Martin Mc Mahon is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 1998. He is based in Windsor, CT, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Mc Mahon is a partner and owner of DKNK Enterprises, a real estate business planning to house four advisors in a new building, and serves on the Windsor Historical Society Board of Finance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, with a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.

Kenneth Foisie is a financial advisor with LPL Financial in Avon, Connecticut, holding the Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has worked at LPL Financial during two periods, from 1998 to 2005 and from 2017 to the present, with an interim 12-year tenure at National Planning Corporation. 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 broad range of advisory services, including financial planning, model portfolio access, and institutional platforms, supported by both proprietary and third-party investment strategies.

Thomas Salvo is a Financial Consultant currently working at Fidelity Investments since 2023. In his role, he collaborates with clients to design and implement financial strategies tailored to their individual stories, goals, and concerns. He assists clients in evaluating their financial situations, potential exposures, and provides recommendations aligned with their objectives. Thomas supports clients through the implementation phase and offers ongoing adjustments to help them remain on track toward their financial goals. He has considerable experience in the financial services industry, with positions including Senior Wealth Strategist at Barnum Financial Group from 2021 to 2023, Financial Planner at Prudential Securities from 2020 to 2021, and earlier roles such as Wealth Strategist at Barnum Financial Group from 2011 to 2020, and Financial Consultant at New York Life in 2011. Outside of his professional work, Thomas has interests in art, golf, hiking, pets, sailing, and tennis.

Ryan Arseneault is a financial advisor at Ameriprise with a Series 66 credential and two years of industry experience. His prior roles include positions at VHB, LPL Enterprise, and The Prudential Insurance Company of America. He holds a degree from Bryant University. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets, providing detailed written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized advice, with a focus on assets held in Ameriprise-managed accounts.

Noemi Rodriguez is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 21 years of industry experience. She previously worked at Voya Financial Partners and VOYA Financial Advisors. Rodriguez serves as the President of Prospanica Connecticut, a nonprofit organization focused on supporting Hispanic professionals through networking and career development events. She is also a trustee for a special needs trust for a family member. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial planning topics without discretionary trading authority. The firm allows clients to integrate planning with managed accounts under a consolidated billing option while keeping services separate.

Christopher De Matteo is a Series 66-licensed financial advisor with Merrill, based in Hartford, CT, and has nine years of industry experience. He worked at Merrill from 2015 to 2021 and again starting in 2022, with a one-year tenure at Intsel Steel East in between. Outside of his advisory role, he officiates basketball games at local recreational leagues and participates as a board member of The D. Family Foundation Inc., a nonprofit established in honor of his late brother that awards scholarships. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Thomas Bivona is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including City National Bank and Wells Fargo Advisors. He serves on the board of directors for the Arthritis Foundation Connecticut, where he helps organize fundraising events. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.

Michelle Liegl is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she oversees a property management company for a condominium association in Hartford, CT. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Manuel Negron is a financial advisor with Ameriprise in Cromwell, CT, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, algorithm-assisted recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies.

James Martin is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Osaic since 2023 and previously spent over two decades with Lincoln Financial Advisors Corporation and Lincoln National Life. Outside of his advisory work, Martin serves as an ordained minister and provides notary public services as well as coaching and consulting through a separate business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory, and retirement planning services with a broad selection of investment options and third-party managed account solutions.

Anne Hildreth is a financial advisor at Merrill with 13 years of experience at the firm and six years in the industry. She holds the Series 66 designation. Outside of her advisory role, she serves as a board member for the Boys and Girls Club of Hartford and the Duncaster Foundation Inc., a nonprofit supporting the elderly. 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.

James Dietter is a financial advisor with MassMutual Investors Services, holding a Series 66 credential and three years of industry experience. Prior to joining MassMutual, he worked at Northwestern Mutual in various capacities from 2022 to 2026. He is also the owner of New Start Holdings LLC, an investment-related business. MassMutual 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, and charitable organizations. The firm offers structured, collaborative planning engagements using firm-approved software and delivers recommendations without investment discretion.

Salvatore Tartaglione is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, National Association, since 2015. Tartaglione serves as a member of the Board of Finance for the Town of Easton. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools.

Jason Farkas is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He previously worked at Bank of America and Merrill from 2012 to 2022. Outside of his advisory role, he supports a charitable wristband fundraising effort for a dog shelter initiated by his son. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor client plans and offers a broad range of capital markets and fiduciary services.

Nicholas Calabrese is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Sun Life Financial and Cigna Corporation. He serves on the Board of Directors for the Torrington Police Activities League, where he acts as Treasurer. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing planning advice focused on retirement income 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 credentials and bringing 31 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Outside of his advisory role, Walsh is engaged in buying and selling 19th and early 20th-century artwork through a personal business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet specific net-worth criteria. The firm offers a wide range of planning services and integrates advisory recommendations with other financial products and referral channels.

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.