Christina Esposito is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools.

Maureen Zavatone is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America and Morgan Stanley prior to her current role. She serves as a committee member for Old Saybrook Cares, a nonprofit organization supporting local families affected by the global health pandemic. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

Jay Bigman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has previously worked at Investacorp, Inc. for 26 years and held roles at Securities America Advisors, Inc. before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering diversified investment solutions including model portfolios, third-party asset management, and institutional platforms.

Alan Weber is a financial advisor at Merrill in Hartford, CT, holding a Series 66 designation with 21 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2004 and concurrently affiliated with Bank of America, N.A. since 2011. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Drew Martin is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Group and the University of Louisville. Cetera Investment Advisers LLC is an SEC-registered firm 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 multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Stephen Rotondo is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves as executor for his father's estate. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and offering a broad range of financial products and research-driven portfolio management.

Jason Warnke is a financial advisor with Ameriprise in Avon, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Warnke is involved in several non-investment-related business activities, including managing consulting services and real estate holding companies. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and emphasizes managed accounts within its investment approach.

Neil Keyser is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and two years of industry experience. He has previously worked at UBS Financial Services, The Colony Group, and Wellington Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Matthew Chirico is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. His prior roles include positions at Infinex Investments, Northwestern Mutual Investment Services, and AXA Advisors. Outside of his advisory work, he is the owner of SMD Enterprises LLC, a business selling collectibles on eBay. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of advisory models, including third-party and proprietary programs, to provide diversified investment solutions.

Jay Rubman is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Avantax Investment Services, Inc. and operated Rubman & Associates. Rubman is also involved with Innosure Insurance LLC as an insurance sales agent specializing in property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment strategies and third-party managers.

Matthew Ellis is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Ellis is involved in local community boards, including serving as president of a condominium association and co-owning a martial arts studio. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering personalized, research-driven recommendation reports through a centralized consulting team. The firm offers a broad array of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Frederick Harrison is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He partners with clients to develop comprehensive financial plans tailored to their specific goals. Frederick focuses on simplifying complex financial topics to help clients understand their options clearly. In his work, he identifies strategies aimed at assisting clients in working towards their financial objectives. Frederick's approach emphasizes collaboration and clarity in financial planning.

Ronald Briggs is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at NEXT Financial Group, Inc. for 21 years and Main Street Management Company for one year. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and technology tools.

Evan Chen is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Project Destined and de Maximis, Inc., as well as ongoing involvement with the Zen Restaurant Group. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory solutions.

James Goldman is a financial advisor with RBC Capital Markets based in Hartford, CT. He holds the CFP® designation as well as Series 63 and Series 65 licenses and has 37 years of industry experience. His work history includes roles at City National Bank since 2017 and RBC Capital LLC since 2008. 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 with discretionary and non-discretionary portfolio management and tailors strategies to clients’ risk profiles using a range of investment managers and program structures.

Seth Smith is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at the University of Connecticut and Six Flags New England. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and provides educational seminars.

Lindsay Mcleod is a financial advisor with Raymond James & Associates in West Hartford, CT, holding a Series 66 designation and 18 years of industry experience. Her prior positions include roles at UBS Financial Services, Virtus Investment Advisers, LLC, and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Greco is a financial advisor with UBS Financial Services in Delray Beach, FL. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 38 years with UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

Camille Gagliardi is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Ameriprise since 1996. Outside of advisory work, she is involved in insurance brokering focused on long-term care and co-owns businesses related to real estate and wealth management. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored, research-based recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Donald Giguere is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, and has 31 years of industry experience. He has been affiliated with Cetera and its related entities since 2016. Outside of advising, he serves as CFO and parish accountant at St. Michael's Church and operates an accounting and tax firm. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager investment platform serving individuals, 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 over 10,000 advisors.