Jay Rubman is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Avantax Investment Services, Inc. and operated Rubman & Associates. Rubman is also involved with Innosure Insurance LLC as an insurance sales agent specializing in property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment strategies and third-party managers.

Matthew Ellis is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Ellis is involved in local community boards, including serving as president of a condominium association and co-owning a martial arts studio. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering personalized, research-driven recommendation reports through a centralized consulting team. The firm offers a broad array of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Frederick Harrison is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He partners with clients to develop comprehensive financial plans tailored to their specific goals. Frederick focuses on simplifying complex financial topics to help clients understand their options clearly. In his work, he identifies strategies aimed at assisting clients in working towards their financial objectives. Frederick's approach emphasizes collaboration and clarity in financial planning.

Ronald Briggs is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 37 years of industry experience. He previously worked at NEXT Financial Group, Inc for 21 years before joining LPL Financial in 2025. 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, including discretionary and non-discretionary management supported by model portfolios and research from various sources.

James Goldman is a financial advisor with RBC Capital Markets based in Hartford, CT. He holds the CFP® designation as well as Series 63 and Series 65 licenses and has 37 years of industry experience. His work history includes roles at City National Bank since 2017 and RBC Capital LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management and tailors strategies to clients’ risk profiles using a range of investment managers and program structures.

Seth Smith is a financial advisor with Mass Mutual Investors Services in Enfield, CT, holding a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual in 2024, he held various roles including multiple positions at Six Flags New England and the University of Connecticut. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved analytical tools to develop collaborative annual financial plans.

Lindsay Mcleod is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James since 2015 and previously spent time with UBS Financial Services and Hopmeadow Country Club. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Heather Rossitto is a financial advisor at LPL Financial with 14 years of industry experience. She holds the Series 66 designation and has previously worked at Financial Resources Group, Infinex Investments, Inc., and United Bank. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

William Greco is a financial advisor with UBS Financial Services in Delray Beach, FL. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 38 years with UBS. UBS Financial Services Inc. 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 delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

Camille Gagliardi is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Ameriprise since 1996. Outside of advisory work, she is involved in insurance brokering focused on long-term care and co-owns businesses related to real estate and wealth management. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored, research-based recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Donald Giguere is a financial advisor at Cetera with 30 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior work includes nearly two decades at Investors Capital Corp. and over 25 years providing accounting and tax services through his CPA firm. Giguere also serves as CFO and parish accountant for St. Michael’s Church and provides bookkeeping services for a local charitable organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Brian Fitzsimmons is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His previous work includes roles at Bank of America and Atlantic Furniture, as well as service in the U.S. Air Force. 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, pension plans, corporations, and charitable organizations.

Geoffrey Swanson is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he serves as Board Treasurer for Gospel Volunteers Inc., where he oversees organizational finances and assists with the annual audit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Jeremy Buck is a financial advisor at Osaic with a Series 66 designation and three years of industry experience. His professional background includes roles at Stanley Black & Decker, Pratt & Whitney, and Raytheon Technologies Corporation, along with eight years in full-time education. He also provides support to registered representatives at Bach Wealth Management, LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios across various asset classes.

Gwendolyn Willey is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Wells Fargo Clearing Services LLC, M Holdings Securities, Inc., Lindberg & Ripple, and Nair & Levine Law Office. She has been with Merrill since 2019. 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 institutions.

Elizabeth Jacovino is a CFP®-certified financial advisor with 28 years of industry experience, currently practicing at RBC Capital Markets since 2008. She has served as an adjunct professor teaching estate planning at Pace University. Outside of her advisory role, she is involved in owning and managing multifamily real estate properties through several active entities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs providing portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers to meet specific client needs.

James Bockstahler is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, JP Morgan Securities LLC, Hornor Townsend & Kent Inc, 21st Century Financial, and LAZ Parking. 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, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Brian Haggerty is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Virtus Investment Partners and Vp Distributors Inc. outside of his current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, delivering model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to registered investment companies and employs systematic methodologies that include the use of AI and long-term asset allocation benchmarks.

Emily Richardson is a financial advisor at OSAIC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial Distributors. She serves as Director of Special Projects on the national board of Women in Insurance and Financial Services, chairing both the Sales and Marketing and Editorial Committees. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers.

Sidney Starks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2013 and also works as a freelance voice-over talent for WTNH-TV. Outside of his advisory role, he serves as a state committeeman in political campaigns. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and diversified investment strategies.