Robin Di Nicola is a financial advisor with Edward Jones in Farmington, CT, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Di Nicola worked at Simsbury Bank from 2008 to 2017. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, operating under a fiduciary standard.

Sydney Ratte is a financial advisor at Ameriprise with one year of industry experience. Prior to joining Ameriprise in 2023, Sydney worked at The Metropolitan District Commission, Manpower, and the University of Connecticut’s Department of Events & Conferences. Sydney holds a Series 66 designation. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm serves clients with significant investable assets and delivers solutions through a centralized consulting team and affiliated broker-dealer and insurance companies.

Michael Long is a Series 66-licensed financial advisor with Morgan Stanley in West Hartford, CT, with eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016 and previously operated 1&Done Insurance Agency LLC for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with comprehensive advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Marc Danais is a financial advisor at Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses with 43 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and concurrently with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee and proprietary tools.

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.

Matthew Peak is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Waddell & Reed, INC. and Redevelopment Agency. Outside of his advisory role, he is an author, speaker, and event organizer. 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 solutions, utilizing both proprietary research and third-party strategies.

Heather Hatch is a financial advisor with Merrill in Farmington, CT, holding Series 63 and Series 66 licenses and bringing 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, creating handmade jewelry and other crafts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies and implements trading, account administration, and custody support.

Kenneth Smith Jr. is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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.

Richard McMahon is a CFP® and ChFC® with 41 years of industry experience, currently serving at Ameriprise since 2015. He holds a role on the board of directors as treasurer for The Foundation of Possibilities. Ameriprise offers retirement-income planning services for clients meeting specific asset thresholds, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

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.

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.

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.