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 Mc Mahon is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2009, concurrently working at Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of individual and institutional clients. The firm leverages its integration with Bank of America to access a broad array of investment products and related financial services.

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.

Mary Thompson is a financial advisor with Edward Jones in Windsor, CT, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Oldfields School and Stanley Black and Decker. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of managed strategies and separately managed accounts, operates under a fiduciary standard, and reported approximately $1.01 trillion in assets under management.

Shawn Mccormick is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves 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 utilizes structured planning processes supported by proprietary tools and modeling techniques.

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.

David Fasi is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. Outside of his advisory work, he has presented on employee stock ownership plans (ESOPs) at the University of Connecticut and served on a committee of the Estate & Business Planning Council of Hartford. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, utilizing proprietary capital market assumptions and research to tailor investment strategies. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Kathleen Tremblay is a Series 66-licensed financial advisor with Merrill, based in West Hartford, CT, with 14 years of industry experience. She has worked at Merrill since 2008 and at Bank of America, N.A. since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The program integrates Merrill’s investment capabilities with Bank of America’s broader platform, including access to diverse products and services.

Andrea Pease is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has worked at LPL Financial since 2023 and previously at Securities America Advisors and National Planning Corporation. Pease also operates Professional Investors Network, LLC, an investment-related business entity. 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 from LPL Research and third-party subadvisors.

Anthony De Grandi is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Merrill since 2009 and has also worked at Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to various products and services beyond typical managed account offerings.

Julia Cavallo is a Financial Consultant at Fidelity Investments, where she has been working since 2024. She has been with Fidelity Investments since 2017, holding several roles including Planning Consultant, Relationship Manager, and Financial Representative. Julia collaborates closely with individuals and families to co-create personalized financial plans that align with their goals and family values. Throughout her career, Julia has focused on fostering trusted relationships and providing ongoing guidance to help clients prepare for significant life milestones and transitions. Her approach centers on understanding clients' priorities to assist them in navigating their financial journeys with confidence. Outside of her professional work, Julia has interests in baseball, football, pilates, and skiing.

Daniel Dionne is a Series 66-registered financial advisor with 16 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held prior roles at Prudential Investment Management Services, Global Portfolio Strategies, Inc., and GWFS Equities, Inc. Dionne has also operated as a self-employed advisor. Cambridge Investment Research Advisors serves a diverse range of clients, including individuals, retirement-plan sponsors, and charitable organizations. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party model strategies tailored to client objectives.

Andrea Martin is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 66 credentials. She has 27 years of industry experience and has been with Merrill Lynch and Merrill since 1984. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates investment management with Bank of America’s broader platform, providing access to a wide set of products and services.

Peter Murphy is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 44 years of industry experience to his role. He specializes in areas such as college education planning, employee financial health, and retirement income, developing personalized financial strategies to help clients pursue their long-term goals. Peter holds a Bachelor's Degree from the University of California, San Diego (UCSD) and a Master's Degree from Trinity College. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Peter enjoys spending time with his family and friends, reading and writing history, playing tennis and golf, and traveling with his wife.

Taylor Webber is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Their work history includes roles at several firms and institutions, including the University of Maryland and Suffield Public Schools. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment products and model portfolios.

Amanda Benecchi is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds the Series 66 designation and operates out of Avon, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of 23,701 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Thomas Pringle is a financial advisor with LPL Financial in Avon, CT, holding a Series 63 designation and 43 years of industry experience. He has been with LPL Financial since 2009. Pringle serves as a co-trustee for a client account in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Elisa Stark Rifkin is a CFP®-certified financial advisor with 37 years of industry experience. She has been with Ameriprise since 2005, currently serving in Glastonbury, CT. Outside of her advisory role, she owns and operates Elisa Stark-Rifkin Coaching, a consulting business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Neil Holt is a financial advisor with Ameriprise in West Hartford, CT, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked for 15 years with the Amity Regional School District #5. He also manages an advisory business through Common Sense Holdings, LLC. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria, providing written recommendation reports that address income strategies, Social Security options, and tax-smart withdrawals. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice.

Lynn Denucci is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked at Merrill since 1993 and concurrently with Bank of America since 2009. In addition to her advisory role, she is the owner of several non-investment related LLCs managed by a trust. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of discretionary and model-based investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.