Tom Dussault is an Investment Consultant at Fidelity Investments. He focuses on assisting clients in building financial plans tailored to their unique life circumstances and financial situations. By understanding the goals, values, and concerns of clients and their families, he collaborates with them to develop strategies that aim to meet their objectives while managing life's challenges. Tom has been with Fidelity Investments since 2024, progressing through roles such as Workplace Planning Associate and Workplace Planning Consultant before assuming his current position in 2026. His professional experience centers on workplace planning and investment consulting. Outside of his professional work, Tom has interests in fitness, football, hiking, running, and skiing.

Luke Grabowski is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has worked with firms including Braley and Finnegan LLC and Mass Mutual Life Insurance Company. Outside of advisory work, he is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. 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’s approach includes collaborative annual financial planning using firm-approved software tools, with implementation options that may involve brokerage or insurance arrangements.

Antonio Alves is a financial advisor with Charles Schwab in West Hartford, CT, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Wealth Enhancement Group, Triad Advisors, KeyBank, and Prudential. He has also been involved with Artistic Demos LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment advisory services supported by multi-asset model portfolios and centralized operational infrastructure.

Jared Kahn is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their advisors to develop financial plans tailored to their specific circumstances, priorities, and goals. He has been with Fidelity Investments in various roles since 2023, including Relationship Manager and Financial Representative. Prior to joining Fidelity, Jared worked as a Financial Representative at PFS Investments from 2021 to 2023. His professional experience centers around financial planning and client relationship management. Outside of his professional work, Jared has personal interests that include baseball, beach activities, fitness, football, and golf.

Jackson Wolff is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and has been in the industry since 2023. Prior to his advisory role, he spent four years at Babson College and six years at Kingswood Oxford. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools to analyze client goals and provides collaborative, annual financial planning engagements.

Dominic Schioppo Jr. is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Metlife Securities, New England Securities, and Northwestern Mutual Investment Management. In addition to his advisory role, he operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs, emphasizing collaborative annual planning relationships with clients.

Spencer Langweil Sr is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles in hospitality and educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides advisory and brokerage services through a large network of representatives and offers a variety of financial planning and investment management solutions.

Vincent Thompson is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior roles include positions at ParPlus Partners, Crito Capital, Foreside Fund Services, and Welton Investment Partners. 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 strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Erik Lillibridge is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 11 years. He operates a sole proprietorship focused on insurance and fixed annuity sales. OSAIC serves a broad mix of retail and institutional clients by offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm uses various asset-allocation tools and third-party platforms to construct and manage diversified portfolios tailored to client needs.

Nicholas Oliveros Pipkin is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Mass Mutual since 2018. Prior to his advisory role, he served in the Army for six years and was involved with Lucky Taco and Red Robin. He is also an independent insurance agent selling fixed insurance products. 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, and charitable organizations. The firm offers a range of programs including wrap and money-manager options as well as educational seminars.

Arthur Sullivan Sr. is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2026. He previously worked at Wells Fargo Clearing for 11 years. He serves on the investment and finance committee of the American School for the Deaf. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and tools, delivering tailored recommendations through a network of financial advisors.

Perry Brown is a CFP® with 19 years of industry experience, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Valley Financial Management, Valley National Bank, Arvest Wealth Management, Raymond James Financial Services, and others. He serves as Treasurer and board member of the Litchfield Historical Society, where he handles monthly financial reporting. 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, and charitable organizations. The firm structures financial planning as annual, collaborative engagements that include detailed client analysis and written recommendations.

Sharon Alleman is a CFP®-certified financial advisor with UBS Financial Services in Hartford, CT, and has 18 years of industry experience. She has been with UBS Financial Services since 2011. Outside of her advisory role, she serves on the board of incorporators for the iQuilt Plan, an urban design initiative in downtown Hartford that connects local cultural and historic assets. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor financial plans and portfolio strategies to clients’ goals and risk tolerances.

Neill Sachdev is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America since 2018 and has been with Merrill since 2013. Outside of his advisory role, he is involved with the Civitan Club of Windsor, a charitable organization, where he serves on a committee focused on winding down the nonprofit. Merrill, along 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Brochu is a financial advisor with LPL Financial in Farmington, CT, holding a Series 63 designation and over 41 years of industry experience. He has been with LPL Financial since 1994 and operates RGB Financial, a related advisory business, which he has managed since 1984. Brochu serves on the Town of Farmington Municipal Employees Pension Plan Retirement Board and is a limited liability member of Cincinnati Donuts, LLC, an investment partnership owning several Dunkin Donuts locations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive research and technology tools.

Gary Tasillo is a financial advisor with LPL Financial in Farmington, CT, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with LPL Financial and its predecessor entities since 2004 and previously worked at Main Street Management Company for six years. Tasillo is associated with Tunxis Wealth Management, which offers health and life insurance products alongside financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment strategies and financial planning services, combining advisory platforms with extensive non-advisory financial activities.

Timothy Gibson is a financial advisor with Raymond James & Associates in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is an independent contractor musician playing in a local band. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning and advisory services that emphasize fact-based, risk-profile-driven planning with a variety of portfolio management styles and notable municipal advisory capabilities.

Benjamin Stephens is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at GWFS Equities, Inc. for three years and Shamrock Companies for 23 years before joining Fidelity in 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, long-term asset allocation strategies.

William Struss is a CFA® charterholder with 10 years of industry experience. He is currently with Mass Mutual Investors Services and MassMutual, joining in 2025. His prior experience includes roles at Orion Portfolio Solutions, Brinker Capital, JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Fidelity Investments Institutional Services Company, Inc. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Diane Brett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at LPL Financial since 2011 and previously worked at Merrill and Advest, Inc. Diane also provides financial and investment advice through American Eagle Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.