Rodrigo Esperon is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 65 credentials and having 13 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and Scottrade, Inc. since 2016. 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 a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal alternative investments program, supported by its integrated operational structure.

Matthew Marques is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of advising, he is the sole owner of a rental property business in Connecticut. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management offerings and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Joseph Pantuosco is a financial advisor with Ameriprise in Longmeadow, MA, holding a Series 63 designation and over 50 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering with New York Life Insurance and Annuity Company. Ameriprise is an institutional firm offering a retirement-income planning service focused on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement income recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Sean Navin is a Financial Advisor with Merrill Lynch Wealth Management who focuses on constructing stock investment portfolios and helping individuals develop appropriate investment allocations. He works closely with clients to understand their short-, mid-, and long-term financial goals, providing personalized advice on general investing, retirement planning, and saving for unexpected events. Sean’s expertise spans a variety of client focus areas including college and education planning, employee benefits, equity compensation services, family wealth management strategies, institutional investment consulting, managing new wealth, personal retirement planning, and portfolio management services. He emphasizes the importance of controlling portfolio risk and creating detailed financial plans tailored to each client’s unique needs. Sean holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s Degree from Trinity College. He also offers clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional work, Sean enjoys music, reading, spending time with his family, and traveling.

Lauren Gotay is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. Prior to joining Raymond James in 2018, she worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for nearly a decade. 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, offering financial planning and consulting services supported by a range of portfolio management strategies and affiliated research.

Andrew Worthington is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2004. Worthington serves as a trustee for The Bushnell, an arts organization, attending several board meetings annually. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products through a platform that combines institutional trading capabilities with wealth management services.

Douglas Mc Intosh is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 66 and Series 63 designations. His prior work history includes roles at Prudential and Empower. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Jeffrey Minkos is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 designations. He has 23 years of industry experience, including 14 years with Allstate Insurance Company and Allstate Financial Services, LLC. Outside of his advisory role, he is the owner of Minkos Insurance, LLC, which sells life, equity-fixed life, and fixed indexed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations through ongoing client relationships.

Elliot Garcia is a financial advisor at Cetera with one year of industry experience and holds the Series 66 designation. Prior to joining Cetera, he has worked in healthcare roles at Hartford Hospital and Yale New Haven Hospital. Outside of advising, he works as a registered nurse at Hartford Hospital. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a nationwide network of independent advisors, with access to multiple investment strategies and program platforms.

Angelo Pruitt is a Financial Advisor with Merrill Lynch Wealth Management, based in Hartford, CT. He has a decade of experience providing personalized financial guidance, focusing on areas such as retirement income, education planning, legacy planning, liquidity management, and portfolio management services. Angelo blends financial expertise with cultural awareness to address the unique challenges and opportunities of his diverse client base. He earned a Bachelor of Arts degree in Economics from the University of Connecticut in 2015 and played college football for the UConn Huskies. Angelo holds the Personal Investment Advisor (PIA) designation. His professional approach emphasizes fostering financial literacy, promoting generational wealth, and delivering an inclusive client experience grounded in integrity. Beyond his professional work, Angelo is involved with organizations including Collective Uplift LLC, Hartford Catholic Worker, Hartford Salvation Army, My Brothers Keeper Inc., and UConn Husky Nutrition and Sport. In his personal time, he enjoys basketball, chess, cooking, football, watching movies, and spending time with his wife and their son.

Rochelle Forrest is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Avantax Advisory Services, Avantax Investment Services, and Stifel. Outside of her advisory role, she is involved with Forrest Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers, supporting discretionary and non-discretionary strategies across multiple program structures.

Jared Huckle is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes roles at Primerica Financial Services since 1998 and a position at the University of Connecticut. Outside of advising, he is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing portfolio implementation and trading.

John Welch is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Avantax Investment Services, Inc. for 28 years and has operated Welch & Company, a tax preparation and accounting business, since 1988. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services across discretionary and non-discretionary programs.

Steven Hintz is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and over 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and operates a CPA practice providing tax preparation services. Hintz is also involved in community conservation as a director and assistant treasurer of the South Windsor Land Conservation Trust and holds a part ownership in a massage therapy franchise. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm supports a variety of investment strategies through independent Financial Professionals using multiple platform arrangements and both proprietary and third-party model strategies.

Arthur Booker is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked in various roles within Morgan Stanley since 2014. Outside of his advisory work, he serves on the Finance Committee of the First Tee of Connecticut, a youth sports organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and serves clients through both individual and corporate financial planning agreements.

Brian Kelaher is a Wealth Management Advisor based in the Farmington Merrill Lynch Wealth Management office. He has been a financial advisor with Merrill Lynch since November 2012 and has spent his entire career in financial services. Brian works with clients to develop personalized wealth management strategies that address various factors including risk tolerance, current resources, family dynamics, and long-term goals. His approach emphasizes consistent communication and collaboration to help clients navigate their financial futures. Brian holds a Bachelor's Degree in Economics from Brown University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise covers a range of client focus areas such as retirement income, legacy planning, family wealth management strategies, investment consulting for defined contribution plans, small business strategies, and college education planning. Outside of his professional work, Brian is involved with Amy's Angels in the community. He lives in Canton, CT with his wife and their two children. Brian welcomes the opportunity to learn about clients’ financial goals and to apply his knowledge and resources to support their long-term success.

Steven Norris is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Norris serves as a trustee and investment committee member for Lea's Foundation for Leukemia Research and is a board member at Easter Seals Capitol Region and Eastern CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Alexander Nweeia is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Western International Securities, GBS Financial Corp., and multiple Morgan Stanley entities. He serves as a board member for a nonprofit organization in Culver City, CA. 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 institutions. The firm offers a range of financial planning and investment management solutions, incorporating model portfolios, third-party asset managers, and institutional platforms.

Adam Peterson is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at JPMorgan Chase Bank, Santander Bank, and Hartford Healthcare. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Francis Petrangelo is a financial advisor at Edelman Financial Engines with 29 years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Fidelity Investments and Citizens Securities. Outside of his advisory work, he is involved in managing real estate development projects. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with an emphasis on diversified, long-term portfolios.