Sydney Ratte is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise in 2023, Sydney worked at The Metropolitan District Commission, Manpower, and the University of Connecticut’s Department of Events & Conferences. Sydney holds a Series 66 designation. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves clients with significant investable assets and delivers solutions through a centralized consulting team and affiliated broker-dealer and insurance companies.

Michael Long is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and seven years of industry experience. He has worked with Morgan Stanley since 2018 and was previously associated with 1&Done Insurance Agency LLC from 2013 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services that include but do not extend to individual security recommendations within standalone planning programs.

Marc Danais is a financial advisor at Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and concurrently with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee and proprietary tools.

Shannon Hotchkiss is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been associated with Cetera since 2025 and also has a longstanding affiliation with Rubman & Associates, where she has been involved for over two decades. Additionally, she has experience in tax preparation and accounting through her work with Rubman & Associates and Innovest Financial Services. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures and custodial relationships.

Dione Walden is a Planning Consultant at Fidelity Investments, where she collaborates with a team of financial professionals to assess clients' unique needs and design comprehensive strategies aimed at achieving their financial objectives. She has been with Fidelity Investments since 2015, progressing through various roles including Investment Consultant, Relationship Manager, Financial Representative, Workplace Planning & Guidance Consultant I, and Financial Associate I - Defined Contribution. Her experience spans multiple facets of financial planning and client relationship management, reflecting a broad understanding of the financial services industry. Outside of her professional work, Dione has interests in fitness, tennis, and traveling.

Heather Hatch is a financial advisor with Merrill in Farmington, CT, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she owns a sole proprietorship called Handmade Beadz and Treasures, which creates handmade jewelry, garden stakes, bags, scarves, and quilts. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Kenneth Smith Jr. is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Chera Gerstein is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. She has worked at Cetera and its affiliates since 2013 and serves as a director at Willis Towers Watson Northeast, where she focuses on new sales and servicing of disability, health, life, long-term care insurance, and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and consulting services through a multi-manager platform featuring discretionary and non-discretionary account options.

Shepard Stevens is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and UBS Financial Services. Stevens serves as Golf Committee Chairman at the New Haven Country Club. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with services spanning retail, institutional, and municipal markets.

Ariel Stein is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the CFP® and Series 66 designations. His work history includes roles at Argentum Financial Partners and Argentum Private Wealth, where he has managerial and administrative responsibilities. Stein also holds a position as a licensed insurance agent, writing policies for clients. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and maintains a linkage to municipal and public finance activities through its affiliated departments.

Christopher Dibble is a financial advisor with LPL Financial in West Hartford, CT, holding a Series 66 credential and 9 years of industry experience. His prior roles include seven years at Morgan Stanley Private Bank and Morgan Stanley, as well as positions at Charles Schwab and Dime Bank. Outside of his advisory work, he is involved with Something Better Productions, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and leverages model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Joseph Nolan is a financial advisor with Ameriprise in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Metlife Securities, Inc. and Metropolitan Life Insurance Company from 2002 to 2017, followed by positions at Mass Mutual Investors Services and Ameriprise Financial Services Inc. He serves on the Board of Directors and as Treasurer of the Devonwood Homeowner's Association in New Britain, CT. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools, while offering a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Avery Barlow is a financial advisor at Edward Jones in Avon, CT, holding the ChFC® designation and Series 66 license with nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, Barlow is involved in real estate activities through ownership and membership in real estate-related entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Michael Caleca is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using a broad investable universe of mutual funds, ETFs, and ETPs.

Adam K Mangs is a financial advisor with LPL Financial in Farmington, CT, holding the Series 66 designation and with 14 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research from various sources.

Daniel Obrien is a financial advisor at Merrill with Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Merrill since 2009 and with Bank of America since 2010. He serves as an officer for the Floyd O'Brien Memorial Scholarship, a nonprofit that awards an annual scholarship to a graduating senior from the Rockville High School golf team who enrolls in college. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Sebastian Olczyk is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services, Inc. since 2017, following prior positions at The Prudential Insurance Company of America and Pruco Securities, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written Recommendation Reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Brian Marois is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Infinex Investments, Ion Investments, Key Investment Services, and United Bank. He is also the owner of Impact Financial, LLC, an entrepreneurial venture outside of his advisory work. LPL Financial serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Edward Benecchi III is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked for the State of Connecticut and the Town of Plymouth. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Robert Langweil is a CFP® professional with 29 years of industry experience, currently serving at LPL Financial since 2021. His prior roles include founding Langweil Wealth Management and extensive experience at Rsl Financial Planning, Inc. and Waddell & Reed, Inc. He has also been involved with Woodridge Association and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions through a national network of representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.