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 the Series 63 and Series 66 designations and previously worked at Prudential for 18 years and Empower for two years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of more than 23,000 financial advisors.

Jeffrey Minkos is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He previously worked at Allstate Insurance Company and Allstate Financial Services from 2008 to 2022. Outside of his advisory role, he is the owner of Minkos Insurance, LLC, which focuses on life and fixed indexed annuities sales. 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 offers comprehensive financial planning, asset management, and educational programs, emphasizing collaborative client relationships and event-driven planning services.

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 26 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Stifel and Avantax Advisory Services. Outside of her advisory role, she is involved with Forrest Investment Services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with options for discretionary and non-discretionary management.

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 and holds Series 65 and Series 66 credentials. He has 27 years of industry experience, including 21 years with Cambridge Investment Research Advisors and operating his own CPA and tax preparation service since 1994. Outside of his advisory work, he serves as a director and assistant treasurer for the South Windsor Land Conservation Trust and is a partial owner of a Massage Envy franchise. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

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 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Merrill. Outside of his advisory work, Norris serves as a trustee and investment committee member for Lea's Foundation for Leukemia Research and is a board member of Easter Seals Capitol Region and Eastern Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

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.

Francis Petrangelo is a CFP® and CFA® with 29 years of industry experience, currently advising at Edelman Financial Engines. His career includes roles at Fidelity Investments Institutional Services Company, Fidelity Brokerage Services, Citizens Securities, and Prudential-affiliated firms. Outside of his advisory work, he is involved in real estate development, managing rental properties including a land development project in Belize. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutional clients. The firm emphasizes diversified portfolios, long-term strategies, and fiduciary management, serving a large client base with a mix of discretionary and non-discretionary offerings.

Tom Dussault is an Investment Consultant at Fidelity Investments. He focuses on assisting clients in building financial plans tailored to their unique life circumstances and financial situations. By understanding the goals, values, and concerns of clients and their families, he collaborates with them to develop strategies that aim to meet their objectives while managing life's challenges. Tom has been with Fidelity Investments since 2024, progressing through roles such as Workplace Planning Associate and Workplace Planning Consultant before assuming his current position in 2026. His professional experience centers on workplace planning and investment consulting. Outside of his professional work, Tom has interests in fitness, football, hiking, running, and skiing.

Antonio Alves is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at Wealth Enhancement Group, Triad Advisors, KeyBank, and The Prudential Insurance Company of America. He was also involved with Artistic Demos LLC in 2018. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing a multi-asset model portfolio approach supported by centralized operational and custody services.

Jared Kahn is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their advisors to develop financial plans tailored to their specific circumstances, priorities, and goals. He has been with Fidelity Investments in various roles since 2023, including Relationship Manager and Financial Representative. Prior to joining Fidelity, Jared worked as a Financial Representative at PFS Investments from 2021 to 2023. His professional experience centers around financial planning and client relationship management. Outside of his professional work, Jared has personal interests that include baseball, beach activities, fitness, football, and golf.

Dominic Schioppo Jr. is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Metlife Securities, New England Securities, and Northwestern Mutual Investment Management. In addition to his advisory role, he operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs, emphasizing collaborative annual planning relationships with clients.