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 at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has previously worked with Northwestern Mutual Wealth Management and related entities. Outside of his advisory role, he is the owner of New Start Holdings LLC. Mass Mutual 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, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options, with planning engagements structured as annual, collaborative relationships.

Christopher Scuderi is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, VP Distributors LLC, Virtus Investment Partners, and John Hancock. Scuderi is also involved with Charter Oak Financial, where he conducts non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various investment strategies.

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 two years of industry experience. He holds a Series 66 designation and previously worked at Sun Life Financial and Cigna Corporation. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for the Torrington Police Activities League. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Kenneth Rios is a financial advisor with UBS Financial Services in Hartford, CT. He holds a Series 66 designation and has worked in the financial industry since 2022, including roles at Cerios LLC, M&T Bank, and Mirapet Capital Management LLC. Prior to his financial career, he was employed at the University of Connecticut and Fairchild Wheeler Multi-Magnet High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.

Alexander Walsh is a financial advisor with Wells Fargo Advisors in Avon, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, Walsh is engaged in buying and selling 19th and early 20th-century artwork through a personal business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet specific net-worth criteria. The firm offers a wide range of planning services and integrates advisory recommendations with other financial products and referral channels.

Michael Nicoletti is a financial advisor at Raymond James Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network for eight years. 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 individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 is a financial advisor with Merrill in Hartford, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, his work history includes roles at Amazon, Olive Garden, and the University of Connecticut. Outside of financial services, he is a co-owner and partner of FoodHost, an online delivery service where he contributes to development, UI design, and client outreach. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes both internal and third-party managers and incorporates strategic asset allocation and tax-aware strategies as part of its portfolio implementation.

Elizabeth Hodgman is a financial advisor with UBS Financial Services in Simsbury, CT, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Merrill and Wells Fargo Clearing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor investment strategies.

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.

Brian Longyear is a financial professional with one year of industry experience, currently associated with Cetera. He holds Series 65 and Series 63 licenses and has worked at several firms including Alera Group and Northwestern Mutual. He also operates C.M. Smith Financial, providing financial services, and is involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services through a large network of independent advisors.

Vasken Fereshetian is an Investment Consultant at Fidelity Investments, where he has been serving clients since 2026. He collaborates with clients to develop long-term investment strategies through co-created financial plans, emphasizing understanding clients and their families as a key part of his approach. His professional experience at Fidelity Investments spans multiple roles, including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate, reflecting a progressive career within the company from 2020 onward. Outside of work, Vasken has interests in comedy, food, table tennis, and tennis.

Nicholas Fusco is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cantella & Co., Merrill, and Tauber Asset Management. Outside of advising, he is the sole owner of Osprey Legal, LLC, a law firm. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Michael Nobile is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Cadaret, Grant & Co., Securities America Advisors, and Investacorp Advisory Services, along with over four decades leading Nobile Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.