Jamie Glenn is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Merrill since 2008. Outside of his advisory role, Glenn serves on the board of the International Order of the Rainbow for Girls and supports the Enfield High School band as a board member, assisting with chaperoning and fundraising. 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 wide range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated into Bank of America’s broader platform, enabling access to a variety of investment products and services.

Curt Christensen is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Cetera since 2023. His prior experience includes roles at Cetera Wealth Services, LLC and VOYA Financial Advisors. In addition to his advisory work, he operates as an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers, supporting a variety of program structures and investment strategies.

Christopher Davey is a financial advisor at Edward Jones with 14 years of industry experience. His prior work includes roles at MassMutual Life Insurance Co, Penn Mutual Life Insurance Company, and Prudential Insurance Company of America. Outside of his advisory career, he owns a business selling items on eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of investment strategies and affiliated services, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch footprint.

Kristina Oswald is a CFP®-certified financial professional with 38 years of industry experience. She is affiliated with Cetera and Kelly & Company Wealth Partners LLC, and has held roles at various Cetera entities since 2013. Oswald serves on the subcommittee overseeing the endowment funds for the First Congregational Church Canton Center and holds board positions with the Financial Planning Association of Connecticut and the Canton Community Health Fund. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, leveraging a nationwide advisor network and a variety of program options including model portfolios, third-party managers, and bespoke strategies.

Kenneth Mcmanus is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, and National Planning Corporation. He is also involved in insurance and financial services through his ownership of Kenneth McManus Financial Services LLC and related entities. OSAIC serves a broad range of retail and institutional clients and offers integrated brokerage and advisory services, financial planning, and access to diverse investment options. The firm supports both discretionary and non-discretionary account management, employing various asset-allocation tools and third-party platforms to tailor portfolios.

Maureen Keating is a financial advisor at UBS Financial Services with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Merrill and Bank of America. Keating serves as trustee for family trusts related to education and support. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of investment products and capital markets solutions.

Jared Hill is a CFP® professional with five years of industry experience, currently serving at Mass Mutual Investors Services. His career includes roles at Mass Mutual Life Insurance Company and earlier positions in athletics and coaching. Outside of financial advising, he is a professional disc golf athlete who competes in local tournaments. Mass Mutual Investors Services is a subsidiary of MassMutual that offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools to deliver collaborative, personalized financial recommendations.

Stephen Bacon Sr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 35 years of industry experience. His prior work includes long-term roles at Bacon Financial Group and Concourse Financial Group Securities Inc. In addition to advising, he owns a tax preparation business and serves as a notary public. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

James Galloway is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked with Cambridge Investment Research since 2020 and has been involved in public education since 2015. Outside of advising, he is a board member of the Somers Board of Education and the Northern Connecticut Chamber of Commerce, and he owns Northern Connecticut Lacrosse, an LLC focused on coaching lacrosse players. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and retirement plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various platform arrangements and both discretionary and non-discretionary strategies tailored to client objectives.

Tawana Anderson is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and seven years of industry experience. She has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Gregory Grande is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in financial services. He joined Merrill Lynch Wealth Management in February 2000, bringing a broad knowledge base from previous roles in trading, trusts, and advisory firms. In his current role, he helps clients identify, develop, and implement long-term strategies to address personal and business financial needs. His expertise includes a wide range of areas such as college education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. Gregory holds a Bachelor's degree from the University of Massachusetts and a Master's degree focused on finance from Thunderbird School of Global Management. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Gregory is involved in community service as a volunteer for a community sailing program for children and participates with the Wickford Sailing Association. He resides in Windham County with his partner, Sue, and they share five children. His personal interests include health, wellness, travel, skiing, and restoring vintage boats.

Joseph Fortuna is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Barbara Taylor Hatje is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 designation and 26 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she serves as a Finance Committee Member for St. Pius Roman Catholic Church in Middletown, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to model potential outcomes for its clients.

John Leonard is a financial advisor at RBC Capital Markets in Hartford, CT, holding the Series 66 designation with five years of industry experience. He has worked at RBC Capital Markets since 2020 and has prior experience at V3 Logistics, FedEx, and the University of Connecticut. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs combining in-house and third-party investment management with customizable portfolio strategies and integrated financial services.

Matthew Bragg is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with UBS Financial Services since 1996. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Alexander Stringer is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise Financial Services LLC, The Fat Tuna, General Dynamics Electric Boat, Andiamo Italian Restaurant, and Ed Bartelli Inc. 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 supported by research and model portfolios.

William Caruana is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, Caruana serves as a board member of the South End Community Center and has contributed to the construction of a new building for the organization. Stifel serves a diverse client base including individuals, institutions, and charitable entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Daniel Eberle is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. He has worked at Raymond James & Associates since 2021 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm provides non-discretionary advisory services supported by firm research and planning tools, and it also engages in municipal finance and institutional consulting.

Luke Violette is a CFP®-designated financial advisor with 14 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank since 2022. He previously worked at GYL Financial Synergies, LLC for five years. Outside of his advisory role, he is an active property owner responsible for maintenance and landscaping. RBC Wealth Management serves a diverse client base, including individual investors and institutional clients, offering a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers. The firm’s services include portfolio management, financial planning, custody, and brokerage, supported by RBC’s capital markets capabilities and affiliated asset managers.

Michael Snow is a financial advisor with Ameriprise in Wethersfield, CT, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a large centralized consulting team and algorithmic automation.