Robert Thevenet is a CFP® and ChFC® with 28 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2011. His career includes roles at Cambridge Investment Research, Inc. He is active outside of advising as a member of the Jewett City Savings Bank Board of Directors and the Voluntown Republican Town Committee, and he also contributes as a National Ski Patrol instructor providing first aid and emergency care training. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides both proprietary and third-party investment strategies across multiple platform arrangements, allowing customization to client objectives with discretionary or non-discretionary management options.

Allen Smith is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 43 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 33 years with MetLife Securities Inc. In addition to his advisory role, Smith operates as an independent insurance agent offering a range of insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop written recommendations tailored to clients' goals.

Nicholas Moura is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Glastonbury, CT. He previously worked at UBS Financial Services for 10 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized retirement income plans through a centralized consulting team.

Karli Nielsen is a Series 66-credentialed financial advisor at Merrill with 11 years of industry experience. She has been with Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Sharon Dufresne is a CFP®-designated financial advisor with 22 years of industry experience, currently with Cetera. She has an extensive background with Avantax Insurance and Advisory Services, spanning nearly two decades, and has operated her own firm, Dufresne & Associates, since 1979. Outside of her advisory work, she is the owner and sole proprietor of a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a nationwide network of over 10,000 independent advisors.

David Cikatz is a Series 66-licensed financial advisor with Edward Jones, based in Waterford, CT. He has seven years of industry experience, all with Edward Jones, where he has worked since 2010. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Dana Kopp Jr. is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2025, he was self-employed for five years and worked at Norwegian Cruise Line Holdings for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Theresa Daly is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing four years of industry experience. She has held positions at several firms including LPL Enterprise and Prudential, and currently serves as an adjunct business professor at Southern New Hampshire University and the Community College of Rhode Island. J.P. Morgan Securities LLC primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in their investment approach.

Robert Sartori is a financial advisor with Morgan Stanley based in Mystic, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools but does not include individual security recommendations as part of standalone planning.

Neil Anthes is a CFP® professional with nine years of industry experience, currently serving at Raymond James Financial Services Advisors since 2022. Prior to this, he was with Edward Jones from 2016 to 2022. Outside of his advisory role, he is president of Sound Financial Partners and CEO of Sound Financial Planning, LLC, both firms engaged in financial planning and investment management. Raymond James Financial Services Advisors 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 broad network of advisors and affiliated firms.

Nishant Sahoo is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He began his financial services career in 2014 and specializes in delivering comprehensive wealth management strategies tailored to individual client needs. Nishant employs a goals-based approach, working closely with clients and their families to define and implement both short and long-term financial objectives. His client focus areas include divorce transition planning, equity compensation services, family wealth management, legacy planning, philanthropic planning, and strategies for small businesses and non-profit organizations. Nishant holds a Bachelor's Degree in Finance and Economics from Fordham University. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). After graduating, he returned to Mystic to begin his career and has since combined his professional expertise with community service. In addition to his advisory role, Nishant actively participates in his community. Since 2008, he has volunteered with organizations such as Lawrence & Memorial Hospital, Masonicare's Hospice, and the Mystic Aquarium. He serves as Vice President of the Stonington Volunteer Ambulance Corps and is an EMT. Nishant also contributes as an advisory board member of the Southeastern Connecticut Cultural Coalition, mentors through the Fordham Mentorship Program, and is a member of the Mystic Lions Club. His personal interests include biking, cooking, running, and spending time with his family.

Thomas Wright is a Series 66-credentialed financial advisor with Morgan Stanley, bringing 25 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and currently serves at Morgan Stanley Private Bank, N.A. Thomas is involved in several community organizations, including serving as treasurer for a youth soccer program and holding board roles with the Manchester Rotary and Plan of CT. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and advanced modeling techniques to support client financial plans.

Mark Catullo is a financial advisor with Raymond James Financial in Waterford, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2001 and with Raymond James Financial since 2009. 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 advanced analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Lee Couture is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. His prior roles include positions at Grove Point Investments, Grove Point Advisors, and H. Beck, Inc. He serves as a board member and volunteer for Habitat for Humanity and holds board roles with the Waterford Library and the Town of Waterford. Couture is also the owner of Couture Tax Planning Services LLC and Couture Financial Services LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals, offering a range of discretionary and non-discretionary portfolio solutions across multiple platforms.

Brenda Ayers is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Wells Fargo, Sullivan Financial LLC, and TD Bank. Outside of financial services, she is the sole proprietor of a retail business that publishes the children's book "Construction A to Z." Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and integrates planning and investment services across its wide retail and institutional platform.

Charles Rousseau is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including roles at MassMutual Life Insurance Company and MetLife Securities. He is also a broker and agent for ClearPath Financial Solutions LLC, specializing in individual and group health insurance. MassMutual Investors Services 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 tools to develop written recommendations tailored to client goals.

Owen O Donnell is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill from 2019 to 2021 and has a varied work history including roles at East Carolina University and the Old Lyme Police Department. Outside of his advisory work, he is involved with Hub and Spoke Operational Support LLC, assisting clients with financial planning, and owns a property management business, Shore Estates LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning through a combination of research, algorithmic tools, and a centralized service team.

Matthew Spring is a CFP® professional with 10 years of industry experience. He joined Wells Fargo Clearing in 2025 after a decade at Stifel Nicolaus & Co Inc. Spring serves on several nonprofit boards, including the Mystic YMCA and the Stonington Historical Society, where he participates in governance and fundraising activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products and acts as an ERISA fiduciary when advising clients.

Kariann Walker is a financial advisor with Merrill in Mystic, CT, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has been with Merrill since 2009. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Alexandre Demetrio is a financial advisor with UBS Financial Services in New London, CT, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with UBS Financial Services since 2011. He serves as finance chair and board member for Madison A Better Chance of Connecticut, a nonprofit focused on supporting talented young men of color through education and leadership development. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.