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.

Gregg Karal is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 licenses. He has 32 years of industry experience, including over 20 years with Cambridge Investment Research Advisors. Outside of his advisory role, he works as an independent insurance agent and tax preparer. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

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.

Scott Reed is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cetera since 2021 and was previously with Voya Financial Advisors from 2014 to 2021. Outside of financial services, Reed owns Glastonbury Sports Photography, where he photographs youth sporting events. 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 consulting services through a nationwide network of independent advisors, utilizing multiple program structures and a multi-manager platform.

J. Brendan Wood is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with LPL Financial and previously worked at Bank of America and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Manjur Chowdhury is a financial advisor at Merrill with 10 years at the firm and 2 years of industry experience. He holds a Series 66 designation. Prior to his current role, he worked at JCPenney for five years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s corporate platform, allowing access to a wide range of products and services.

Joshua Opdenbrouw is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Big Y and Price Chopper Supermarkets. Mass Mutual Investors Services operates as 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 planning relationships using firm-approved software and emphasizes investment categories and strategies in its recommendations.

Rodrigo Esperon is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 65 credentials and having 13 years of industry experience. His prior work includes roles at TD Ameritrade Investment Management, LLC and Scottrade, Inc. since 2016. 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 offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a formal alternative investments program, supported by its integrated operational structure.

Matthew Marques is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and research-driven strategies.

Stephen Anagnostou is a financial advisor with J.P. Morgan Securities in Newington, CT, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Barnum Financial Group, and MSI Financial Services. He has worked with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Frank Longobardi is a financial advisor with LPL Financial based in Glastonbury, CT, holding a Series 66 designation and bringing 22 years of industry experience. He has been associated with LPL Financial since 2004 and operates Somerset Wealth Strategies, LLC, a registered investment advisory firm that sells fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, model portfolios, and various technology-supported investment strategies.

Sean Navin is a Financial Advisor with Merrill Lynch Wealth Management who focuses on constructing stock investment portfolios and helping individuals develop appropriate investment allocations. He works closely with clients to understand their short-, mid-, and long-term financial goals, providing personalized advice on general investing, retirement planning, and saving for unexpected events. Sean’s expertise spans a variety of client focus areas including college and education planning, employee benefits, equity compensation services, family wealth management strategies, institutional investment consulting, managing new wealth, personal retirement planning, and portfolio management services. He emphasizes the importance of controlling portfolio risk and creating detailed financial plans tailored to each client’s unique needs. Sean holds a Personal Investment Advisor (PIA) designation and earned a Bachelor’s Degree from Trinity College. He also offers clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional work, Sean enjoys music, reading, spending time with his family, and traveling.