Andrea Pease is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 23 years of industry experience. Her career includes roles at Securities America, National Planning Corporation, and Professional Investors Network, which she has been associated with since 2002. She is also involved in selling non-variable insurance products such as life, health, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, employing a combination of discretionary and non-discretionary strategies supported by advisor-facing technology tools.

Julia Cavallo is a Financial Consultant at Fidelity Investments, where she has been working since 2024. She has been with Fidelity Investments since 2017, holding several roles including Planning Consultant, Relationship Manager, and Financial Representative. Julia collaborates closely with individuals and families to co-create personalized financial plans that align with their goals and family values. Throughout her career, Julia has focused on fostering trusted relationships and providing ongoing guidance to help clients prepare for significant life milestones and transitions. Her approach centers on understanding clients' priorities to assist them in navigating their financial journeys with confidence. Outside of her professional work, Julia has interests in baseball, football, pilates, and skiing.

Daniel Dionne is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Prudential Investment Management Services, and Global Portfolio Strategies. Outside of advisory roles, he operates a sole proprietorship related to real estate. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various platforms, including proprietary model strategies under the Founders Gate Capital brand.

Andrea Martin is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with Merrill and its predecessor, Merrill Lynch, since 1984. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Taylor Webber is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Their work history includes roles at several firms and institutions, including the University of Maryland and Suffield Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment products and model portfolios.

Wesley Warren III is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and over 10 years of industry experience. He has been with MML Investors Services LLC and Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, Wesley is involved in wedding and event planning as a partner at Everlasting Affairs, LLC, and provides bookkeeping, accounting, and business strategy services through his own firm, Warren Advisors. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a structured approach that uses firm-approved tools and emphasizes collaborative annual planning relationships.

Neil Holt is a financial advisor with Ameriprise in West Hartford, CT, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for 15 years with the Amity Regional School District #5. He also manages an advisory business through Common Sense Holdings, LLC. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, providing written recommendation reports that address income strategies, Social Security options, and tax-smart withdrawals. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice.

Lynn Denucci is a financial advisor with Merrill in West Hartford, CT, holding Series 63 and Series 65 licenses and over 33 years of industry experience. She has worked at Merrill since 1993 and Bank of America since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

J. Brendan Wood is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Bank of America and Merrill from 2007 to 2023 before joining LPL Financial in 2023. 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, model portfolios, third-party asset management, and institutional platforms.

Manjur Chowdhury is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. Manjur holds a Bachelor's Degree from Daffodil International University. He aims to help clients uncover what matters to them and their families in order to create strategies to pursue their financial goals.

Joshua Opdenbrouw is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Big Y and Price Chopper Supermarkets. Mass Mutual 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 collaborative, annual planning relationships using firm-approved software and emphasizes investment categories and strategies in its recommendations.

Matthew Marques is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of advising, he is the sole owner of a rental property business in Connecticut. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management offerings and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Joseph Pantuosco is a financial advisor with Ameriprise, holding a Series 63 designation and over 50 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research and algorithmic tools to provide written recommendations and ongoing advice.

Tammy Kenny is a Series 66-registered financial advisor at Merrill with 39 years of industry experience. She has been with Merrill since 1993, totaling 33 years at the firm. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Navin is a Financial Advisor with Merrill Lynch Wealth Management who focuses on constructing stock investment portfolios and helping individuals develop appropriate investment allocations. He works closely with clients to understand their short-, mid-, and long-term financial goals, providing personalized advice on general investing, retirement planning, and saving for unexpected events. Sean’s expertise spans a variety of client focus areas including college and education planning, employee benefits, equity compensation services, family wealth management strategies, institutional investment consulting, managing new wealth, personal retirement planning, and portfolio management services. He emphasizes the importance of controlling portfolio risk and creating detailed financial plans tailored to each client’s unique needs. Sean holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s Degree from Trinity College. He also offers clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional work, Sean enjoys music, reading, spending time with his family, and traveling.

Lauren Gotay is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. Prior to joining Raymond James in 2018, she worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for nearly a decade. 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 municipal entities, offering financial planning and consulting services supported by a range of portfolio management strategies and affiliated research.

Andrew Worthington is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2004. Worthington serves as a trustee for The Bushnell, an arts organization, attending several board meetings annually. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products through a platform that combines institutional trading capabilities with wealth management services.

Douglas Mc Intosh is a financial advisor with Edward Jones, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. His prior roles include positions at Prudential from 2004 to 2022 and Empower from 2022 to 2024. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branches.

Jeffrey Minkos is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He previously worked at Allstate Insurance Company and Allstate Financial Services from 2008 to 2022. Outside of his advisory role, he is the owner of Minkos Insurance, LLC, which focuses on life and fixed indexed annuities sales. 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 comprehensive financial planning, asset management, and educational programs, emphasizing collaborative client relationships and event-driven planning services.

Blake Sharp is a financial advisor at Cetera with the Series 66 designation and one year of industry experience. Prior to joining Cetera, he held various roles including positions at H&R Block and operated small businesses such as Puff N Stuff Catering and A Thyme to Cook. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with more than 10,000 advisors nationwide.