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.

Matthew Grohocki Jr. is a financial advisor with LPL Financial in Glastonbury, CT, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Gateway Wealth Partners, LLC and Adviser's Pride, Inc. He also engages in authoring outside of his investment work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, and charitable organizations, offering various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Erin Messier is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021, following five years at United Services Inc. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and provides a range of investment products and research to tailor strategies to client goals and risk tolerances.

Paul Hipsky III is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to client risk profiles, utilizing both in-house and third-party investment managers.

Alissa Hyres is a Wealth Management Advisor at Merrill Lynch Wealth Management who has been with the firm since 2012. She serves a diverse clientele that includes successful business owners and executives in industries such as biotech, construction, insurance, and accounting. Alissa specializes in employee benefits planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, retirement income, and services tailored for defined benefit plans, small businesses, as well as LGBT wealth planning and women and wealth. Alissa adopts a client-centered approach that emphasizes understanding individual perspectives on wealth and financial goals. She develops comprehensive strategies encompassing investment and retirement planning, college funding, charitable giving, tax management, and estate planning. She works closely with clients' CPAs and attorneys to ensure alignment of financial and estate plans. Utilizing Merrill's strategic asset allocation and research, she constructs diversified portfolios tailored to each client's unique needs. She holds a Bachelor's degree from Skidmore College and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Beyond her professional role, Alissa is involved in community organizations such as Junior Achievement and the Susan G Komen Foundation. In her personal time, she enjoys baseball, boating, gardening, tennis, yoga, and spending time with her family.

John Panico is a financial advisor with Mass Mutual Investors Services in Avon, CT. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual in 2020, he worked at Babson Capital Management from 2015 to 2018. 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, emphasizing collaborative annual planning engagements that recommend investment strategies rather than specific products.

Diane Kelly is a financial advisor with Cetera, holding ChFC® and securities licenses Series 63 and Series 66, and has 51 years of industry experience. She has been associated with Cetera Wealth Services, LLC since 2013 and currently manages financial services through Kelly and Company Wealth Partners. Outside her advisory role, she serves on the finance committee of Saint Teresa of Calcutta School and is involved as an executive operations manager at Kelly Family EyeCare. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a national network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform that includes access to affiliated and unaffiliated managers across multiple program structures.

Jorge Jacome is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank NA. He also owns JAJ Financial Planning, LLC, a financial planning practice based in Guilford, CT. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a wide range of planning options including cash-flow, retirement, education, and specialized planning areas. The firm utilizes proprietary research and planning tools to develop tailored recommendations, with clients having flexibility in implementation through brokerage or advisory programs.

Richard Ohanesian is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Cambridge Investment Research Advisors and its related firm since 2018 and also operates Ohanesian/Lecours, Inc., which has been active since 2009. Ohanesian serves as a consultant and head of compliance for OSJ Partners LLC in addition to his advisory roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing a range of portfolio management options using both proprietary and third-party strategies.

Claudine Zigmund is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 1991. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Podbielski is a CFP® professional with 16 years of experience in the financial services industry. He has worked with Mass Mutual Investors Services since 2017 and was previously employed at MetLife Securities Inc. Outside of advising, he serves as Vice President of the nonprofit organization Jaxon in Action, Inc. MassMutual Investors Services, LLC is an SEC-registered broker-dealer and investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-oriented financial planning using firm-approved analytical tools and features programs such as divorce planning and employer-sponsored planning services.

Kelly Outhuse is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining LPL Financial, Outhuse worked at ProEast Asset Management, Raymond James Financial Services, Pioneer Valley Financial Group, Commonwealth Financial Network, and Signator Investors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Cirullo is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management, as well as a co-founding partner of Cirullo and Sullivan Wealth Management. He serves as a Retirement Benefits Consultant (RBC) for Merrill Lynch, where he is responsible for employee benefit plan review and investment strategy oversight. Michael is also a co-architect of the team’s goals-based retirement probability analytics platform, working closely with high net worth individuals and closely held businesses to develop long-term investment and banking solutions. Michael began his career in 1978 with EF Hutton and Company as an investment advisor and later joined Smith Barney in 1989, spending 22 years in Private Wealth Management. He transitioned with his team to Merrill Lynch Wealth Management in 2011. He holds a Bachelor of Arts degree from Brown University and maintains professional designations as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Michael is actively involved in his local community and is a member of the XPX Exchange of Connecticut. He resides in Hartford, CT with his wife, Lisanne.

Kevin Tabellione is a CFP® professional with 33 years of experience in the financial industry. He is currently associated with RBC Capital Markets and City National Bank, having worked at RBC Capital Markets since 2008 and City National Bank since 2019. He serves on the boards of two nonprofit organizations, Cherish the Children Foundation and Carry My Brother, Inc., where he is involved in securing sponsorships and fundraising efforts. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management alongside financial planning and brokerage services.

Andrew Spremulli is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Fidelity Investments and prior experience in marketing and gymnastics-related businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Robert Palazzo III is a financial advisor with RBC Capital Markets, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and teaching at The Van Loan School of Business at Endicott College. 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 various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party managers to tailor strategies to clients’ risk profiles.