Bradley Nelsen is a financial advisor with OSAIC based in Durham, CT, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Allstate Financial. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party money managers and investment platforms.

Michael Gilliland is a financial advisor with Mass Mutual Investors Services in Middletown, CT, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Lincoln Financial Advisors, where he worked for 18 years. He has been with Mass Mutual Investors Services since 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing 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 analytical tools and supports a range of event-driven planning programs.

John Leonard is a financial advisor at RBC Capital Markets in Hartford, CT, holding the Series 66 designation with five years of industry experience. He has worked at RBC Capital Markets since 2020 and has prior experience at V3 Logistics, FedEx, and the University of Connecticut. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs combining in-house and third-party investment management with customizable portfolio strategies and integrated financial services.

Matthew Bragg is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with UBS Financial Services since 1996. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Daniel Eberle is a financial advisor with Raymond James & Associates in Glastonbury, CT. He holds the Series 66 designation and has 20 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, with earlier experience at A. G. Edwards & Sons, Inc. Raymond James & Associates, Inc. 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, charitable organizations, and municipal entities, offering services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Luke Violette is a CFP®-designated financial advisor with 14 years of industry experience, currently with RBC Capital Markets in Farmington, CT. His prior experience includes roles at City National Bank, GYL Financial Synergies, LLC, and Wells Fargo Advisors. RBC Wealth Management serves a wide range of clients including individual investors, institutions, and charitable organizations, offering tailored investment strategies through various advisory programs that combine in-house and third-party managers.

Michael Snow is a financial advisor with Ameriprise in Wethersfield, CT, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a large centralized consulting team and algorithmic automation.

Jessica Hendrickson is a financial advisor at Morgan Stanley with 11 years of experience at the firm and holds a Series 66 designation. She is based in Hartford, CT, and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial plans using structured discovery conversations and firm-approved planning tools.

Guillermo Robles is a financial advisor at Fidelity with a Series 66 designation and 12 years of industry experience. His work history includes roles at Janney Montgomery Scott, Merrill, Bank of America, and Wells Fargo. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Nicolas Piscitelli is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2011, he has advised executives, business owners, individuals, and their families on financial strategies, banking, and retirement planning. Nicolas emphasizes building long-term relationships and serves as a knowledgeable liaison between his clients and the extensive financial advisory resources available through his team. He has been recognized on Forbes' "Best-in-State Next-Generation Wealth Advisors" list in 2019 and from 2023 to 2026, based on criteria including industry experience, credentials, and client retention. Nicolas holds a B.S. degree in Financial Management with a minor in accounting from Salve Regina University, where he was a four-year letter winner for the football team. He holds the Personal Investment Advisor (PIA) designation. Nicolas resides in Wethersfield, Connecticut, with his wife Alyssa, their daughter, son, and their two dogs. His interests include baseball, basketball, football, golfing, music, spending time with his family, and traveling.

Michael Tangney is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2007. Outside of his advisory role, he serves on the board of directors for Rick's Place, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Seth Diamond is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2025. His prior experience includes roles at Janney Montgomery Scott LLC, Morgan Stanley, and Wells Fargo Clearing. Outside of his advisory work, he coordinates a monthly Investor's Business Daily meetup and plays bass in a rock band. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Caiaze is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes positions at Wells Fargo Advisors LLC and City National Bank. Outside of his advisory role, he serves on multiple nonprofit boards and committees, including Ronald McDonald House Charities of Connecticut and Western Massachusetts, where he chairs the investment committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofits. The firm offers tailored advisory programs and portfolio management services, utilizing both in-house and third-party investment managers.

Jeffrey Leone is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Ameriprise since 2012, currently serving as a financial advisor in Glastonbury, CT. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, emphasizing the use of Ameriprise-managed accounts and algorithmic automation overseen by dedicated committees.

Bryant Shirreffs is a Financial Advisor with Merrill Lynch Wealth Management. He holds professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Wealth Management Advisor™ (AWMA®), and Personal Investment Advisor (PIA). Bryant specializes in working with entrepreneurial clients to navigate complex financial situations by applying a structured and disciplined wealth management process. His approach focuses on delivering a consistent, process-oriented experience that enables clients to make informed, long-term decisions. He employs a resourceful, risk-managed, and impact-driven methodology in his practice. He earned both his bachelor's and master's degrees from the University of Connecticut.

Cameron Rice is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Waddell & Reed. He is also registered as a non-variable insurance agent. 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, model portfolios, third-party asset management, and institutional platforms.

Daniel McMahon is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America, N.A. since 2011. 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.

Richard Vogler is a financial advisor with Ameriprise in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advisory work, he serves on the board of the Point O' Woods Association Inc. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Shawn Mccormick is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools, without providing individual security recommendations as part of standalone planning.

Christopher Rizzio is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at the University of Hartford. Outside of advising, he works as an independent contractor for Varsity Tutors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing proprietary and third-party models across various custody platforms.