Erin Smith is a Series 65–licensed financial advisor with Edelman Financial Engines, based in Oakville, CT. She has three years of industry experience, including roles at Financial Engines Advisors L.L.C. since 2022 and Bank of America from 2015 to 2022. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Sean Scraba is a financial advisor with Raymond James Financial Services Advisors, Inc. in Glastonbury, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. Prior to joining Raymond James in 2018, he worked for Morgan Stanley Private Bank, National Association. He is one of three founding partners of Crescent Point Private Wealth LLC and also serves as president of ZK ALPHA LLC, entities formed to support business activities outside of direct investment management. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs 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.

Michael Loscialpo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 2001. In addition to his advisory role, he is a licensed attorney practicing in Connecticut, New York, and Massachusetts. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee model and ongoing manager oversight.

Kevin Mc Hugh is a financial advisor with Merrill in Glastonbury, CT, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Merrill since 2009 and 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, and institutional investors.

Brian Cohan is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has one year of industry experience and has worked at Cambridge Investment Research entities since 2023. His prior work includes roles at Chubb and PLS Logistics. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, offering a range of portfolio management options and customized strategies.

Jacqueline Ferguson is a financial advisor at Osaic Wealth, Inc. with five years of industry experience. She holds Series 63 and Series 65 designations and previously worked at TD Private Client Wealth LLC and TD Bank. Outside of her advisory role, she is involved with Ragnarok Tattoo Company, Inc. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs a variety of asset-allocation tools and third-party solutions to construct diversified portfolios for its clients.

Arthur Booker is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and has worked in various roles within Morgan Stanley since 2014. Outside of his advisory work, he serves on the Finance Committee of the First Tee of Connecticut, a youth sports organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and serves clients through both individual and corporate financial planning agreements.

Brian Kelaher is a Wealth Management Advisor based in the Farmington Merrill Lynch Wealth Management office. He has been a financial advisor with Merrill Lynch since November 2012 and has spent his entire career in financial services. Brian works with clients to develop personalized wealth management strategies that address various factors including risk tolerance, current resources, family dynamics, and long-term goals. His approach emphasizes consistent communication and collaboration to help clients navigate their financial futures. Brian holds a Bachelor's Degree in Economics from Brown University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise covers a range of client focus areas such as retirement income, legacy planning, family wealth management strategies, investment consulting for defined contribution plans, small business strategies, and college education planning. Outside of his professional work, Brian is involved with Amy's Angels in the community. He lives in Canton, CT with his wife and their two children. Brian welcomes the opportunity to learn about clients’ financial goals and to apply his knowledge and resources to support their long-term success.

Steven Norris is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Norris serves as a trustee and investment committee member for Lea's Foundation for Leukemia Research and is a board member at Easter Seals Capitol Region and Eastern CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies.

Alexander Nweeia is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at Western International Securities, Inc. for 12 years before joining LPL Financial. Outside of his advisory work, he serves as a board member for a nonprofit organization in Culver City, California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Adam Peterson is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at JPMorgan Chase Bank, Santander Bank, and Hartford Healthcare. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Tom Dussault is an Investment Consultant at Fidelity Investments. He focuses on assisting clients in building financial plans tailored to their unique life circumstances and financial situations. By understanding the goals, values, and concerns of clients and their families, he collaborates with them to develop strategies that aim to meet their objectives while managing life's challenges. Tom has been with Fidelity Investments since 2024, progressing through roles such as Workplace Planning Associate and Workplace Planning Consultant before assuming his current position in 2026. His professional experience centers on workplace planning and investment consulting. Outside of his professional work, Tom has interests in fitness, football, hiking, running, and skiing.

Luke Grabowski is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has worked with firms including Braley and Finnegan LLC and Mass Mutual Life Insurance Company. Outside of advisory work, he is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. 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’s approach includes collaborative annual financial planning using firm-approved software tools, with implementation options that may involve brokerage or insurance arrangements.

Antonio Alves is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Wealth Enhancement Group, Triad Advisors, KeyBank, and Prudential. He has also been involved with Artistic Demos LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment advisory services supported by multi-asset model portfolios and centralized operational infrastructure.

Jared Kahn is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their advisors to develop financial plans tailored to their specific circumstances, priorities, and goals. He has been with Fidelity Investments in various roles since 2023, including Relationship Manager and Financial Representative. Prior to joining Fidelity, Jared worked as a Financial Representative at PFS Investments from 2021 to 2023. His professional experience centers around financial planning and client relationship management. Outside of his professional work, Jared has personal interests that include baseball, beach activities, fitness, football, and golf.

Dominic Schioppo Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. 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 emphasizes collaborative, goal-oriented planning using firm-approved analytical tools, with a broad range of investment and insurance solutions offered through separate brokerage or insurance arrangements.

Spencer Langweil Sr is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation. His background includes roles at several hospitality and educational institutions prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Ryan Naser is a financial advisor with LPL Financial in Wallingford, CT, holding a Series 66 designation and 12 years of industry experience. He previously worked at Woodbury Financial Services for six years before joining LPL Financial, where he has been since 2022. In addition to his advisory work, he is involved in software sales through a separate business venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by model portfolios and research from multiple sources.

Vincent Thompson is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior roles include positions at ParPlus Partners, Crito Capital, Foreside Fund Services, and Welton Investment Partners. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Klaus Engstler is a financial advisor at Edward Jones in Middlebury, CT, with seven years of industry experience. He holds the CFA® and ChFC® designations, as well as Series 66 and Series 63 licenses. Engstler has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.