Eugene Duarte is a Senior Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he leads the KD Wealth Management Group, a multigenerational team focused on providing personalized financial guidance and planning-first strategies to families and business owners. Eugene works closely with clients on retirement planning, investment management, wealth preservation, estate planning, and multigenerational wealth transfer. With over 30 years of experience, Eugene specializes in areas including tax efficient wealth management, business owner planning, executive wealth strategies, and fiduciary guidance. He holds several professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Bryant University and is a member of the Financial Planning Association. Outside of his professional duties, Eugene values family and community involvement. He has been married over 30 years and has three children. His family participates in church, sports, music, and scouting activities. Eugene enjoys cooking, golfing, hiking, music, and spending time with his family. He and his family support community organizations including the Red Cross and CT Foodshare.

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.

Djemal Araniti is a CFP®-designated financial advisor with 27 years of industry experience, currently with LPL Financial since 2012. His prior roles include positions at Edward Jones and Valic Financial Advisors. 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, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Eliot Bassin is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 12 years of industry experience. He previously worked at LPL Financial from 2014 to 2017 before joining Cambridge Investment Research Advisors, where he has been since 2017. Outside of his advisory role, Bassin serves on the finance committees of Congregation Beth Israel and the Golf Club of Avon, and he holds volunteer board and committee positions with the Connecticut Society of Certified Public Accountants and the Estate and Business Planning Council of Hartford. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse mix of clients including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, offering a range of strategies including proprietary models, third-party manager referrals, and flexible custody arrangements.

Peter Mowry is a financial advisor with Edward Jones in Simsbury, CT, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as treasurer for a local non-profit affiliated with a church in East Granby, CT, responsible for monthly financial reporting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment programs and affiliated financial services. The firm manages over $1 trillion in assets through a national network of advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Brett Bartkiewicz is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including TD Private Client Wealth LLC and Mercer Global Advisors Inc. His career includes roles at both wealth management and investment firms. 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 uses analytical tools to align recommendations with client goals, supporting implementation through its advisory programs and affiliated advisory firms.

Robert Fry is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Mutual of Omaha and The Prudential Insurance Company of America. Outside of his advisory role, he is a managing member of Cloud Hill Farm LLC, where he assists with financial decision-making. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and systematic portfolio construction.

Kenneth Foisie is a financial advisor with LPL Financial in Avon, Connecticut, holding the Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has worked at LPL Financial during two periods, from 1998 to 2005 and from 2017 to the present, with an interim 12-year tenure at National Planning Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory services, including financial planning, model portfolio access, and institutional platforms, supported by both proprietary and third-party investment strategies.

Alexander Walsh is a financial advisor with Wells Fargo Advisors in Avon, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Wells Fargo Clearing and Advest, Inc. Outside of his advisory work, Walsh is an owner of a private collection of 19th and early 20th-century paintings that he occasionally buys and sells. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm utilizes proprietary research and tools to develop customized recommendations delivered through both meetings and written summaries.

Elizabeth Hodgman is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and has worked at UBS, Merrill, and Wells Fargo Clearing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including discretionary portfolio management and alternative product distribution.

Colleen Duffy is a financial advisor at Edward Jones in Collinsville, CT, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Edward Jones, she worked in various roles at organizations including the Broad Institute and Tufts Medical Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Barbara Comer is a CFP® with 44 years of industry experience. She is currently affiliated with OSAIC and has previously worked at Securities America Advisors, Inc., Investacorp Advisory Services, and Comer & Greak Financial Consultants. OSAIC serves a diverse client base that includes retail and institutional investors, offering integrated brokerage, investment advisory, and financial planning services through a large network of affiliated advisers and multiple advisory platforms.

Curt Christensen is a CFP® with 39 years of industry experience. He is currently with Cetera and has previously worked at VOYA Financial Advisors, Citigroup Global Markets, and Merrill. In addition to his advisory role, Christensen operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party strategies with various program structures.

James Hammel is a CFA® charterholder with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2005. He holds a Series 63 license and is based in Granby, CT. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients, offering a range of investment advisory services and managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

Yu Xiang Lin is a financial advisor at Merrill with Series 63 and Series 66 licenses and less than one year of industry experience. Prior to joining Merrill, Lin held roles at Bank of America and JPMorgan Chase Bank, N.A., and has experience in the food service industry through various business ventures. Lin is also affiliated with the NYU Professional School of Studies. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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, and institutional investors.

Amanda Benecchi is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds the Series 66 designation and operates out of Avon, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of 23,701 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Pringle is a financial advisor with LPL Financial in Avon, CT, holding a Series 63 designation and over 43 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation for seven years. Pringle serves as co-trustee in a fiduciary capacity managing a client account on a non-discretionary basis. 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.

Gregg Desmarais is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Raymond James in 2024, he worked at TD Bank N.A. and TD Private Client Wealth LLC for eight years. Desmarais serves as a school council member for Southwick Regional School and is a partner in a wealth management firm in Avon, CT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Seth Baliban is a financial advisor with UBS Financial Services in Winsted, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at UBS since 2007. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Jason Warnke is a financial advisor with Ameriprise in Avon, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Warnke is involved in several non-investment-related business activities, including managing consulting services and real estate holding companies. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and emphasizes managed accounts within its investment approach.