Erik Lillibridge is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Advisors, Ameriprise, Merrill, and several other firms. He operates his advisory services under IronBridge Wealth Counsel, LLC and is also licensed as an insurance agent focusing on insurance and fixed annuities. OSAIC Wealth serves a diverse client base including retail investors, high-net-worth individuals, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization tools, and a complex affiliate network.

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.

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 career includes positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of finance, he performs as an independent contractor in a local musical group, so/lo, where he plays part-time and rarely accepts payment. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers financial planning and investment consulting, utilizing risk profiling and modeling to create tailored but generally non-discretionary client strategies, supported by a wide range of portfolio styles, research, and affiliated sub-advisers.

Benjamin Stephens is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He previously worked at GWFS Equities, Inc. and Shamrock Companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often incorporating model portfolios built from mutual funds, ETFs, and ETPs.

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.

Marc Dynder is a CFP® and ChFC® with 26 years of experience in financial advisory. He has been with Ameriprise since 2005, currently serving in Southington, CT. Outside of his advisory role, he is involved in community activities including serving on the Southington Conservation Commission and Open Space Committee, and acting as an assistant coach for the Southington Youth Wrestling Club. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Jaime Mcauliffe is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Fisher Investments since 2017 and previously was with Voya Financial Advisors and Voya Financial from 2014 to 2017. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized Investment Policy Committee to construct diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk and positioning.

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.