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 a Series 66 designation and 12 years of industry experience. His work history includes roles at Janney Montgomery Scott, Merrill, Bank of America, and Wells Fargo. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Nicolas Piscitelli is a Senior Financial Advisor with 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, and retirement planning. His role includes providing proactive communication and acting as a liaison between clients and the extensive financial advisory resources available through his team. With over a decade of experience, Nicolas focuses on areas such as corporate executive services, education planning, executive and equity compensation, family wealth management, legacy planning, small business strategies, and supporting women and wealth. His approach centers on building long-term relationships and helping clients achieve financial independence while managing risk in wealth transitions. Nicolas earned a Bachelor of Science degree in Financial Management with a minor in accounting from Salve Regina University, where he was a four-year letter winner for the football team. He holds the Personal Investment Advisor (PIA) designation. Nicolas resides in Wethersfield, Connecticut with his wife, two children, and their two dogs. He has been recognized by Forbes in their 2024 "Top Next-Generation Wealth Advisors Best-in-State" list.

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 32 years of industry experience, currently serving at Raymond James & Associates since 2025. Prior to this, he worked at Janney Montgomery Scott LLC for eight years and the predecessor Janney Montgomery Scott for four years. Outside of his advisory role, he coordinates a monthly Investor's Business Daily meetup in Hartford and plays bass guitar in a local rock band. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Robert Caiaze is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes positions at Wells Fargo Advisors LLC and City National Bank. Outside of his advisory role, he serves on multiple nonprofit boards and committees, including Ronald McDonald House Charities of Connecticut and Western Massachusetts, where he chairs the investment committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofits. The firm offers tailored advisory programs and portfolio management services, utilizing both in-house and third-party investment managers.

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.

Bryant Shirreffs is a Financial Advisor with Merrill Lynch Wealth Management. He holds professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Wealth Management Advisor™ (AWMA®), and Personal Investment Advisor (PIA). Bryant specializes in working with entrepreneurial clients to navigate complex financial situations by applying a structured and disciplined wealth management process. His approach focuses on delivering a consistent, process-oriented experience that enables clients to make informed, long-term decisions. He employs a resourceful, risk-managed, and impact-driven methodology in his practice. He earned both his bachelor's and master's degrees from the University of Connecticut.

Daniel McMahon is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America, N.A. since 2011. 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.

Richard Vogler is a financial advisor with Ameriprise in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advisory work, he serves on the board of the Point O' Woods Association Inc. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Mary Thompson is a financial advisor with Edward Jones in Windsor, CT, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Oldfields School and Stanley Black and Decker. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of managed strategies and separately managed accounts, operates under a fiduciary standard, and reported approximately $1.01 trillion in assets under management.

Shawn Mccormick is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools, without providing individual security recommendations as part of standalone planning.

Christopher Rizzio is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at the University of Hartford. Outside of advising, he works as an independent contractor for Varsity Tutors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing proprietary and third-party models across various custody platforms.

David Fasi is a Series 66-licensed financial advisor with UBS Financial Services in Hartford, CT, where he has worked since 2012. He has 14 years of industry experience. Fasi has served on a committee of the Estate & Business Planning Council of Hartford and has delivered educational presentations on employee stock ownership plans (ESOPs) at the University of Connecticut. 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 and offers a broad suite of capital markets and research resources.

Kathleen Tremblay is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2008 and has concurrently worked at Bank of America, N.A. since 2013. 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 a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Hammel is a CFA® charterholder with 28 years of industry experience. He has been with Edward Jones since 2005, serving clients from Granby, CT. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs.

Anthony De Grandi is a financial advisor with Merrill and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. He is based in Farmington, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julia Cavallo is a Financial Consultant at Fidelity Investments, where she has been working since 2024. She has been with Fidelity Investments since 2017, holding several roles including Planning Consultant, Relationship Manager, and Financial Representative. Julia collaborates closely with individuals and families to co-create personalized financial plans that align with their goals and family values. Throughout her career, Julia has focused on fostering trusted relationships and providing ongoing guidance to help clients prepare for significant life milestones and transitions. Her approach centers on understanding clients' priorities to assist them in navigating their financial journeys with confidence. Outside of her professional work, Julia has interests in baseball, football, pilates, and skiing.

Andrea Martin is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with Merrill and its predecessor, Merrill Lynch, since 1984. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, institutions, and charitable organizations.