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 with Cetera, holding a Series 66 credential and beginning his industry career in 2025. Prior to his current role at Cetera, he worked at Park Avenue Securities and has experience outside finance with Drop Fitness and Guardian Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that delivers financial planning, portfolio management, and retirement services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering a range of program platforms and investment options.

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. Prior to joining LPL Financial in 2017, he worked for National Planning Corporation from 2005 to 2017. He has owned Crolle & Associates since 1978, where he provides permanent and term life insurance services as part of his practice. 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 a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and various technology-driven investment solutions.

Alex Kellner is a financial advisor at Merrill based in Hartford, CT, holding a Series 66 designation. He began his career in the financial industry in 2026 and has one year of experience, with prior roles including work at COVR Financial Technologies and positions outside finance such as landscaping and retail. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

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.

Patrick Mc Laughlin is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has concurrent roles as a physical therapist at Atrinity Home Health and Select Medical. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research, providing both discretionary and non-discretionary portfolio management options.

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 at LPL Financial with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously 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 SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management supported by model portfolios, third-party research, and advanced technology solutions.

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 and Bank of America, N.A. Outside of finance, he serves as a defensive coordinator, recruiter, and assistant head coach for the CT State Wildcats athletics program. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services supported by model portfolios and research.

Bosmat Cohen is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to her role in finance, she worked with the Cheshire Board of Education and Lincoln College of New England. Outside of her advisory duties, she is a spinning instructor at the Southington-Cheshire YMCA. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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.

Mark Sperandio is a financial advisor with LPL Financial in Glastonbury, CT, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011 and also works with Webster Bank/Financial since 2010. Outside of his advisory roles, he serves as a volunteer firefighter and engineer with the Simsbury Volunteer Fire Department. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and innovative technologies such as machine learning.

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.

Bennett Myers is the Vice President and Branch Leader at Fidelity Investments, where he is responsible for leading the local Investor Center. His team provides comprehensive client support including wealth planning, investment guidance, retirement, and estate planning considerations. Bennett has held various roles at Fidelity Investments since 2014, including Assistant Branch Leader, Team Leader for Workplace Planning and Advice, Participant Services Manager, HSA Team Lead, Health Savings Account Specialist, and Financial Associate for Defined Contribution. This progression reflects his extensive experience within the organization and the financial services industry.

Barrett Heyde is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Merrill for five years and has experience with the Darien Youth Commission and the University of Hartford. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets services.