Shivam Shah is a Financial Consultant currently working with Fidelity Investments. In this role, he collaborates closely with clients to provide personalized assistance in retirement planning, income planning, legacy planning considerations, and investment strategy. He works with his team to develop comprehensive financial plans tailored to each client's needs. Prior to his current position, Shivam served as a Relationship Manager at Fidelity Investments from 2022 to 2023 and worked as a Business Acceptance Consultant at MassMutual from 2018 to 2022. His professional experience encompasses client relationship management and financial consulting within the investment and insurance sectors. Outside of his professional work, Shivam has interests in football and soccer.

Joanna Plage is a financial advisor with Ameriprise in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise since 2015. Outside of her role at Ameriprise, she manages day-to-day practice management activities at McMahon Wealth Management. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ financial situations.

Gerald Oliano is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for H. Beck, Inc. before joining Cambridge in 2017. He is also president of Jerry Oliano LLC, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent financial professionals, utilizing a variety of portfolio management approaches and platform arrangements.

Paul Lantieri is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies, combining in-house and third-party managers alongside integrated services such as financial planning, custody, and brokerage.

Yoselin Murillo is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2019, following two years at People's United Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios with systematic, long-term asset allocation strategies.

James Armstrong is a Series 66-licensed financial advisor with Merrill in Hartford, CT, with seven years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2019 and previously spent 11 years with the Capitol Region Education Council. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Paul Sapiro is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Adam Swiger is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to his current role, he was associated with Christ the Redeemer Church for eight years. Outside of his advisory work, he serves as an Associate Financial Advisor with Honey Badger Management Inc., a practice entity for franchise advisor Mark Jones. Ameriprise offers retirement-income planning services targeting individuals with substantial net investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored retirement recommendations.

Michael Shoaf is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping private and family business owners navigate business succession, ESOP transactions, and exit planning. His expertise includes tax-advantaged ESOP strategies, business succession, employee ownership cultures, and integrated private and corporate wealth management. With over 30 years of experience in financial services, Michael has worked in various roles including business succession and ESOPs at UBS, corporate retirement plans at Fidelity Investments, private wealth management at Charles Schwab & Co., and ownership of a philanthropic consulting firm. He holds the Certified Investment Management Analyst (CIMA®) and Certified Exit Planning Advisor (CEPA®) designations and has advanced training from the Yale School of Management. Michael earned a Bachelor of Science degree in Political Economy from the University of California System and an MBA from the University of Connecticut. He holds Series 7, 63, and 66 FINRA registrations and insurance credentials. Additionally, he serves as a speaker and board advisor to employee-owned companies, focusing on perpetuating values and faith-driven principles into the next generation.

Kyle Egress is a Series 66-registered financial advisor with Morgan Stanley in West Hartford, CT, with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. He serves as a board member and programs committee member of the Estate and Business Planning Council Hartford. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes using firm-approved tools and models.

Brendan Perkins is a financial advisor with Merrill in Hartford, CT, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Outside of his advisory role, Perkins is a co-owner and trustee of the Connecticut Dance Academy, where he provides marketing and financial guidance. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, utilizing model-based and discretionary investment strategies. The firm serves a broad client base, including individuals, high-net-worth clients, pension plans, and charitable organizations, integrating its services within Bank of America’s wider corporate platform.

Elizabeth Linderman is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Joseph Shiman III is a financial advisor at Cetera with 30 years of industry experience. He holds the CFP® certification and multiple securities licenses including Series 63, 65, and 66. Prior to his current role at Cetera beginning in 2023, he worked with Cetera Wealth Services, LLC since 2013. Outside of his advisory duties, Shiman is a board member of the non-profit Duncaster Foundation and serves on the fundraising committee for McLean Hospice. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management solutions and investment strategies, supported by a large network of advisors and significant assets under management.

Kathleen Ringler is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 credentials and over 25 years of industry experience. Her prior roles include positions at Chelsea Groton Bank, Infinex Investments, Commonwealth Financial Network, and Bank Rhode Island. She serves on the advisory board of North Kingstown High School’s CTE program, providing mentorship and business feedback to students. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs with portfolio management, financial planning, and custody services, leveraging a combination of in-house and third-party investment managers.

Robert Bishop is a ChFC® credentialed financial advisor with 13 years of industry experience. He is currently affiliated with OSAIC and has previously worked at firms including Royal Alliance, Securities Service Network, Financial Vision, New England Capital Planners, and LPL Financial. He also serves as a wealth advisor at BACH WEALTH MANAGEMENT, LLC, providing wealth management and advice to clients. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs a range of asset allocation tools and third-party platforms to manage portfolios that may include various asset classes and investment strategies.

Jordanna Fallon is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and previously worked at Johnson Brunetti Investments and Hartford Interval House Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Roberto Laguer is a financial advisor with Primerica Advisors in Newington, CT, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Primerica Advisors since 2016 and has prior experience with Rick Bus Co. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Cammi Huckman is a Series 63-licensed financial advisor with Morgan Stanley, based in West Hartford, CT, and has 32 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer, serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to support its advisory process.

Ryan Porth is an Investment Consultant dedicated to assisting individuals and families in improving their financial futures. He emphasizes a collaborative approach to co-creating financial plans that provide peace of mind and help clients navigate various life challenges. Ryan's professional experience includes serving as a Financial Representative at Fidelity Investments from 2024 to 2026. His work focuses on understanding clients' goals and providing education to support their financial decision-making. Additional information regarding Ryan's education, credentials, personal interests, or community involvement has not been provided.

Alan Williams is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Avantax Insurance Agency and Avantax Investment Services, as well as self-employment since 1993. Outside of advising, he owns and operates a tax preparation and accounting business and serves as treasurer and comptroller for a construction company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party model portfolios.