Jim Foley is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, Retirement Relationship Manager, and Retirement Solutions Representative. His approach to financial advising is informed by his background in psychology, which guides his understanding of clients' goals and the emotional aspects of investing. He focuses on planning and implementing financial strategies tailored to individual client needs. Outside of his professional work, Jim enjoys bowling, comedy, football, social events with friends, golf, and traveling.

Michael Mccabe is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63 designation and has previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services, Inc. He has operated McCabe Wealth Management since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research.

Paxton Heinrich is a financial advisor with Thrivent Investment Management based in Manchester, CT. He holds a Series 66 designation and has been with Thrivent and its affiliated entities since 2025. Prior to his advisory role, his work history includes positions in the automotive and retail sectors, as well as experience with a retirement company and community college. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across a wide range of financial topics, combining planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate services.

Martin Coursey is a financial advisor with Mass Mutual Investors Services in Farmington, CT, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including over 30 years with MassMutual and MML Investors Services. In addition to his advisory role, he works as an insurance agent focused on life, disability, and long-term care insurance as well as fixed annuities. MassMutual Investors Services, LLC 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 programs, providing collaborative, goal-based planning and a range of investment and insurance solutions.

Mallika Bahuguna is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works alongside high net worth families to address their unique financial situations, helping them explore options related to retirement planning, estate transfer, and protection from major life events. Mallika supports clients in developing personalized strategies to pursue their long-term financial goals. She holds a Master's Degree from Santa Clara University and a Bachelor's Degree from the University of Virginia. Mallika’s approach involves collaborating closely with clients and coordinating with other professionals such as CPAs and attorneys to optimize overall wealth management. Her work aligns with a holistic philosophy that values ongoing dialogue and building trusted relationships.

Giuseppe Mancini is a financial advisor with Ameriprise in Waterbury, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service for individuals nearing or in retirement who meet certain asset thresholds, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice through a centralized consulting team, with a focus on assets held in Ameriprise-managed accounts.

Charlotte Souza is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and eight years of industry experience. Her prior roles include positions at Fidelity Investments, The Prudential Insurance Company of America, and Merrill. Souza has worked at Charles Schwab since 2026, 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, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services. The firm is notable for its large client base, integrated operational structure, and multi-asset investment approach.

Nicole Falciano is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 24 years of experience. She provides portfolio guidance focusing on asset allocation and diversification strategies and offers expertise in the establishment of trust, endowment, and estate accounts. She supports clients in pursuing their investment objectives through customized investment strategies, including discretionary management and selections from Merrill Lynch and third-party portfolios. Nicole began her career at Merrill Lynch in the Ponte Vedra Beach, Florida office in 1999 before relocating to Connecticut in 2006. She holds a Bachelor's Degree in Accounting from Flagler College in Saint Augustine, Florida, and earned the Chartered Retirement Planning Counselor (CRPC) designation in 2007. She has been a Senior Portfolio Advisor and accredited Portfolio Advisor since 2008. Outside of her professional work, Nicole enjoys skiing, cycling, kayaking, hiking, and traveling. She is dedicated to making memories with her triplet daughters Lenora, Carina, Valentina and her toddler Nicolina, often spending time at horse stables and a cottage in Cape Cod.

Joseph Mercier is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been in the industry for one year, with prior experience at firms including Northwestern Mutual Investment Services LLC and Newedge Securities LLC. His background also includes a four-year period at Bryant University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that 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 using firm-approved software and delivers written recommendations without having investment discretion.

Daniel Kopf is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at various entities within the Cetera network, as well as Ciampi Financial Services and Ciampi Wealth Management Corp. Outside of his advisory role, he serves as an investment analyst for Ciampi Tax and Financial Services, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Rachel Harrison is a financial advisor with Charles Schwab in West Hartford, CT, holding a Series 66 designation and 16 years of industry experience. She worked at Morgan Stanley for 11 years before joining Charles Schwab and Charles Schwab Bank SSB in 2024. Outside of financial services, she is authorized to officiate weddings. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

David Parent is a financial advisor with Cambridge Investment Research Advisors in East Hartford, CT, holding a Series 63 designation and 35 years of industry experience. His career includes long-term roles at Financial Vision Advisory Services, LLC and Securities Service Network, Inc., along with more recent positions at SECURITIES AMERICA, Inc. and OSAIC. He is president of Financial Vision, LLC and Financial Vision Advisory Services, LLC, which provide financial advice and wealth planning. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a range of portfolio management approaches and platform arrangements tailored to client objectives.

Stanley Keating III is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and Raymond James Financial since 2009. Outside of his advisory role, he is the owner of Argentum Financial Partners LLC, where he performs managerial and administrative duties. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

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.