Heather Rossitto is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Financial Resources Group, Infinex Investments, Inc., and United Bank. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Greco is a financial advisor with UBS Financial Services in Delray Beach, FL. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 38 years with UBS. UBS Financial Services Inc. 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 and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

Camille Gagliardi is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Ameriprise since 1996. Outside of advisory work, she is involved in insurance brokering focused on long-term care and co-owns businesses related to real estate and wealth management. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored, research-based recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Donald Giguere is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses, and has 30 years of industry experience. He has been with Cetera Advisors LLC since 2016 and currently serves clients through Cetera. Outside of advisory work, he operates an accounting and tax firm, holds a role as CFO and parish accountant at St. Michael's Church, and provides bookkeeping services for a local charitable organization. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning, and retirement services, supported by a nationwide network of over 10,000 advisors.

Brian Fitzsimmons is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His previous work includes roles at Bank of America and Atlantic Furniture, as well as service in the U.S. Air Force. 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, pension plans, corporations, and charitable organizations.

Elena Gomelauri is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at LPL Financial since 2011 and previously at Webster Investment Services from 2008 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios and third-party strategies supported by advanced research and operational tools.

Geoffrey Swanson is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he serves as Board Treasurer for Gospel Volunteers Inc., where he oversees organizational finances and assists with the annual audit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Larrat Williams is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Edward Jones, Northwestern Mutual, and Hartford Steam Boiler. Outside of his advisory work, he owns and manages a golf driving range and snack bar and founded a nonprofit organization dedicated to maintaining land and supporting local artists and musicians in Leeds, MA. 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 and access to third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

Jeremy Buck is a financial advisor at Osaic with a Series 66 designation and three years of industry experience. His professional background includes roles at Stanley Black & Decker, Pratt & Whitney, and Raytheon Technologies Corporation, along with eight years in full-time education. He also provides support to registered representatives at Bach Wealth Management, LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios across various asset classes.

Gwendolyn Willey is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Wells Fargo Clearing Services LLC, M Holdings Securities, Inc., Lindberg & Ripple, and Nair & Levine Law Office. She has been with Merrill since 2019. 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 various institutions.

Elizabeth Jacovino is a CFP®-certified financial advisor with 28 years of industry experience, currently practicing at RBC Capital Markets since 2008. She has served as an adjunct professor teaching estate planning at Pace University. Outside of her advisory role, she is involved in owning and managing multifamily real estate properties through several active entities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs providing portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers to meet specific client needs.

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 at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2013. In addition to his advisory role, he has worked with WTNH-TV as a freelance voice-over and weather contributor for over two decades and serves as a state committeeman involved in political campaigns. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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.

Joseph Witkowski is a CFP® and Series 65 credentialed financial advisor with five years of industry experience. He has worked at Ameriprise since 2026 and previously spent six years with Thrivent Advisor Network, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice supported by a centralized team, combining internal research and third-party data to deliver written recommendations focused on income sources and tax-aware withdrawal strategies.

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, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at M. Holdings Securities, Inc. for 24 years and is involved with Wealth Preservation Partners and Fiondella Insurance & Retirement Planning. Gacek also serves as a nonprofit board member for New Foundations Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.