Michelle Liegl is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she oversees a property management company for a condominium association in Hartford, CT. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Manuel Negron is a financial advisor with Ameriprise in Cromwell, CT, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, algorithm-assisted recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies.

Anne Hildreth is a financial advisor at Merrill with 13 years of experience at the firm and six years in the industry. She holds the Series 66 designation. Outside of her advisory role, she serves as a board member for the Boys and Girls Club of Hartford and the Duncaster Foundation Inc., a nonprofit supporting the elderly. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Dietter is a financial advisor with MassMutual Investors Services, holding a Series 66 credential and three years of industry experience. Prior to joining MassMutual, he worked at Northwestern Mutual in various capacities from 2022 to 2026. He is also the owner of New Start Holdings LLC, an investment-related business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers structured, collaborative planning engagements using firm-approved software and delivers recommendations without investment discretion.

Sherry Olson Lusardi is a financial advisor at UBS Financial Services with 41 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Salvatore Tartaglione is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, National Association, since 2015. Tartaglione serves as a member of the Board of Finance for the Town of Easton. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools.

Jason Farkas is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2022. Outside of his advisory role, he supports a charitable wristband fundraising effort for a dog shelter initiated by his son. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor client plans and offers a broad range of capital markets and fiduciary services.

Nicholas Calabrese is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and previously worked at Sun Life Financial from 2016 to 2022. He serves on the Board of Directors for the Torrington Police Activities League (PAL) and acts as its Treasurer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Gregory Rufa is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Santander Securities and Webster Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Kenneth Rios is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Mirapet Capital Management LLC, M&T Bank, and Cerios LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering custody, underwriting, and capital markets solutions.

Michael Nicoletti is a Series 66-licensed financial advisor at Raymond James Financial with eight years of industry experience. He previously worked at Commonwealth Financial Network for eight years before joining Raymond James in 2025. Outside of his advisory role, he is associated with Capital Wealth Management, LLC, where he serves as a non-variable insurance sales agent. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work, distinguishing it among large institutional advisors.

Elissa Slavin is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position she has held since 2011. She works directly with clients, managing their account administration, wealth and investment planning, and cash management needs. Her client focus areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Elissa holds a Bachelor's Degree in Finance with a specialty in investments from Central Connecticut State University. She has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to joining Merrill Lynch, she worked at Bank of America as a Teller and Sales Service Associate while completing her degree. In addition to her professional work, Elissa volunteers throughout the state with various organizations such as the American Red Cross, Junior Achievement, United Way, and YWCA. She resides in Glastonbury and enjoys biking, cooking, gardening, traveling, and spending time with her family, including her husband Zak, their two sons Myles and Max, and their Bulldogs Trooper and Vinny.

Jorgens Remy serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with Merrill clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His work focuses on empowering clients with knowledge and tools to manage their financial lives effectively. Jorgens holds the Personal Investment Advisor (PIA) designation and completed his secondary education at the University of Connecticut, receiving a High School Diploma/GED and attending courses without obtaining a degree. His approach involves helping clients identify their financial priorities to develop strategies aimed at achieving their goals.

Terri Rockefeller is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial plans that address their unique ambitions and priorities. Terri focuses on helping clients plan for and fund educational expenses, prepare for retirement and potential health care costs, and create long-term strategies to support family goals. Terri brings a comprehensive approach to wealth management, emphasizing simplicity and transparency to navigate the complexities of investing. She holds a Bachelor's Degree from the University of Connecticut. Her client-centered philosophy centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most.

William Desautelle III is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at ESPN, WCTV, and Penn State Athletics, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery with oversight of affiliated and unaffiliated sub-advisers.

Taylor Esposito is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2022, Taylor worked in various roles across retail and service industries, including positions at Planet Fitness and American Eagle Outfitters. 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, pensions, and charitable organizations.

Josy Santiago is a financial advisor at Ameriprise in Manchester, CT, holding the Series 66 designation. Santiago has one year of industry experience, having previously worked in real estate and related fields. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Lucas Van Zandt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Waddell & Reed, Wells Fargo Clearing, Banc of America Investment Services, Quick & Reilly, and Morgan Stanley Dw Inc. He has extensive background working with various insurance carriers through W&R Insurance Agencies. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

Michael Leone is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2012. Additionally, he has operated Leone Financial Services since 1996. Outside of financial advising, Leone serves on the board of PLAN of CT, acts as secretary and treasurer of the Plainville Fish and Game Association, owns a race car business, works as a tax preparer, and is an author of a book on race car setup. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple management platforms, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Jeremy Beitel is a CFP® professional with 28 years of industry experience, currently affiliated with OSAIC since 2024. His prior experience includes roles at Securities America Advisors, LPL Financial, Merrill, and Wells Fargo Clearing. He serves as a board member of MW Chrysalis, a nonprofit organization providing services for domestic violence victims. OSAIC operates a multi-advisor platform serving retail and institutional clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a range of client types, including high-net-worth individuals, retirement plans, charities, and corporations.