Cole Butkovsky is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and three years of industry experience. He has held roles at Charles Schwab Bank SSB since 2024 and Charles Schwab since 2022, with prior experience at Stratford Steel LLC, Olympic Regional Development Authority, Alburg Golf Links, and Clarkson University SAS Center. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment opportunities within an integrated operational structure.

Jason Ellis is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at Valic Financial Advisors, Transamerica Investors Securities Corporation, and Charles Schwab. Ellis is also active in higher education, teaching undergraduate and graduate courses as adjunct and affiliate faculty at institutions including Southern New Hampshire University, Johnson and Wales University, Southwestern College, and Maryville University. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver diverse investment solutions including discretionary and non-discretionary advisory services, fund advisory, and model portfolios.

Anthony Sardo is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 designations and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Chase Beloin is a financial advisor at LPL Financial with a Series 66 designation and no industry experience to date. His prior roles include positions with the University of Massachusetts-Boston, Suffield Academy, Avon Public Schools, and Wood n' Tap in Farmington, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and technology.

Colin Krafft is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2021, he worked at Cetera and Foresters Financial Services. Krafft is also licensed to sell non-variable insurance products including life, disability, and health insurance. 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, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Ivana Spacek is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 1996. She has also worked at Bank of America, N.A. since 2011. 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. The firm offers a range of model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Peters is a financial advisor at Raymond James Financial with Series 66 credentials and two years of industry experience. His prior work includes roles at Moore Nanotechnology Systems and Hanwha Aerospace USA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm delivers tailored, non-discretionary planning and supports its clients with advanced analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Snyder is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services. He is also involved with Snyder & Company CPAs, PC, a tax preparation and accounting firm in Hebron, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Michael Kalen is a financial advisor at Raymond James Financial Services Advisors, Inc. with 31 years of industry experience. He holds a Series 63 designation and has previously worked with TLG Advisors, Inc., The Sequoia Group LLC, and Futurity First Advisory Services. Outside of his advisory role, Kalen consults for insurtech and fintech companies, provides sales training in the insurance sector, and serves as a non-executive director for Phoenix Life. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also supporting municipal and public-finance work through a municipal advisor affiliation.

Kimberly Choiniere is a financial advisor at Stifel with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, alongside being self-employed since 2020. Outside of her advisory role, she is involved in paper crafting education, creating content and teaching card making, scrapbooking, and mixed media arts. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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® professional with 40 years of experience in the financial services industry. He has been with Raymond James Financial since 2009 and has worked at 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. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.