Mariana Lima is a Series 66-licensed financial advisor with Morgan Stanley in Hartford, CT. She has approximately four years of experience at Morgan Stanley, following prior roles at Planet Home Lending and The Money Source. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Riley Cooper is a financial advisor with UBS Financial Services in Hartford, CT. He holds a Series 66 designation and has one year of industry experience, including prior roles at Block 15, Marcus & Millichap, and the University of Oregon Lundquist College of Business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services across a broad platform.

Emily Derikito is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 license and four years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Janney Montgomery Scott from 2021 to 2025. 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 supported by firm-approved tools and modeling techniques.

Dan Olson is a financial advisor with UBS Financial Services in Hartford, CT, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, including prior roles at Bank of America and Merrill. Olson has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Ina Goldschmidt is a Series 66 licensed financial advisor with UBS Financial Services in Hartford, CT, where she has worked since 2007, totaling 18 years of industry experience. She serves as treasurer for the German Shepherd Club of Greater New Haven. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocation.

Jennifer Sheridan is a Wealth Management Advisor at Merrill Lynch Wealth Management based in West Hartford, Connecticut. She specializes in helping clients achieve their financial goals through a structured process and personalized planning. Her approach to wealth management is centered on understanding each client's unique priorities and crafting a financial framework that aligns with their life goals. With a Bachelor's Degree from Central Connecticut State University, Jennifer holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is a member of the Certified Financial Planner Board of Standards, Inc. Her expertise spans college education planning, legacy planning, retirement income management, philanthropic planning, socially responsible investing, and wealth planning for women and the LGBT community. Jennifer integrates her philosophy that financial success depends on personal priorities such as health, family, leisure, giving, work, and finance. She emphasizes a proactive, personal, and trust-based approach that adjusts to life's changes and market conditions. Outside of her professional work, Jennifer enjoys cooking, golfing, traveling, practicing yoga, and spending time with her family.

Giuseppe Terranova is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at SagePoint Financial, Hedberg Wealth Management, and several corporate positions at Raytheon Technologies and Henkel Corporation. He is also involved with Hedberg Wealth Management, which operates as a DBA for his LPL business. LPL Financial is a national investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.

Qasim Khan is a financial advisor at Merrill in Hartford, CT, holding a Series 66 designation with 15 years of industry experience. His career includes roles at Bank of America and Merrill since 2017, as well as positions at JPMorgan Chase Bank and JP Morgan Securities from 2014 to 2017. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader platform, providing access to a wide array of products and services.

David Waldo is a CFP® professional with 22 years of industry experience, currently advising at Merrill since 2011. He is the owner of Talking Squirrels, LLC, a single-person LLC established for publishing a children's book, and has also authored a financial planning book he intends to publish. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Lisa Stanes is a Series 66 licensed financial advisor with Fidelity, based in West Hartford, CT, and has 15 years of industry experience. She has been with Fidelity Investments since 2010, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios that incorporate mutual funds, ETFs, and ETPs.

Robin Anderson Jr. is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2016. Based in Hartford, CT, he provides advisory services through one of the largest financial firms. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations in its client strategies.

Nathanael Di Salvatore is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services Inc. Di Salvatore also has experience as a tax associate at Cour Tax Consultants and provides administrative and tax support at Captain Hale Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering both discretionary and non-discretionary portfolio management through a multi-manager platform with access to various model portfolios and third-party managers.

Aaron Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, and Baystate Health. Outside of his advisory work, he has been involved with Aaron and Ayesha Associates since 2020. Primerica Advisors is an institutional firm that provides a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

Kyle Ross is a financial advisor at UBS Financial Services with 17 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he serves as an alderman for the City of New Haven, participating in local legislative policymaking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering customized financial planning and portfolio management informed by proprietary research and model-based asset allocations.

Thomas Ragonese is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as executor for his father's estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with planning engagements typically delivered through discrete consultations.

Christopher Mishler is a Planning Consultant at Fidelity Investments, where he partners with clients to create personalized financial plans tailored to their individual and family situations. He focuses on identifying clients' specific strengths and weaknesses to help them pursue plans based on their goals. Since joining Fidelity Investments in 2023, Christopher has worked diligently with each client to ensure they have the confidence and comfort needed to manage their financial future. Outside of his professional role, Christopher enjoys outdoor activities such as beach outings, boating, hiking, kayaking, and snowboarding.

Haig Arakelian is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving clients since 1998. He has over 27 years of experience working with Fidelity clients and their families, focusing on financial planning and utilizing Fidelity's resources to meet clients' financial needs. Throughout his career at Fidelity, Haig has dedicated himself to helping clients achieve their financial goals through comprehensive financial consulting. His long tenure at the firm reflects his commitment to client service and financial planning. Outside of his professional role, Haig has interests in cars, fitness, gardening, playing musical instruments, reading, and volunteering.

Eric Schulman is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously spent seven years at Voya Financial Advisors. Outside of advising, he performs as a first tenor singer during high holiday services at Emanuel Synagogue, where he has been involved since 2007. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management and planning services through a multi-manager platform that provides access to both affiliated and third-party managers across multiple program structures.

Steven Lombardo is a financial advisor at OSAIC with 37 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors and National Planning Corporation. Lombardo also operates his own insurance agency and financial services business and serves as vice president of a local networking group. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs analytical tools and automated rebalancing to construct diversified portfolios across various asset classes.

Marc Sack is a financial advisor with LPL Financial in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Northstar Wealth Partners LLC from 2015 to 2021 while concurrently at LPL Financial since 2009. Outside of his advisory work, he offers guitar lessons and operates a small family online retail business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing research and model portfolios from internal and third-party sources.