Jorgens Remy serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with Merrill clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His work focuses on empowering clients with knowledge and tools to manage their financial lives effectively. Jorgens holds the Personal Investment Advisor (PIA) designation and completed his secondary education at the University of Connecticut, receiving a High School Diploma/GED and attending courses without obtaining a degree. His approach involves helping clients identify their financial priorities to develop strategies aimed at achieving their goals.

James Ferris is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Columbia Management Investment Distributors and Oracle Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both proprietary and third-party strategies.

Elizabeth Hodgman is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and has worked at UBS, Merrill, and Wells Fargo Clearing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including discretionary portfolio management and alternative product distribution.

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 with Merrill in West Hartford, CT, holding a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2022, Taylor worked in various roles across retail and service industries, including positions at Planet Fitness and American Eagle Outfitters. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, and charitable organizations.

Josy Santiago is a financial advisor at Ameriprise in Manchester, CT, holding the Series 66 designation. Santiago has one year of industry experience, having previously worked in real estate and related fields. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Lucas Van Zandt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Waddell & Reed, Wells Fargo Clearing, Banc of America Investment Services, Quick & Reilly, and Morgan Stanley Dw Inc. He has extensive background working with various insurance carriers through W&R Insurance Agencies. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

Brian Longyear is a financial professional at Cetera with Series 63 and Series 65 credentials and one year of industry experience. He previously worked with Northwestern Mutual and has been involved with C.M. Smith Financial, where he provides financial services. Longyear has also served as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a diverse range of investment programs and strategies.

Robert Pike is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Bristol, CT. He joined Thrivent in 2026 and has prior experience in education and retail, including roles at Liberty University, Tunxis Community College, and The Home Depot. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning with written recommendations across various topics, allowing clients to combine planning with managed-account services under a consolidated billing option.

Michael Przygocki is a financial advisor with Ameriprise in Plainville, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm serves clients through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Vasken Fereshetian is an Investment Consultant at Fidelity Investments, where he has been serving clients since 2026. He collaborates with clients to develop long-term investment strategies through co-created financial plans, emphasizing understanding clients and their families as a key part of his approach. His professional experience at Fidelity Investments spans multiple roles, including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate, reflecting a progressive career within the company from 2020 onward. Outside of work, Vasken has interests in comedy, food, table tennis, and tennis.

Nicholas Fusco is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cantella & Co., Merrill, and Tauber Asset Management. Outside of advising, he is the sole owner of Osprey Legal, LLC, a law firm. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Michael Nobile is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services. He has operated Nobile Financial Group since 1982. 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.

Albert Bourjaili serves as a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he focuses on creating personalized wealth management strategies tailored to each client's financial goals and changing market conditions. He provides access to investment insights from Merrill and banking and lending solutions through Bank of America. Albert’s expertise encompasses corporate benefits, education planning, employee benefits planning, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. He guides individuals toward an organized and strategic approach to personal finance, working closely with clients to develop long-term financial strategies. He holds a Bachelor's Degree from the University of Connecticut and a Master's Degree from Rensselaer Polytechnic Institute. Albert has earned professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Outside of his professional work, he is involved with Big Brothers Big Sisters and enjoys hiking, spending time with his family, and traveling.

Jordan Hickey is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after 14 years at Capital Wealth Management, LLC and Commonwealth Financial Network. Outside of his advisory work, he serves as power of attorney for his elderly grandfather, managing his financial accounts and bill payments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports implementation through its advisory programs and affiliated firms.

Jonathan Fucci is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Key Investment Services LLC and Infinex/United Bank. Fucci is also involved in commissions on property and casualty policy renewals with Farmers Insurance in Canton, CT. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various platforms and tools to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Nicole Bailey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked extensively in investment-related roles with PFS Investments Inc. since 2012 alongside her tenure at Primerica Financial Services beginning in 2006. Outside of advising, she is a partner in a small business, 20 Chestnut, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with about 3,698 advisors and approximately $15.5 billion in assets under management. The firm delivers model-driven investment strategies and provides custody and trade execution through third-party providers.

Philip Gordon is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Gordon holds a Series 63 designation. Outside of his advisory role, he serves as a trustee for a trust based in Madison, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process that supports a broad range of retail and institutional clients.

Conner Morgan is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at American Income Life and Renewal By Andersen as well as a period in full-time education. 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 range of financial planning and portfolio management services through a large network of investment adviser representatives.