Dhilan Shah is a financial advisor with MassMutual Investors Services in Glastonbury, CT, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Aetna. Shah is a licensed CPA, though not currently practicing, and is also licensed as an insurance agent, focusing on life, property/casualty, health, group life, and group health insurance. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using proprietary analytical tools and offers various investment programs and educational seminars.

John Daddona is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the board of the Country Club of Waterbury. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailored to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Lindsay Mcleod is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She has worked at Raymond James since 2015 and previously spent time with UBS Financial Services and Hopmeadow Country Club. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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 at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Janney Montgomery Scott and Edward Jones. Outside of his advisory work, he is a musician and occasionally performs as a singer in a band on weekends. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Justin Knickerbocker is a financial advisor with Ameriprise in Cheshire, CT, holding the Series 66 and Series 63 credentials and bringing 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as a swimming meet official for USA Swimming and is involved with Doolittles of America, an organization for descendants of Abraham Doolittle. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and ongoing advice. The firm’s retirement income offering involves a collaborative, non-discretionary process supported by proprietary investment research and third-party data.

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 29 years of industry experience. He has worked at Raymond James & Associates since 2017, following prior roles at Bank of America and Merrill. Outside of his advisory work, Carroll is involved in nonprofit leadership, including serving as chairman of a charitable golf tournament for the Marine Corps Scholarship Foundation and holding board positions with Connecticut-based nonprofit organizations. Raymond James & Associates is a large broker-dealer and registered investment adviser managing approximately $501 billion in assets. The firm provides financial planning and consulting services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing a range of portfolio management approaches supported by research and modeling tools.

Brian Fitzsimmons is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His previous work includes roles at Bank of America and Atlantic Furniture, as well as service in the U.S. Air Force. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Bruneau is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and a tenure at Wachovia Bank, N.A. dating back to 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

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.

Justin Littlefield is a CFP® professional with 23 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2012. Outside of his advisory role, he is involved in founding and owning a business entity, Littlefield Holdings LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Gwendolyn Willey is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Wells Fargo Clearing Services LLC, M Holdings Securities, Inc., Lindberg & Ripple, and Nair & Levine Law Office. She has been with Merrill since 2019. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.