Robert Brochu is a financial advisor with LPL Financial in Farmington, CT, holding a Series 63 designation and over 41 years of industry experience. He has been with LPL Financial since 1994 and operates RGB Financial, a related advisory business, which he has managed since 1984. Brochu serves on the Town of Farmington Municipal Employees Pension Plan Retirement Board and is a limited liability member of Cincinnati Donuts, LLC, an investment partnership owning several Dunkin Donuts locations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive research and technology tools.

Gary Tasillo is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004 and previously worked at Main Street Management Company for six years. Tasillo is associated with Tunxis Wealth Management, which offers health and life insurance products alongside financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment strategies and financial planning services, combining advisory platforms with extensive non-advisory financial activities.

Timothy Gibson is a financial advisor with Raymond James & Associates in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is an independent contractor musician playing in a local band. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and advisory services that emphasize fact-based, risk-profile-driven planning with a variety of portfolio management styles and notable municipal advisory capabilities.

Benjamin Stephens is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at GWFS Equities, Inc. for three years and Shamrock Companies for 23 years before joining Fidelity in 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, long-term asset allocation strategies.

Sean Drinan is a financial advisor at Stifel with 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he is involved with Dream Big Basketball LLC, where he gives basketball lessons and conducts training camps. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

William Struss is a CFA® charterholder with 10 years of industry experience. He is currently with Mass Mutual Investors Services and MassMutual, joining in 2025. His prior experience includes roles at Orion Portfolio Solutions, Brinker Capital, JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Fidelity Investments Institutional Services Company, Inc. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Diane Brett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at LPL Financial since 2011 and previously worked at Merrill and Advest, Inc. Diane also provides financial and investment advice through American Eagle Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stephen Carlo is a financial advisor at OSAIC with 36 years of industry experience. He holds the ChFC® designation and is registered with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked for over two decades at Securities America Advisors, Inc. He serves as a co-trustee on a family revocable trust, acting as a tie breaker in decision-making when necessary. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services with investment strategies that utilize asset-allocation tools, risk assessment, and automated rebalancing across various asset classes.

Tyler Allen is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Enterprise Holdings, Target, and Bryant University. Merrill, along 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, and institutional accounts, utilizing internal and third-party managers.

Marilyn Zarkos is a financial advisor with LPL Financial in Enfield, CT, holding a Series 66 designation and nine years of industry experience. Her career includes roles at M&T Bank, Citizens Securities, Inc., and Edward Jones. 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.

Gregg Desmarais is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Raymond James in 2024, he worked at TD Bank N.A. and TD Private Client Wealth LLC for eight years. Desmarais serves as a school council member for Southwick Regional School and is a partner in a wealth management firm in Avon, CT. 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, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Trevor Glasgow is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Horton Team, which specializes in providing tailored financial solutions to clients. Since beginning his career with The Horton Team in 2013, Trevor has gained over a decade of experience assisting individuals, families, and businesses in managing their financial complexities. His expertise includes corporate benefits, executive services, retirement planning, portfolio management, and legacy planning. Trevor holds a Bachelor's degree from the University of Connecticut School of Business and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He works extensively with both public and private companies, managing defined contribution and benefit plans, equity compensation, deferred compensation, health savings accounts, and fiduciary services. Outside of his professional role, Trevor resides in West Hartford, Connecticut, with his wife and two sons. He supports UConn Husky Athletics and enjoys engaging in activities such as tennis, golf, cooking, and spending time with family and friends. He and his family are active members of their local community.

Emma Szalay is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2022, preceded by three years at Ameriprise. Outside of finance, she has experience with community-oriented roles such as involvement in the Team Osan Spouses Club and the USO. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to multiple registered investment companies and use of advanced technologies in portfolio management.

Derek Mazzarella is a financial advisor with LPL Financial in Glastonbury, CT, holding a Series 66 license and 16 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Park Avenue Securities and Guardian Life Insurance Company from 2010 to 2021. He is also active as an author and speaker, delivering seminars outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing both proprietary and third-party investment models.

Patricio Ortiz is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various J.P. Morgan entities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients maintain final decision authority.

Kevin Flynn is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Hammond Iles Wealth Advisors, Ceros Financial Services, and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet certain net-worth thresholds.

Lisa Moulton is a financial advisor at Merrill with 34 years of industry experience. She has been with Merrill since 1990 and holds a Series 63 designation. 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 developed by internal and third-party managers.

William George III is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 licenses and having eight years of industry experience. His prior roles include positions at Raymond James Financial Services and Prudential Financial. 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.

Christina Esposito is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools.

Maureen Zavatone is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America and Morgan Stanley prior to her current role. She serves as a committee member for Old Saybrook Cares, a nonprofit organization supporting local families affected by the global health pandemic. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.