Changyong Shi is a financial advisor at Edward Jones in Canton, CT, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Wenbo Investment and spent nine years at Barnes Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a large network of advisors and branch offices.

Michael Behrens is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding a Series 63 designation and bringing 54 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Behrens also operates as an independent insurance agent, focusing on disability, fixed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations within annual planning engagements.

Dante Ambrogio is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at UBS since 2013. Outside of his advisory role, Ambrogio serves on the Board of Directors for the Cesare Barbieri Endowment, assisting in hosting public lectures on Italian arts and academia. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor investment plans to clients’ goals.

Nicholas Sheridan is a Financial Advisor with Merrill Lynch Wealth Management, where he leads the MWS Associates team. The team offers services that integrate the resources of a global wealth management firm with personalized care to assist clients in achieving both their personal and financial life priorities. Nicholas and his team focus on building deep relationships with clients by getting to know them personally and collaborating to develop strategies tailored to their unique life goals. His professional credentials include being a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree in Finance from the University of Connecticut and was born and raised in Ellington, Connecticut. Nicholas currently lives in Manchester, Connecticut with his wife, Jennifer. Outside of work, he is passionate about exercise, fitness, and golf, activities he enjoys with clients, friends, and family.

Emily Hodgdon is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017, and has additional work experience at the Florida Department of Agriculture and Consumer Services since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment solutions through both direct and employer-sponsored financial planning arrangements.

William Lohrey is a Series 65 licensed financial advisor at Edelman Financial Engines with three years of industry experience. His prior positions include roles at Financial Engines Advisors L.L.C., Connecticut Wealth Management, New York Life Insurance GBS, Cigna Life Insurance Company, and Ameritas Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Charles Bonatakis III is a financial advisor at Raymond James & Associates. He holds the Series 66 designation and has been working in the industry since 2023. Prior to joining Raymond James, he worked at MFS for one year and was a high school student from 2015 to 2022. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutional investors, and government entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

David Sacharko is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. 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 provides a broad range of capital markets solutions.

Kevin O’Shea is a financial advisor with RBC Capital Markets in Hartford, CT, holding a Series 66 designation and 20 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for a combined 17 years. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through various internal and external managers, supported by RBC Capital Markets’ broad capital-markets capabilities.

Roxanne Donahue is a Financial Consultant who focuses on helping individuals and families improve their financial futures. She emphasizes guidance and education to assist clients in focusing on their goals and navigating financial challenges. Her approach involves collaborative planning to create strategies aimed at providing peace of mind for the future. Roxanne has experience working with Fidelity Investments, where she served as a Financial Representative from 2023 to 2024, and then as an Investment Consultant from 2024 to 2026. Outside of her professional work, Roxanne's interests include cooking and baking, fishing, spending time at the lake, music, pets, and yoga.

Lourdes Rhodes is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as a Senior Vice President for The Rhodes Group since 2010. She works with individuals, families, and business owners to provide comprehensive financial planning and wealth management services. Lourdes specializes in areas including retirement preparation, equity compensation management, estate and legacy planning, tax minimization, and values-based investing. She holds professional designations such as Certified Financial Planner (CFP) and Certified Plan Fiduciary Advisor (CPFA), bringing a strategic perspective to complex financial matters. Lourdes earned her bachelor's degree from the University of Connecticut School of Business. Outside of her professional work, Lourdes is involved with Tolland Lacrosse and enjoys spending time with her family, engaging in activities such as hiking, biking, running, soccer, racquetball, swimming, cooking, traveling, and yoga.

Benjamin Swain is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Ameritrade, Equitable Advisors, and Advised Assets Group. Currently based in West Hartford, CT, Swain has been with Charles Schwab since 2023. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Ryan Buser is a financial advisor at Merrill with six years of industry experience. He previously worked at Morgan Stanley, BMO Capital Markets Corp., and KLS Advisors. Outside of finance, he owns ThreePaddy Games, LLC, a business focused on designing and producing board games for online retail. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Halima Adam Dabre is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 66 and Series 63 designations. Prior to her current role, she was involved with Red Carpet Homecare, LLC for five years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

James Desrocher is a financial advisor at DeNovo Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Keynote Financial Services, LLC since 2015. DeNovo Financial serves individuals and families, including trust and estate accounts, providing investment management, portfolio construction, retirement planning, and financial planning. The firm employs a research-driven investment process focused on long-term ownership and dividend income growth, with most portfolios managed on a discretionary basis aligned with client objectives.

Timothy Denehy is a CFP® professional with 11 years of industry experience currently serving at Advocacy Wealth Management, LLC since 2012. He is also involved as an agent with Forge Consulting, LLC, a general insurance agency that provides annuity and life products integrated into client plans. Advocacy Wealth Management, LLC is a multi-team firm with 28 advisors, offering wealth management services to its clients.