Lindsay Mcleod is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Hopmeadow Country Club. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients with a range of advisory programs.

Lee Hoffman is a financial advisor at Edward Jones in Berlin, CT, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at LoopMe, Quantcast, and Match Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Edward Prendergast is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Edward Jones. Outside of finance, he performs as a musician and singer in a band on weekends. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporations, and municipal entities. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

William Greco is a financial advisor with UBS Financial Services in Delray Beach, FL. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 38 years with UBS. UBS Financial Services Inc. 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 and delivers advisory work through a network of Financial Advisors using proprietary research and model-based asset allocations.

Tyler Naumann currently serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he gained extensive experience at Fidelity in various capacities, including Financial Consultant from 2021 to 2026, Planning Consultant from 2021 to 2022, Workplace Financial Consultant from 2016 to 2021, and Financial Representative from 2014 to 2016. Throughout his career at Fidelity, Tyler has supported clients through a disciplined process aimed at helping them become confident and comfortable in their financial planning and investment strategies. He focuses on educating clients about their options and guiding them in making financial decisions that align with their individual situations, goals, and preferences. His approach emphasizes proper financial planning and implementation to help clients manage their assets effectively and live life on their own terms.

Camille Gagliardi is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Ameriprise since 1996. Outside of advisory work, she is involved in insurance brokering focused on long-term care and co-owns businesses related to real estate and wealth management. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored, research-based recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Randall Peteros is a financial advisor with RBC Capital Markets in Glastonbury, CT, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he teaches a seminar course in Behavioral Finance at Eastern Connecticut State University and serves on the Seaglass Village Condominium Association board, where he organizes financial statements. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers and provides integrated portfolio management, financial planning, custody, and brokerage services.

Martin Carroll is a CFP® professional with 28 years of industry experience, currently with Raymond James & Associates since 2017. His prior experience includes roles at Bank of America, N.A., and Merrill. Outside of his advisory work, he serves as chairman of the Marine Corps Scholarship Foundation Connecticut Golf Tournament and holds director positions with the CT Family Support Network and HARC, Inc., a charitable organization supporting people with intellectual disabilities. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients through various advisory programs.

Brian Fitzsimmons is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes service in the U.S. Air Force and roles at The Republican and Atlantic Furniture. Outside of his advisory role, he manages rental properties shared with family members. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Elena Gomelauri is a financial advisor at LPL Financial with 20 years of industry experience. She has been with LPL Financial since 2011 and previously worked at Webster Investment Services from 2008 to 2017. Her credentials include Series 63 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from both internal and third-party sources.

Geoffrey Swanson is a financial advisor with Morgan Stanley in West Hartford, CT, holding a Series 66 designation and 23 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he serves as Board Treasurer for Gospel Volunteers Inc., where he oversees organizational finances and assists with the annual audit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Michelle Cutrali is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has worked at firms including TD Ameritrade, New York Life Insurance Company, and Eagle Strategies, and owns Cutrali Insurance & Financial Services, LLC, where she acts as an independent insurance agent. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering comprehensive investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with a broad menu of planning options for clients who meet net-worth thresholds.

Larrat Williams is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, he owns and manages a golf driving range and snack bar and founded a nonprofit organization focused on maintaining land and supporting artists and musicians in Leeds, Massachusetts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers various advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jeremy Buck is a financial advisor at Osaic with a Series 66 designation and three years of industry experience. His professional background includes roles at Stanley Black & Decker, Pratt & Whitney, and Raytheon Technologies Corporation, along with eight years in full-time education. He also provides support to registered representatives at Bach Wealth Management, LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios across various asset classes.

Gwendolyn Willey is a Series 66-licensed financial advisor with 18 years of industry experience. She has been with Merrill since 2019, following roles at Wells Fargo Clearing Services LLC, M Holdings Securities, Inc., Lindberg & Ripple, and Nair & Levine Law Office. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

Lawrence Murphy is a financial advisor at Wells Fargo Clearing with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Murphy serves on the finance committee of the South Windsor Rotary Club, where he reviews community donation requests and events. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

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.