Michelle Shockley 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 since 2010. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charlotte Bergmans is Vice President, Wealth Planner at Fidelity Investments. In her role, she assists clients with financial planning and investment strategy, focusing on educating and empowering them to achieve their financial goals. She has a particular interest in working with women and educating youth on personal finance and investing, emphasizing the importance of establishing healthy money habits early. Charlotte has held various positions in the financial services industry, including her current role since 2018 and previously as a Financial Consultant at Fidelity Investments from 2010 to 2018. Her prior experience also includes serving as Vice President at BNY Mellon Wealth Management between 2006 and 2009 and working as an Investment Consultant at Edward Jones from 2002 to 2004. Outside of her professional work, Charlotte's personal interests include art, fitness, hiking, swimming, and yoga.

Robert Mckinnon III is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has previously worked at JL Glowka Wealth Management and Invest Financial Corporation. In addition to his advisory role, he owns a tax preparation business and serves on the Berlin Republican Town Committee. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement plan advisory services. The firm offers various investment implementation platforms and strategies, including proprietary models and access to unaffiliated strategists, with services tailored to client objectives through a network of independent financial professionals.

Peter Tasillo is a financial advisor with LPL Financial based in Farmington, CT. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining LPL Financial, he worked at Tunxis Wealth Management LLC and held positions at Windsor Public School and Johnson & Wales University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brad Simonds is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MSI Financial Services, Inc. for one year. He has also been associated with MassMutual Life Insurance Company since 2007. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored planning.

Wesley Marshall is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 25 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Financial Group since 2004 and has also worked with W. S. Griffith & Co., Inc. since 2000. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing tools such as Monte Carlo simulations and automated asset-allocation software. The firm provides ongoing, collaborative financial planning engagements with options for implementation through separate brokerage or insurance arrangements.

Richard Caplan is a financial advisor with LPL Financial in Bloomfield, CT, holding Series 63 and Series 65 licenses and with 49 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2004 and previously at WS Griffith Securities, Inc. from 1999 to 2004. Caplan is also involved as an independent insurance agent, selling life, health, long-term care, and disability insurance products. 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 managers, and supports its advisers with model portfolios and technology tools.

Glenn Karwic is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, following roles at Citigroup Global Markets and Voya Financial Partners. Outside of his advisory work, he is involved with Tetra Worldwide LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a Global Investment Committee.

Alexander Goodkind is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior work history at Bank of America and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Robert Thistlewaite is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Fidelity Brokerage Services, Inc. for 18 years before joining Charles Schwab in 2018. Charles Schwab & Co., Inc. serves a large client base, 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 centralized, integrated platform for advisory, brokerage, and custody services.

Mark Wojtowicz is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at MassMutual, Voya Financial Advisors, and AssetMark Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Joshua Howarth is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including ten years with METLIFE Securities Inc and overlapping ten years with MassMutual Life Insurance Co. Outside of his advisory role, he works as an independent insurance agent focusing on fixed annuities and various insurance products related to Medicare. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative planning engagements supported by analytical tools and provides a range of event-driven planning services, including a standalone Divorce Planning offering.

Marcus Wacker is a financial advisor with Wells Fargo Clearing in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with United Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Elvin Spaho is a financial advisor with Mass Mutual Investors Services in Glastonbury, CT, holding the CFP® and ChFC® designations along with a Series 66 license. He has 22 years of industry experience, including prior work at MetLife Securities and Mass Mutual Life Insurance Company. Spaho is also an independent insurance agent specializing in dental and group disability income, life, accident, health, and Medicare-related products. MassMutual Investors Services, LLC 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, utilizing collaborative, software-supported analyses to guide clients in investment strategy and planning.

Kiok Kim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Goldman is a financial advisor at Equitable Advisors in Avon, CT, holding a Series 66 designation with four years of industry experience. His prior work includes roles at the US Department of Commerce and Rolls-Royce. He operates an independent health insurance sales business focused on individual plans on and off the health insurance exchange marketplace. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party asset managers.

Paul Poulin is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding the CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including roles at City National Bank, Wells Fargo Clearing, and SSN Advisory, Inc. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, using tailored strategies implemented through a mix of in-house and third-party managers.

Brendan Marshall is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Fidelity, he worked at The Saint Andrew's Golf Club and Manhattan College Events Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary research, quantitative analysis, and systematic portfolio construction to manage model portfolios and advises multiple registered investment companies and fund-of-funds.

Christian Tompkins is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Meritage Financial Strategies, AdviceOne Advisory Services, and Mackinstry Financial. 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 provides advisory and brokerage services through a large network of advisers, offering financial planning, third-party asset management, and institutional platforms with a variety of investment strategies.

Eric Iseley is a CFP® professional at Fisher Investments with eight years of industry experience. Prior to joining Fisher Investments in 2024, he held roles at Gwfs Equities, Prudential Investment Management Services, and The Prudential Insurance Company of America. Outside of his advisory work, he has experience as a tutor and has been affiliated with the University of Hartford. Fisher Investments serves a global client base including institutions and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process utilizing quantitative and qualitative research and offers a range of services including sub-advisory and retirement plan management.