Christopher Benjamin is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and with 39 years of industry experience. He has worked at firms within the Wells Fargo group since 2009. Benjamin also owns Christopher Benjamin Financial Group, a financial practice based in Simsbury, CT. 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, including specialized planning for business owners, sports and entertainment professionals, and special-needs analysis, using Wells Fargo research and planning tools.

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.

Jenny Bergeron is a financial advisor with LPL Financial in Glastonbury, CT, holding a Series 66 designation and 13 years of industry experience. She previously worked at Edward Jones for five years before joining LPL Financial in 2018. Bergeron is involved with Allegra Wealth Management, an entity related to her LPL business. 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 advisors. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

Scott Hinchey is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 designations and 18 years of industry experience. His prior work includes roles at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services. Outside of his advisory work, he coaches sports and fitness with the Glastonbury Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Nicholas Dobie is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 66 designations and having four years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2020. Outside of finance, he previously managed Huskies Restaurant and Bar and has been involved with the University of Connecticut since 2017. Dobie also works as an independent insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships without investment discretion.

Margaret Seabrooke is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked with LPL Financial since 2017 and has been affiliated with National Planning Corporation since 2003. Additionally, she is a CPA with a tax preparation and accounting practice dating back to 1989 and holds a non-variable insurance agent license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services with access to diverse model portfolios and research, supporting both discretionary and non-discretionary management strategies.

Eileen Martyn is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at RBC Capital Markets since 2018, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charities. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Jamie Glenn is a financial advisor at Merrill with Series 63 and Series 66 credentials and 19 years of industry experience. He 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, providing advisory support, and is also a board member for EIMA, assisting with fundraising and event organization for a high school band. Merrill, together with its affiliate Managed Account Advisors LLC, delivers 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 institutions, utilizing internal and third-party managers alongside strategic asset allocation.

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.

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.