Jason Ruimerman is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank, RBC Capital Markets, and Lord, Abbett & Co. LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, leveraging a range of in-house and third-party managers alongside integrated capital markets and lending capabilities.

Eric Gibbs is a Financial Consultant currently working at Fidelity since 2018. With a career spanning over 20 years, he has accumulated extensive experience in financial consulting roles at various companies including Voya, Prudential, and Quest Capital Strategies, where he additionally served as a Contracted Field Compliance Officer. Throughout his career, Eric has developed a skill set focused on understanding client goals and providing tailored financial advice. His professional journey reflects a commitment to helping clients navigate financial planning and investment strategies. Raised as the son of an Air Force Veteran, Eric attended Department of Defense Schools and lived in multiple countries including Thailand, England, Italy, and Germany, gaining exposure to diverse cultures and perspectives. Outside of his professional life, he enjoys fishing, hiking, skiing, outdoor adventures, and volunteering.

Adam Lattarulo is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Prior to entering the financial services industry, he was involved with Kahan O'Neill Realty and Ticket Network/Eventvest. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms.

Andrew Barresi is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Lincoln Financial Distributors and Fidelity Investments, as well as experience outside finance at the Adams & Welch Restaurant Association and Giovannis Bakery. He has also been affiliated with the University of Connecticut. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios built using proprietary research, quantitative analysis, and algorithmic construction. The firm is registered as a commodity pool operator, serves multiple registered investment companies, and utilizes algorithmic methods and AI in its investment process.

Robert Fry is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Mutual of Omaha and The Prudential Insurance Company of America. Outside of his advisory role, he is a managing member of Cloud Hill Farm LLC, where he assists with financial decision-making. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and systematic portfolio construction.

Tanya Poulin is a financial advisor at Merrill with 12 years of experience, including six years in the industry holding a Series 66 designation. She has been with Merrill since 2014. 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, and various institutional investors.

David Caruana is a Series 66 licensed financial advisor at Stifel with six years of experience, including five years at Landscape Capital. He has been with Stifel since 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Tyra Ellison is a Senior Financial Advisor with Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA). Tyra focuses on helping clients pursue personal goals such as funding education, planning for retirement, managing potential healthcare costs, and creating personalized long-term financial plans. Her approach takes into account clients’ unique perspectives and priorities to bring clarity and transparency to the wealth management process. She earned a Bachelor's Degree from Pace University.

Clara Asensio is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Kenneth Huffine is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at firms including Long View Wealth Management and Securities America. Huffine is involved with Long View Wealth Management, LLC, a business entity related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of more than $819 billion in discretionary assets.

Michael Briggs is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2022 and has prior experience with MassMutual Life Insurance Company and Next Financial Group, Inc. Outside of advising, he owns an interior design business. 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 seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Trey Robbins is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has held various roles within Fidelity Investments, including Investment Solutions Consultant from 2020 to 2023, Investment Solutions Representative in 2020, Interim Client Services Help Desk from 2019 to 2020, and Customer Relationship Advocate from 2018 to 2019. Prior to joining Fidelity, Trey worked as a Financial Professional at Integrity Financial Group from 2017 to 2018 and as a Financial Representative at Northwestern Mutual from 2016 to 2017. Trey holds a California Insurance License, enabling him to provide financial and insurance-related services. His approach centers on creating financial plans that simplify clients' lives and help them focus on their priorities. Outside of his professional commitments, Trey enjoys cooking and baking, family activities, fitness, exploring food as a foodie, gardening, and singing.

James Sleight is a Senior Financial Advisor with Merrill Lynch Wealth Management, overseeing and coordinating the financial affairs for a select group of families, retirees, corporate executives, and business owners in central Connecticut and nationwide. With 25 years of experience delivering advice and guidance, he focuses on understanding the needs of the families he serves to become a trusted advisor. His areas of expertise include investment management, lending, retirement planning, insurance, estate trust, and philanthropic services, along with socially responsible and ESG investing. Mr. Sleight holds a Bachelor's Degree from Western Kentucky University and the Personal Investment Advisor (PIA) designation. He emphasizes personalized financial strategies tailored to clients’ long-term goals and maintains a high level of personal service through timely communication and availability. Beyond his professional role, James is involved in the community, volunteering with West Hartford Girls Softball. His personal interests include baseball, camping, football, hiking, music, reading, and traveling.

Robert Oliver III is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Catherine Crosby serves as a Financial Advisor at Merrill Lynch Wealth Management. She brings over a decade of experience as a CPA, applying her expertise in tax planning and investment strategy to develop personalized financial plans for her clients. Her professional focus areas include family wealth management strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Catherine earned her bachelor's degree from Gonzaga University and holds an MBA in Finance from Babson College. She holds the Personal Investment Advisor (PIA) designation. Her background in public accounting and finance forms the foundation of her approach to guiding clients through complex financial decisions. Beyond her financial advisory role, Catherine is involved in community organizations, serving as Co-Chair of the Young Professionals Group for Big Brother Big Sister of Eastern Massachusetts and participating in the Estate and Business Planning Council of Hartford. She enjoys activities such as pickleball, reading, skiing, yoga, and spending time with her family.

Pedro Martinez is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at VOYA Financial Advisors and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs.

Martin Mc Mahon is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 1998. He is based in Windsor, CT, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Mc Mahon is a partner and owner of DKNK Enterprises, a real estate business planning to house four advisors in a new building, and serves on the Windsor Historical Society Board of Finance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, with a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.

Kenneth Foisie is a financial advisor with LPL Financial in Avon, Connecticut, holding the Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has worked at LPL Financial during two periods, from 1998 to 2005 and from 2017 to the present, with an interim 12-year tenure at National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory services, including financial planning, model portfolio access, and institutional platforms, supported by both proprietary and third-party investment strategies.

Thomas Salvo is a Financial Consultant currently working at Fidelity Investments since 2023. In his role, he collaborates with clients to design and implement financial strategies tailored to their individual stories, goals, and concerns. He assists clients in evaluating their financial situations, potential exposures, and provides recommendations aligned with their objectives. Thomas supports clients through the implementation phase and offers ongoing adjustments to help them remain on track toward their financial goals. He has considerable experience in the financial services industry, with positions including Senior Wealth Strategist at Barnum Financial Group from 2021 to 2023, Financial Planner at Prudential Securities from 2020 to 2021, and earlier roles such as Wealth Strategist at Barnum Financial Group from 2011 to 2020, and Financial Consultant at New York Life in 2011. Outside of his professional work, Thomas has interests in art, golf, hiking, pets, sailing, and tennis.

Ryan Arseneault is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. His prior roles include positions at VHB, LPL Enterprise, and The Prudential Insurance Company of America. He holds a degree from Bryant University. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets, providing detailed written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized advice, with a focus on assets held in Ameriprise-managed accounts.