Kevin Wheeler is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Wheeler has been with Liberty Bank and its investment services division since 2011, serving as Vice President and financial advisor. 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 utilizes analytical tools for risk profiling and outcome modeling.

Dione Walden is a Planning Consultant at Fidelity Investments, where she collaborates with a team of financial professionals to assess clients' unique needs and design comprehensive strategies aimed at achieving their financial objectives. She has been with Fidelity Investments since 2015, progressing through various roles including Investment Consultant, Relationship Manager, Financial Representative, Workplace Planning & Guidance Consultant I, and Financial Associate I - Defined Contribution. Her experience spans multiple facets of financial planning and client relationship management, reflecting a broad understanding of the financial services industry. Outside of her professional work, Dione has interests in fitness, tennis, and traveling.

Heather Hatch is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she owns a sole proprietorship called Handmade Beadz and Treasures, which produces handmade jewelry, garden stakes, bags, scarves, and quilts. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Smith Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for ten years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Chelsea Le Moine is a financial advisor with LPL Financial in Waterbury, CT, holding a Series 66 designation and one year of industry experience. Her prior background includes roles at Webster Bank, Fidelity Investments, and MassMutual, as well as work with the Incline Village General Improvement District and involvement with nonprofit organizations such as the Full Community Foundation. 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 model portfolios, third-party subadvisors, and customized strategies.

Chera Gerstein is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over forty-six years of industry experience. She has worked with Cetera and its affiliated entities since 2013 and is also a director at Willis Towers Watson Northeast, Inc., where she is involved in sales and servicing of disability, health, life, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporations, charitable organizations, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a nationwide network of independent advisors.

Shepard Stevens is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Merrill, and Bank of America. Outside of his advisory role, he serves as the Golf Committee Chairman at New Haven Country Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles, firm research, and affiliated sub-advisers.

Ariel Stein is a CFP®-designated financial advisor with 11 years of industry experience, currently associated with Raymond James Financial. He has held roles at Argentum Financial Partners and Argentum Private Wealth, where he undertakes managerial and administrative duties. He is also licensed as a non-variable insurance agent, writing policies for clients. 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 institutions. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Dibble is a financial advisor with LPL Financial based in West Hartford, CT. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining LPL Financial, he worked at Morgan Stanley and Morgan Stanley Private Bank for seven years. Outside of his advisory role, he is involved with Something Better Productions, LLC. 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 advisory services, including financial planning and access to third-party asset management, supported by a network of over 22,800 investment adviser representatives.

Gary Helbling is a financial advisor with Ameriprise in Durham, CT, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He previously worked at Oppenheimer from 2014 to 2019 before joining Ameriprise Financial Services Inc. and Ameriprise in 2019 and 2020, respectively. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Joseph Nolan is a financial advisor with Ameriprise in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Metlife Securities, Inc. and Metropolitan Life Insurance Company from 2002 to 2017, followed by positions at Mass Mutual Investors Services and Ameriprise Financial Services Inc. He serves on the Board of Directors and as Treasurer of the Devonwood Homeowner's Association in New Britain, CT. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools, while offering a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Avery Barlow is a financial advisor at Edward Jones in Avon, CT, holding the ChFC® designation and Series 66 license with 10 years of industry experience, all at Edward Jones. Outside of advisory work, he is involved in real estate through ownership and property flipping activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies, affiliated investment products, and fiduciary services supported by a large national network of advisors and offices.

David O'Connell is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Dickinson College for eleven years. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Michael Caleca is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using a broad investable universe of mutual funds, ETFs, and ETPs.

Adam K Mangs is a financial advisor with LPL Financial in Farmington, CT, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2011. 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 solutions, including advisory and brokerage services supported by a large network of investment adviser representatives.

Daniel Obrien is a financial advisor with Merrill in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Merrill since 2009 and at Bank of America since 2010. Obrien serves as an officer for the Floyd O'Brien Memorial Scholarship, a nonprofit organization that awards an annual scholarship to a graduating senior from the Rockville High School golf team. 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 both model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Sebastian Olczyk is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services, Inc. since 2017, following prior positions at The Prudential Insurance Company of America and Pruco Securities, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written Recommendation Reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jeffrey Desmarais is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Pruco Securities, The Prudential Insurance Company of America, Massachusetts Mutual Life Insurance Company, and New York Life Insurance Company, among others. He is based in Plantsville, CT. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm leverages a range of third-party advisory models and delivering tools including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Larry Esposito is a Series 66-credentialed financial advisor with Edward Jones in Wallingford, CT, and has two years of industry experience. Prior to joining Edward Jones, he worked for ten years at Wallingford Buick-GMC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of advisors and branch offices.

Brian Marois is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Tumolo Wealth Management, Infinex Investments, Ion Investments, Key Investment Services, and United Bank. He is also the owner of Impact Financial, LLC, an independent business activity unrelated to investment advising. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of advisors.