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.

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.

Robert Langweil is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include founding Robert & Lisa Langweil and serving at Woodridge Association and Rsl Financial Planning, Inc. He also has a background in the insurance sector and worked at Waddell & Reed, Inc. for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a large network of advisors.

Richard Bachand is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 34 years of industry experience. His prior roles include positions at Voya Financial Advisors and operating Tarlov Financial Group since 2005. He is also involved in several related businesses focused on the sale and service of fixed insurance and investment products. Cetera Investment Advisers LLC is a large SEC-registered firm supporting more than 10,000 advisors and serving individual, institutional, and retirement plan clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to third-party money managers and a range of program structures.

Scott Mintz is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with 21 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

R Grenier is a CFP® professional with 42 years of industry experience, currently affiliated with LPL Financial since 2025. Prior to joining LPL, Grenier held positions at Cadaret, Grant & Co., Inc., BRP/Grenier Financial, Grenier Baker & Associates, Inc., and Nathan & Lewis Securities, Inc. He serves as a board member and finance committee member for Mason Wright Assisted Living, a nonprofit organization. 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 and brokerage services, including financial planning and various portfolio management programs, supported by both proprietary and third-party strategies.

Robert Impelluso is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of advising, he is a member of a local business networking group. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various wrap fee advisory programs that provide tailored portfolio management, financial planning, and brokerage services through a combination of in-house and third-party investment managers.

Shivam Shah is a Financial Consultant currently working with Fidelity Investments. In this role, he collaborates closely with clients to provide personalized assistance in retirement planning, income planning, legacy planning considerations, and investment strategy. He works with his team to develop comprehensive financial plans tailored to each client's needs. Prior to his current position, Shivam served as a Relationship Manager at Fidelity Investments from 2022 to 2023 and worked as a Business Acceptance Consultant at MassMutual from 2018 to 2022. His professional experience encompasses client relationship management and financial consulting within the investment and insurance sectors. Outside of his professional work, Shivam has interests in football and soccer.

Joanna Plage is a financial advisor with Ameriprise in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise since 2015. Outside of her role at Ameriprise, she manages day-to-day practice management activities at McMahon Wealth Management. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ financial situations.

Paul Lantieri is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies, combining in-house and third-party managers alongside integrated services such as financial planning, custody, and brokerage.

Phillip Dimond is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. His prior roles include positions at Securities America and National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Yoselin Murillo is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2019, following two years at People's United Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios with systematic, long-term asset allocation strategies.

James Armstrong is a financial advisor at Merrill with the Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2019 and previously served at the Capitol Region Education Council for eleven years. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Sapiro is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Heitor Caballero is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having seven years of industry experience. His career includes roles at Bank of America/Merrill Lynch, New York Life, M&T Bank, and JPMorgan Chase Bank, N.A. He is also involved with St. Roch Roman Catholic Church Corporation in a non-investment capacity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Shoaf is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping private and family business owners navigate business succession, ESOP transactions, and exit planning. His expertise includes tax-advantaged ESOP strategies, business succession, employee ownership cultures, and integrated private and corporate wealth management. With over 30 years of experience in financial services, Michael has worked in various roles including business succession and ESOPs at UBS, corporate retirement plans at Fidelity Investments, private wealth management at Charles Schwab & Co., and ownership of a philanthropic consulting firm. He holds the Certified Investment Management Analyst (CIMA®) and Certified Exit Planning Advisor (CEPA®) designations and has advanced training from the Yale School of Management. Michael earned a Bachelor of Science degree in Political Economy from the University of California System and an MBA from the University of Connecticut. He holds Series 7, 63, and 66 FINRA registrations and insurance credentials. Additionally, he serves as a speaker and board advisor to employee-owned companies, focusing on perpetuating values and faith-driven principles into the next generation.

Kyle Egress is a Series 66-registered financial advisor with Morgan Stanley in West Hartford, CT, with 24 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank since 2015. He serves as a board member and programs committee member of the Estate and Business Planning Council Hartford. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes using firm-approved tools and models.