Ali Brancati is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm provides tailored investment strategies through various advisory programs combining in-house and third-party managers, with options for tax management and responsible investing.

Richard Risley Jr. is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 48 years of industry experience. His prior roles include positions at Nationwide Life Insurance Co. and Foresters Financial Services. He is a partner at Risley Marino Group and co-owner of Riverview Financial Partners, both affiliated with Cetera, and participates as a focus group member for client behavior software through Atlas Point. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services and operates a multi-manager platform with over 10,000 advisors managing more than $256 billion in assets.

Patrick Glynn Jr. is a financial advisor at OSAIC with 33 years of industry experience and holds the ChFC® and Series 63 designations. He has worked at OSAIC since 2024 and previously held positions at Securities America Advisors, Inc., Investacorp, Inc., and Highland Capital Brokerage, where he has been involved in insurance sales since 2010. OSAIC Wealth, Inc. serves a wide range 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 various asset-allocation tools and supports both discretionary and non-discretionary accounts with a diverse set of investment options.

Scott Levine is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Voya and Directed Services, LLC. Levine is based in Farmington, CT. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and reported over $256 billion in assets under management across more than 10,000 advisors.

Ann McGowan is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Bryce Metzger is a Series 66-licensed financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Peter Cowen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Voya Financial Advisors and CFP Associates LLC. In addition to his advisory work, he owns a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, as well as retirement plan consulting and brokerage services.

Glenn Thompson is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at MetLife Securities and MassMutual Life Insurance. Outside of his advisory work, he serves as a trustee for his daughter. 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 seminars, focusing on collaborative, annual planning relationships without discretionary investment authority.

James Capella is a Senior Resident Director at Merrill Lynch Wealth Management in West Hartford, where he has been since 2015. He focuses on developing wealth management strategies for high-net-worth individuals, their families, and their businesses. James adopts a consultative approach, taking time to understand client financial situations, preferences, and goals to provide personalized recommendations for asset allocation and investment opportunities. He also collaborates with a Wealth Management Lending Officer from Bank of America to offer clients strategic home financing guidance aligned with their overall financial plans. James holds a Bachelor of Science degree in Finance from the University of Connecticut. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His client focus areas include college education planning, executive compensation, personal retirement planning, portfolio management services, socially responsible investing, tax minimization, and retirement income. In addition to his professional work, James is involved in his community as the head soccer coach and is a member of the Farmington Soccer Club. He has also served as a board member of the UConn Club.

Dylan Slade is a financial advisor with LPL Financial in East Hartford, CT. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2024, he worked at Webster Bank since 2018 and earlier at Dunkin Donuts from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

James Combs is a CFP® professional with five years of experience currently affiliated with Cetera. He previously worked at Ameriprise and PricewaterhouseCoopers LLP. Outside of his advisory roles, he operated a lawn care business for over a decade. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary options.

James English is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Michelle Shockley is a financial advisor at Merrill with 16 years at the firm and 8 years of industry experience. She holds a Series 66 designation and is based in West Hartford, CT. Merrill offers managed account services through its Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies implemented by Managed Account Advisors LLC and model-based strategies developed by Merrill’s Chief Investment Office within Bank of America’s larger platform.

Charlotte Bergmans is Vice President, Wealth Planner at Fidelity Investments. In her role, she assists clients with financial planning and investment strategy, focusing on educating and empowering them to achieve their financial goals. She has a particular interest in working with women and educating youth on personal finance and investing, emphasizing the importance of establishing healthy money habits early. Charlotte has held various positions in the financial services industry, including her current role since 2018 and previously as a Financial Consultant at Fidelity Investments from 2010 to 2018. Her prior experience also includes serving as Vice President at BNY Mellon Wealth Management between 2006 and 2009 and working as an Investment Consultant at Edward Jones from 2002 to 2004. Outside of her professional work, Charlotte's personal interests include art, fitness, hiking, swimming, and yoga.

Robert Mckinnon III is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked at JL Glowka Wealth Management and Invest Financial Corporation. In addition to his advisory role, he owns a tax preparation business and serves on the Berlin Republican Town Committee. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers various investment implementation platforms and strategies, including proprietary models and access to unaffiliated strategists, with services tailored to client objectives through a network of independent financial professionals.

Peter Tasillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Tunxis Wealth Management LLC and has experience in education through roles at Windsor Public School and Johnson & Wales University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with access to in-house and third-party research, discretionary and non-discretionary management, and advanced portfolio management tools.

Brad Simonds is a financial advisor with Mass Mutual Investors Services in West Hartford, CT. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including roles at MassMutual Life Insurance Company since 2007. He has worked with Mass Mutual Investors Services since 2017 and was previously with MSI Financial Services, Inc. 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 seminars, using firm-approved software and tools to structure collaborative, ongoing planning relationships.

Emily Bordeau is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 17 years of industry experience. She has worked at Mass Mutual Investors Services since 2018 and previously at Essex Financial and infinex Investments, Inc. In addition to her advisory role, she teaches yoga at Core and Restore. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, using firm-approved tools and a collaborative approach.

Glenn Karwic is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Outside of his advisory role, he is involved with Tetra Worldwide LLC, a private company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and employs a structured planning process supported by proprietary tools and research.

Robert Thistlewaite is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Fidelity Brokerage Services, Inc. for 18 years before joining Charles Schwab in 2018. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized, integrated platform for advisory, brokerage, and custody services.