Yolanta Rondinelli is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She has worked at Cetera and affiliated entities since 2021 and is also the Client Service Manager at Reed Financial Planning Services, LLC, a role she has held since 2019. Additionally, she is involved in the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, supported by a large network of over 10,000 advisors and approximately $256 billion in assets under management.

Benjamin Swain is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TD Ameritrade, Equitable Advisors, and Advised Assets Group. Currently based in West Hartford, CT, Swain has been with Charles Schwab since 2023. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Jennifer Carroll is a financial advisor with Raymond James & Associates in Glastonbury, CT. She holds the Series 66 designation and has 10 years of industry experience, including prior roles at Merrill and Bank of America, N.A. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, and municipal entities—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ryan Buser is a financial advisor at Merrill with six years of industry experience. He previously worked at Morgan Stanley, BMO Capital Markets Corp., and KLS Advisors. Outside of finance, he owns ThreePaddy Games, LLC, a business focused on designing and producing board games for online retail. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Halima Adam Dabre is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 66 and Series 63 designations. Prior to her current role, she was involved with Red Carpet Homecare, LLC for five years. 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 investment recommendations.

James Desrocher is a financial advisor at DeNovo Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Keynote Financial Services, LLC since 2015. DeNovo Financial serves individuals and families, including trust and estate accounts, providing investment management, portfolio construction, retirement planning, and financial planning. The firm employs a research-driven investment process focused on long-term ownership and dividend income growth, with most portfolios managed on a discretionary basis aligned with client objectives.

Bruce Filingeri is a financial advisor at Glastonbury CPA's Financial Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and has been a tax partner at SRC, Certified Public Accountants, P.C. since 1989. Outside of his advisory role, he serves as an investment advisor representative and partial owner of Glastonbury Financial Advisors, LLC. Glastonbury CPA's Financial Advisors, LLC provides portfolio management and related advisory services to individual investors and a limited number of institutional clients. The firm combines a formal CPA affiliation with portfolio management, offering services at a modest scale.

Wayne Connors is a financial advisor at Black Swan Wealth Management with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Black Swan Wealth Management since 2014. He is also a managing partner of Retirement Investor LLC, an online educational content business focused on investment topics. Black Swan Wealth Management provides advisory services primarily through the selection and referral of third-party investment advisers rather than direct portfolio management. The firm emphasizes modern portfolio theory and monitors outside managers using benchmarks, without discretionary authority over client accounts.

Ryan Groves is a financial advisor at Black Swan Wealth Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Black Swan Wealth Management since 2013, with a brief tenure at 3 D Asset Management in 2016. Outside of advisory services, he is a licensed real estate broker and insurance agent in Massachusetts and is a partner in an online educational content business for do-it-yourself investors. Black Swan Wealth Management provides advisory guidance primarily through selecting and referring third-party investment advisers rather than direct portfolio management. The firm focuses on vetting and monitoring outside managers using modern portfolio theory and does not have discretionary authority over client accounts.

Timothy Denehy is a CFP® professional with 11 years of industry experience currently serving at Advocacy Wealth Management, LLC since 2012. He is also involved as an agent with Forge Consulting, LLC, a general insurance agency that provides annuity and life products integrated into client plans. Advocacy Wealth Management, LLC is a multi-team firm with 28 advisors, offering wealth management services to its clients.