Brandon Burleigh is a CFP®-certified financial advisor with four years of industry experience, currently with UBS Financial Services in Hartford, CT. His prior roles include positions at Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory work, he owns and operates an asphalt maintenance company. 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, leveraging proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Daniel Fitzsimmons is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individuals and families on a range of financial matters including investing, retirement planning, managing new wealth, and tax minimization. His approach involves taking the time to understand clients' goals, concerns, and what they want their financial life to support, allowing him to provide advice aligned with each client's priorities. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Connecticut State University. Daniel's client focus areas include personal retirement planning, portfolio management services, retirement income, and navigating financial complexity related to job transitions and equity compensation. Outside of his professional role, Daniel enjoys outdoor activities and maintaining an active lifestyle, participating in sports such as baseball, basketball, football, golfing, pickleball, and running.

Pamela Miscia is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 19 years of industry experience. She has worked at Thrivent since 2001, including 19 years with Thrivent Investment Management. Pamela serves as a board member of the Berlin Bears Youth and Football League, a nonprofit organization focused on providing youth in Berlin a structured environment for competitive football and cheer. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations across various planning topics without discretionary trading authority or portfolio management for institutional clients.

Robert Moquin is a CFP® with 20 years of industry experience, currently affiliated with RBC Capital Markets. He previously worked at Morgan Stanley through various divisions from 2009 to 2024. Outside of his advisory role, he serves as an estate executor. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and integrates capital markets and lending capabilities through its affiliated entities.

Danny Parenteau is a financial advisor at Morgan Stanley in Hartford, CT, holding a Series 66 designation with seven years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2017, including Morgan Stanley Private Bank, N.A. from 2019 onward. Prior to his advisory career, he worked at Quinnipiac University for two years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and advisory programs supported by structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Elisabeth Kostin is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. She has worked at MassMutual Life Insurance Co and Mass Mutual Investors Services since 2023. Elisabeth serves as an investment committee member for a nonprofit foundation where she reviews investment reports and policies and provides oversight of the organization’s Chief Investment Officer. Mass Mutual Investors Services, LLC 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, annual financial planning engagements using firm-approved software and a range of specialized planning programs.

Eric Young is a financial advisor at UBS Financial Services in Hartford, CT. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining UBS, he worked at NEOS Investment Management, LLC and has experience outside the financial industry, including roles in education and local government. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. Its Financial Advisors use proprietary research and model-based strategies to tailor plans based on clients’ goals and risk tolerances.

Matthew Cassone is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial and wealth strategies. He focuses on creating comprehensive plans, identifying investment opportunities, and working to grow and protect clients' wealth with trust, transparency, and ongoing communication. Matthew has held various roles at Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects his experience in financial consulting and client relationship management within the investment sector. Outside of his professional work, Matthew has interests in cars, fitness, golf, tennis, and traveling.

Anthony Maselli is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 credentials and previously worked with USPBL and Evansville Otters LLC. Outside of advising, he is involved in coaching activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Cara Richards Kickham is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds the CFP® and Series 66 credentials and has previously worked at Commonwealth Financial Network and Farmington River Financial Group. Outside of her advisory role, she is involved independently in nutrition supplement distribution and provides yoga and Reiki services at a holistic health center. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs, combining discretionary and non-discretionary portfolio management with financial planning and brokerage services tailored to clients’ Advisory Risk Profiles.

Patricia Morytko is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services 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 offerings and uses proprietary research and model-based asset allocations to tailor strategies for clients.

Gerald Dubey is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he serves as a Trustee Emeritus for the Connecticut River Museum, a maritime museum and foundation. UBS Financial Services 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 utilizes proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Peter Mowry is a financial advisor with Edward Jones in Simsbury, CT, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as treasurer for a local non-profit affiliated with a church in East Granby, CT, responsible for monthly financial reporting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs and affiliated financial services. The firm manages over $1 trillion in assets through a national network of advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

James Zeller is a financial advisor with Edward Jones in Thomaston, CT, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Zeller serves as a corporator for Thomaston Savings Bank, attending biannual meetings. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alma Kruh is a financial advisor with Merrill, holding a Series 66 designation and bringing 28 years of industry experience. She has been with Merrill since 1997 and has concurrently worked at Bank of America, N.A. since 2011. Merrill, alongside 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Ciaburri is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Merrill since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes internal and third-party investment models and supports various asset allocation approaches, including tax-aware strategies.

Hannah Perez is a financial advisor with Morgan Stanley in Hartford, CT. She holds a Series 66 designation and has prior experience at The Herbst Group, LLC, Barnum Financial Group, Alku, and Northwestern Mutual. Perez also spent three years at Merrimack College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Sanjayraj Khanna is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, as well as over two decades with Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brett Bartkiewicz is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at TD Private Client Wealth LLC and TD Bank N.A. He is currently based in Avon, CT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a range of advisory programs and institutional portfolio management.

Jason Ruimerman is a financial advisor with RBC Capital Markets in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at RBC Capital Markets since 2013 and has been with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies and combines in-house and third-party managers to implement client portfolios.