Marissa Saponare is a financial advisor at Merrill with 27 years of industry experience and holds Series 63 and Series 65 licenses. She has worked at Merrill since 2012. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Melia Chung is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cetera and its related entities since 2017, following prior roles at Foresters Financial 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 large network of independent advisors, utilizing multiple program structures and a multi-manager platform.

George Dominello is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as treasurer on the board of directors for Esprit, a charitable foundation focused on supporting local community initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Ryan Bagley is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2009 and holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, Bagley coaches youth ski racing at Berkshire East Ski Resort in Massachusetts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets services.

Michael De Corleto is a financial advisor at UBS Financial Services with 25 years of industry experience. He has held positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. prior to joining UBS. De Corleto holds Series 63 and Series 65 designations. UBS Financial Services supports individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets and research resources to tailor investment strategies.

Matthew Dupont is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments since 2023, progressing through roles including Financial Services Representative and Planning Consultant before becoming a Financial Consultant in 2026. Prior to joining Fidelity, he worked at Voya Financial as a Product Development Specialist and Client Relationship Manager from 2017 to 2023. Matthew collaborates closely with clients and their families to understand their unique financial planning needs. He and his team develop comprehensive financial plans tailored to individual goals, aiming to simplify clients' lives and help them focus on their priorities. Outside of his professional work, Matthew enjoys personal activities such as camping, family activities, golf, movies, and skiing.

Ryan Kubasek is a financial advisor at Edward Jones with 20 years of industry experience. He has been with Edward Jones since 2016 and previously worked at Neuberger Berman BD LLC and Signator Investors, Inc. He holds the Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices.

Michelle Foley is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked with Mass Mutual Investors Services since 2017, following stints at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. 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 supported by firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Aiden Castle is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he has held positions at the University of Delaware, Sweet Frog, and South Windsor High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, utilizing a combination of investment research, third-party data, and algorithmic tools.

Scott Miller is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and over 27 years of industry experience. He has worked with Liberty Bank and Liberty Investment Services since 2012, serving clients primarily in Newington, CT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary planning and analytical tools to support client goals.

Robert Tedoldi Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses, and has 35 years of industry experience. His prior work includes nine years at Lincoln Financial Securities Corporation and over two decades with Infocus Financial Group LLC and Tedoldi Financial. Outside of advisory work, he owns IS Life Brands, LLC, a company selling direct logoed merchandise. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that include various asset classes on discretionary and non-discretionary bases.

Phyllis Puckette is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2014. She is based in Canton, CT, and has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

William Micari is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he serves on investment committees for the Main Street Community Foundation and St. Paul Catholic High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management and platform options.

Mario Giovannucci is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Securities America Inc., National Planning Corporation, and Polaris Advisory Services Inc. He is also a notary public in Bristol, CT. 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 broad range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rebecca Marouski is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Waddell & Reed, Inc., and 360 Federal Credit Union. Outside of her advisory role, she performs data entry and tax document coordination for Don Brooks & Associates. MassMutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Tsvetelina Dean is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. She has been with RBC Capital Markets since 2022 and previously worked at Berkshire Bank for 13 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in‑house and third‑party managers, alongside access to alternative investments and integrated financial services.

David Culver is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Voya Financial Advisors, Fidelity, and TD Ameritrade. He is based in West Hartford, CT. 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 guidance and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and a centralized operational structure.

Brannon Ozark is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2019. He brings a background as a military veteran and is a CERTIFIED FINANCIAL PLANNER™ professional. Brannon focuses on helping individuals and families build confidence in their financial future through planning, education, and personalized guidance. His professional experience includes roles as a Senior Paraplanner at Apella Capital from 2018 to 2019, Financial Advisor at Key Investment Services from 2016 to 2018, Premier Banker at United Northeast Financial Advisors from 2015 to 2016, and Financial Center Manager II at Bank of America from 2012 to 2015. Outside of his professional work, Brannon has interests in food, military service, parenthood, pets, reading, and traveling.

John Cleary Jr. is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior roles include positions at Bank of America and Merrill. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Jonathan Gruber is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and offering 26 years of industry experience. His prior roles include positions at MML Investor Services, Massachusetts Mutual Life Insurance Company, Mid Atlantic Capital Corp, and Hooker & Holcombe Investment Advisors. He also operates Bartlett Wealth Management as a trade name in West Hartford, CT. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides comprehensive financial planning and investment management services through independent Financial Professionals, utilizing both proprietary and third-party strategies across various custody platforms.