matthew Beggs is a financial advisor at Edward Jones in Enfield, CT, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Stateline Senior Services and several other firms before joining Edward Jones in 2022. Beggs serves as a member of the Town of Somers Economic Development Commission, which focuses on supporting local businesses and business owners. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,000 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Cecilia Bettencourt is a Series 66-licensed financial advisor with UBS Financial Services, based in Hartford, CT. She has 18 years of industry experience and has been with UBS since 1998. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and affiliated lending programs.

Barbara Davis is a financial advisor with Ameriprise in Manchester, NH, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its predecessor entities since 2013. Outside of her advisory role, she is involved with The Halpin Company as an RP Delegate, supporting supervision of financial advisors. 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-efficient withdrawal strategies. The firm combines research, modeling, and adaptive advice, delivering non-discretionary recommendations through a centralized consulting team.

Walter Wydo Jr. is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

John Beloin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Commonwealth Financial Network, Cambridge Investment Research Advisors, Janney Montgomery Scott, and LPL Financial. He is also the owner of Beloin Investment Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Lela Begovic is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney LLC since 2009, transitioning to Morgan Stanley Private Bank, N.A. in 2025. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Vincent Diana is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Pacific Life and AIG Capital Services. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that utilize firm-approved analytical tools.

Barbara Randolph is a financial advisor with Edward Jones in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she is also a beauty consultant for Mary Kay Cosmetics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a large network of financial advisors nationwide.

Justin Perez is a financial advisor with Cetera and holds a Series 66 license. He has four years of industry experience and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Riverview Financial Partners, a business operating under Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Eliot Bassin is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2017 and has 12 years of industry experience overall. Prior to his current role, he was affiliated with LPL Financial for three years. Outside of his advisory work, Bassin serves on the finance committee of Congregation Beth Israel and holds volunteer positions with the Connecticut Society of Certified Public Accountants and the Estate and Business Planning Council of Hartford. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies under the Founders Gate Capital brand.

Douglas Beerbower is a Wealth Management Advisor at Merrill Lynch Wealth Management with 25 years of experience at the firm. He leads the team's Investment Advisory Program services and serves as the operational leader. In his role as a Senior Portfolio Manager, he manages Personalized or Defined Strategies on a discretionary basis, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Doug works with individuals and families to align investment strategies with their long-term goals. He holds multiple professional designations, including Certified Financial Planner (CFP®), Certified Portfolio Manager (CPM®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Michigan State University. Doug resides in Simsbury with his wife and three sons.

Nicholas Nalbatian is a financial advisor at UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses. He has experience working at Webster Bank and has held various roles in educational settings and retail prior to joining UBS. He also has a background that includes positions at Western Connecticut State University and teaching at multiple schools. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to support personalized financial planning.

Patrick Gority is a Financial Consultant at Fidelity, where he serves as the primary point of contact for clients. He collaborates with clients to understand their current financial situations and future goals, developing tailored plans to help them work toward what is most important. Prior to his current role, Patrick gained experience as a Private Banker and Brokerage Associate at Wells Fargo from 2013 to 2022, and as a Financial Advisor at First Investors Corp from 2011 to 2013. His background reflects a solid foundation in financial advising and client relationship management. Outside of his professional work, Patrick's personal interests include family activities, football, golf, parenthood, skiing, and surfing.

Seth Moran is a financial advisor at Morgan Stanley in West Hartford, CT, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Farmington Valley YMCA and Crowley Ford Lincoln. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and corporate financial planning agreements.