Miya Spinella is a financial advisor at Fidelity with the Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Spinella held various roles across multiple companies including JPMorgan Chase and CVS Pharmacy. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse set of portfolios, including model portfolios for intermediary platforms.

Raymond Powell is a CFP®-credentialed financial advisor with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at Heritage Financial Services and MFS Investment Management. He also worked at a legal services firm and was involved with Bentley Service Learning & Civic Engagement Center. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services through a broad network of financial professionals.

Ryan Allison is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Cheshire, CT. He has been with Thrivent Financial and Thrivent Investment Management since 2026. His prior experience includes roles at Detwiler's Farm Market, Power Home Remodeling Group, and the University of Florida. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans without discretionary trading authority. The firm integrates planning with managed-account programs through the WealthPlan option while maintaining separate planning and investment services.

Douglas Osber is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in investment portfolio design and tactical asset allocation, serving individuals, business owners, and corporate executives. With over thirty years of experience in the investment industry, Douglas joined Merrill Lynch following the acquisition of Advest, Inc. in 2005, where he held the position of Senior Vice President, Investments. He also has experience as a producing Branch Manager at Legg Mason, Wood, Walker. Douglas earned the CERTIFIED FINANCIAL PLANNER™ certification in 1987 and holds an honors bachelor's degree in Finance from the University of Connecticut. Douglas resides in Naples, Florida. His family includes his wife, Stacie, and two daughters.

Christopher Borajkiewicz is a financial advisor with Ameriprise in Prospect, CT, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Borajkiewicz serves on the Southern Connecticut State University Alumni Board of Directors and is chair of the Southern Connecticut State University Foundation. Ameriprise provides a range of advisory, brokerage, and insurance solutions, including a retirement-income planning service tailored for individuals with significant investable assets. The firm’s approach includes detailed income and tax planning supported by algorithmic tools and oversight from specialized committees.

Greg Mendoza is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with UBS since 2009. Mendoza serves on the Professional Advisory Committee of the Hartford Foundation for Public Giving. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing a range of solutions including fee-based financial planning, portfolio management, and proprietary research.

Mark Fiano is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 35 years of industry experience. His career includes roles at Cetera Wealth Services and Faneuil, Inc., as well as operating his own practice since 1994. Outside of advising, he has been involved in managing Mar Lea Golf & Driving Range for over 40 years and works as a health insurance specialist. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors nationwide. The firm serves a diverse client base including individuals, retirement plans, and institutions, offering a range of portfolio management and financial planning services through various program structures and affiliated managers.

Christian Wolter is an advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors, Morgan Stanley, and MassMutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering written recommendations based on detailed client information and firm-approved analytical tools.

John Jezowski is a Series 66-licensed financial advisor with Merrill, based in West Hartford, CT. He has 17 years of industry experience, including prior roles at Key Family Wealth and Webster Private Bank. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Covello is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at Union Savings Bank and MetLife Securities Inc. Covello holds a Series 66 license and is based in Middletown, CT. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Wanda Mobley is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2005, totaling 21 years with the firm. 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, pension plans, corporations, and charitable organizations.

Matthew Corjulo is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. Prior to that, he was with Connecticut Financial LLC and was affiliated with the University of Connecticut in various roles from 2013 to 2017. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Krause is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including MML Investors Services, Mass Mutual Life Insurance, and The Prudential Insurance Company of America. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop systematic, model-driven portfolios.

Nigel De'ath is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with RBC Capital Markets since 2010. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's Advisory Risk Profile.

Manon Champagne is a Series 66-credentialed financial advisor with 19 years of industry experience, currently with Morgan Stanley since 2016. She serves as a non-voting member of the finance committee for Interval House, a domestic violence shelter in Hartford, CT. Manon is also a notary public in Windsor, CT. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Stephanie Field is a financial advisor with Ameriprise in Cheshire, CT, holding a Series 66 designation and five years of industry experience. She has been with Ameriprise since 2018 and has prior work experience outside finance, including roles at Vespucci's Restaurant and Eye Level Learning Center. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides tailored retirement-income planning through a collaborative, non-discretionary approach using proprietary research and third-party data.

Christopher Benjamin is a financial advisor with Wells Fargo Advisors in Southington, CT, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His career includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is the sole owner of Christopher Benjamin Financial Group, an investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, using proprietary research and planning tools to develop tailored recommendations across a broad range of financial planning areas.

Dennis Leone is a CFP®-certified financial advisor with Ameriprise Financial Service, LLC, where he has worked since 1975, accumulating 51 years of industry experience. He was also affiliated with Ameriprise Financial Services, Inc. from 2005 to 2020. He is based in Glastonbury, CT. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Cote is a financial advisor at Merrill with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at Bank of America, Principle Wealth Partners, and positions related to education and community recreation in Connecticut. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Patrick Morgan is a Vice President and Financial Consultant at Fidelity Investments. In his current role since 2024, he works closely with families to develop personalized financial strategies. Patrick aims to understand each family's unique needs and uses Fidelity's resources to create clear and tailored financial roadmaps. Patrick has built his career at Fidelity Investments, progressing through roles including Financial Consultant from 2016 to 2023, Investment Consultant from 2014 to 2016, and Relationship Manager from 2013 to 2014. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Financial from 2010 to 2013.