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.

Jack Argiro is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He previously worked at BNY Mellon and has held roles at several other firms including 4T Financial and Argonaut Advisors. Argiro serves on the Babson College Alumni Advisory Board and the Beavers of the Last Decade Advisory Board. He is also involved in a ticket resale business as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform offering access to affiliated and third-party managers with a range of program structures and custodial relationships.

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.

Michael Walsh is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of experience to his role. He has been with Cambridge since 2009 and has operated as a self-employed independent insurance agent since 1993. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies across multiple custody platforms.

Xochil Rivera is a financial advisor with Mass Mutual Investors Services holding a Series 66 license and nine years of industry experience. She has been with MML Investors Services, LLC since 2017 and affiliated with MassMutual Life Insurance Company since 2016. Outside of her advisory work, she serves as president of Jaxon In Action, a nonprofit organization involved in event organization. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative planning engagements supported by advanced analytical tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

Elyssia Beaulieu is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. She leads The Coleman Group, a team of wealth management professionals dedicated to delivering tailored solutions for high-net-worth individuals and families. Elyssia and her team provide customized wealth planning strategies, tailored investment portfolios, liability management, and insurance strategies. With more than 22 years of experience in the financial services industry, Elyssia specializes in areas including college education planning, executive compensation, family wealth management strategies, liquidity management, personal retirement planning, portfolio management, small business strategies, women and wealth, and retirement income. She holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Elyssia earned a bachelor's degree in Finance from Florida Atlantic University. She resides in Fairfield, Connecticut with her husband and three children.

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.

Khuong Ho is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Dwight Wildman is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2015. Outside of his advisory role, he owns and operates an e-commerce business specializing in dropshipping home goods. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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.

Christopher Rupp is a financial advisor with Raymond James Financial Services, Inc. in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Raymond James in 2018, he worked at Morgan Stanley and its affiliated entities from 2008 to 2018. He is also involved as owner and partner in two support companies, Crescent Point Private Wealth, LLC and DJA Financial, LLC, and provides insurance services through Highland Capital Brokerage. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and is known for its municipal and public-finance advisory capabilities and innovative retirement plan solutions.

Glenn Shafer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with Linsco/Private Ledger since 2003. He also operates Shafer Investment Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party strategies.

Joseph Hooper is a Financial Advisor with Merrill Lynch Wealth Management, where he is responsible for working closely with clients to meet their financial goals. He focuses on helping clients calculate risk appropriately to both preserve and grow their capital. Joseph takes time to understand what matters to his clients and their families, creating strategies to pursue their short-, mid-, and long-term financial objectives. As a member of The Hooper Group, Joseph specializes in serving growing families by providing guidance on areas such as education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He works to enable clients to focus on their daily lives while securing their retirement and other important financial goals. Joseph holds a Bachelor's Degree from Central Connecticut State University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his personal time, he enjoys activities such as golfing, pickleball, fishing, hiking, boating, camping, playing chess, watching football, skiing, and visiting new breweries.

Chad Cartier is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at Cetera Investment Advisers, LLC since 2017. Cartier also operates Cartier Wealth and has been involved with Pillar Plan Financial since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser serving 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 oversees more than $256 billion in assets across a network of over 10,000 advisors.

Nathanael Leveille is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Merrill and Bank of America, where he has worked for six years. His prior experience includes roles at Morgan Stanley and KeyBank. Merrill 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 plans, corporations, and charitable organizations.

Jordan True is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2017 to 2025. Additionally, he has a non-investment-related business, Lobo Pascale Wealth Management LLC, based in Wallingford, CT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to help clients understand potential outcomes.

Daniel Clark is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at LPL Financial since 2009. In addition to his advisory role, Clark is involved in insurance sales and agency activities through the Clark Agency, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Pamela Miscia is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 19 years of industry experience. She has worked at Thrivent since 2001, including 19 years with Thrivent Investment Management. Pamela serves as a board member of the Berlin Bears Youth and Football League, a nonprofit organization focused on providing youth in Berlin a structured environment for competitive football and cheer. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations across various planning topics without discretionary trading authority or portfolio management for institutional clients.

Elisabeth Kostin is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. She previously worked for the UJA-Federation of New York and Jewish Family Services of Greater Hartford. Kostin serves as an Investment Committee Member for a nonprofit foundation, where she reviews investment reports and provides oversight of the organization's Chief Investment Officer. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers customized planning using firm-approved tools and presents event-driven planning services including estate and divorce planning.

John Atkins is a financial advisor at Cetera with 20 years of industry experience and holds Series 63 and Series 66 designations. His career includes roles at ION Investments, Osaic Institutions, Cambridge Investment Research Advisors, and Main Street Financial Group. Outside of his advisory work, he is a bass player in two bands, Capricorn and Guy Malone. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets.