Changyong Shi is a financial advisor at Edward Jones in Canton, CT, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Wenbo Investment and spent nine years at Barnes Group. 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 and offers a range of advisory programs, investment strategies, and affiliated financial services through a large network of advisors and branch offices.

Michael Behrens is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding a Series 63 designation and bringing 54 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Behrens also operates as an independent insurance agent, focusing on disability, fixed annuities, life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations within annual planning engagements.

William Matzinger is a CFP® with 30 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Lincoln Financial Advisors and Merrill. He also conducts non-variable insurance business under Charter Oak Financial. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Dante Ambrogio is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at UBS since 2013. Outside of his advisory role, Ambrogio serves on the Board of Directors for the Cesare Barbieri Endowment, assisting in hosting public lectures on Italian arts and academia. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor investment plans to clients’ goals.

Timothy Rhouddou is a financial advisor at Raymond James Financial with a Series 66 designation. He has held roles at several firms including Commonwealth Financial Network, Fidelity Investments, and Northwestern Mutual Investment Services. Outside of finance, he has experience working with Skyhawks Sports Camps and in academic settings at Bryant University and the University of Massachusetts at Amherst. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to tailor recommendations to client goals.

Nicholas Sheridan is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized financial planning, helping individuals, families, and business owners integrate various aspects of their financial lives into comprehensive strategies. His client focus includes areas such as college education planning, executive compensation, family wealth management strategies, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Sheridan holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Connecticut and completed his high school education at Ellington High School. Sheridan's approach is centered on understanding client priorities beyond wealth, fostering long-term relationships to address evolving financial needs. Outside of his professional work, Nicholas Sheridan engages in community activities with organizations such as the Great Hartford Gives Foundation, The Bushnell Center for the Performing Arts, and The Health Collective. His personal interests include golfing, spending time with his family, traveling, and watching movies.

Joseph Murphy is a CFP® professional with 40 years of experience in the financial services industry. He has worked at LPL Financial since 2011, with additional experience at United Bank, Infinex Investments, Key Investment Services, Connecticut Investment Management, Newalliance Investments, and OSAIC Institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.

Emily Hodgdon is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017, and has additional work experience at the Florida Department of Agriculture and Consumer Services since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment solutions through both direct and employer-sponsored financial planning arrangements.

William Lohrey is a Series 65 licensed financial advisor at Edelman Financial Engines with three years of industry experience. His prior positions include roles at Financial Engines Advisors L.L.C., Connecticut Wealth Management, New York Life Insurance GBS, Cigna Life Insurance Company, and Ameritas Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

David Sacharko is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets solutions.

Kevin O’Shea is a financial advisor with RBC Capital Markets in Hartford, CT, holding a Series 66 designation and 20 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for a combined 17 years. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through various internal and external managers, supported by RBC Capital Markets’ broad capital-markets capabilities.

Roxanne Donahue is a Financial Consultant who focuses on helping individuals and families improve their financial futures. She emphasizes guidance and education to assist clients in focusing on their goals and navigating financial challenges. Her approach involves collaborative planning to create strategies aimed at providing peace of mind for the future. Roxanne has experience working with Fidelity Investments, where she served as a Financial Representative from 2023 to 2024, and then as an Investment Consultant from 2024 to 2026. Outside of her professional work, Roxanne's interests include cooking and baking, fishing, spending time at the lake, music, pets, and yoga.

Lourdes Rhodes is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as a Senior Vice President for The Rhodes Group since 2010. She works with individuals, families, and business owners to provide comprehensive financial planning and wealth management services. Lourdes specializes in areas including retirement preparation, equity compensation management, estate and legacy planning, tax minimization, and values-based investing. She holds professional designations such as Certified Financial Planner (CFP) and Certified Plan Fiduciary Advisor (CPFA), bringing a strategic perspective to complex financial matters. Lourdes earned her bachelor's degree from the University of Connecticut School of Business. Outside of her professional work, Lourdes is involved with Tolland Lacrosse and enjoys spending time with her family, engaging in activities such as hiking, biking, running, soccer, racquetball, swimming, cooking, traveling, and yoga.

Patrick Willcutts is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as president and is a member of the Finance Oversight Committee for Rotary International District in Evanston, IL. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Yolanta Rondinelli is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She has worked at Cetera and affiliated entities since 2021 and is also the Client Service Manager at Reed Financial Planning Services, LLC, a role she has held since 2019. Additionally, she is involved in the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a large network of over 10,000 advisors and approximately $256 billion in assets under management.

Benjamin Swain is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Ameritrade, Equitable Advisors, and Advised Assets Group. Currently based in West Hartford, CT, Swain has been with Charles Schwab since 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Jennifer Carroll is a financial advisor with Raymond James & Associates in Glastonbury, CT. She holds the Series 66 designation and has 10 years of industry experience, including prior roles at Merrill and Bank of America, N.A. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, and municipal entities—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ryan Buser is a financial advisor at Merrill with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Morgan Stanley, BMO Capital Markets Corp., and KLS Advisors. Outside of finance, he owns ThreePaddy Games, LLC, a business focused on designing and producing board games. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Halima Adam Dabre is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various JP Morgan entities since 2010. Outside of her advisory role, she was involved with Red Carpet Homecare, LLC for five years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

James Desrocher is a financial advisor at DeNovo Financial in Windsor, CT, holding Series 63 and Series 66 registrations with 10 years of industry experience. He previously worked at Keynote Financial Services, LLC for 11 years. DeNovo Financial serves individuals and families, including trust and estate accounts, providing investment management, retirement planning, and financial planning. The firm employs a research-driven investment process focused on long-term business ownership and dividend income growth, with individualized portfolio management and financial planning offered as core services.