Joseph Glowka is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Securities, Inc. and INVEST Financial Corp. He was also affiliated with his own firm, JL Glowka Wealth Management. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Thomas Pompei is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Barnum Financial Group and MassMutual Life Insurance Co. Outside of finance, he has experience with Prime Valet Services and worked as a lifeguard at North Island Lifeguards. Mass Mutual Investors Services is a broker‑dealer and SEC‑registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and provides a range of investment programs and educational seminars.

Christian Fragoso is a CFP®-credentialed financial advisor with 32 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2022, following six years at Wells Fargo Clearing and prior roles at Banc of America Investment Services and Quick & Reilly. Fragoso owns and operates Catalyst Asset & Wealth Management Group LLC in Glastonbury, CT, a financial practice he started in 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Lillian Johnston is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Her prior work includes roles at Joe Pizza and BodyRoc, as well as positions at the University of Connecticut and Penn State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Alicja Jackiewicz is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and has worked previously at TD Bank, People's United Bank, and Polam Federal Credit Union. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services with strategies tailored to each client’s risk profile.

Holly Geer is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding a Series 66 designation and 10 years of industry experience. She has worked at RBC Capital Markets since 2017 and previously held roles at LPL Financial and Webster Investment Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party managers to implement customized portfolio strategies.

Mitchell Guarnieri is a financial advisor at Merrill with 8 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Solecki is a financial advisor with Merrill based in West Hartford, CT, holding a Series 66 designation and 2 years of industry experience. He has been with Merrill since 1999. Outside of his advisory role, he serves on the boards of the United Way of Greater New Haven and Connecticut Children's Medical Center, where he participates in finance and quality control committees. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Peter Junggren Jr. is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 21 years of industry experience. His career includes roles at UBS Financial Services from 2005 to 2011 and Morgan Stanley Smith Barney since 2011. He is currently based in Hartford, CT. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Timothy Carmon is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. He previously worked at Moody's Corporation and MassMutual Life Insurance Company. Outside of finance, he serves as CFO of Carmon Funeral Homes and chairs the endowment committee at Trinity United Methodist Church. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, annual planning relationships.

Marla Charron is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 66 credential and five years of industry experience. She previously worked at Bombardier Business Aircraft and Loomer & Associates. Outside of her advisory role, she serves as a paraplanner and financial planning analyst for HUB AND SPOKE OPERATIONAL SUPPORT LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Conor Moore is a CFP® with 22 years of industry experience, currently advising at LPL Financial. His prior roles include positions at Voya Financial Advisors and GWFS Equities. 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 financial planning and investment management services through a large network of advisers, utilizing both proprietary and third-party strategies.

Jake Meza Hernandez is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked at Thrivent Financial since 2024 and previously held roles at Voya Financial Partners, RBC Capital Markets, and TD Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and managed-account programs, focusing on comprehensive financial analyses without discretionary trading authority.

Nicholas Kolitsidas is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at firms including LPL Financial, Ethos Wealth Management, and Good Life Advisors, LLC. Kolitsidas is based in Hartford, CT. OSAIC serves a wide range of retail and institutional clients through a large multi-advisor platform, offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is notable for its scale, affiliate network, and diverse investment programs.

Charity Uldrikis is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Raymond James and Marinelli Wealth Management over her career. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a broad range of portfolio management styles and affiliated research.

Joanne De Palma is a financial advisor with Cetera, holding a Series 63 designation and 26 years of industry experience. She has been with Cetera and its affiliates since 2015 and currently operates under Kelly & Company Wealth Partners LLC. In addition to advisory services, she is also licensed to sell fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment strategies, combining discretionary and non-discretionary management across various program options and custodial relationships.

Brian Bender is a financial advisor with Primerica Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Thomas Scanlon is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services, Inc. since 2000. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Nick Exias is a Financial Consultant who focuses on helping clients develop and implement financial plans utilizing the resources available through Fidelity. He works to assist clients in achieving improved financial outcomes. His professional experience includes roles as a Private Client Banker at Santander Bank from 2021 to 2022, Sr. Investment Consultant at TD Ameritrade from 2019 to 2021, Private Client Banker at JPM Chase & Co. from 2016 to 2019, and Financial Planning Consultant at Barnum Financial Group from 2012 to 2015. Nick's personal interests include fitness, kayaking, running, soccer, traveling, and volunteering.

Michael Fenn is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and 14 years of industry experience. He worked at Voya Financial and Voya Financial Advisors from 2014 to 2019 before joining Morgan Stanley in 2019. 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 analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning services and corporate arrangements.