Taylor Esposito is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2022, Taylor worked in various roles across retail and service industries, including positions at Planet Fitness and American Eagle Outfitters. 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, pensions, and charitable organizations.

Lucas Van Zandt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with LPL Financial since 2021 and has held roles at Waddell & Reed, Inc. and various insurance carriers through W&R Insurance Agencies from 2009 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Michael Leone is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Cambridge since 2012 and has operated his own Leone Financial Services since 1996. Outside of his advisory work, Leone serves on the board of PLAN OF CT, acts as secretary and treasurer for the Plainville Fish and Game Association, owns a race car business, and is the author of a book on race car setup. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual investors, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Jeremy Beitel is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Osaic and previously worked at Securities America Advisors and LPL Financial. Beitel serves as a board member for MW Chrysalis, a nonprofit providing services to domestic violence victims. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced asset-allocation tools and access to multiple third-party money managers and platforms.

Brian Longyear is a financial professional with one year of industry experience, currently associated with Cetera. He holds Series 65 and Series 63 licenses and has worked at several firms including Alera Group and Northwestern Mutual. He also operates C.M. Smith Financial, providing financial services, and is involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services through a large network of independent advisors.

Robert Pike is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Bristol, CT. He joined Thrivent in 2026 and has prior experience in education and retail, including roles at Liberty University, Tunxis Community College, and The Home Depot. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning with written recommendations across various topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

Michael Przygocki is a financial advisor with Ameriprise in Plainville, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm serves clients through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Vasken Fereshetian is an Investment Consultant at Fidelity Investments, where he has been serving clients since 2026. He collaborates with clients to develop long-term investment strategies through co-created financial plans, emphasizing understanding clients and their families as a key part of his approach. His professional experience at Fidelity Investments spans multiple roles, including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate, reflecting a progressive career within the company from 2020 onward. Outside of work, Vasken has interests in comedy, food, table tennis, and tennis.

Albert Bourjaili serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he focuses on creating personalized wealth management strategies tailored to each client's financial goals and changing market conditions. He provides access to investment insights from Merrill and banking and lending solutions through Bank of America. Albert’s expertise encompasses corporate benefits, education planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. He guides individuals toward an organized and strategic approach to personal finance, working closely with clients to develop long-term financial strategies. He holds a Bachelor's Degree from the University of Connecticut and a Master's Degree from Rensselaer Polytechnic Institute. Albert has earned professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Outside of his professional work, he is involved with Big Brothers Big Sisters and enjoys hiking, spending time with his family, and traveling.

Jonathan Fucci is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Key Investment Services LLC and Infinex/United Bank. Fucci is also involved in commissions on property and casualty policy renewals with Farmers Insurance in Canton, CT. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various platforms and tools to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Nicole Bailey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked extensively in investment-related roles with PFS Investments Inc. since 2012 alongside her tenure at Primerica Financial Services beginning in 2006. Outside of advising, she is a partner in a small business, 20 Chestnut, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with about 3,698 advisors and approximately $15.5 billion in assets under management. The firm delivers model-driven investment strategies and provides custody and trade execution through third-party providers.

John Holmes is a Series 66-licensed financial advisor with Edward Jones, based in Woodbury, CT, with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eleven years at Bank of America. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a national network of more than 23,700 advisors.

Philip Gordon is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Gordon holds a Series 63 designation. Outside of his advisory role, he serves as a trustee for a trust based in Madison, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that supports a broad range of retail and institutional clients.

Conner Morgan is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 registrations and five years of industry experience. Prior to joining LPL Financial in 2021, he worked at American Income Life and Renewal By Andersen, and has a background that includes full-time education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

William Conner is a financial advisor with LPL Financial, holding the Series 66 credential and bringing 20 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is a co-owner of a wellness center, Healthy Weighs, LLC, located in Brookfield, CT. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by various model portfolios and research resources.

Joan (Joni) L. Suski, CFP®, CDFA®, CRPC™, CPFA®, serves as a Wealth Management Advisor, First Vice President, and Portfolio Manager at Merrill Lynch Wealth Management. She manages personalized and defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment products. Joni focuses on providing investment and retirement plan evaluation, design, implementation, and review for individuals, families, businesses, and other entities. Before joining Merrill in 2004, Joni accumulated 15 years of experience as a Certified Public Accountant and 11 years concurrently as a Certified Management Accountant. She holds several professional designations including Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Joni earned a Bachelor of Science in Business Administration with a concentration in Accounting and minors in Mathematics and Psychology from the University of Hartford. Joni is a member of professional organizations such as the Certified Financial Planner Board, National Association of Plan Advisors (NAPA), Connecticut Society of CPAs, the American Institute of Certified Public Accountants, and the Hartford Golf Club. She actively participates in community service through involvement in various charities. Joni resides in Avon, Connecticut with her husband and their three children and has interests that include baseball, soccer, and spending time with her family.

Colleen Duffy is a financial advisor at Edward Jones in Collinsville, CT, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Edward Jones, she worked in various roles at organizations including the Broad Institute and Tufts Medical Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Miya Spinella is a financial advisor at Fidelity with the Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Spinella held various roles across multiple companies including JPMorgan Chase and CVS Pharmacy. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse set of portfolios, including model portfolios for intermediary platforms.

Raymond Powell is a CFP® and holds a Series 66 license, currently associated with Cambridge Investment Research Advisors. He has three years of industry experience, including roles at Heritage Financial Services and MFS Investment Management. Powell also has a background involving community engagement through the Bentley Service Learning & Civic Engagement Center. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing a range of portfolio management and model-based solutions.

Christopher Borajkiewicz is a financial advisor with Ameriprise in Prospect, CT, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Borajkiewicz serves on the Southern Connecticut State University Alumni Board of Directors and is chair of the Southern Connecticut State University Foundation. Ameriprise provides a range of advisory, brokerage, and insurance solutions, including a retirement-income planning service tailored for individuals with significant investable assets. The firm’s approach includes detailed income and tax planning supported by algorithmic tools and oversight from specialized committees.