Barrett Heyde is a financial advisor at UBS Financial Services with one year of industry experience. He previously worked at Merrill for five years and has experience with the Darien Youth Commission and the University of Hartford. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets services.

Whitney Burr is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 29 years of industry experience. She has been associated with Linsco/Private Ledger Corp., now part of LPL Financial, since 2001. Outside of advisory work, Burr is an independent insurance agent specializing in life, disability, long-term care, health insurance, and fixed and indexed annuities. 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 wide range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Christine Blaha is a CFP® professional with 14 years of industry experience, currently advising clients at Edward Jones since 2011. She holds a Series 66 license and is based in Unionville, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, providing services under a fiduciary standard.

Drew Iacovazzi is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2016. He serves as a trustee for Catholic Charities Archdiocese of Hartford, providing advisory input to the organization’s board. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sandra Menard is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and eight years of industry experience. She has been with Merrill and Bank of America since 2007. 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.

Robert Fiondella is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at LPL Financial since 2026 and has longstanding experience with Wealth Preservation Partners and M. Holdings Securities, Inc. He also runs a mortgage and real estate services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a broad offering of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Brendon Moore is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Voya Financial Advisors, Voya Financial Partners, HARTFORD Funds Distributors, and Morgan Stanley Dw Inc. Outside of his advisory work, Moore has served as a baseball coach for West Hartford Youth Baseball since 2013. 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 investment management solutions including model portfolios, third-party asset management, and institutional platforms, supported by operational and research tools for its large network of advisors.

Wayne Miller is a financial advisor with Wells Fargo Clearing in Farmington, CT, holding a Series 63 designation and 38 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a wide range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Edward Ragonnet is a financial advisor at Merrill with Series 63 and Series 65 licenses and 10 years of industry experience. He has worked at Bank of America and Merrill since 2017. 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, and charitable organizations.

Cathleen Langlais is a financial advisor at Merrill with 12 years at the firm and holds the Series 66 designation. She has two years of industry experience. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Browne is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked at Associated Trust Company, Associated Bank, N.A., and STC Capital Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Sean Allen is a financial advisor with Ameriprise in Wethersfield, CT, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he is a partner and 25% owner of Maple Tree Cafe, a restaurant in Simsbury, CT. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Melissa Marr is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, having previously held positions at Janney Montgomery Scott, Wells Fargo Clearing, and UBS Financial Services. Melissa’s career includes two separate seven-year tenures at Merrill. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Alexander Westcott is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 10 years of industry experience and has been affiliated with Cambridge Investment Research Advisors, Allied Financial Consultants LLP, and Cambridge Investment Research, Inc. since 2016. Westcott also works as an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Martin Kearns is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1992 and holds Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets services.

Robin Di Nicola is a financial advisor with Edward Jones in Farmington, CT, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Di Nicola worked at Simsbury Bank from 2008 to 2017. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, operating under a fiduciary standard.

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 Series 66-licensed financial advisor with Morgan Stanley in West Hartford, CT, with eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016 and previously operated 1&Done Insurance Agency LLC for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with comprehensive advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

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.

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.