Lawrence Murphy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and with 51 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent nine years at Prudential Equity Group, LLC. Murphy serves on the finance committee of the South Windsor Rotary Club, where he participates in evaluating donation requests and community events. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Elizabeth Jacovino is a CFP®-certified financial advisor with 28 years of industry experience, currently practicing at RBC Capital Markets since 2008. She has served as an adjunct professor teaching estate planning at Pace University. Outside of her advisory role, she is involved in owning and managing multifamily real estate properties through several active entities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs providing portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers to meet specific client needs.

Gregg Maleri is a CFP® professional with 25 years of industry experience, currently advising clients at Ameriprise in Glastonbury, CT. He has worked at Ameriprise and its affiliated entities since 2017, with prior experience at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Ameriprise Financial Services is a large, diversified advisory firm serving both 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 reliable income sources and tax-aware withdrawal strategies.

James Bockstahler is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, JP Morgan Securities LLC, Hornor Townsend & Kent Inc, 21st Century Financial, and LAZ Parking. UBS Financial Services 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, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Brian Haggerty is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Virtus Investment Partners and Vp Distributors Inc. outside of his current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, delivering model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to registered investment companies and employs systematic methodologies that include the use of AI and long-term asset allocation benchmarks.

Margaret Moore is a CFP®-certified financial advisor with three years of industry experience, currently with Mass Mutual Investors Services. She previously worked at The Donohue Group for 16 years and has held roles at MassMutual Life Insurance Company since 2022. Outside of her advisory work, she serves as a manager and trustee for a family investment company and also engages in outside insurance sales focusing on life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative planning processes, offering a range of investment and planning solutions without discretionary authority over client investments.

Emily Richardson is a financial advisor at OSAIC with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, Lincoln Financial Distributors, and Ameriprise. Richardson serves as Director of Special Projects on the Women in Insurance and Financial Services National Board, where she chairs the Sales and Marketing and Editorial Committees and advises on Membership Engagement and Chapters Committees. OSAIC serves a broad client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing diversified strategies and platforms supported by comprehensive financial planning and multiple custodial arrangements.

Barbara Ludlow Taussig is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 65 licenses and 41 years of industry experience. She has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach incorporates structured discovery conversations and advanced planning tools without providing individual security recommendations as part of standalone plans.

David Guardia is a financial advisor with LPL Financial in Newington, CT, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He worked at Edward Jones for five years before joining LPL Financial in 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and various technology tools.

Joseph Witkowski is a CFP® and Series 65 credentialed financial advisor with five years of industry experience. He has worked at Ameriprise since 2026 and previously spent six years with Thrivent Advisor Network, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice supported by a centralized team, combining internal research and third-party data to deliver written recommendations focused on income sources and tax-aware withdrawal strategies.

Nicole Higgins is a Financial Consultant currently working at Fidelity Investments since 2022. She supports clients in achieving their financial goals by co-creating disciplined financial plans tailored to their individual definitions of success. Her professional experience includes roles as a Financial Advisor at Wells Fargo Advisors from 2017 to 2022 and at Stepping Stone Wealth from 2016 to 2017. Prior to that, she served as a Financial Solutions Advisor at Bank of America Merrill Lynch between 2011 and 2016, and as a Retirement Counselor at Prudential Retirement from 2007 to 2011.

David Mozeleski is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining RBC in 2019, he worked at Bank of America and Merrill from 2011 to 2019. He serves on the board of the Tradewinds Home Owners Association, contributing as a homeowner and volunteer. RBC Wealth Management provides services to a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through multiple advisory programs and a combination of in-house and third-party investment managers.

David Ellovich is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Michael Gacek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at M. Holdings Securities, Inc. for 24 years and is involved with Wealth Preservation Partners and Fiondella Insurance & Retirement Planning. Gacek also serves as a nonprofit board member for New Foundations Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions including model portfolios, third-party asset management, and institutional platforms.

Andrew Aubrey is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with LPL Financial and has previously worked at Janney Montgomery Scott LLC, Bank of America, Merrill, Quick & Reilly, and E*TRADE Advisory Services. 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 range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Daniel Kelly is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 30 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2012, following prior roles at Walnut Street Securities and Tower Square Securities. Outside of advising, he is also active as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages assets across multiple platforms and custodians.

Carol Whelan is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. She holds a Series 66 designation and has worked with firms including Cetera Advisors and Voya Financial. She is also president of Whelan & Associates, an insurance and benefits firm. Cambridge Investment Research Advisors serves a mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies alongside access to third-party advisers.

Timothy Germain is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Outside of his advisory work, he volunteers with the Mount Southington Ski Area ski patrol. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

William Clark is a financial advisor with Merrill in Hartford, CT, holding Series 63 and Series 66 licenses and with 17 years of industry experience. He has been with Merrill since 2016. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Steven Hartman is a financial advisor with Raymond James & Associates in West Hartford, CT, holding Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at Morgan Stanley in various capacities from 2007 to 2018. Hartman serves as a board member of the Arthritis Foundation and is involved as a timekeeper for the Avon CT High School Girls Varsity Basketball team. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers tailored financial planning and consulting services that primarily operate on a non-discretionary basis.