R Grenier is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 42 years of industry experience. Prior to joining LPL Financial in 2025, Grenier worked at Cadaret, Grant & Co., Inc. for 21 years and operated BRP/Grenier Financial for 17 years. Outside of advisory work, Grenier serves on the finance and investment committee of Mason Wright Assisted Living, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supports diversified investment strategies, and provides both discretionary and non-discretionary management options.

Robert Impelluso is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of advising, he is a member of a local business networking group. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide tailored portfolio management, financial planning, and brokerage services through a combination of in-house and third-party investment managers.

Shivam Shah is a Financial Consultant currently working with Fidelity Investments. In this role, he collaborates closely with clients to provide personalized assistance in retirement planning, income planning, legacy planning considerations, and investment strategy. He works with his team to develop comprehensive financial plans tailored to each client's needs. Prior to his current position, Shivam served as a Relationship Manager at Fidelity Investments from 2022 to 2023 and worked as a Business Acceptance Consultant at MassMutual from 2018 to 2022. His professional experience encompasses client relationship management and financial consulting within the investment and insurance sectors. Outside of his professional work, Shivam has interests in football and soccer.

Joanna Plage is a financial advisor with Ameriprise in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise since 2015. Outside of her role at Ameriprise, she manages day-to-day practice management activities at McMahon Wealth Management. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ financial situations.

Paul Lantieri is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies, combining in-house and third-party managers alongside integrated services such as financial planning, custody, and brokerage.

Michael Soto is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior work includes roles at Prudential, Voya Financial Advisors, and New York Life. Outside of his advisory work, he serves as a test proctor for Morris and McDaniel, Inc., administering exams for police and fire departments. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of program options including model portfolios, third-party managers, and bespoke strategies across multiple custodial relationships.

Yoselin Murillo is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2019, following two years at People's United Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios with systematic, long-term asset allocation strategies.

James Armstrong is a financial advisor at Merrill with the Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2019 and previously served at the Capitol Region Education Council for eleven years. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Sapiro is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 client solutions.

Heitor Caballero is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having seven years of industry experience. His career includes roles at Bank of America/Merrill Lynch, New York Life, M&T Bank, and JPMorgan Chase Bank, N.A. He is also involved with St. Roch Roman Catholic Church Corporation in a non-investment capacity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Shoaf is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping private and family business owners navigate business succession, ESOP transactions, and exit planning. His expertise includes tax-advantaged ESOP strategies, business succession, employee ownership cultures, and integrated private and corporate wealth management. With over 30 years of experience in financial services, Michael has worked in various roles including business succession and ESOPs at UBS, corporate retirement plans at Fidelity Investments, private wealth management at Charles Schwab & Co., and ownership of a philanthropic consulting firm. He holds the Certified Investment Management Analyst (CIMA®) and Certified Exit Planning Advisor (CEPA®) designations and has advanced training from the Yale School of Management. Michael earned a Bachelor of Science degree in Political Economy from the University of California System and an MBA from the University of Connecticut. He holds Series 7, 63, and 66 FINRA registrations and insurance credentials. Additionally, he serves as a speaker and board advisor to employee-owned companies, focusing on perpetuating values and faith-driven principles into the next generation.

Kyle Egress is a Series 66-registered financial advisor with Morgan Stanley in West Hartford, CT, with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. He serves as a board member and programs committee member of the Estate and Business Planning Council Hartford. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes using firm-approved tools and models.

Brendan Perkins is a financial advisor with Merrill in Hartford, CT, holding a Series 66 designation and 18 years of industry experience. He has worked at Merrill since 2009 and also has been associated with Bank of America, N.A. since 2011. Outside of his advisory role, he is a co-owner and trustee of Connecticut Dance Academy, LLC, where he contributes marketing and financial guidance. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Elizabeth Linderman is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Joseph Shiman III is a financial advisor at Cetera with 30 years of industry experience. He holds the CFP® certification and multiple securities licenses including Series 63, 65, and 66. Prior to his current role at Cetera beginning in 2023, he worked with Cetera Wealth Services, LLC since 2013. Outside of his advisory duties, Shiman is a board member of the non-profit Duncaster Foundation and serves on the fundraising committee for McLean Hospice. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management solutions and investment strategies, supported by a large network of advisors and significant assets under management.

Kathleen Ringler is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 credentials and over 25 years of industry experience. Her prior roles include positions at Chelsea Groton Bank, Infinex Investments, Commonwealth Financial Network, and Bank Rhode Island. She serves on the advisory board of North Kingstown High School’s CTE program, providing mentorship and business feedback to students. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs with portfolio management, financial planning, and custody services, leveraging a combination of in-house and third-party investment managers.

Thomas Turon is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise in various capacities since 2016. Outside of his advisory role, he is also employed through C3 Consulting Services, LLC in relation to his work at The OakBridge Group, a Private Wealth Advisory Practice of Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with specialized retirement income planning services that leverage proprietary research, third-party data, and algorithmic tools to provide tailored advice.

Henry Vincent is a financial advisor at Mass Mutual Investors Services with 5 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Mass Mutual, he worked at Northwestern Mutual Wealth Management Company and several other financial institutions. Mass Mutual 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, using firm-approved software and collaborative planning approaches.

Robert Bishop is a ChFC® credentialed financial advisor with 13 years of industry experience. He is currently affiliated with OSAIC and has previously worked at firms including Royal Alliance, Securities Service Network, Financial Vision, New England Capital Planners, and LPL Financial. He also serves as a wealth advisor at BACH WEALTH MANAGEMENT, LLC, providing wealth management and advice to clients. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs a range of asset allocation tools and third-party platforms to manage portfolios that may include various asset classes and investment strategies.

Jordanna Fallon is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and previously worked at Johnson Brunetti Investments and Hartford Interval House Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.