Stephen Bacon Sr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior work includes long-term roles at Bacon Financial Group and Concourse Financial Group Securities Inc. In addition to advising, he owns a tax preparation business and serves as a notary public. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Tawana Anderson is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and seven years of industry experience. She has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Gregory Grande is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in financial services. He joined Merrill Lynch Wealth Management in February 2000, bringing a broad knowledge base from previous roles in trading, trusts, and advisory firms. In his current role, he helps clients identify, develop, and implement long-term strategies to address personal and business financial needs. His expertise includes a wide range of areas such as college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. Gregory holds a Bachelor's degree from the University of Massachusetts and a Master's degree focused on finance from Thunderbird School of Global Management. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Gregory is involved in community service as a volunteer for a community sailing program for children and participates with the Wickford Sailing Association. He resides in Windham County with his partner, Sue, and they share five children. His personal interests include health, wellness, travel, skiing, and restoring vintage boats.

Joseph Fortuna is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Barbara Taylor Hatje is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 designation and 27 years of industry experience. She has worked at Morgan Stanley and its affiliates since 1999 and had previous roles at Santander Securities, VOYA Financial Advisors, and Commonwealth Financial Network. Hatje serves on the Finance Committee of St. Pius Roman Catholic Church in Middletown, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Bradley Nelsen is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including New York Life Insurance Company, NYLIFE Securities LLC, and Allstate Financial. Nelsen is also affiliated with Eugene Cohen Insurance Agency. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and multiple investment management options across a large, multi-advisor platform.

Michael Gilliland is a financial advisor with Mass Mutual Investors Services in Middletown, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual since 2018, following 18 years at Lincoln Financial Advisors and 10 years at Lincoln Financial Securities Corporation. MassMutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that provides ongoing financial planning, asset management, and educational programs to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative relationships focused on client goals using approved analytical tools and offers event-driven planning services including a standalone Divorce Planning offering.

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.

Illona Vitali is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Merrill Lynch since 2001. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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, holding a Series 66 designation and 20 years of industry experience. His career includes prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by in-depth analyses and a range of portfolio management styles.

Luke Violette is a CFP® professional with 14 years of industry experience, currently affiliated with RBC Capital Markets in Farmington, CT. His career includes roles at City National Bank, GYL Financial Synergies, and Wells Fargo Advisors. RBC Wealth Management serves a diverse client base ranging from individual investors to institutional clients and offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to client risk profiles.

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 12 years of industry experience. He holds the Series 66 designation and has worked at several firms including Janney Montgomery Scott LLC, Merrill, Bank of America, and Wells Fargo. His current role is with Fidelity Investments in Newington, CT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage funds.

Nicolas Piscitelli is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2011. He specializes in advising executives, business owners, individuals, and their families on financial strategies, banking services, and retirement planning. Nicolas emphasizes proactive and consistent communication, functioning as a knowledgeable liaison between clients and the comprehensive financial advisory resources available through his team. His approach centers on building lasting relationships by gaining a deep understanding of clients' priorities and the lives they aim to build. This commitment to client trust has been a defining aspect of his career. Nicolas's expertise spans corporate executive services, education planning, executive compensation, equity compensation services, family wealth management strategies, legacy planning, small business strategies, and women and wealth. Nicolas earned a Bachelor of Science degree in Financial Management with a minor in accounting from Salve Regina University, where he was also a four-year letter winner on the football team. He holds the Personal Investment Advisor (PIA) designation. He currently resides in Wethersfield, Connecticut, with his wife Alyssa, their daughter, son, and two dogs. Among his personal interests are baseball, basketball, football, golfing, music, spending time with family, and traveling. Nicolas has been recognized on Forbes' Best-in-State Next-Generation Wealth Advisors list in 2019 and from 2023 to 2026.

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 in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Advest, Inc. Outside of his advisory work, he serves in various nonprofit and community capacities, including as a deacon fund advisor at Valley Community Baptist Church and as a board member and investment committee chair for Ronald McDonald House Charities of Connecticut and Western Massachusetts. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering tailored portfolio management and advisory services through multiple programs. The firm integrates in-house and third-party investment management and offers features such as tax management and responsible investing screens.

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.