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.

Daniel Donato is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His previous roles include positions at Morgan Stanley and Citigroup Global Markets. He serves on the Board of Directors of the Rotary Club of Waterbury, CT, and is involved with scholarship committees associated with the club. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers tailored, tax-aware retirement planning and income recommendations.

Jane Page is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 designations and 21 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research to support tailored client solutions.

Robert Weber is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 25 years of experience in wealth management, focusing on helping clients connect their financial decisions to their personal goals and priorities. Robert works closely with clients to develop personalized financial plans tailored to their unique ambitions, covering areas such as college education planning, retirement income, executive compensation, family wealth management, tax minimization, philanthropic planning, and portfolio management. Robert holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is a Personal Investment Advisor (PIA). He earned his bachelor's degree from Villanova University. Committed to guiding clients through life’s financial changes, he emphasizes simplicity and transparency in his approach to wealth planning. Outside of his professional role, Robert enjoys spending time with his family and pursuing activities such as cooking, fishing, golfing, music, reading, running, skiing, traveling, and watching movies.

Layne Miller is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and bringing 24 years of industry experience. He has worked with MassMutual Investors Services since 2017 and previously with METLIFE Securities and Osaic FA. In addition to his advisory role, he operates an independent insurance business focused on life, accident, and 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, emphasizing collaborative, goal-based planning without investment discretion.

Rebecca Rice is a Series 66-licensed financial advisor at Merrill with nine years of industry experience. She has been with Merrill since 2017 and previously worked at VisionIT from 2010 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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 and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including prior roles at Lincoln Financial Securities Corporation, Invest Financial Corp, and Cetera. Glowka is also the owner of JL Glowka Wealth LLC and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, proprietary model strategies, and third-party advisers.

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 licenses and eight years of industry experience. His prior roles include positions at TIAA-CREF, MassMutual, and OneAmerica Securities. Outside of finance, he works as an independent contractor for Uber Eats. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.