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.

Michael Gilliland is a financial advisor with Mass Mutual Investors Services in Middletown, CT, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Lincoln Financial Advisors, where he worked for 18 years. He has been with Mass Mutual Investors Services since 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and supports a range of event-driven planning programs.

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.

Daniel Eberle is a financial advisor with Raymond James & Associates holding a Series 66 designation and 20 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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.

Jessica Hendrickson is a financial advisor at Morgan Stanley with 11 years of experience at the firm and holds a Series 66 designation. She is based in Hartford, CT, and has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers financial plans using structured discovery conversations and firm-approved planning tools.

Guillermo Robles is a financial advisor at Fidelity with a Series 66 designation and 12 years of industry experience. His work history includes roles at Janney Montgomery Scott, Merrill, Bank of America, and Wells Fargo. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Nicolas Piscitelli is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2011. He specializes in advising executives, business owners, individuals, and their families on financial strategies, banking, and retirement planning. His role includes providing proactive communication and acting as a liaison between clients and the extensive financial advisory resources available through his team. With over a decade of experience, Nicolas focuses on areas such as corporate executive services, education planning, executive and equity compensation, family wealth management, legacy planning, small business strategies, and supporting women and wealth. His approach centers on building long-term relationships and helping clients achieve financial independence while managing risk in wealth transitions. Nicolas earned a Bachelor of Science degree in Financial Management with a minor in accounting from Salve Regina University, where he was a four-year letter winner for the football team. He holds the Personal Investment Advisor (PIA) designation. Nicolas resides in Wethersfield, Connecticut with his wife, two children, and their two dogs. He has been recognized by Forbes in their 2024 "Top Next-Generation Wealth Advisors Best-in-State" list.

Michael Tangney is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2007. Outside of his advisory role, he serves on the board of directors for Rick's Place, a nonprofit organization. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Seth Diamond is a CFP® professional with 32 years of industry experience, currently serving at Raymond James & Associates since 2025. Prior to this, he worked at Janney Montgomery Scott LLC for eight years and the predecessor Janney Montgomery Scott for four years. Outside of his advisory role, he coordinates a monthly Investor's Business Daily meetup in Hartford and plays bass guitar in a local rock band. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Robert Caiaze is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes positions at Wells Fargo Advisors LLC and City National Bank. Outside of his advisory role, he serves on multiple nonprofit boards and committees, including Ronald McDonald House Charities of Connecticut and Western Massachusetts, where he chairs the investment committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofits. The firm offers tailored advisory programs and portfolio management services, utilizing both in-house and third-party investment managers.

Jeffrey Leone is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Ameriprise since 2012, currently serving as a financial advisor in Glastonbury, CT. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, emphasizing the use of Ameriprise-managed accounts and algorithmic automation overseen by dedicated committees.

Bryant Shirreffs is a Financial Advisor with Merrill Lynch Wealth Management. He holds professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Wealth Management Advisor™ (AWMA®), and Personal Investment Advisor (PIA). Bryant specializes in working with entrepreneurial clients to navigate complex financial situations by applying a structured and disciplined wealth management process. His approach focuses on delivering a consistent, process-oriented experience that enables clients to make informed, long-term decisions. He employs a resourceful, risk-managed, and impact-driven methodology in his practice. He earned both his bachelor's and master's degrees from the University of Connecticut.

Daniel McMahon is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Merrill since 2009 and has worked at Bank of America, N.A. since 2011. 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 and profit-sharing plans, corporations, and charitable organizations.

Richard Vogler is a financial advisor with Ameriprise in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advisory work, he serves on the board of the Point O' Woods Association Inc. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Shawn Mccormick is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools, without providing individual security recommendations as part of standalone planning.

Christopher Rizzio is a CFP® with four years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He previously worked at the University of Hartford for seven years. Outside of his advisory role, he is also an independent insurance agent and an independent contractor for Varsity Tutors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, including proprietary and third-party strategies, with both discretionary and non-discretionary implementations tailored to client objectives.