John Leonard is a financial advisor at RBC Capital Markets in Hartford, CT, holding the Series 66 designation with five years of industry experience. He has worked at RBC Capital Markets since 2020 and has prior experience at V3 Logistics, FedEx, and the University of Connecticut. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs combining in-house and third-party investment management with customizable portfolio strategies and integrated financial services.

Illona Vitali is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Merrill Lynch since 2001. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Bragg is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with UBS Financial Services since 1996. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Luke Violette is a CFP® professional with 14 years of industry experience, currently affiliated with RBC Capital Markets in Farmington, CT. His career includes roles at City National Bank, GYL Financial Synergies, and Wells Fargo Advisors. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients and offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to client risk profiles.

Jessica Hendrickson is a financial advisor at Morgan Stanley with 11 years of experience at the firm and holds a Series 66 designation. She is based in Hartford, CT, and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial plans using structured discovery conversations and firm-approved planning tools.

Guillermo Robles is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 designation and has worked at several firms including Janney Montgomery Scott LLC, Merrill, Bank of America, and Wells Fargo. His current role is with Fidelity Investments in Newington, CT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage funds.

Robert Caiaze is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Advest, Inc. Outside of his advisory work, he serves in various nonprofit and community capacities, including as a deacon fund advisor at Valley Community Baptist Church and as a board member and investment committee chair for Ronald McDonald House Charities of Connecticut and Western Massachusetts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering tailored portfolio management and advisory services through multiple programs. The firm integrates in-house and third-party investment management and offers features such as tax management and responsible investing screens.

Mary Thompson is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has previously worked at Oldfields School, One Source Contracting, Loomis Chaffee, Stanley Black and Decker, and Edward Jones Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Shawn Mccormick is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools, without providing individual security recommendations as part of standalone planning.

Christopher Rizzio is a CFP® certified financial advisor with five years of industry experience, currently with Cambridge Investment Research Advisors. He has been associated with Cambridge Investment Research entities since 2021 and also has a background teaching at the University of Hartford from 2015 to 2022. Outside of advisory work, he is involved as an independent insurance agent and serves as an independent contractor for Varsity Tutors. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

David Fasi is a Series 66-licensed financial advisor with UBS Financial Services in Hartford, CT, where he has worked since 2012. He has 14 years of industry experience. Fasi has served on a committee of the Estate & Business Planning Council of Hartford and has delivered educational presentations on employee stock ownership plans (ESOPs) at the University of Connecticut. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad suite of capital markets and research resources.

Kathleen Tremblay is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2008 and has concurrently worked at Bank of America, N.A. since 2013. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony De Grandi is a financial advisor with Merrill and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. He is based in Farmington, Connecticut. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julia Cavallo is a Financial Consultant at Fidelity Investments, where she has been working since 2024. She has been with Fidelity Investments since 2017, holding several roles including Planning Consultant, Relationship Manager, and Financial Representative. Julia collaborates closely with individuals and families to co-create personalized financial plans that align with their goals and family values. Throughout her career, Julia has focused on fostering trusted relationships and providing ongoing guidance to help clients prepare for significant life milestones and transitions. Her approach centers on understanding clients' priorities to assist them in navigating their financial journeys with confidence. Outside of her professional work, Julia has interests in baseball, football, pilates, and skiing.

Andrea Martin is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with Merrill and its predecessor, Merrill Lynch, since 1984. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Peter Murphy is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 44 years of industry experience to his role. He specializes in areas such as college education planning, employee financial health, and retirement income, developing personalized financial strategies to help clients pursue their long-term goals. Peter holds a Bachelor's Degree from the University of California, San Diego (UCSD) and a Master's Degree from Trinity College. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Peter enjoys spending time with his family and friends, reading and writing history, playing tennis and golf, and traveling with his wife.

Yu Xiang Lin is a financial advisor at Merrill with Series 63 and Series 66 licenses and less than one year of industry experience. Prior to joining Merrill, Lin held roles at Bank of America and JPMorgan Chase Bank, N.A., and has experience in the food service industry through various business ventures. Lin is also affiliated with the NYU Professional School of Studies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Taylor Webber is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Their work history includes roles at several firms and institutions, including the University of Maryland and Suffield Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment products and model portfolios.

Gregg Karal is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Cambridge since 2006 and previously worked at Advest, Inc. and National Planning Corporation. Outside of advisory work, he is involved in independent insurance sales and tax preparation, including volunteering with the AARP Tax-Aide program. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management platforms and proprietary model strategies, serving clients through thousands of financial professionals managing a multi-billion dollar asset base.

Amanda Benecchi is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds the Series 66 designation and operates out of Avon, CT. 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 through a nationwide network of 23,701 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.