Tyler Allen is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Enterprise Holdings, Target, and Bryant University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, utilizing internal and third-party managers.

Gregg Desmarais is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining Raymond James in 2024, he worked at TD Bank N.A. and TD Private Client Wealth LLC for eight years. Desmarais serves as a school council member for Southwick Regional School and is a partner in a wealth management firm in Avon, CT. 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, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Trevor Glasgow is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The Horton Team, which specializes in providing tailored financial solutions to clients. Since beginning his career with The Horton Team in 2013, Trevor has gained over a decade of experience assisting individuals, families, and businesses in managing their financial complexities. His expertise includes corporate benefits, executive services, retirement planning, portfolio management, and legacy planning. Trevor holds a Bachelor's degree from the University of Connecticut School of Business and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He works extensively with both public and private companies, managing defined contribution and benefit plans, equity compensation, deferred compensation, health savings accounts, and fiduciary services. Outside of his professional role, Trevor resides in West Hartford, Connecticut, with his wife and two sons. He supports UConn Husky Athletics and enjoys engaging in activities such as tennis, golf, cooking, and spending time with family and friends. He and his family are active members of their local community.

Patricio Ortiz is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various JPMorgan entities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Kevin Flynn is a financial advisor with Wells Fargo Advisors in Glastonbury, CT, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Hammond Iles Wealth Advisors, Ceros Financial Services, and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet certain net-worth thresholds.

Lisa Moulton is a financial advisor at Merrill with 34 years of industry experience. She has been with Merrill since 1990 and holds a Series 63 designation. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

William George III is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and having eight years of industry experience. His career includes roles at Raymond James Financial Services and Prudential 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christina Esposito is a financial advisor with Morgan Stanley in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools.

Maureen Zavatone is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bank of America and Morgan Stanley prior to her current role. She serves as a committee member for Old Saybrook Cares, a nonprofit organization supporting local families affected by the global health pandemic. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

Jay Bigman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has previously worked at Investacorp, Inc. for 26 years and held roles at Securities America Advisors, Inc. before joining LPL Financial in 2023. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering diversified investment solutions including model portfolios, third-party asset management, and institutional platforms.

Alan Weber is a financial advisor at Merrill in Hartford, CT, holding a Series 66 designation with 21 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2004 and concurrently affiliated with Bank of America, N.A. since 2011. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Rotondo is a financial advisor with UBS Financial Services in Hartford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with UBS since 2016. Outside of his advisory role, he serves as executor for his father's estate. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining wealth management with institutional trading capabilities and offering a broad range of financial products and research-driven portfolio management.

Justin Williams is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. Prior to joining Cetera, he worked for Protiviti as a consultant for eight years. Outside of his advisory role, he operates Williams Tax & Financial Services, providing client relationship support and administrative services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Joshua Ellis is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 credential and has prior experience at Lincoln Financial Securities Corp and Acadia Corporation. Outside of advisory, he is involved in non-variable insurance activities with Midland National Life Insurance Company and AETNA. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Jason Warnke is a financial advisor with Ameriprise in Avon, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Warnke is involved in several non-investment-related business activities, including managing consulting services and real estate holding companies. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and emphasizes managed accounts within its investment approach.

Neil Keyser is a financial advisor at Ameriprise with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at UBS Financial Services, The Colony Group, and Wellington Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach incorporates investment research, third-party data, and algorithmic tools within a defined investment universe influenced by affiliated product arrangements.

Daniel Lupacchino is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has a background that includes service in the United States Army from 2017 to 2025. Outside of his advisory work, he serves as president of Reconnect, an organization supporting young veterans transitioning to civilian life in Connecticut. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

James Coleman Sr. is a Series 63 credentialed financial advisor with 36 years of industry experience. He has been with LPL Financial since 2024 and previously operated the Coleman Financial Advisory Group for 18 years. Coleman serves as chairman of the Connecticut chapter of the Society of Financial Awareness and is an author on the topic of educated investing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisory resources and technology.

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.