Mehdi Ouni is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at MML Investors Services LLC and MassMutual Life Insurance Co. His current tenure at Edward Jones began in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Megha Thomas is a Series 66-licensed financial advisor with Merrill, based in West Hartford, CT, and has six years of industry experience. She has been with Bank of America and Merrill for ten years. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Eemeli Erkkilae is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Patterson Insurance Services, Mno International AB, and Under Armour Europe. He also manages non-variable insurance commission trails related to prior life insurance sales. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and access to various brokerage and insurance products.

David Rogers Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. His prior roles include positions at Citizens Securities, Inc., Infinex Investments, Inc., and Naugatuck Savings Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a broad range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by model portfolios and research.

Phyllis Long is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Long serves as a board member and on the Compassion Committee of Life Church New England. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers diverse investment and advisory solutions alongside its broad retail and institutional offerings.

Eileen Keegan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 34 years of industry experience. She has previously worked 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 with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, and is notable for its integrated public finance capabilities and extensive affiliate 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.

Donald Ciampi is a financial advisor at Cetera with over 25 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2013. In addition to his advisory roles, Ciampi serves as vice chairman on the board of St. Paul Catholic High School, where he assists with the school's direction and endowment investment committee. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Matthew Mauro is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Great American Donut and has experience in education from Bentley University and Southington High School. 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 tailored retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

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 a Series 66 designation and has been with Merrill since 2016. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a variety of model-based and discretionary investment strategies and is integrated with Bank of America’s corporate platform, providing access to a wide range of financial products and services.

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.