Lisa Moulton is a financial advisor at Merrill with 34 years of industry experience. She has been with Merrill since 1990 and holds a Series 63 designation. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

William George III is a financial advisor with LPL Financial in Farmington, CT, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Raymond James Financial Services Advisors and Prudential Financial, among other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and model portfolios.

Christina Esposito is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools.

Maureen Zavatone is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America and Morgan Stanley prior to her current role. She serves as a committee member for Old Saybrook Cares, a nonprofit organization supporting local families affected by the global health pandemic. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

Jay Bigman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 43 years of industry experience. His prior work includes 26 years at Investacorp, Inc. and roles at Securities America Advisors, Inc. and Securities America, Inc. He operates Bigman Consulting Services, LLC, a vendor for checking products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and a range of investment strategies.

Alan Weber is a financial advisor at Merrill in Hartford, CT, holding a Series 66 designation with 21 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2004 and concurrently affiliated with 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Drew Martin is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Group and the University of Louisville. 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 affiliated and third-party model portfolios, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Stephen Rotondo is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves as executor for his father's estate. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and offering a broad range of financial products and research-driven portfolio management.

Joshua Ellis is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Lincoln Financial Securities Corp and has a background that includes roles at Acadia Corporation and the University of Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Jason Warnke is a financial advisor with Ameriprise in Avon, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Warnke is involved in several non-investment-related business activities, including managing consulting services and real estate holding companies. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and emphasizes managed accounts within its investment approach.

Neil Keyser is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at UBS Financial Services, The Colony Group, and Wellington Management. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning, including asset allocation, tax-aware withdrawal strategies, and Social Security options.

Matthew Chirico is a financial advisor with Equitable Advisors in Vernon, CT, holding Series 63 and Series 65 licenses and 11 years of industry experience. His career includes roles at Axa Advisors, Infinex Investments, Northwestern Mutual Investment Services, and James Corso. Outside of advising, he owns SMD Enterprises LLC, a business selling collectibles on eBay. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

Jay Rubman is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Avantax Investment Services, Inc. and operated Rubman & Associates. Rubman is also involved with Innosure Insurance LLC as an insurance sales agent specializing in property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment strategies and third-party managers.

Matthew Ellis is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Ellis is involved in local community boards, including serving as president of a condominium association and co-owning a martial arts studio. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, delivering personalized, research-driven recommendation reports through a centralized consulting team. The firm offers a broad array of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Frederick Harrison is a Financial Consultant at Fidelity Investments, a role he has held since 2021. He partners with clients to develop comprehensive financial plans tailored to their specific goals. Frederick focuses on simplifying complex financial topics to help clients understand their options clearly. In his work, he identifies strategies aimed at assisting clients in working towards their financial objectives. Frederick's approach emphasizes collaboration and clarity in financial planning.

James Goldman is a financial advisor with RBC Capital Markets based in Hartford, CT. He holds the CFP® designation as well as Series 63 and Series 65 licenses and has 37 years of industry experience. His work history includes roles at City National Bank since 2017 and RBC Capital LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management and tailors strategies to clients’ risk profiles using a range of investment managers and program structures.

Trisha Mcmahon is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 designations and 25 years of industry experience. Her prior roles include positions at Bank of America and Merrill, each for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Seth Smith is a financial advisor with Mass Mutual Investors Services in Enfield, CT, holding a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual in 2024, he held various roles including multiple positions at Six Flags New England and the University of Connecticut. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, utilizing firm-approved analytical tools to develop collaborative annual financial plans.

Julia Weston is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 15 years of industry experience. She has been with Thrivent Financial for Lutherans since 2011 and with Thrivent Investment Management since 2010. Outside of her advisory role, she serves as the Distribution Committee Vice Chair for The Women and Girls Fund in Bristol, a nonprofit that grants funds to programs supporting women and girls. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering various topics, allowing clients to combine planning with managed-account services under a consolidated billing option while keeping the services separate.

Dhilan Shah is a financial advisor with MassMutual Investors Services in Glastonbury, CT, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Aetna. Shah is a licensed CPA, though not currently practicing, and is also licensed as an insurance agent, focusing on life, property/casualty, health, group life, and group health insurance. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using proprietary analytical tools and offers various investment programs and educational seminars.