Mark Cormier is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has prior work experience at Velsera, athenahealth, and efront financial solutions (BlackRock). Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Adam Soklow is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to achieve their personal and financial goals. He focuses on developing engagement strategies that align with each client's specific planning needs to foster comfort and confidence throughout the process. Adam's professional experience includes roles as an Investment Consultant at Fidelity Investments from 2023 to 2026 and as a Financial Solutions Advisor at Merrill Lynch between 2019 and 2023. This background has provided him with experience in financial planning and investment consulting. Outside of his professional work, Adam's personal interests include family activities, fitness, and spending time with pets.

Anna Gaudet is a financial advisor with Cetera who holds a Series 66 credential and has six years of industry experience. She previously worked at BNY Mellon Asset Management for six years and has been involved with Shiman Partners LLC since 2019, where she serves as Operations and Communications Manager. Outside of finance, Gaudet is a part owner of Gauvo Studios LLC, a voice-over services business, and serves as Treasurer on the Board of Canton Little League. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Daniel Chapin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he collaborates with clients and their families to develop and refine financial plans aimed at achieving their financial goals. He emphasizes maintaining open communication and regularly monitors and adjusts plans in response to market changes and client circumstances. Daniel has been with Fidelity Investments since 2013, progressing through roles including Retirement Relationship Manager, Investment Consultant, and Financial Consultant. His experience encompasses various aspects of financial consulting and retirement planning, supporting clients in identifying strategies to enhance their financial plans. Outside of his professional responsibilities, Daniel's personal interests include family activities, fitness, football, movies, and traveling.

Marissa Saponare is a financial advisor at Merrill with 27 years of industry experience and holds Series 63 and Series 65 licenses. She has worked at Merrill since 2012. 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 various institutional investors.

Melia Chung is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cetera and its related entities since 2017, following prior roles at Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.

George Dominello is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2017, with prior experience at Wells Fargo Clearing and Advest, Inc. Outside of his advisory role, Dominello serves as Treasurer and a board member of Esprit - Partnership for Independence, a charitable foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring investment strategies to clients’ risk profiles through a combination of in-house and third-party managers.

Rosario Pulino is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and serves as Vice President at Liberty Bank, where he has worked since 2015. Pulino has also been involved with Liberty Bank Investment Services since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ryan Bagley is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2009 and holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, Bagley coaches youth ski racing at Berkshire East Ski Resort in Massachusetts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets services.

Michael De Corleto is a financial advisor at UBS Financial Services with 25 years of industry experience. He has held positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. prior to joining UBS. De Corleto holds Series 63 and Series 65 designations. UBS Financial Services supports individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets and research resources to tailor investment strategies.

Matthew Dupont is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments since 2023, progressing through roles including Financial Services Representative and Planning Consultant before becoming a Financial Consultant in 2026. Prior to joining Fidelity, he worked at Voya Financial as a Product Development Specialist and Client Relationship Manager from 2017 to 2023. Matthew collaborates closely with clients and their families to understand their unique financial planning needs. He and his team develop comprehensive financial plans tailored to individual goals, aiming to simplify clients' lives and help them focus on their priorities. Outside of his professional work, Matthew enjoys personal activities such as camping, family activities, golf, movies, and skiing.

Ryan Kubasek is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2016 and previously worked at Neuberger Berman BD LLC and Signator Investors, Inc. He holds the Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices.

Michelle Foley is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked with Mass Mutual Investors Services since 2017, following stints at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Mass Mutual Investors Services, a subsidiary of MassMutual, 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 supported by firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Scott Miller is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and over 27 years of industry experience. He has worked with Liberty Bank and Liberty Investment Services since 2012, serving clients primarily in Newington, CT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary planning and analytical tools to support client goals.

Daniel Kearney is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Karn, Couzens & Associates, Royal Alliance, and Voya Financial. Mass Mutual 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 seminars, using firm-approved tools to provide collaborative, goal-based recommendations.

William Micari is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2008 and previously spent 10 years at Mass Mutual Investors Services. Outside of his advisory role, he serves on the investment committees of the Main Street Community Foundation and St. Paul Catholic High School. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers access to multiple platforms and third-party advisers and manages proprietary model strategies under the Founders Gate Capital brand.

Steven Crabtree is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes roles at LPL Financial, Merrill, Banc of America Investment Services, and Ameriprise. Outside of his advisory work, he is a band member and serves on the committee for the First Church of Christ in Middletown, CT, where he also chairs the church’s endowment subcommittee. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

Tsvetelina Dean is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. She has been with RBC Capital Markets since 2022 and previously worked at Berkshire Bank for 13 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in‑house and third‑party managers, alongside access to alternative investments and integrated financial services.

David Culver is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Voya Financial Advisors, Fidelity, and TD Ameritrade. He is based in West Hartford, CT. 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 offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and a centralized operational structure.

Brannon Ozark is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2019. He brings a background as a military veteran and is a CERTIFIED FINANCIAL PLANNER™ professional. Brannon focuses on helping individuals and families build confidence in their financial future through planning, education, and personalized guidance. His professional experience includes roles as a Senior Paraplanner at Apella Capital from 2018 to 2019, Financial Advisor at Key Investment Services from 2016 to 2018, Premier Banker at United Northeast Financial Advisors from 2015 to 2016, and Financial Center Manager II at Bank of America from 2012 to 2015. Outside of his professional work, Brannon has interests in food, military service, parenthood, pets, reading, and traveling.