Layne Miller is a financial advisor with Mass Mutual Investors Services in Glastonbury, CT, holding a Series 66 designation and 23 years of industry experience. He previously worked at METLIFE Securities Inc for 10 years before joining Mass Mutual Life Insurance Company and Mass Mutual Investors Services, where he has been since 2016 and 2017 respectively. Miller is also an independent insurance agent specializing in life, accident, and health insurance outside of his advisory role. 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, annual planning engagements using firm-approved software and tools, along with educational seminars and specialized planning services such as divorce and estate settlement planning.

Pamela Gold is a Certified Financial Planner (CFP®) with 26 years of industry experience, currently serving as a financial advisor at Morgan Stanley since 2009. She holds Series 63 and Series 65 licenses and is based in West Hartford, CT. Outside of her advisory role, she sits on the advisory board of Bryant University’s Center for Women in Finance and Leadership, where she advises on programming to attract more female students to the university. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes incorporating firm-approved tools and global market analyses.

Lindsay Antonowicz is a Financial Consultant at Fidelity Investments, a position held since 2023. In this role, Lindsay partners with clients to develop personalized financial plans that address their unique family needs. Her approach includes collaboration on various aspects of personal and financial life, such as retirement, investments, insurance, college planning, and long-term care planning. Prior to her current role, Lindsay gained experience at WestView Investment Advisors, serving as Vice President from 2020 to 2022 and as a Financial Planner from 2016 to 2020. She also held positions at Fidelity Investments, including Inside Sales Manager from 2014 to 2016 and Sales Effectiveness Manager from 2013 to 2014. Outside of her professional career, Lindsay's personal interests include hiking, parenthood, pets, skiing, snowboarding, and yoga.

Kenneth Chase is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera since 2019, following prior roles at Foresters Advisory Services LLC and Foresters Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers varied portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with over $256 billion in assets under management.

David Meade is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He previously worked at People's Securities, Inc., Signator Investors, Inc., and MSI Financial Services, Inc. Meade operates several investment-related businesses under LPL Financial, including Meade Wealth Management. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Tyler Begen is a CFP® professional with 11 years of experience currently affiliated with Cetera. He has held roles at Cetera and Pioneer Financial Group, and worked eight years with Minnesota Life Insurance Company and Securian Financial Services. Outside of his advisory work, he owns Tyler James Corporation, an S-Corporation established for his financial planning business. Cetera Investment Advisers LLC serves a broad clientele including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and uses a multi-manager platform with discretionary and non-discretionary options.

Dominic Zmarlicki is a financial advisor at RBC Capital Markets with a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Advisors and Webster Bank, as well as experience at Wagner College and Supreme Lake Manufacturing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, featuring options for tax management, responsible investing, and alternative investments.

John Glowka is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation and Invest Financial Corp. He also operates JL Glowka Wealth LLC and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning and investment management through a network of independent professionals, employing a range of portfolio management strategies and multiple custody platforms tailored to client objectives.

Christopher Donnelly is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and J. Morrissey. Outside of finance, he has been involved with Drop Fitness and Visions Sports Club. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of more than 10,000 advisors, utilizing multiple program structures and affiliated model portfolios.

Charles Crolle Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 53 years of industry experience. His prior roles include positions at National Planning Corporation and Osaic FA, Inc. He is also the owner of Crolle & Associates, a business involved in permanent and term life insurance since 1978. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Joseph Jack is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 65 and Series 63 credentials and seven years of industry experience. Prior to joining LPL Financial in 2026, he worked at TIAA-CREF and MassMutual. Outside of financial services, he is an independent contractor with Uber Eats. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Alex Kellner is a financial advisor at Merrill based in Hartford, CT, holding a Series 66 designation. He has one year of industry experience and has previously worked with COVR Financial Technologies and at the University of Connecticut. Outside of finance, he has experience with landscaping businesses and local market operations. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Sawka is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that address their individual goals and priorities. His approach centers on helping clients plan for key life milestones, including funding education, preparing for retirement, and managing potential healthcare expenses. John holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Catawba College. He focuses on providing clear and straightforward guidance to simplify the complexities of investment and wealth planning for his clients.

Douglas Domian is a financial advisor at UBS Financial Services in Hartford, CT, with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and supports advisors with proprietary research and model-based asset allocations.

Susan Davies is a CFP® professional with two years of industry experience, currently affiliated with LPL Financial. She previously worked at US Wealth Management from 2014 to 2023. In addition to her role at LPL, she serves as a commissioned notary public in Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. Its platform offers access to model portfolios, third-party asset managers, and customized investment strategies.

Craig Ferris is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Highland Golf Club and The Spotted Horse and was involved with Jones Family Tree Farm for six years. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Julie Beauchamp is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning from 2009 to 2022. She also owns Beauchamp Investment Group, a financial enterprise based in Burlington, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing Wells Fargo research and tools to deliver tailored recommendations.

Patrick Mc Laughlin is a financial advisor with LPL Financial holding a Series 66 credential and one year of industry experience. He concurrently works as a physical therapist and coach at Atrinity Home Health and Select Medical. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of advisory and brokerage services, including financial planning and access to third-party asset management, with investment strategies ranging from model portfolios to customized allocations.

Steven Kesses is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at National Planning Corporation, Raymond James Financial Services, and UBS Financial Services. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ayesha King Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. She has previously worked at American Income Life and has been involved with Primerica Financial Services since 2023. Outside of advising, she is co-owner of an independent artist business, Aaron and Ayesha Associates, based in South Windsor, CT. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offers model-driven investment approaches supported by third-party asset managers and custodians.