James English is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Michelle Shockley is a financial advisor at Merrill with 16 years at the firm and 8 years of industry experience. She holds a Series 66 designation and is based in West Hartford, CT. Merrill offers managed account services through its Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies implemented by Managed Account Advisors LLC and model-based strategies developed by Merrill’s Chief Investment Office within Bank of America’s larger platform.

Charlotte Bergmans is Vice President, Wealth Planner at Fidelity Investments. In her role, she assists clients with financial planning and investment strategy, focusing on educating and empowering them to achieve their financial goals. She has a particular interest in working with women and educating youth on personal finance and investing, emphasizing the importance of establishing healthy money habits early. Charlotte has held various positions in the financial services industry, including her current role since 2018 and previously as a Financial Consultant at Fidelity Investments from 2010 to 2018. Her prior experience also includes serving as Vice President at BNY Mellon Wealth Management between 2006 and 2009 and working as an Investment Consultant at Edward Jones from 2002 to 2004. Outside of her professional work, Charlotte's personal interests include art, fitness, hiking, swimming, and yoga.

Robert Mckinnon III is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked at JL Glowka Wealth Management and Invest Financial Corporation. In addition to his advisory role, he owns a tax preparation business and serves on the Berlin Republican Town Committee. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers various investment implementation platforms and strategies, including proprietary models and access to unaffiliated strategists, with services tailored to client objectives through a network of independent financial professionals.

Peter Tasillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Tunxis Wealth Management LLC and has experience in education through roles at Windsor Public School and Johnson & Wales University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with access to in-house and third-party research, discretionary and non-discretionary management, and advanced portfolio management tools.

Brad Simonds is a financial advisor with Mass Mutual Investors Services in West Hartford, CT. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including roles at MassMutual Life Insurance Company since 2007. He has worked with Mass Mutual Investors Services since 2017 and was previously with MSI Financial Services, Inc. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and tools to structure collaborative, ongoing planning relationships.

Emily Bordeau is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 17 years of industry experience. She has worked at Mass Mutual Investors Services since 2018 and previously at Essex Financial and infinex Investments, Inc. In addition to her advisory role, she teaches yoga at Core and Restore. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, using firm-approved tools and a collaborative approach.

Wesley Marshall is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 25 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Financial Group since 2004 and has also worked with W. S. Griffith & Co., Inc. since 2000. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing tools such as Monte Carlo simulations and automated asset-allocation software. The firm provides ongoing, collaborative financial planning engagements with options for implementation through separate brokerage or insurance arrangements.

Glenn Karwic is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Outside of his advisory role, he is involved with Tetra Worldwide LLC, a private company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and employs a structured planning process supported by proprietary tools and research.

Robert Thistlewaite is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Fidelity Brokerage Services, Inc. for 18 years before joining Charles Schwab 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 discretionary separately managed accounts and offers a centralized, integrated platform for advisory, brokerage, and custody services.

Mark Wojtowicz is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at MassMutual, Voya Financial Advisors, and AssetMark Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Joshua Howarth is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including ten years with METLIFE Securities Inc and overlapping ten years with MassMutual Life Insurance Co. Outside of his advisory role, he works as an independent insurance agent focusing on fixed annuities and various insurance products related to Medicare. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative planning engagements supported by analytical tools and provides a range of event-driven planning services, including a standalone Divorce Planning offering.

Paul Shay is a financial advisor at OSAIC with 46 years of industry experience. He holds the ChFC® designation and has worked at Lincoln Financial Securities for 17 years. In addition to his advisory role, he is involved in life insurance sales and service. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm combines brokerage and investment advisory services, offering integrated portfolio management with access to third-party managers and employs various asset-allocation and risk management tools.

Marcus Wacker is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 designations and 35 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior year at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Elvin Spaho is a financial advisor with Mass Mutual Investors Services in Glastonbury, CT, holding the CFP® and ChFC® designations along with a Series 66 license. He has 22 years of industry experience, including prior work at MetLife Securities and Mass Mutual Life Insurance Company. Spaho is also an independent insurance agent specializing in dental and group disability income, life, accident, health, and Medicare-related products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing collaborative, software-supported analyses to guide clients in investment strategy and planning.

Kiok Kim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paul Poulin is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding a CFP® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies and access to in-house and third-party investment managers.

Brendan Marshall is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Fidelity, he worked at The Saint Andrew's Golf Club and Manhattan College Events Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary research, quantitative analysis, and systematic portfolio construction to manage model portfolios and advises multiple registered investment companies and fund-of-funds.

Christian Tompkins is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Meritage Financial Strategies, AdviceOne Advisory Services, and Mackinstry Financial. Before entering the financial industry, he worked for FoodWorks Natural Market for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Eric Iseley is a CFP® professional at Fisher Investments with eight years of industry experience. Prior to joining Fisher Investments in 2024, he held roles at Gwfs Equities, Prudential Investment Management Services, and The Prudential Insurance Company of America. Outside of his advisory work, he has experience as a tutor and has been affiliated with the University of Hartford. Fisher Investments serves a global client base including institutions and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process utilizing quantitative and qualitative research and offers a range of services including sub-advisory and retirement plan management.