Chad Czerwinski is a Series 66-licensed financial advisor at UBS Financial Services in Hartford, CT, with 24 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves on the Board of Directors for Hartford Youth Scholars, a nonprofit providing training and education to youth in Hartford, CT, and oversees the management of an irrevocable trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Jill Honeycomb is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Raymond James and Liberty Bank Investment Services since 2015, where she also serves as Program Director for Liberty Bank Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored investment consulting and supports municipal and public-finance work through its affiliation with a municipal advisor.

Christopher Borowiec is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. He has been with Merrill and its affiliate Bank of America, N.A. since 2009. Outside of his advisory role, he serves as a committee member for the Springfield Museums, a charitable organization in Massachusetts. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Angelo Carlone is a CFP® professional with 34 years of industry experience. He is currently with LPL Enterprise and has held roles at Prudential Insurance Company of America, Pruco Securities, Wells Fargo Clearing, Raymond James & Associates, Merrill, and Tower Square Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm primarily employs model-driven investment approaches and offers services such as financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios wrap programs.

Jason Tutin is a financial advisor with LPL Financial who holds a Series 66 designation and has 14 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at Webster Bank, Ameriprise, and Morgan Stanley. Outside of his advisory work, he serves as the Treasurer on the board of VARK, Inc., a for-profit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies across discretionary and non-discretionary account structures.

Michael Gandolfini is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jason Gutcheon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. He serves as President of Professional Business Insurers, providing employee benefit plans and health insurance services to small businesses. Gutcheon is also a board member of the Greater Hartford Arts Council and Junior Achievement of Southwest New England, where he contributes to arts advocacy and financial education. Cetera Investment Advisers LLC supports a large nationwide network of independent advisors and offers a range of portfolio management, financial planning, and retirement services for individuals, employer plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with various program structures and custodial relationships, managing over $256 billion in assets across more than 10,000 advisors.

Kari Mcleod is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. She has 10 years of industry experience, including prior roles at Pangaro Wealth Management and Gap, Inc. She is also the owner of Wealth Strategies Team, LLC. Cambridge Investment Research Advisors serves a mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple platforms and custodians and provides discretionary and non-discretionary management, proprietary model strategies, and access to third-party advisers.

Nathan Stephens is a financial advisor at Charles Schwab with 12 years of industry experience and holds a Series 66 designation. His prior roles include positions at Fidelity Personal and Workplace Advisors and TD Ameritrade. Outside of his advisory work, he owns a rental property used for short-term vacation rentals. 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, combining non-discretionary advisory models with access to discretionary separately managed accounts and alternative investments.

Nicholas Provost is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been in the financial services industry since 2025. Prior to his current role, he has worked in various positions including roles at UPS and several local businesses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative annual planning process using firm-approved software and provides specialized programs such as divorce planning and estate settlement services.

Todd Rosen is a financial advisor with LPL Financial in Glastonbury, CT. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining LPL Financial in 2019, Rosen worked with Voya Financial and related entities for over a decade. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Richard Caruso is a financial advisor with Cambridge Investment Research Advisors who holds nearly four decades of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and previously spent nine years at Ohanesian/Lecours, Inc., in addition to long-term roles with Connecticut Mutual Life Insurance Company and Tracy, Driscoll Co., Inc. He is also an independent insurance agent for various companies through Tracy-Driscoll and Co. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of professionals and managing a multi-billion dollar asset base.

Annette Hassan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has worked at LPL Financial since 2011 and has been affiliated with Webster Investment Services, Inc. since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mason Neurath is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Pepper Corn Mill and Maggie McFly's. He also serves as an insurance agent, focusing on life, disability, long-term care, fixed annuities, and health products. 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 to support annual, collaborative planning relationships.

Mena Haile is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at CapAcuity Securities, Sidney Federal Credit Union, The Ayco Company, Mercer Allied, and Liberty Mutual Insurance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Harvey Silverman is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 66 licenses and has 52 years of industry experience. His career includes roles at Metlife Securities and Mony Securities Corporation prior to joining MassMutual. Outside of financial advising, he is a licensed funeral director and embalmer and has worked as an independent insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, annual client relationships that generate written recommendations without discretionary authority.

Matthew Christopher is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial and its predecessor firms since 2000. Outside of his advisory role, he is involved in non-variable insurance businesses including fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a network of advisors, supported by various advisory platforms and tools.

Beth Duffy is a financial advisor with Edward Jones in Canton, CT, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel La Rosa is a financial advisor at Ameriprise in Cheshire, CT, holding a Series 66 designation. He began his advisory career at Ameriprise in 2025 after completing four years of college and eight years of prior experience in education. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with a data-driven, tax-aware approach. The firm’s recommendations utilize internal research and third-party tools within a defined investment universe tied to affiliated product offerings.

Paul Muska is a financial advisor at Edward Jones in Newington, CT, holding the ChFC® designation and Series 66 license with seven years of industry experience. Before joining Edward Jones in 2018, he worked in the education sector at Bristol and Stafford Public Schools. He also serves as an Emergency Medical Technician for the Suffield Ambulance service. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.