James Fasi is a CFP® with over 51 years of experience in the financial services industry, all with UBS Financial Services. He is based in Hartford, CT, and participates as a partner in Aimers Venture Partners, LLC, a healthcare and pharmaceuticals venture partnership, where he evaluates startup companies for potential investment. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Robert Cusano is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2000 and is also a licensed real estate broker operating Cusano Realty since 1989. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining research-driven asset allocation with a range of portfolio management and capital markets services.

Emily Gomez is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and previously worked at the University of Connecticut and the Manchester Early Learning Center. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Carly Flanagan is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and previously worked at Futures Inc. and in various roles outside financial services, including at Max's Oyster Bar and The Housing Authority of the County of Salt Lake City. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Michael Ihrke is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and nine years of industry experience. Before joining Ameriprise in 2025, he worked at Equitable Advisors for eight years and previously held roles at Axa Advisors, LLC and Wagner Spray Tech. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Carlos Salmon is a financial advisor at Cetera with 12 years of industry experience. He holds the CFP® designation along with Series 66 and Series 63 licenses. Prior to joining Cetera in 2023, he held positions at CIC Wealth, Stratos Wealth Advisors, Key Private Bank, and Bank of America, among others. Salmon serves as an elected board member on the finance committee of Hebrew Senior Care and is active in consulting through Kyros Consulting, where he offers tennis lessons, speaking engagements, and other consulting services. Cetera Investment Advisers LLC provides services through a large network of independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options, financial planning, and access to third-party money managers.

Elizabeth Greak is a financial advisor with Osaic Wealth, Inc. and holds Series 63 and Series 66 designations. She has 33 years of industry experience, including prior roles at Securities America Advisors, Inc., Investacorp Advisory Services, and her own firm, Comer & Greak Financial Consultants, where she continues to provide investment advisory services. Osaic Wealth serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to multiple investment platforms and third-party managers.

Robert Fiondella Jr. is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked at firms including M Holdings Securities, Inc., Fiondella Insurance and Retirement Planning, and Anchored Finance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary and third-party strategies.

Matthew Conroy is a financial advisor with MassMutual Investors Services holding a Series 66 designation. He has been with the firm since 2025 and has prior involvement in community roles with East Haddam Parks & Recreation and local soccer clubs. MassMutual 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 programs, focusing on collaborative, goal-oriented client relationships.

Benjamin Marlor is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has five years of industry experience, including roles at BlackRock Investment Management and Nasdaq Execution Services prior to joining MassMutual. Mass Mutual Investors Services 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, using firm-approved tools to develop collaborative, goal-oriented plans.

Scott Jeamel is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Charles Schwab since 1990 and Charles Schwab Bank, SSB since 2005. 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 discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios supported by centralized custody and operational infrastructure.

Jim Foley is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, Retirement Relationship Manager, and Retirement Solutions Representative. His approach to financial advising is informed by his background in psychology, which guides his understanding of clients' goals and the emotional aspects of investing. He focuses on planning and implementing financial strategies tailored to individual client needs. Outside of his professional work, Jim enjoys bowling, comedy, football, social events with friends, golf, and traveling.

Michael Mccabe is a financial advisor with LPL Financial, holding a Series 63 designation and over 41 years of industry experience. His career includes roles at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., Investacorp Advisory Services, Inc., and Veravest Investment Advisors, Inc. He also operates McCabe Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Paxton Heinrich is a financial advisor with Thrivent Investment Management in Manchester, CT, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Manchester Mazda and Monaco Ford, among other positions outside financial services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering in-depth written recommendations across various planning areas such as retirement, tax, and estate planning. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Martin Coursey is a financial advisor with Mass Mutual Investors Services in Farmington, CT, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including over 30 years with MassMutual and MML Investors Services. In addition to his advisory role, he works as an insurance agent focused on life, disability, and long-term care insurance as well as fixed annuities. MassMutual Investors Services, LLC 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 programs, providing collaborative, goal-based planning and a range of investment and insurance solutions.

Mallika Bahuguna is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works alongside high net worth families to address their unique financial situations, helping them explore options related to retirement planning, estate transfer, and protection from major life events. Mallika supports clients in developing personalized strategies to pursue their long-term financial goals. She holds a Master's Degree from Santa Clara University and a Bachelor's Degree from the University of Virginia. Mallika’s approach involves collaborating closely with clients and coordinating with other professionals such as CPAs and attorneys to optimize overall wealth management. Her work aligns with a holistic philosophy that values ongoing dialogue and building trusted relationships.

Giuseppe Mancini is a financial advisor with Ameriprise in Waterbury, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service for individuals nearing or in retirement who meet certain asset thresholds, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice through a centralized consulting team, with a focus on assets held in Ameriprise-managed accounts.

Charlotte Souza is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Fidelity Investments, The Prudential Insurance Company of America, Pruco Securities, and Merrill. Charles Schwab serves a large client base primarily consisting of 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Nicole Falciano is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 24 years of experience. She provides portfolio guidance focusing on asset allocation and diversification strategies and offers expertise in the establishment of trust, endowment, and estate accounts. She supports clients in pursuing their investment objectives through customized investment strategies, including discretionary management and selections from Merrill Lynch and third-party portfolios. Nicole began her career at Merrill Lynch in the Ponte Vedra Beach, Florida office in 1999 before relocating to Connecticut in 2006. She holds a Bachelor's Degree in Accounting from Flagler College in Saint Augustine, Florida, and earned the Chartered Retirement Planning Counselor (CRPC) designation in 2007. She has been a Senior Portfolio Advisor and accredited Portfolio Advisor since 2008. Outside of her professional work, Nicole enjoys skiing, cycling, kayaking, hiking, and traveling. She is dedicated to making memories with her triplet daughters Lenora, Carina, Valentina and her toddler Nicolina, often spending time at horse stables and a cottage in Cape Cod.

Joseph Mercier is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been in the industry for one year, with prior experience at firms including Northwestern Mutual Investment Services LLC and Newedge Securities LLC. His background also includes a four-year period at Bryant University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual 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 delivers written recommendations without having investment discretion.