Patrick Gority is a Financial Consultant at Fidelity, where he serves as the primary point of contact for clients. He collaborates with clients to understand their current financial situations and future goals, developing tailored plans to help them work toward what is most important. Prior to his current role, Patrick gained experience as a Private Banker and Brokerage Associate at Wells Fargo from 2013 to 2022, and as a Financial Advisor at First Investors Corp from 2011 to 2013. His background reflects a solid foundation in financial advising and client relationship management. Outside of his professional work, Patrick's personal interests include family activities, football, golf, parenthood, skiing, and surfing.

Khuong Ho is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual planning focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Seth Moran is a financial advisor at Morgan Stanley in West Hartford, CT, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Farmington Valley YMCA and Crowley Ford Lincoln. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through direct client relationships and corporate financial planning agreements.

Christopher Rupp is a financial advisor with Raymond James Financial Services, Inc. in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Raymond James in 2018, he worked at Morgan Stanley and its affiliated entities from 2008 to 2018. He is also involved as owner and partner in two support companies, Crescent Point Private Wealth, LLC and DJA Financial, LLC, and provides insurance services through Highland Capital Brokerage. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and is known for its municipal and public-finance advisory capabilities and innovative retirement plan solutions.

Glenn Shafer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Linsco/Private Ledger since 2003 and spent one year at Citigroup Global Markets. Shafer also operates a separate business under the name Shafer Investment Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Joseph Hooper is a Financial Advisor with Merrill Lynch Wealth Management, where he is responsible for working closely with clients to meet their financial goals. He focuses on helping clients calculate risk appropriately to both preserve and grow their capital. Joseph takes time to understand what matters to his clients and their families, creating strategies to pursue their short-, mid-, and long-term financial objectives. As a member of The Hooper Group, Joseph specializes in serving growing families by providing guidance on areas such as education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He works to enable clients to focus on their daily lives while securing their retirement and other important financial goals. Joseph holds a Bachelor's Degree from Central Connecticut State University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his personal time, he enjoys activities such as golfing, pickleball, fishing, hiking, boating, camping, playing chess, watching football, skiing, and visiting new breweries.

Nathanael Leveille is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Merrill and Bank of America, where he has worked for six years. His prior experience includes roles at Morgan Stanley and KeyBank. Merrill 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, pension plans, corporations, and charitable organizations.

Daniel Clark is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Clark is involved in insurance sales and serves as a partner in the Clark Agency, LLC. 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 and access to third-party asset management, with a platform supported by extensive resources and technology.

Brandon Burleigh is a CFP®-certified financial advisor with four years of industry experience, currently with UBS Financial Services in Hartford, CT. His prior roles include positions at Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory work, he owns and operates an asphalt maintenance company. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Daniel Fitzsimmons is a Financial Advisor at Merrill Lynch Wealth Management, where he works with individuals and families on a range of financial matters including investing, retirement planning, managing new wealth, and tax minimization. His approach involves taking the time to understand clients' goals, concerns, and what they want their financial life to support, allowing him to provide advice aligned with each client's priorities. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Connecticut State University. Daniel's client focus areas include personal retirement planning, portfolio management services, retirement income, and navigating financial complexity related to job transitions and equity compensation. Outside of his professional role, Daniel enjoys outdoor activities and maintaining an active lifestyle, participating in sports such as baseball, basketball, football, golfing, pickleball, and running.

Pamela Miscia is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 19 years of industry experience. She has worked at Thrivent since 2001, including 19 years with Thrivent Investment Management. Pamela serves as a board member of the Berlin Bears Youth and Football League, a nonprofit organization focused on providing youth in Berlin a structured environment for competitive football and cheer. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations across various planning topics without discretionary trading authority or portfolio management for institutional clients.

Eric Judge is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He is based in Glastonbury, CT, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Judge teaches Edward Jones-approved financial education classes at the Glastonbury Adult Education Program and serves as a board member and treasurer for The Villages II at Glen Lochen Condominium Association. Edward Jones is a wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm offers a variety of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices, and operates under a fiduciary standard.

Robert Moquin is a CFP® with 20 years of industry experience, currently affiliated with RBC Capital Markets. He previously worked at Morgan Stanley through various divisions from 2009 to 2024. Outside of his advisory role, he serves as an estate executor. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers, and integrates capital markets and lending capabilities through its affiliated entities.

Danny Parenteau is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and its related entities since 2017, including time at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Kevin Young is a financial advisor with Edward Jones in Manchester, CT, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Elisabeth Kostin is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. She has worked at MassMutual Life Insurance Co and Mass Mutual Investors Services since 2023. Elisabeth serves as an investment committee member for a nonprofit foundation where she reviews investment reports and policies and provides oversight of the organization’s Chief Investment Officer. Mass Mutual Investors Services, LLC 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 collaborative, annual financial planning engagements using firm-approved software and a range of specialized planning programs.

Eric Young is a financial advisor at UBS Financial Services in Hartford, CT. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining UBS, he worked at NEOS Investment Management, LLC and has experience outside the financial industry, including roles in education and local government. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. Its Financial Advisors use proprietary research and model-based strategies to tailor plans based on clients’ goals and risk tolerances.

Matthew Cassone is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to develop personalized financial and wealth strategies. He focuses on creating comprehensive plans, identifying investment opportunities, and working to grow and protect clients' wealth with trust, transparency, and ongoing communication. Matthew has held various roles at Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. This progression reflects his experience in financial consulting and client relationship management within the investment sector. Outside of his professional work, Matthew has interests in cars, fitness, golf, tennis, and traveling.

Anthony Maselli is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Financial in 2021, he worked with USPBL and Evansville Otters LLC and spent four years at Boston College. Outside of his advisory role, Maselli is involved in coaching activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and technology tools for research and operations.

Cara Richards Kickham is a CFP® with 21 years of experience in the financial industry. She has worked at RBC Capital Markets since 2011 and has prior experience at firms including Commonwealth Financial Network, Raymond James Financial, and Merrill. Outside of her advisory role, she is involved as an independent contractor in nutrition supplements and provides yoga and reiki services through a holistic center. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual, institutional, and charitable clients. The firm offers a range of advisory programs with tailored portfolio strategies that incorporate in-house and third-party investment managers and emphasize flexibility in rebalancing, tax management, and responsible investing.