Spencer Langweil Sr is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles in hospitality and educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of representatives and offers a variety of financial planning and investment management solutions.

Vincent Thompson is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior roles include positions at ParPlus Partners, Crito Capital, Foreside Fund Services, and Welton Investment Partners. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Erik Lillibridge is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Advisors, Ameriprise, Merrill, and several other firms. He operates his advisory services under IronBridge Wealth Counsel, LLC and is also licensed as an insurance agent focusing on insurance and fixed annuities. OSAIC Wealth serves a diverse client base including retail investors, high-net-worth individuals, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and a complex affiliate network.

Perry Brown is a CFP® with 19 years of industry experience, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Valley Financial Management, Valley National Bank, Arvest Wealth Management, Raymond James Financial Services, and others. He serves as Treasurer and board member of the Litchfield Historical Society, where he handles monthly financial reporting. 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, and charitable organizations. The firm structures financial planning as annual, collaborative engagements that include detailed client analysis and written recommendations.

Sharon Alleman is a CFP®-certified financial advisor with UBS Financial Services in Hartford, CT, and has 18 years of industry experience. She has been with UBS Financial Services since 2011. Outside of her advisory role, she serves on the board of incorporators for the iQuilt Plan, an urban design initiative in downtown Hartford that connects local cultural and historic assets. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans and portfolio strategies to clients’ goals and risk tolerances.

Neill Sachdev is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America since 2018 and has been with Merrill since 2013. Outside of his advisory role, he is involved with the Civitan Club of Windsor, a charitable organization, where he serves on a committee focused on winding down the nonprofit. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Gibson is a financial advisor with Raymond James & Associates in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of finance, he performs as an independent contractor in a local musical group, so/lo, where he plays part-time and rarely accepts payment. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers financial planning and investment consulting, utilizing risk profiling and modeling to create tailored but generally non-discretionary client strategies, supported by a wide range of portfolio styles, research, and affiliated sub-advisers.

Benjamin Stephens is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at GWFS Equities, Inc. for three years and Shamrock Companies for 23 years before joining Fidelity in 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, long-term asset allocation strategies.

Sean Drinan is a financial advisor at Stifel with 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he is involved with Dream Big Basketball LLC, where he gives basketball lessons and conducts training camps. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

William Struss is a CFA® charterholder with 10 years of industry experience. He is currently with Mass Mutual Investors Services and MassMutual, joining in 2025. His prior experience includes roles at Orion Portfolio Solutions, Brinker Capital, JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Fidelity Investments Institutional Services Company, Inc. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Diane Brett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at LPL Financial since 2011 and previously worked at Merrill and Advest, Inc. Diane also provides financial and investment advice through American Eagle Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stephen Carlo is a financial advisor at OSAIC with 36 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked for over two decades at Securities America Advisors, Inc. Carlo is also a co-trustee of a family revocable trust, serving as a potential tie breaker among co-trustees if disagreements arise. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services. The firm employs a model-based investment process with portfolio optimization tools, supports multiple account types and third-party managers, and is noted for its scale, complex affiliate network, and recent consolidation activity.

Tyler Allen is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Enterprise Holdings, Target, and Bryant University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, utilizing internal and third-party managers.

Marilyn Zarkos is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with LPL Financial and has previously worked at M&T Bank, Citizens Securities, Inc., and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gregg Desmarais is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Raymond James in 2024, he worked at TD Bank N.A. and TD Private Client Wealth LLC for eight years. Desmarais serves as a school council member for Southwick Regional School and is a partner in a wealth management firm in Avon, CT. 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, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Trevor Glasgow is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Horton Team, which specializes in providing tailored financial solutions to clients. Since beginning his career with The Horton Team in 2013, Trevor has gained over a decade of experience assisting individuals, families, and businesses in managing their financial complexities. His expertise includes corporate benefits, executive services, retirement planning, portfolio management, and legacy planning. Trevor holds a Bachelor's degree from the University of Connecticut School of Business and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He works extensively with both public and private companies, managing defined contribution and benefit plans, equity compensation, deferred compensation, health savings accounts, and fiduciary services. Outside of his professional role, Trevor resides in West Hartford, Connecticut, with his wife and two sons. He supports UConn Husky Athletics and enjoys engaging in activities such as tennis, golf, cooking, and spending time with family and friends. He and his family are active members of their local community.

Emma Szalay is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022, preceded by three years at Ameriprise. Outside of finance, she has experience with community-oriented roles such as involvement in the Team Osan Spouses Club and the USO. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to multiple registered investment companies and use of advanced technologies in portfolio management.

Patricio Ortiz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various JPMorgan entities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Christina Esposito is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools.

Maureen Zavatone is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America and Morgan Stanley prior to her current role. She serves as a committee member for Old Saybrook Cares, a nonprofit organization supporting local families affected by the global health pandemic. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.