John Leonard is a financial advisor at RBC Capital Markets in Hartford, CT, holding the Series 66 designation with five years of industry experience. He has worked at RBC Capital Markets since 2020 and has prior experience at V3 Logistics, FedEx, and the University of Connecticut. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs combining in-house and third-party investment management with customizable portfolio strategies and integrated financial services.

Illona Vitali is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Merrill Lynch since 2001. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Bragg is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with UBS Financial Services since 1996. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

William Caruana is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, Caruana serves as a board member of the South End Community Center and has contributed to the construction of a new building for the organization. Stifel serves a diverse client base including individuals, institutions, and charitable entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Mark Brown is a financial advisor at Morgan Stanley with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by advanced modeling tools.

Stephen Strand is a ChFC® credentialed financial advisor with 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, delivering holistic, goal-based analyses across a broad range of planning topics without discretionary portfolio management.

Douglas Reed is a financial advisor at Morgan Stanley with 46 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations as part of its financial planning process.

Jessica Hendrickson is a financial advisor at Morgan Stanley with 11 years of experience at the firm and holds a Series 66 designation. She is based in Hartford, CT, and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial plans using structured discovery conversations and firm-approved planning tools.

Jeffrey Leone is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Ameriprise since 2012, currently serving as a financial advisor in Glastonbury, CT. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, emphasizing the use of Ameriprise-managed accounts and algorithmic automation overseen by dedicated committees.

Richard Vogler is a financial advisor with Ameriprise in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advisory work, he serves on the board of the Point O' Woods Association Inc. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Mary Thompson is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previously worked at Oldfields School, One Source Contracting, Loomis Chaffee, Stanley Black and Decker, and Edward Jones Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

David Fasi is a Series 66-licensed financial advisor with UBS Financial Services in Hartford, CT, where he has worked since 2012. He has 14 years of industry experience. Fasi has served on a committee of the Estate & Business Planning Council of Hartford and has delivered educational presentations on employee stock ownership plans (ESOPs) at the University of Connecticut. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad suite of capital markets and research resources.

Kathleen Tremblay is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2008 and has concurrently worked at Bank of America, N.A. since 2013. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Hammel is a CFA® charterholder with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds a Series 63 license and is based in Granby, CT. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients, offering a range of investment advisory services and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

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.

Yu Xiang Lin is a financial advisor at Merrill with Series 63 and Series 66 licenses and less than one year of industry experience. Prior to joining Merrill, Lin held roles at Bank of America and JPMorgan Chase Bank, N.A., and has experience in the food service industry through various business ventures. Lin is also affiliated with the NYU Professional School of Studies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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, and institutional investors.

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.