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.

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 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.

Elizabeth Hodgman is a financial advisor with UBS Financial Services in Simsbury, CT, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Merrill and Wells Fargo Clearing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor investment strategies.

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.

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 at Merrill with a Series 66 credential and four years of industry experience. Prior to joining Merrill, Taylor held various roles in retail and hospitality sectors. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.