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.

Evan Chen is a financial advisor at UBS Financial Services in Hartford, CT, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Project Destined and de Maximis, Inc., as well as ongoing involvement with the Zen Restaurant Group. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory solutions.

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 at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Bank of America, Merrill, and RBC Capital Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Seth Smith is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at the University of Connecticut and Six Flags New England. Mass Mutual Investors Services, a subsidiary of MassMutual, provides 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 provides educational seminars.

Matthew Dobie is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Barnum Financial Group. Outside of finance, he has work experience at Huskies Restaurant and the University of Connecticut. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning using firm-approved analytical tools and also provides event-driven planning services such as divorce and estate settlement.

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.

John Daddona is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the board of the Country Club of Waterbury. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Lindsay Mcleod is a financial advisor with Raymond James & Associates in West Hartford, CT, holding a Series 66 designation and 18 years of industry experience. Her prior positions include roles at UBS Financial Services, Virtus Investment Advisers, LLC, and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Heather Rossitto is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Her career includes roles at Financial Resources Group, Infinex Investments, Inc., and United Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Edward Prendergast is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Janney Montgomery Scott and Edward Jones. Outside of his advisory work, he is a musician and occasionally performs as a singer in a band on weekends. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Camille Gagliardi is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Ameriprise since 1996. Outside of advisory work, she is involved in insurance brokering focused on long-term care and co-owns businesses related to real estate and wealth management. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored, research-based recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Randall Peteros is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he teaches a seminar course in Behavioral Finance at Eastern Connecticut State University and serves on the Seaglass Village Condominium Association board, where he organizes financial statements. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers and provides integrated portfolio management, financial planning, custody, and brokerage services.

Martin Carroll is a CFP® professional with 29 years of industry experience. He has worked at Raymond James & Associates since 2017, following prior roles at Bank of America and Merrill. Outside of his advisory work, Carroll is involved in nonprofit leadership, including serving as chairman of a charitable golf tournament for the Marine Corps Scholarship Foundation and holding board positions with Connecticut-based nonprofit organizations. Raymond James & Associates is a large broker-dealer and registered investment adviser managing approximately $501 billion in assets. The firm provides financial planning and consulting services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing a range of portfolio management approaches supported by research and modeling tools.

Brian Fitzsimmons is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His previous work includes roles at Bank of America and Atlantic Furniture, as well as service in the U.S. Air Force. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elena Gomelauri is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at LPL Financial since 2011 and previously at Webster Investment Services from 2008 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various model portfolios and third-party strategies supported by advanced research and operational tools.

Geoffrey Swanson is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he serves as Board Treasurer for Gospel Volunteers Inc., where he oversees organizational finances and assists with the annual audit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals 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 a structured planning process supported by firm-approved tools.

Larrat Williams is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Edward Jones, Northwestern Mutual, and Hartford Steam Boiler. Outside of his advisory work, he owns and manages a golf driving range and snack bar and founded a nonprofit organization dedicated to maintaining land and supporting local artists and musicians in Leeds, MA. 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 and access to third-party asset management, with a platform that supports both discretionary and non-discretionary strategies.

Jeremy Buck is a financial advisor at Osaic with a Series 66 designation and three years of industry experience. Prior to joining Osaic in 2022, he worked at Stanley Black & Decker and Pratt & Whitney, and also spent eight years in full-time education. He supports registered representatives through BACH Wealth Management, LLC, where he assists with client contact and office operations. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization and discretionary management options, and is notable for its scale, complex affiliate network, and recent consolidation activities.

Justin Littlefield is a CFP® professional with 23 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors, Inc. since 2012 and previously worked at Signator Investors, Inc. from 2005 to 2012. Outside of his advisory role, he is involved in insurance and benefits activities and is the founder of Littlefield Holdings LLC. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of account implementation platforms, access to third-party advisers, proprietary model strategies, and supports both discretionary and non-discretionary management.