Nicholas Calabrese is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and previously worked at Sun Life Financial from 2016 to 2022. He serves on the Board of Directors for the Torrington Police Activities League (PAL) and acts as its Treasurer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Gregory Rufa is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Santander Securities and Webster Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 extensive resources and technology.

Kenneth Rios is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Mirapet Capital Management LLC, M&T Bank, and Cerios LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering custody, underwriting, and capital markets solutions.

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.

Michael Nicoletti is a Series 66-licensed financial advisor at Raymond James Financial with eight years of industry experience. He previously worked at Commonwealth Financial Network for eight years before joining Raymond James in 2025. Outside of his advisory role, he is associated with Capital Wealth Management, LLC, where he serves as a non-variable insurance sales agent. 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 plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work, distinguishing it among large institutional advisors.

Elissa Slavin is a Wealth Management Advisor at Merrill Lynch Wealth Management, a position she has held since 2011. She works directly with clients, managing their account administration, wealth and investment planning, and cash management needs. Her client focus areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Elissa holds a Bachelor's Degree in Finance with a specialty in investments from Central Connecticut State University. She has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to joining Merrill Lynch, she worked at Bank of America as a Teller and Sales Service Associate while completing her degree. In addition to her professional work, Elissa volunteers throughout the state with various organizations such as the American Red Cross, Junior Achievement, United Way, and YWCA. She resides in Glastonbury and enjoys biking, cooking, gardening, traveling, and spending time with her family, including her husband Zak, their two sons Myles and Max, and their Bulldogs Trooper and Vinny.

Jorgens Remy serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with Merrill clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His work focuses on empowering clients with knowledge and tools to manage their financial lives effectively. Jorgens holds the Personal Investment Advisor (PIA) designation and completed his secondary education at the University of Connecticut, receiving a High School Diploma/GED and attending courses without obtaining a degree. His approach involves helping clients identify their financial priorities to develop strategies aimed at achieving their goals.

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.

Terri Rockefeller is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial plans that address their unique ambitions and priorities. Terri focuses on helping clients plan for and fund educational expenses, prepare for retirement and potential health care costs, and create long-term strategies to support family goals. Terri brings a comprehensive approach to wealth management, emphasizing simplicity and transparency to navigate the complexities of investing. She holds a Bachelor's Degree from the University of Connecticut. Her client-centered philosophy centers on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most.

Gregory Williams is a Series 66-registered financial advisor at OSAIC with 24 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and SSN Advisory, Inc. He is also the owner of KMA Wealth Management, LLC, which offers variable life and annuity products. Outside of financial services, he holds a leadership role as president of Prospect Physician Enterprise, overseeing physician and medical group operations. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and a range of investment products to construct portfolios managed on discretionary or non-discretionary bases.

William Desautelle III is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at ESPN, WCTV, and Penn State Athletics, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery with oversight of affiliated and unaffiliated sub-advisers.

Taylor Esposito is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2022, Taylor worked in various roles across retail and service industries, including positions at Planet Fitness and American Eagle Outfitters. 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, pensions, and charitable organizations.

Josy Santiago is a financial advisor at Ameriprise in Manchester, CT, holding the Series 66 designation. Santiago has one year of industry experience, having previously worked in real estate and related fields. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Lucas Van Zandt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Waddell & Reed, Wells Fargo Clearing, Banc of America Investment Services, Quick & Reilly, and Morgan Stanley Dw Inc. He has extensive background working with various insurance carriers through W&R Insurance Agencies. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

Brian Longyear is a financial advisor at Cetera with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Northwestern Mutual and operates C.M. Smith Financial, a separate financial services business. Longyear also holds a role in fixed insurance sales and service. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement various portfolio management strategies and provides access to both affiliated and third-party managers.

Michael Przygocki is a financial advisor with Ameriprise in Plainville, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm serves clients through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Vasken Fereshetian is an Investment Consultant at Fidelity Investments, where he has been serving clients since 2026. He collaborates with clients to develop long-term investment strategies through co-created financial plans, emphasizing understanding clients and their families as a key part of his approach. His professional experience at Fidelity Investments spans multiple roles, including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate, reflecting a progressive career within the company from 2020 onward. Outside of work, Vasken has interests in comedy, food, table tennis, and tennis.

Nicholas Fusco is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cantella & Co., Merrill, and Tauber Asset Management. Outside of advising, he is the sole owner of Osprey Legal, LLC, a law firm. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Michael Nobile is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services. He has operated Nobile Financial Group since 1982. 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, third-party asset management, and institutional platforms.

Albert Bourjaili serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he focuses on creating personalized wealth management strategies tailored to each client's financial goals and changing market conditions. He provides access to investment insights from Merrill and banking and lending solutions through Bank of America. Albert’s expertise encompasses corporate benefits, education planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. He guides individuals toward an organized and strategic approach to personal finance, working closely with clients to develop long-term financial strategies. He holds a Bachelor's Degree from the University of Connecticut and a Master's Degree from Rensselaer Polytechnic Institute. Albert has earned professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Outside of his professional work, he is involved with Big Brothers Big Sisters and enjoys hiking, spending time with his family, and traveling.