Michael Switchenko is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Alma Kruh is a financial advisor with Merrill, holding a Series 66 designation and bringing 28 years of industry experience. She has been with Merrill since 1997 and has concurrently worked at Bank of America, N.A. since 2011. Merrill, alongside 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, pension plans, corporations, and charitable organizations.

Christopher Ciaburri is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Merrill since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes internal and third-party investment models and supports various asset allocation approaches, including tax-aware strategies.

Hannah Perez is a financial advisor with Morgan Stanley in Hartford, CT. She holds a Series 66 designation and has prior experience at The Herbst Group, LLC, Barnum Financial Group, Alku, and Northwestern Mutual. Perez also spent three years at Merrimack College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

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.

Jason Ruimerman is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank, RBC Capital Markets, and Lord, Abbett & Co. LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, leveraging a range of in-house and third-party managers alongside integrated capital markets and lending capabilities.

Eric Gibbs is a Financial Consultant currently working at Fidelity since 2018. With a career spanning over 20 years, he has accumulated extensive experience in financial consulting roles at various companies including Voya, Prudential, and Quest Capital Strategies, where he additionally served as a Contracted Field Compliance Officer. Throughout his career, Eric has developed a skill set focused on understanding client goals and providing tailored financial advice. His professional journey reflects a commitment to helping clients navigate financial planning and investment strategies. Raised as the son of an Air Force Veteran, Eric attended Department of Defense Schools and lived in multiple countries including Thailand, England, Italy, and Germany, gaining exposure to diverse cultures and perspectives. Outside of his professional life, he enjoys fishing, hiking, skiing, outdoor adventures, and volunteering.

Adam Lattarulo is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Eagle Strategies, NYLife Securities LLC, and New York Life Insurance Company. Prior to entering the financial services industry, he was involved with Kahan O'Neill Realty and Ticket Network/Eventvest. 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, third-party asset management, and institutional platforms.

Andrew Barresi is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Lincoln Financial Distributors and Fidelity Investments, as well as experience outside finance at the Adams & Welch Restaurant Association and Giovannis Bakery. He has also been affiliated with the University of Connecticut. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolios built using proprietary research, quantitative analysis, and algorithmic construction. The firm is registered as a commodity pool operator, serves multiple registered investment companies, and utilizes algorithmic methods and AI in its investment process.

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.

Tanya Poulin is a financial advisor at Merrill with 12 years of experience, including six years in the industry holding a Series 66 designation. She has been with Merrill since 2014. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

David Caruana is a Series 66 licensed financial advisor at Stifel with six years of experience, including five years at Landscape Capital. He has been with Stifel since 2020. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Tyra Ellison is a Senior Financial Advisor with Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA). Tyra focuses on helping clients pursue personal goals such as funding education, planning for retirement, managing potential healthcare costs, and creating personalized long-term financial plans. Her approach takes into account clients’ unique perspectives and priorities to bring clarity and transparency to the wealth management process. She earned a Bachelor's Degree from Pace University.

Clara Asensio is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Kenneth Huffine is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at firms including Long View Wealth Management and Securities America. Huffine is involved with Long View Wealth Management, LLC, a business entity related to his LPL practice. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of more than $819 billion in discretionary assets.

Trey Robbins is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has held various roles within Fidelity Investments, including Investment Solutions Consultant from 2020 to 2023, Investment Solutions Representative in 2020, Interim Client Services Help Desk from 2019 to 2020, and Customer Relationship Advocate from 2018 to 2019. Prior to joining Fidelity, Trey worked as a Financial Professional at Integrity Financial Group from 2017 to 2018 and as a Financial Representative at Northwestern Mutual from 2016 to 2017. Trey holds a California Insurance License, enabling him to provide financial and insurance-related services. His approach centers on creating financial plans that simplify clients' lives and help them focus on their priorities. Outside of his professional commitments, Trey enjoys cooking and baking, family activities, fitness, exploring food as a foodie, gardening, and singing.

Jeffrey Ratner is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Royal Alliance Associates, Sii, and Northwestern Mutual Investment Management. 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 portfolios, third-party asset management, and institutional platforms.

James Sleight is a Senior Financial Advisor with Merrill Lynch Wealth Management, overseeing and coordinating the financial affairs for a select group of families, retirees, corporate executives, and business owners in central Connecticut and nationwide. With 25 years of experience delivering advice and guidance, he focuses on understanding the needs of the families he serves to become a trusted advisor. His areas of expertise include investment management, lending, retirement planning, insurance, estate trust, and philanthropic services, along with socially responsible and ESG investing. Mr. Sleight holds a Bachelor's Degree from Western Kentucky University and the Personal Investment Advisor (PIA) designation. He emphasizes personalized financial strategies tailored to clients’ long-term goals and maintains a high level of personal service through timely communication and availability. Beyond his professional role, James is involved in the community, volunteering with West Hartford Girls Softball. His personal interests include baseball, camping, football, hiking, music, reading, and traveling.

Catherine Crosby is a Financial Advisor at Merrill Lynch Wealth Management. She brings over a decade of experience as a Certified Public Accountant (CPA) to her current role, applying her expertise in tax planning and investment management strategies to assist clients with their financial goals. Catherine focuses on simplifying complex financial decisions and creating personalized plans tailored to the unique needs of individuals and families. She earned a bachelor's degree in Accounting and Management Information Systems from Gonzaga University, followed by an MBA in Finance from Babson College. Catherine holds the Personal Investment Advisor (PIA) designation, underscoring her commitment to professional development in wealth management. Beyond her advisory responsibilities, Catherine is involved in community service as the Co-Chair of the Young Professionals Group for Big Brothers Big Sisters of Eastern Massachusetts. Her personal interests include playing pickleball, reading, skiing, practicing yoga, and spending time with family.

Pedro Martinez is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at VOYA Financial Advisors and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, delivering model portfolios that incorporate mutual funds, ETFs, and ETPs.