Albert Bourjaili serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he focuses on creating personalized wealth management strategies tailored to each client's financial goals and changing market conditions. He provides access to investment insights from Merrill and banking and lending solutions through Bank of America. Albert’s expertise encompasses corporate benefits, education planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. He guides individuals toward an organized and strategic approach to personal finance, working closely with clients to develop long-term financial strategies. He holds a Bachelor's Degree from the University of Connecticut and a Master's Degree from Rensselaer Polytechnic Institute. Albert has earned professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Outside of his professional work, he is involved with Big Brothers Big Sisters and enjoys hiking, spending time with his family, and traveling.

Jordan Hickey is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after 14 years at Capital Wealth Management, LLC and Commonwealth Financial Network. Outside of his advisory work, he serves as power of attorney for his elderly grandfather, managing his financial accounts and bill payments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports implementation through its advisory programs and affiliated firms.

Jonathan Fucci is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Key Investment Services LLC and Infinex/United Bank. Fucci is also involved in commissions on property and casualty policy renewals with Farmers Insurance in Canton, CT. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various platforms and tools to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Nicole Bailey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked extensively in investment-related roles with PFS Investments Inc. since 2012 alongside her tenure at Primerica Financial Services beginning in 2006. Outside of advising, she is a partner in a small business, 20 Chestnut, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with about 3,698 advisors and approximately $15.5 billion in assets under management. The firm delivers model-driven investment strategies and provides custody and trade execution through third-party providers.

Philip Gordon is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Gordon holds a Series 63 designation. Outside of his advisory role, he serves as a trustee for a trust based in Madison, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that supports a broad range of retail and institutional clients.

Conner Morgan is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining LPL Financial, he worked at American Income Life and Renewal By Andersen. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations nationwide. The firm offers a range of advisory programs, financial planning services, and investment management solutions supported by both proprietary and third-party research.

Matthew Tyo is a financial advisor with Cetera, holding Series 63 and Series 65 designations and possessing 15 years of industry experience. He has worked with Cetera and its related entities since 2019 and previously spent eight years with Foresters Financial. Tyo is the owner of TEAM TYO FINANCIAL ADVISORS, a financial services and asset management business operating under Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Joan (Joni) L. Suski, CFP®, CDFA®, CRPC™, CPFA®, serves as a Wealth Management Advisor, First Vice President, and Portfolio Manager at Merrill Lynch Wealth Management. She manages personalized and defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment products. Joni focuses on providing investment and retirement plan evaluation, design, implementation, and review for individuals, families, businesses, and other entities. Before joining Merrill in 2004, Joni accumulated 15 years of experience as a Certified Public Accountant and 11 years concurrently as a Certified Management Accountant. She holds several professional designations including Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Joni earned a Bachelor of Science in Business Administration with a concentration in Accounting and minors in Mathematics and Psychology from the University of Hartford. Joni is a member of professional organizations such as the Certified Financial Planner Board, National Association of Plan Advisors (NAPA), Connecticut Society of CPAs, the American Institute of Certified Public Accountants, and the Hartford Golf Club. She actively participates in community service through involvement in various charities. Joni resides in Avon, Connecticut with her husband and their three children and has interests that include baseball, soccer, and spending time with her family.

Thomas Oakley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he has worked with Wilbraham Parks, Springfield Public Schools, The Literacy Lab, and Catholic Charities Archdiocese of Hartford. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Osber is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in investment portfolio design and tactical asset allocation, serving individuals, business owners, and corporate executives. With over thirty years of experience in the investment industry, Douglas joined Merrill Lynch following the acquisition of Advest, Inc. in 2005, where he held the position of Senior Vice President, Investments. He also has experience as a producing Branch Manager at Legg Mason, Wood, Walker. Douglas earned the CERTIFIED FINANCIAL PLANNER™ certification in 1987 and holds an honors bachelor's degree in Finance from the University of Connecticut. Douglas resides in Naples, Florida. His family includes his wife, Stacie, and two daughters.

Steven Hahn is a financial advisor with Ameriprise in Avon, CT, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hahn serves as Vice President and Golf Committee Chair on the Board of Directors of the Golf Club of Avon. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research-driven modeling and tax-smart strategies to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Dakota Johnson is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked across multiple Cetera entities since 2021, as well as at Voya Financial Advisors and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Greg Mendoza is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with UBS since 2009. Mendoza serves on the Professional Advisory Committee of the Hartford Foundation for Public Giving. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing a range of solutions including fee-based financial planning, portfolio management, and proprietary research.

Mark Fiano is a financial advisor at Cetera with 34 years of industry experience and holds Series 63 and Series 65 licenses. His prior firms include Faneuil, Inc. and Cetera Wealth Services, LLC, and he has operated his own practice since 1994. In addition to his advisory work, he has been involved with Mar Lea Golf & Driving Range for over 40 years and serves as an independent insurance agent and a health insurance specialist. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and planning services, supporting both discretionary and non-discretionary account structures.

John Jezowski is a Series 66-licensed financial advisor with Merrill, based in West Hartford, CT. He has 17 years of industry experience, including prior roles at Key Family Wealth and Webster Private Bank. Merrill, along 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, and institutions.

Wanda Mobley is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2005, totaling 21 years with the firm. Merrill, along 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 plans, corporations, and charitable organizations.

Matthew Corjulo is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. Prior to that, he was employed at Connecticut Financial LLC and Terra Strategies and has experience at the University of Connecticut. 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 and profit-sharing plans, corporations, and charitable organizations.

Eric Krause is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, LLC, and The Hartford. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, the IRS-qualified Charitable Gift Fund, and registered investment companies. The firm blends fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and holds distinctive roles including CFTC registration and advisory responsibilities to multiple registered investment companies.

Nigel De'ath is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.

Manon Champagne is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with Morgan Stanley since 2016. She serves as a non-voting member of the finance committee for Interval House, a domestic violence shelter in Hartford, CT. Manon is also a notary public in Windsor, CT. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.