James Bockstahler is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, JP Morgan Securities LLC, Hornor Townsend & Kent Inc, 21st Century Financial, and LAZ Parking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Brian Haggerty is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Virtus Investment Partners and Vp Distributors Inc. outside of his current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, delivering model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to registered investment companies and employs systematic methodologies that include the use of AI and long-term asset allocation benchmarks.

Emily Richardson is a financial advisor at OSAIC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Lincoln Financial Distributors. She serves as Director of Special Projects on the national board of Women in Insurance and Financial Services, chairing both the Sales and Marketing and Editorial Committees. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers.

Sidney Starks is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2013 and also works as a freelance voice-over talent for WTNH-TV. Outside of his advisory role, he serves as a state committeeman in political campaigns. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and diversified investment strategies.

Barbara Ludlow Taussig is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses and 41 years of industry experience. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach incorporates structured discovery conversations and advanced planning tools without providing individual security recommendations as part of standalone plans.

Zachary Palanza is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A. He also has academic experience at the University of Connecticut School of Business. 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 strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicole Higgins is a Financial Consultant currently working at Fidelity Investments since 2022. She supports clients in achieving their financial goals by co-creating disciplined financial plans tailored to their individual definitions of success. Her professional experience includes roles as a Financial Advisor at Wells Fargo Advisors from 2017 to 2022 and at Stepping Stone Wealth from 2016 to 2017. Prior to that, she served as a Financial Solutions Advisor at Bank of America Merrill Lynch between 2011 and 2016, and as a Retirement Counselor at Prudential Retirement from 2007 to 2011.

David Ellovich is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Michael Gacek is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked at firms including Wealth Preservation Partners and M. Holdings Securities, Inc. Outside of his advisory work, he serves as a board member for the nonprofit New Foundations Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of management approaches and model portfolios supported by LPL Research and third-party subadvisors.

Daniel Kelly is a Series 66-credentialed financial advisor with 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he also works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Tammy De Felice is a financial advisor at Cetera with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Cetera and its affiliates since 2016. Outside of her advisory role, she is involved in several community organizations, serving as president of BNI Buckland Hills and as an executive board member of a local nonprofit networking group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, financial planning, and retirement services delivered through a large network of independent advisors.

Raymond Congelosi is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at MetLife Securities Inc. and MassMutual Life Insurance Co. Since 1995, he has also worked as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services 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, structuring planning engagements as annual collaborative relationships that use firm-approved analytical tools to develop recommendations without discretionary authority.

Peter Cassell is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and offering 37 years of industry experience. He has been with Mass Mutual Investors Services since 1988 and Massachusetts Mutual Life Insurance Company since 1987. Outside of his advisory role, he serves as trustee of a family trust and is the managing partner of a non-insurance brokerage specializing in group life and health insurance. MassMutual Investors Services, LLC 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 uses firm-approved software tools to analyze client goals and delivers written recommendations through ongoing planning engagements.

Shaun Cour is a financial advisor with Cetera, holding a Series 66 credential and 12 years of industry experience. His prior work includes roles at Avantax Insurance Agency and Sterling Principle Financial Services. Outside of advising, he prepares tax returns and provides tax advice through H&R Block. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services, offering access to multiple program structures and third-party money managers.

Timothy Hogan serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in 2013 with Bank of America and joined Merrill in 2016. In his role, Timothy focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. He works closely with clients on financial planning, utilizing proprietary software Personal Wealth Analysis to stress test portfolios to ensure alignment with clients' near and long-term objectives. Additionally, he leads the Value investment management strategy alongside Ron Loftus. Timothy holds a Bachelor's Degree from Western New England College and a Master of Business Administration from American International College. He is a CERTIFIED FINANCIAL PLANNER® and a Personal Investment Advisor (PIA). His client focus areas include services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, and retirement income. Outside of his professional work, Timothy is involved with the East Longmeadow Football community, where he volunteers as a coach. He enjoys staying active through activities such as walking his dog Loki, playing golf, cooking, hiking, reading, and watching movies. His experience in football has influenced his philosophy by emphasizing discipline, accountability, hard work, and time management.

Keith Tatlock is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2020. His prior experience includes four years at Commonwealth Financial Network and a 23-year career with the U.S. Air Force Air National Guard. He is also a board member of the Ludlow Community Center/Randall Boys and Girls Club. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies across multiple platform arrangements.

Keith Neidig is a Vice President and Financial Consultant at Fidelity Investments. He collaborates with clients to support their wealth planning needs by leveraging comprehensive resources and providing tailored advice. His approach focuses on ensuring clients have appropriate asset allocation across emergency funds, income, protection, and tax-smart growth strategies to help achieve their financial goals. Keith has been with Fidelity Investments since 2014, progressing through roles including Financial Representative, Investment Consultant, Financial Consultant, and currently serving as Vice President, Financial Consultant since 2022. His experience spans various aspects of financial consulting and investment advising. Outside of his professional role, Keith's personal interests include baseball, beach activities, fishing, football, golf, and spending time at the lake.

Christopher Smith is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work history includes roles at MassMutual Trust Company and Fisher Investments. He is also a member of Beacon Ridge Properties, LLC, where he manages bookkeeping and insurance for the real estate business. 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, with services that include event-driven planning such as divorce and estate-settlement planning.

Crystal Leppo is a financial advisor at UBS Financial Services in Hartford, CT, with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo Advisors, LLC since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Samuel Lusardi is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and seven years of industry experience. He has been with Mass Mutual and its affiliated firms since 2017, following earlier roles outside the financial industry. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charities, and employers. The firm offers a range of event-driven planning programs and educational seminars alongside its investment advisory services.