Ryan Porth is an Investment Consultant dedicated to assisting individuals and families in improving their financial futures. He emphasizes a collaborative approach to co-creating financial plans that provide peace of mind and help clients navigate various life challenges. Ryan's professional experience includes serving as a Financial Representative at Fidelity Investments from 2024 to 2026. His work focuses on understanding clients' goals and providing education to support their financial decision-making. Additional information regarding Ryan's education, credentials, personal interests, or community involvement has not been provided.

Luke Marino is a CFP® professional with 10 years of experience in the financial services industry. He has been with Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. He is a partner of Risley Marino Group and co-owner of Riverview Financial Partners, both affiliated with Cetera. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Joseph Kavumpurath is a financial advisor with Mass Mutual Investors Services and holds a Series 65 license. He has 34 years of industry experience, including 27 years at Metlife Securities Inc. and over a decade with Mass Mutual-related firms. He is also an insurance broker offering life, disability, long-term care, health, and fixed annuity products and owns a financial services business, JMK Financial Associates, LLC. 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 provides ongoing financial planning, asset management, and educational seminars, employing collaborative, goal-based client engagements using firm-approved analytical tools.

Lincoln Maguire is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2006, with prior experience at Somerset Wealth Strategies and other firms. Outside of his advisory role, he is involved with Risk Strategies, a non-variable insurance business. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment services, utilizing both proprietary models and third-party strategies, supported by extensive technology and a broad platform of financial products.

Benjamin Conroy is a financial advisor with Raymond James & Associates in West Hartford, CT, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked for eight years at The Conroy Company, Inc. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and governmental entities, offering financial planning and investment consulting through various programs and an extensive affiliate network.

Thomas Hine is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Commonwealth Financial Network for 14 years. Outside of his advisory role, he is a writer and author with Shodan Publication, LLC, where he dedicates time to book projects. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm utilizes analytical tools and risk profiling to tailor non-discretionary planning and supports its clients through extensive advisory programs and institutional consulting.

John King is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies that align with clients' long-term goals. Drawing on the resources of Merrill and Bank of America, he offers guidance that reflects an understanding of evolving market conditions and the full financial picture of each client. John holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Connecticut. He actively participates in community service, dedicating time to volunteer with local organizations in line with Merrill's tradition of community involvement.

Gary Radler is a financial advisor with Osaic Wealth, holding the ChFC® designation and Series 63 and 65 licenses, and has 49 years of industry experience. His career includes prior roles at Securities America Advisors, National Planning Corporation, and Briggs Wealth Management. He is also the owner of Radler Retirement Strategies, LLC. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by proprietary tools and offers access to alternative investments and multiple custodial arrangements.

Howard Rosenblatt is a Series 66-credentialed financial advisor with 26 years of industry experience. He has worked at LPL Financial since 2010 and previously held roles at Morgan Stanley and its affiliated entities from 2000 to 2010. Rosenblatt also operates Rosenblatt Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a range of advisory services including financial planning, model portfolios, and participant-level retirement advice through a large network of investment adviser representatives.

Lindsey Torres is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and previously worked at Voya and Directed Services, LLC. She is based in Wethersfield, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the country.

Michelle Wright is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by advanced modeling tools.

Meg Castineiras is a Financial Consultant at Fidelity Investments, where she collaborates with individuals and families to develop financial plans aimed at helping them achieve their goals. She emphasizes a holistic planning approach that involves a comprehensive review of multiple financial objectives, prioritizing a tailored strategy aligned with each client's needs. Before her current role, Meg served as a Financial Representative at Fidelity Investments from 2022 to 2023. Her professional experience at Fidelity Investments reflects her commitment to working closely with clients to co-create financial plans that address their unique circumstances. Outside of her professional work, Meg has interests in fitness, tennis, theater, traveling, and volunteering.

Margaret Jakubowski is a financial advisor at Cetera with seven years of industry experience and holds the Series 66 designation. She has worked with Cetera and its affiliated entities since 2019 and is currently the owner of Hensley Advisors. In addition to her advisory role, she sells fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and retirement services, operating a multi-manager platform with discretionary and non-discretionary programs and access to both affiliated and third-party investment managers.

Brian Paquette is a financial advisor at MassMutual Investors Services with 15 years of industry experience. He holds a Series 66 designation and has worked at MassMutual Investors Services since 2017, including prior roles at MassMutual Life Insurance and MetLife Securities. He is also a partner member of JB Wealth Partners, LLC, a collaborative entity focused on pooling resources and sharing expenses. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software to develop collaborative, goal-based plans without investment discretion over client assets.

Frank Zocco Jr. is a CFP® with 31 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Jacobs Financial Partners, Voya Financial Advisors, and Cambridge Investment Research. In addition to his advisory work, he operates a food review blog called Dough Daddy Cooks. Cetera Investment Advisers LLC serves a large nationwide network of independent advisors, providing portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers access to a multi-manager platform with a variety of program structures and investment options.

Drew Duarte is a Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Edge in 2020 on the Premium Service Desk, where he supported high-net-worth clients with complex trading and multi-account strategies. In 2026, Drew joined the KD Wealth Management Team, focusing on delivering comprehensive planning and disciplined investment guidance tailored to clients' goals. Drew holds a bachelor's degree in Economics from the University of Connecticut. He also holds the Personal Investment Advisor (PIA) designation. His approach emphasizes building wealth plans based on clients' priorities and adjusting those plans as needed to address changing circumstances. Outside of his professional responsibilities, Drew enjoys staying active through working out, golfing, and traveling. He also serves as a coach for the University of Connecticut Men's Lacrosse program, mentoring student-athletes on and off the field.

Andrew Bassock is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with UBS since 1999. Outside of his advisory role, he serves as president of the University of Pennsylvania Alumni Club in the Hartford area. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing a combination of financial planning, portfolio management, and proprietary research to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Matthew Marcarelli is a CFP® and holds a Series 66 license with six years of industry experience. He is currently affiliated with RBC Capital Markets and has prior experience at City National Bank and Cross Sector Consulting, LLP. He also spent a year in full-time education at Williams College. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Brian Tomaska is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. Prior to joining UBS in 2022, he worked at Wells Fargo Clearing and Wells Fargo Clearing Services from 2016 to 2022. Outside of his advisory work, he is active as a rideshare driver. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory offerings, utilizing proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and market-making functions.

Kristen Bellemare is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 15 years of industry experience, including 10 years at Morgan Stanley. She also serves as a registered assistant at Crescent Point Private Wealth, where she manages client relationships and office operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client decision-making across a broad network of advisors.