Christopher Clarke is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include nine years at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank of America, N.A., followed by a year at Key Investment Services LLC. He is currently associated with Webster Bank through LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology such as machine learning to support diversified investment strategies.

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.

Alexander Duxbury is a Series 66-registered financial advisor with seven years of industry experience. He is currently affiliated with Raymond James Financial and Liberty Bank, where he provides comprehensive wealth management and investment planning services. His prior experience includes roles at Merrill Lynch and Nordstrom. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs tailored, non-discretionary advice supported by analytical tools and has specialized offerings in municipal finance and SIMPLE IRA employer advisory services.

Richard Hilliard is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Primerica Advisors and JPMorgan Chase Bank, N.A. before joining his current firm. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Peter Borrello is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 1988 to 2019 before joining Stifel in 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Sean Siana is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with UBS Financial Services, having joined in 2023, and previously worked at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad service platform.

Alston Eldridge is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he develops relationships with clients to understand their unique financial planning needs and collaborates with his team to create plans aimed at achieving long-term financial success. Prior to his current position, Alston served as a Financial Advisor at Ameriprise Financial Services from 2019 to 2023. He also gained experience as a Research Analyst at State Street Global Advisors between 2017 and 2019, and worked as an Internal Wholesaler at the same firm from 2015 to 2017. Outside of his professional career, Alston has interests in golf, reading, and soccer.

William Grant IV is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Service, LLC since 2017. Outside of his advisory role, he serves as treasurer on the board of directors for Lets Grab Lunch, a nonprofit organization. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Tiffany Mazur is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Key Investment Services LLC, Key Bank, LPL Financial LLC, and Webster Bank. Outside of her advisory role, she is involved with the United Way of Central and Northeastern Connecticut, where she participates in event planning and community engagement. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Dickens Fowler is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and advanced modeling tools in its planning services.

Robert Rosa is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing personalized strategies to help clients navigate retirement planning, wealth accumulation, income management, and legacy goals. He collaborates closely with clients to understand their ambitions and concerns, ensuring that investment strategies align with what matters most to them. Robert holds a Bachelor's Degree from the University of Rhode Island and carries professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He has expertise in areas such as college education planning, family wealth management, philanthropic planning, portfolio management services, and small business strategies. In addition to his financial advisory role, Robert serves in the Connecticut Army National Guard since 2019, embodying values of integrity, discipline, and selfless service in both his military and professional life. He is also involved with community organizations such as Connecticut Foodshare. His personal interests include billiards, fishing, golfing, running, skydiving, spending time with his family, and watching movies.

Thomas Fruin Jr. is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley since 2011 and has worked specifically with the Morgan Stanley Private Bank since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured discovery process and firm-approved planning tools to develop client plans, managing approximately $2.74 trillion in client assets.

Zachary Tracey is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with Wells Fargo Advisors in Glastonbury, CT, having been associated with various Wells Fargo entities since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and specialized planning, supported by proprietary research and planning tools.

Matthew Koziol is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and Tumolo Wealth Management. His prior roles also include positions at Webster Bank and Mott Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Howarth is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following a 15-year tenure at Metlife Securities Inc. Additionally, he maintains an independent insurance agent role specializing in disability, fixed annuities, life, accident, health, long-term care, and Medicare-related products. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap programs, and educational seminars, structuring financial planning as annual collaborative engagements using firm-approved software to analyze client goals and recommend investment strategies.

Brian Bednarz is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at MassMutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, following 17 years at MetLife Financial Services. In addition to his advisory role, he is a member and partner of JB Wealth Partners LLC, a collaborative practice focused on pooling resources and managing cash flow and taxation. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, with an emphasis on structured, collaborative financial planning engagements.

Lori Carroll is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes previous roles at Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and employs tailored investment strategies using both in-house and third-party managers.

Nicholas Centopani is a financial advisor at Charles Schwab with one year of industry experience and holds a Series 66 designation. Prior to joining Schwab, he worked in automotive parts manufacturing as a repair technician at Bridgeport Milling Head Repair, Inc. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and alternative investment due diligence.