Robert Moquin is a CFP® with 20 years of industry experience, currently affiliated with RBC Capital Markets. He previously worked at Morgan Stanley through various divisions from 2009 to 2024. Outside of his advisory role, he serves as an estate executor. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and integrates capital markets and lending capabilities through its affiliated entities.

Danny Parenteau is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and its related entities since 2017, including time at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Elisabeth Kostin is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. She has worked at MassMutual Life Insurance Co and Mass Mutual Investors Services since 2023. Elisabeth serves as an investment committee member for a nonprofit foundation where she reviews investment reports and policies and provides oversight of the organization’s Chief Investment Officer. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and a range of specialized planning programs.

Eric Young is a financial advisor at UBS Financial Services in Hartford, CT. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining UBS, he worked at NEOS Investment Management, LLC and has experience outside the financial industry, including roles in education and local government. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. Its Financial Advisors use proprietary research and model-based strategies to tailor plans based on clients’ goals and risk tolerances.

Matthew Cassone is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial and wealth strategies. He focuses on creating comprehensive plans, identifying investment opportunities, and working to grow and protect clients' wealth with trust, transparency, and ongoing communication. Matthew has held various roles at Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects his experience in financial consulting and client relationship management within the investment sector. Outside of his professional work, Matthew has interests in cars, fitness, golf, tennis, and traveling.

Anthony Maselli is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial in 2021, he worked with USPBL and Evansville Otters LLC and spent four years at Boston College. Outside of his advisory role, Maselli is involved in coaching activities. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and technology tools for research and operations.

Cara Richards Kickham is a CFP® with 21 years of experience in the financial industry. She has worked at RBC Capital Markets since 2011 and has prior experience at firms including Commonwealth Financial Network, Raymond James Financial, and Merrill. Outside of her advisory role, she is involved as an independent contractor in nutrition supplements and provides yoga and reiki services through a holistic center. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual, institutional, and charitable clients. The firm offers a range of advisory programs with tailored portfolio strategies that incorporate in-house and third-party investment managers and emphasize flexibility in rebalancing, tax management, and responsible investing.

Patricia Morytko is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 66 licenses and possessing 36 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and uses proprietary research and model-based asset allocations to tailor strategies for clients.

Gerald Dubey is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he serves as a Trustee Emeritus for the Connecticut River Museum, a maritime museum and foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based 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 strategies to clients' goals and risk tolerances.

Peter Mowry is a financial advisor with Edward Jones in Simsbury, CT, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as treasurer for a local non-profit affiliated with a church in East Granby, CT, responsible for monthly financial reporting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs and affiliated financial services. The firm manages over $1 trillion in assets through a national network of advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

James Zeller is a financial advisor with Edward Jones in Thomaston, CT, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Zeller serves as a corporator for Thomaston Savings Bank, attending biannual meetings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Switchenko is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Alma Kruh is a financial advisor with Merrill, holding a Series 66 designation and bringing 28 years of industry experience. She has been with Merrill since 1997 and has concurrently worked at Bank of America, N.A. since 2011. Merrill, alongside 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Ciaburri is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Merrill since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes internal and third-party investment models and supports various asset allocation approaches, including tax-aware strategies.

Hannah Perez is a financial advisor at Morgan Stanley with a Series 66 designation and seven years of industry experience. She has previously worked at The Herbst Group, LLC, Barnum Financial Group, Alku, and Merrimack College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals 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 offers a broad range of retail and institutional services.

Brett Bartkiewicz is a financial advisor with Raymond James Financial, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. His prior roles include positions at TD Private Client Wealth LLC and Mercer Global Advisors Inc. He is based in Avon, CT. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions, using analytical tools and non-discretionary planning tailored to client goals.

Jason Ruimerman is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank, RBC Capital Markets, and Lord, Abbett & Co. LLC. 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 multiple advisory programs with tailored investment strategies, leveraging a range of in-house and third-party managers alongside integrated capital markets and lending capabilities.

Eric Gibbs is a Financial Consultant currently working at Fidelity since 2018. With a career spanning over 20 years, he has accumulated extensive experience in financial consulting roles at various companies including Voya, Prudential, and Quest Capital Strategies, where he additionally served as a Contracted Field Compliance Officer. Throughout his career, Eric has developed a skill set focused on understanding client goals and providing tailored financial advice. His professional journey reflects a commitment to helping clients navigate financial planning and investment strategies. Raised as the son of an Air Force Veteran, Eric attended Department of Defense Schools and lived in multiple countries including Thailand, England, Italy, and Germany, gaining exposure to diverse cultures and perspectives. Outside of his professional life, he enjoys fishing, hiking, skiing, outdoor adventures, and volunteering.

Andrew Barresi is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Lincoln Financial Distributors and Fidelity Investments, as well as experience outside finance at the Adams & Welch Restaurant Association and Giovannis Bakery. He has also been affiliated with the University of Connecticut. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios built using proprietary research, quantitative analysis, and algorithmic construction. The firm is registered as a commodity pool operator, serves multiple registered investment companies, and utilizes algorithmic methods and AI in its investment process.

Robert Fry is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Mutual of Omaha and The Prudential Insurance Company of America. Outside of his advisory role, he is a managing member of Cloud Hill Farm LLC, where he assists with financial decision-making. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and systematic portfolio construction.