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.

Peter Murphy is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 44 years of industry experience to his role. He specializes in areas such as college education planning, employee financial health, and retirement income, developing personalized financial strategies to help clients pursue their long-term goals. Peter holds a Bachelor's Degree from the University of California, San Diego (UCSD) and a Master's Degree from Trinity College. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Peter enjoys spending time with his family and friends, reading and writing history, playing tennis and golf, and traveling with his wife.

Taylor Webber is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Their work history includes roles at several firms and institutions, including the University of Maryland and Suffield Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment products and model portfolios.

Amanda Benecchi is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds the Series 66 designation and operates out of Avon, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of 23,701 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Pringle is a financial advisor with LPL Financial in Avon, CT, holding a Series 63 designation and 43 years of industry experience. He has been with LPL Financial since 2009. Pringle serves as a co-trustee for a client account in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Elisa Stark Rifkin is a CFP®-certified financial advisor with 37 years of industry experience. She has been with Ameriprise since 2005, currently serving in Glastonbury, CT. Outside of her advisory role, she owns and operates Elisa Stark-Rifkin Coaching, a consulting business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Neil Holt is a financial advisor with Ameriprise in West Hartford, CT, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for 15 years with the Amity Regional School District #5. He also manages an advisory business through Common Sense Holdings, LLC. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, providing written recommendation reports that address income strategies, Social Security options, and tax-smart withdrawals. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice.

Lynn Denucci is a financial advisor with Merrill in West Hartford, CT, holding Series 63 and Series 65 licenses and over 33 years of industry experience. She has worked at Merrill since 1993 and Bank of America since 2009. 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.

Scott Reed is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cetera since 2021 and was previously with Voya Financial Advisors from 2014 to 2021. Outside of financial services, Reed owns Glastonbury Sports Photography, where he photographs youth sporting events. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing multiple program structures and a multi-manager platform.

J. Brendan Wood is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with LPL Financial and previously worked at Bank of America and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Manjur Chowdhury is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. He has been with Merrill since 2016 and previously worked at JCPenney from 2015 to 2020. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Joshua Opdenbrouw is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Big Y and Price Chopper Supermarkets. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning relationships using firm-approved software and emphasizes investment categories and strategies in its recommendations.

Rodrigo Esperon is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 65 credentials and having 13 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and Scottrade, Inc. since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal alternative investments program, supported by its integrated operational structure.

Matthew Marques is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and research-driven strategies.

Stephen Anagnostou is a financial advisor with J.P. Morgan Securities in Newington, CT, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Barnum Financial Group, and MSI Financial Services. He has worked with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Frank Longobardi is a financial advisor with LPL Financial based in Glastonbury, CT, holding a Series 66 designation and bringing 22 years of industry experience. He has been associated with LPL Financial since 2004 and operates Somerset Wealth Strategies, LLC, a registered investment advisory firm that sells fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various technology-supported investment strategies.