Eugene Duarte is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he leads the KD Wealth Management Group, a multigenerational team that provides personalized guidance and service focused on a planning-first approach. Eugene works closely with individuals, families, business owners, and corporate executives to address complex financial challenges and help clients pursue their goals through tailored wealth management strategies. With over 30 years of experience, Eugene's expertise includes retirement planning, investment management, wealth preservation, estate planning, and multigenerational wealth transfer. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Bryant University and is a member of the Financial Planning Association. Outside of his professional work, Eugene values family and community involvement. He has been married for over 30 years and has three children. His family participates in church, sports, music, and scouting activities. Eugene is involved with organizations such as the Red Cross and CT Foodshare and enjoys cooking, golfing, hiking, music, and spending time with his family.

Christopher Thompson is a financial advisor with Cetera in Cromwell, CT, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has held roles at The Platinum Group LLC, Reliance Wealth Management LLC, and Cetera Wealth Services, LLC. Outside of financial advising, he serves on the finance committee of the CMAK Sandy Hook Memorial Foundation and is a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, overseeing more than $256 billion in assets across over 10,000 advisors.

Edward Keyes is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has provided investment guidance and advice for 25 years, focusing on clients with complex financial needs including business owners and corporate executives. Edward also assists small and medium-sized privately held businesses with retirement plans and offers access to Bank of America services such as cash management, lines of credit, and term loans. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, socially responsible investing, special needs planning, women and wealth, tax minimization, and retirement income. Edward holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s degree in Economics from Boston College. Edward lives in Suffield with his wife, Trish, and they have four adult children. Outside of work, he enjoys fishing, golfing, skiing, traveling, and spending time with his family.

Richard Sinoradzki is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 credentials and with 13 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through direct individual plans as well as corporate financial planning agreements.

Mehdi Ouni is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Co. His current tenure at Edward Jones began in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Megha Thomas is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She has been with Bank of America, N.A. and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Eemeli Erkkilae is a financial advisor at LPL Enterprise with three years of industry experience. He holds the Series 66 designation and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and Patterson Insurance Services. Outside of advising, he is involved in a business related to non-variable insurance commission trails. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance products.

Phyllis Long is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Long serves as a board member and on the Compassion Committee of Life Church New England. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers diverse investment and advisory solutions alongside its broad retail and institutional offerings.

Eileen Keegan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. Her prior roles include positions at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Matthew Mauro is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Great American Donut and has experience in education from Bentley University and Southington High School. 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Dennis Stanek II is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at City National Bank since 2017 and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as a director of Swag Custom Rides, a business focused on rebuilding pick-up trucks, and has held a board position with Hartford Healthcare Corporation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management and financial planning, tailoring strategies to client risk profiles through a combination of in-house and third-party investment managers.

Kevin Crosby is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and previously worked at Paradigm Talent Agency before joining Merrill and Bank of America in 2018. 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 plans, corporations, and charitable organizations.

Raymond Jessell is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Merrill since 2016. 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 both model-based and discretionary investment strategies for a diverse range of clients, including individuals, high-net-worth clients, and institutional entities.

Matthew Grohocki Jr. is a financial advisor with LPL Financial in Glastonbury, CT, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Gateway Wealth Partners, LLC and Adviser's Pride, Inc. Outside of advising, he is also an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary research and third-party strategies across various portfolio options.

Erin Messier is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021, following five years at United Services Inc. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and provides a range of investment products and research to tailor strategies to client goals and risk tolerances.

Paul Hipsky III is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Alissa Hyres is a Wealth Management Advisor at Merrill Lynch Wealth Management who has been with the firm since 2012. She serves a diverse clientele that includes successful business owners and executives in industries such as biotech, construction, insurance, and accounting. Alissa specializes in employee benefits planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, retirement income, and services tailored for defined benefit plans, small businesses, as well as LGBT wealth planning and women and wealth. Alissa adopts a client-centered approach that emphasizes understanding individual perspectives on wealth and financial goals. She develops comprehensive strategies encompassing investment and retirement planning, college funding, charitable giving, tax management, and estate planning. She works closely with clients' CPAs and attorneys to ensure alignment of financial and estate plans. Utilizing Merrill's strategic asset allocation and research, she constructs diversified portfolios tailored to each client's unique needs. She holds a Bachelor's degree from Skidmore College and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Beyond her professional role, Alissa is involved in community organizations such as Junior Achievement and the Susan G Komen Foundation. In her personal time, she enjoys baseball, boating, gardening, tennis, yoga, and spending time with her family.

John Panico is a financial advisor with Mass Mutual Investors Services in Avon, CT. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual in 2020, he worked at Babson Capital Management from 2015 to 2018. 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, emphasizing collaborative annual planning engagements that recommend investment strategies rather than specific products.

Diane Kelly is a financial advisor with Cetera, holding ChFC® and securities licenses Series 63 and Series 66, and has 51 years of industry experience. She has been associated with Cetera Wealth Services, LLC since 2013 and currently manages financial services through Kelly and Company Wealth Partners. Outside her advisory role, she serves on the finance committee of Saint Teresa of Calcutta School and is involved as an executive operations manager at Kelly Family EyeCare. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a national network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform that includes access to affiliated and unaffiliated managers across multiple program structures.

Jorge Jacome is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank NA. He also owns JAJ Financial Planning, LLC, a financial planning practice based in Guilford, CT. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options including cash-flow, retirement, education, and specialized planning areas. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in implementation through brokerage or advisory programs.