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 licenses and having 26 years of industry experience. His prior work includes multiple roles at Wells Fargo Advisors and Wells Fargo Clearing Services from 2010 to 2022. Outside of his advisory role, he has engaged in rideshare driving. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management services and offers diverse capital markets and wealth planning solutions.

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.

Donald Bonvisuto is a financial advisor with Osaic Wealth, Inc. based in Glastonbury, CT. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 15 years at Lincoln Financial Advisors prior to joining Osaic in 2025. In addition to his advisory role, he is also licensed to offer accident, health, disability, long-term care insurance, fixed annuities, and fixed index annuities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm utilizes asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios across various asset classes, offering integrated brokerage and investment advisory services as well as access to third-party money managers and wrap programs.

James Convery is a financial advisor with Mass Mutual Investors Services in Simsbury, CT, holding Series 63 and Series 65 licenses and over 28 years of industry experience. His prior work includes roles at Johnson Brunetti LLC, JB Capital, LLC, and E*Trade Financial and its affiliates. 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 offers financial planning, asset management, and educational seminars, using firm-approved software to develop collaborative, annual financial plans.

Halina Fiedorowicz is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 66 designations and 24 years of industry experience. She has been with RBC Capital Markets since 2015. 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 range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through both in-house and third-party investment managers.

Hai San Chang is a financial advisor with Thrivent Investment Management in West Hartford, CT, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Thrivent Investment Management since 2012 and Thrivent Financial for Lutherans since 2013. Chang serves as a board member of the St. Francis Foundation, which raises funds for St. Francis Hospital. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.

Eugene Duarte is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he leads the KD Wealth Management Group, a multigenerational team that provides personalized guidance and service focused on a planning-first approach. Eugene works closely with individuals, families, business owners, and corporate executives to address complex financial challenges and help clients pursue their goals through tailored wealth management strategies. With over 30 years of experience, Eugene's expertise includes retirement planning, investment management, wealth preservation, estate planning, and multigenerational wealth transfer. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from Bryant University and is a member of the Financial Planning Association. Outside of his professional work, Eugene values family and community involvement. He has been married for over 30 years and has three children. His family participates in church, sports, music, and scouting activities. Eugene is involved with organizations such as the Red Cross and CT Foodshare and enjoys cooking, golfing, hiking, music, and spending time with his family.

Edward Keyes is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has provided investment guidance and advice for 25 years, focusing on clients with complex financial needs including business owners and corporate executives. Edward also assists small and medium-sized privately held businesses with retirement plans and offers access to Bank of America services such as cash management, lines of credit, and term loans. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management, small business strategies, socially responsible investing, special needs planning, women and wealth, tax minimization, and retirement income. Edward holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor’s degree in Economics from Boston College. Edward lives in Suffield with his wife, Trish, and they have four adult children. Outside of work, he enjoys fishing, golfing, skiing, traveling, and spending time with his family.

Richard Sinoradzki is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 credentials and with 13 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through direct individual plans as well as corporate financial planning agreements.

Mehdi Ouni is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Co. His current tenure at Edward Jones began in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Megha Thomas is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and six years of industry experience. She has been associated with Bank of America and Merrill since 2016. 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, offering model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and organizations.

Eemeli Erkkilae is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Patterson Insurance Services, Mno International AB, and Under Armour Europe. He also manages non-variable insurance commission trails related to prior life insurance sales. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to various brokerage and insurance products.

David Rogers Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Citizens Securities, Inc., Infinex Investments, Inc., and Naugatuck Savings Bank. 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. The firm offers a broad range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by model portfolios and research.

Phyllis Long is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Long serves as a board member and on the Compassion Committee of Life Church New England. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers diverse investment and advisory solutions alongside its broad retail and institutional offerings.

Eileen Keegan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. Her prior roles include positions at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Sweyden Dibble is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2012. He has also been associated with Illinois Mutual since 2002 and operates an eBay business specializing in sales of keyless remote entry fobs and postage stamp collections. Dibble holds a leadership role as chairperson of the Personnel Committee at First Baptist Church Manchester and is a Board Member at Large for the Baptist Foundation of New England. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary SMAs and offers a range of integrated brokerage, custody, and advisory services.

Dennis Stanek II is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at City National Bank since 2017 and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as a director of Swag Custom Rides, a business focused on rebuilding pick-up trucks, and has held a board position with Hartford Healthcare Corporation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management and financial planning, tailoring strategies to client risk profiles through a combination of in-house and third-party investment managers.

Kevin Crosby is a Wealth Management Advisor and managing partner of DeNucci & Associates. He began his career with Merrill Lynch Wealth Management in 2018 and works alongside Mike and Lynn DeNucci to carry forward a three-generation family legacy. Kevin focuses on providing a comprehensive approach to wealth management that prioritizes understanding each client's individual goals and values. He offers access to Merrill Lynch Wealth Management's investment insights and the banking services of Bank of America to address various aspects of clients' financial lives. Before joining Merrill, Kevin gained experience in client service and relationship management at Paradigm Talent Agency in New York City and Los Angeles. He holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., reflecting his commitment to professional standards. Kevin has received recognition as one of Forbes | SHOOK® "Best-in-State Next-Gen Wealth Advisors" in 2025 and 2026. He holds a bachelor's degree from Rollins College. Kevin lives in Avon, Connecticut, with his wife, Amanda, and their sons, Michael and Lucas. Outside of work, he enjoys spending time with his family, cheering on the Kansas City Chiefs, and staying active, including completing a Disney marathon with his wife. He also served as an advisory board member for #HALFTHESTORY from 2019 to 2021.

Raymond Jessell is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has been with Merrill since 2016. 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 both model-based and discretionary investment strategies for a diverse range of clients, including individuals, high-net-worth clients, and institutional entities.