Matthew Tyo is a financial advisor with Cetera, holding Series 63 and Series 65 designations and possessing 15 years of industry experience. He has worked with Cetera and its related entities since 2019 and previously spent eight years with Foresters Financial. Tyo is the owner of TEAM TYO FINANCIAL ADVISORS, a financial services and asset management business operating under Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Joan (Joni) L. Suski, CFP®, CDFA®, CRPC™, CPFA®, serves as a Wealth Management Advisor, First Vice President, and Portfolio Manager at Merrill Lynch Wealth Management. She manages personalized and defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment products. Joni focuses on providing investment and retirement plan evaluation, design, implementation, and review for individuals, families, businesses, and other entities. Before joining Merrill in 2004, Joni accumulated 15 years of experience as a Certified Public Accountant and 11 years concurrently as a Certified Management Accountant. She holds several professional designations including Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Joni earned a Bachelor of Science in Business Administration with a concentration in Accounting and minors in Mathematics and Psychology from the University of Hartford. Joni is a member of professional organizations such as the Certified Financial Planner Board, National Association of Plan Advisors (NAPA), Connecticut Society of CPAs, the American Institute of Certified Public Accountants, and the Hartford Golf Club. She actively participates in community service through involvement in various charities. Joni resides in Avon, Connecticut with her husband and their three children and has interests that include baseball, soccer, and spending time with her family.

Colleen Duffy is a financial advisor at Edward Jones in Collinsville, CT, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Edward Jones, she worked in various roles at organizations including the Broad Institute and Tufts Medical Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

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.

Thomas Oakley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he has worked with Wilbraham Parks, Springfield Public Schools, The Literacy Lab, and Catholic Charities Archdiocese of Hartford. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

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.

Hunter Ford is a financial advisor with LPL Financial in Ellington, CT. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has work experience in fitness and hospitality sectors as well as academic roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of advisors to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and portfolio management solutions, including access to third-party asset managers and institutional platforms.

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 employed at Connecticut Financial LLC and Terra Strategies and has experience at the University of Connecticut. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Krause is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, LLC, and The Hartford. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, the IRS-qualified Charitable Gift Fund, and registered investment companies. The firm blends fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs, and holds distinctive roles including CFTC registration and advisory responsibilities to multiple registered investment companies.

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.

Christopher Benjamin is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Advisors since 2009, including prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He owns Christopher Benjamin Financial Group, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm provides a broad range of financial planning and investment services, utilizing proprietary research and planning tools, with optional implementation through brokerage or advisory programs.

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.