Tyler Begen is a CFP® professional with 11 years of experience currently affiliated with Cetera. He has held roles at Cetera and Pioneer Financial Group, and worked eight years with Minnesota Life Insurance Company and Securian Financial Services. Outside of his advisory work, he owns Tyler James Corporation, an S-Corporation established for his financial planning business. Cetera Investment Advisers LLC serves a broad clientele including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and uses a multi-manager platform with discretionary and non-discretionary options.

Dominic Zmarlicki is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Advisors and Webster Bank, as well as experience at Wagner College and Supreme Lake Manufacturing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring options for tax management, responsible investing, and alternative investments.

John Glowka is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation and Invest Financial Corp. He also operates JL Glowka Wealth LLC and serves as an independent insurance agent. 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 and investment management through a network of independent professionals, employing a range of portfolio management strategies and multiple custody platforms tailored to client objectives.

Christopher Donnelly is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and J. Morrissey. Outside of finance, he has been involved with Drop Fitness and Visions Sports Club. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of more than 10,000 advisors, utilizing multiple program structures and affiliated model portfolios.

Charles Crolle Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 53 years of industry experience. His prior roles include positions at National Planning Corporation and Osaic FA, Inc. He is also the owner of Crolle & Associates, a business involved in permanent and term life insurance since 1978. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Alex Kellner is a financial advisor at Merrill based in Hartford, CT, holding a Series 66 designation. He has one year of industry experience and has previously worked with COVR Financial Technologies and at the University of Connecticut. Outside of finance, he has experience with landscaping businesses and local market operations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Sawka is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that address their individual goals and priorities. His approach centers on helping clients plan for key life milestones, including funding education, preparing for retirement, and managing potential healthcare expenses. John holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Catawba College. He focuses on providing clear and straightforward guidance to simplify the complexities of investment and wealth planning for his clients.

Douglas Domian is a financial advisor at UBS Financial Services in Hartford, CT, with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports advisors with proprietary research and model-based asset allocations.

Susan Davies is a CFP® professional with two years of industry experience, currently affiliated with LPL Financial. She previously worked at US Wealth Management from 2014 to 2023. In addition to her role at LPL, she serves as a commissioned notary public in Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. Its platform offers access to model portfolios, third-party asset managers, and customized investment strategies.

Craig Ferris is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Highland Golf Club and The Spotted Horse and was involved with Jones Family Tree Farm for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Julie Beauchamp is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning from 2009 to 2022. She also owns Beauchamp Investment Group, a financial enterprise based in Burlington, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing Wells Fargo research and tools to deliver tailored recommendations.

Ayesha King Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. She has previously worked at American Income Life and has been involved with Primerica Financial Services since 2023. Outside of advising, she is co-owner of an independent artist business, Aaron and Ayesha Associates, based in South Windsor, CT. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offers model-driven investment approaches supported by third-party asset managers and custodians.

Alice Rha is a financial advisor at Mass Mutual Investors Services with three years of industry experience. She holds the Series 66 designation and previously worked at firms including Citibank, Citigroup Global Markets Inc., and The Prudential Insurance Co. of America. Outside of her advisory role, she serves as Vice President of the Fraternity of Delta Psi/Saint Anthony Hall, overseeing operations for the co-ed collegiate fraternity at a national level, and operates an Etsy shop where she designs and sells stationery products. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations, utilizing firm-approved analytical tools and offering a range of programs including asset management and educational seminars.

Kristin Hill is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. Prior to joining LPL Financial in 2023, she worked at Securities America Advisors and National Planning Corporation. Outside of her advisory role, she co-owns a podcast called Sockeytome. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with diverse investment strategies, including model portfolios and third-party management, alongside various financial and credit-related services.

Jonathan Desautels is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2020. In this capacity, he leads a team of financial professionals who provide planning, guidance, and support to local clients. His approach emphasizes understanding clients' stories to co-create personalized financial plans and assist in implementing those plans to help clients work toward their financial goals. Jonathan has accumulated extensive experience at Fidelity Investments, holding various leadership positions since 2003. His roles have included Regional Leader, Team Leader of Financial Consultants, Director of Retirement Relationship Managers, and Senior Trader, among others. This progression reflects a broad expertise in financial services and leadership within the firm. The information provided does not include details about his education, credentials, personal interests, or community involvement.

Morris Hilton Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, Merrill, HSBC Holdings, and New York Life Insurance. Outside of finance, he serves as a defensive coordinator, recruiter, and assistant head coach for the CT State Wildcats athletics program. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of investment strategies and utilizes technology tools to support its network of over 22,800 advisors.

Michael Stratton is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies by first gaining a clear understanding of each client’s short-, mid-, and long-term goals. His areas of expertise include education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, and investment strategies for individuals, corporations, and small businesses. Michael also provides customized guidance for endowments, foundations, and non-profit organizations. Throughout his career in finance, Michael has held roles in finance, banking, portfolio management, control, and entrepreneurship. He leverages this diverse background to deliver tailored solutions that align with the unique ambitions and priorities of his clients. Michael emphasizes transparency and simplicity in wealth planning while offering access to resources and specialists within Bank of America and Merrill Lynch to address banking, credit, home financing, and small business needs. Michael holds a Bachelor’s Degree from Denison University and an MBA from Tulane University. He is also a Personal Investment Advisor (PIA). Outside of his professional work, Michael enjoys hiking, ice hockey, skiing, and spending time with his family.

Djordje Radujko is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has nine years of industry experience. He previously worked at Foresters Advisory Services and Foresters Financial Services before joining Cetera in 2019. Outside of his advisory role, he coaches and helps manage a division for the West Hartford Youth Basketball League. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Kyle Warner is a CFP® professional at Fidelity with 18 years of industry experience. He has worked at various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves a range of clients through discretionary and non-discretionary advisory services.

James Marlor Jr. is a financial advisor at MassMutual Investors Services with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at MetLife Securities Inc. since 2015. He serves on the Firefighters Cancer Relief Fund Advisory Committee, a noncompensated board that reviews funding for a Connecticut state program. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and offers programs including asset management and educational seminars.