Jayshree Mistry is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In this position, she collaborates with Wealth Management Teams to assist clients and their families in achieving their personal and financial objectives by developing financial plans aimed at fostering comfort and confidence. With nearly two decades of experience in finance, Jayshree's professional background includes roles such as Client Relationship Specialist at Charles Schwab from 2021 to 2023, Private Client Banker at Chase in 2021, and Personal Banker II at Wells Fargo from 2014 to 2020. Earlier in her career, she held several positions at First Niagara, formerly known as NewAlliance Bank, from 2004 to 2014. Outside of her professional work, Jayshree enjoys spending time at the beach, engaging in family activities, watching movies, and reading.

William Forte is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm employs a structured planning process and manages approximately $2.74 trillion in client assets.

Ranald Nicholas is a CFP®-credentialed financial advisor with Raymond James Financial, based in Torrington, CT, and has 39 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services, Inc. since 2004. Outside of his advisory role, he is an associate and branch professional at The Investors Center, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing tailored financial plans and a variety of implementation options.

John Landry is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc., Waddell & Reed, Inc., and various insurance carriers. He is also an independent insurance agent with involvement in sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform for portfolio management and financial planning, with access to a range of program structures and third-party money managers.

Samantha Wentland is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. In this role, she partners with clients to understand their family's unique goals and needs, working collaboratively to develop customized financial plans that focus on what is most important to them. Samantha's professional experience includes serving as a Senior Relationship Manager at Fidelity Investments from 2015 to 2021, and as a Relationship Manager at the same company from 2013 to 2015. Prior to her tenure at Fidelity, she worked as a Registered Broker at People's Securities Inc. from 2010 to 2013.

Douglas Brown is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2022, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. He also serves as a trustee for a family investment trust. Morgan Stanley Wealth Management provides advisory services and financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets with a structured planning process that incorporates firm-approved tools and models.

Allison Becker is a CFP® with eight years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She has been with Ameriprise Financial Services since 2013. Outside of her advisory role, she manages an independent advisory business under Honey Badger Management. Ameriprise is a large institutional firm that offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations, primarily for clients with Ameriprise-managed accounts.

Jon Nieranowski is a CFP® and holds a Series 66 designation with 22 years of industry experience. He is currently with Ameriprise in West Hartford, CT, having joined the firm in 2026. Prior to this, he spent ten years at RiverSource Distributors Inc. and took a year for extended travel. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Karen Blanchard is a financial advisor with Wells Fargo Advisors in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 11 years. Outside of her advisory role, she serves as president of the Waves Condo Association in Newport, RI. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and summary letters, with implementation options available through brokerage or advisory programs.

Joseph Coleman is a financial advisor with Mass Mutual Investors Services in Glastonbury, CT. He holds Series 65 and Series 63 licenses and has been in the industry since 2025. Prior to joining the firm, he worked at JBS Corp and studied at the University of Connecticut. Outside of finance, he has owned and operated Wood N Tap Bar and Grill since 2018. 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 provides financial planning, asset management, and educational seminars, using firm-approved analytics and offering event-driven planning services including divorce and estate settlement planning.

Michael Goncalves is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2011 and has worked at Webster Investment Services since 2002. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Eric Palmer is a financial advisor with Merrill based in New Haven, CT. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Bank of America, Liberty Bank, and Connecticut Public, as well as experience in media with The Day Publishing Co. and Jenks Productions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based, discretionary, and tax-aware investment strategies to a broad client base that includes individuals, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America's corporate platform, providing access to a wide range of products and services.

Brenton Silano is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Webster Investment Services, Inc. from 2008 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse financial planning and advisory programs, featuring both discretionary and non-discretionary management supported by research and model portfolios.

Frances Guerrette is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Ameriprise since 2012, including her current role since 2020. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Maxwell Morris is a financial advisor with Fidelity in West Hartford, CT, holding Series 63 and Series 65 designations and three years of industry experience. His work history includes various roles at Fidelity Investments since 2022 and prior experience outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager fund structures and model portfolios constructed through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Christian Loffredo is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through various investment managers and provides a range of portfolio management, financial planning, custody, and brokerage services.

Michael Becconsall is a financial advisor with Raymond James Financial Services Advisors, Inc. in Avon, CT, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior roles include positions at AIG Capital Services, American General Life Insurance, Wealthvest, and Invesco Advisers, Inc. He is also employed at The Investors Center, Inc., providing support to financial advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary investment consulting and financial planning, using comprehensive risk profiling and asset-allocation analysis to deliver tailored recommendations.

Alison Gaffney is a Series 66-credentialed financial advisor with 22 years of industry experience. She is currently with LPL Financial and has held previous roles at Summit Asset Management, Lincoln Financial Securities Corporation, and Summit Planning Group. Outside of her advisory work, she is also a fitness coach. 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, model portfolios, retirement plan consulting, and various brokerage services.

Paula Rose is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 63 designation and 35 years of industry experience. She has worked at UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Curtis Wiggins is a CFP® professional with 29 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2021, and previously held positions at Cetera and Foresters Financial Services. Wiggins has also served on the CCSU Alumni Board and is involved as an insurance producer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing discretionary and non-discretionary management supported by internal and third-party research.