Martin Mc Mahon is a Certified Financial Planner (CFP®) with 27 years of experience, currently serving at Edward Jones since 1998. He holds Series 63 and Series 66 licenses and is based in Windsor, CT. Outside of his advisory role, Mc Mahon is involved with the Windsor Historical Society’s Board of Finance and is a partner in DKNK Enterprises, a real estate business developing a building to house financial advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large network of financial advisors and branch offices across the United States.

Kenneth Foisie is a financial advisor with LPL Financial in Avon, CT, holding Series 63 and Series 65 credentials and over 54 years of industry experience. He previously worked at National Planning Corporation for 12 years before joining LPL Financial in 2017. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 eight years of industry experience, currently practicing with Merrill in Hartford, CT. He has held positions at Merrill since 2015, with a brief tenure at Intsel Steel East between 2021 and 2022. Outside of his advisory work, he officiates in local recreational basketball leagues and serves on the board of The D. Family Foundation Inc., a nonprofit established in honor of his late brother. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

Anne Hildreth is a Series 66-credentialed financial advisor with Merrill in Hartford, CT, with 6 years of industry experience. She has been with Merrill and Bank of America since 2013. Outside of her advisory role, she serves as a board member for the Boys and Girls Club of Hartford and the Duncaster Foundation, a nonprofit supporting the elderly. Merrill provides managed account services through its Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries with model-based and discretionary investment strategies integrated within the Bank of America platform.

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 at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Sun Life Financial and Cigna Corporation. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for the Torrington Police Activities League. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Gregory Rufa is a financial advisor with LPL Financial in Cromwell, CT, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked at Santander Securities, LLC and Santander Bank, NA before joining LPL Financial and Webster Bank in 2020. 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 advisors. The firm offers a range of financial planning, advisory programs, and brokerage services, employing both discretionary and non-discretionary management and providing access to diverse model portfolios and research.

Kenneth Rios is a financial advisor with UBS Financial Services in Hartford, CT. He holds a Series 66 designation and has worked in the financial industry since 2022, including roles at Cerios LLC, M&T Bank, and Mirapet Capital Management LLC. Prior to his financial career, he was employed at the University of Connecticut and Fairchild Wheeler Multi-Magnet High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.

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 financial advisor with Raymond James Financial in Glastonbury, CT, holding a Series 66 designation and seven years of industry experience. He previously worked at Commonwealth Financial Network for eight years and has experience in both academic and recreational roles at the University of Connecticut. Nicoletti is also involved with Capital Wealth Management, LLC as a non-variable insurance sales agent. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers tailored, non-discretionary advisory services and has a notable presence in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

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 is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked in various roles including at Amazon and the University of Connecticut. He is also a co-owner and partner of FoodHost, an online delivery service, where he contributes to development, UI design, and client engagement. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional investors with model-based and discretionary investment strategies integrated into Bank of America’s platform.

James Ferris is a financial advisor at LPL Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Columbia Management Investment Distributors, Inc. and Oracle Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with access to model portfolios and research from multiple sources.