William Lohrey is a Series 65 licensed financial advisor at Edelman Financial Engines with three years of industry experience. His prior positions include roles at Financial Engines Advisors L.L.C., Connecticut Wealth Management, New York Life Insurance GBS, Cigna Life Insurance Company, and Ameritas Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven, proprietary modeling process with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Armand Fisher is a financial advisor with OSAIC, holding a Series 63 designation and 39 years of industry experience. His prior work includes roles at Royal Alliance Associates, Sii, MSI Financial Services, and Equity Services, Inc. Outside of advisory work, he is involved in life insurance sales and holds a leadership position as president of a life insurance firm. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is notable for its large scale, complex affiliate network, and comprehensive multi-advisor platform.

David Sacharko is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. 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 provides a broad range of capital markets solutions.

Kevin O’Shea is a financial advisor with RBC Capital Markets in Hartford, CT, holding a Series 66 designation and 20 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for a combined 17 years. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through various internal and external managers, supported by RBC Capital Markets’ broad capital-markets capabilities.

Roxanne Donahue is a Financial Consultant who focuses on helping individuals and families improve their financial futures. She emphasizes guidance and education to assist clients in focusing on their goals and navigating financial challenges. Her approach involves collaborative planning to create strategies aimed at providing peace of mind for the future. Roxanne has experience working with Fidelity Investments, where she served as a Financial Representative from 2023 to 2024, and then as an Investment Consultant from 2024 to 2026. Outside of her professional work, Roxanne's interests include cooking and baking, fishing, spending time at the lake, music, pets, and yoga.

Gene Callahan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Lourdes Rhodes is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving as a Senior Vice President for The Rhodes Group since 2010. She works with individuals, families, and business owners to provide comprehensive financial planning and wealth management services. Lourdes specializes in areas including retirement preparation, equity compensation management, estate and legacy planning, tax minimization, and values-based investing. She holds professional designations such as Certified Financial Planner (CFP) and Certified Plan Fiduciary Advisor (CPFA), bringing a strategic perspective to complex financial matters. Lourdes earned her bachelor's degree from the University of Connecticut School of Business. Outside of her professional work, Lourdes is involved with Tolland Lacrosse and enjoys spending time with her family, engaging in activities such as hiking, biking, running, soccer, racquetball, swimming, cooking, traveling, and yoga.

Patrick Willcutts is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as president and is a member of the Finance Oversight Committee for Rotary International District in Evanston, IL. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

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.

Leonard Lye is a financial advisor with LPL Financial in Kensington, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior employment includes roles at Citigroup, Santander Bank, KeyBank, and Wells Fargo Clearing. Currently, he also serves as a Private Client Relationship Manager at Webster Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management through a large network of investment adviser representatives.

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 with Merrill in West Hartford, CT, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at Morgan Stanley, BMO Capital Markets Corp., and KLS Advisors. Outside of finance, he owns ThreePaddy Games, LLC, a company that designs and produces board games for online retail. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Halima Adam Dabre is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds the Series 66 and Series 63 licenses and has worked at various J.P. Morgan entities since 2010. Outside of her advisory role, she was involved with Red Carpet Homecare, LLC from 2019 to 2024. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research to build model asset allocations, and recommendations may incorporate ESG criteria.

James Desrocher is a financial advisor with DeNovo Financial in Windsor, CT, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He previously worked at Keynote Financial Services, LLC from 2015 to 2026. DeNovo Financial serves individuals and families, including trust and estate accounts, offering investment management and financial planning services. The firm uses a research-driven investment process focused on long-term business ownership and growth of dividend income, with disciplined portfolio construction and ongoing monitoring tailored to client objectives.

Richard Branchaud is a financial advisor at Your Choice Financial, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Symmetry Partners and Newcomb Spring. Branchaud also serves as a senior design engineer at Connecticut Spring & Stamping Corp. Your Choice Financial provides investment advisory services primarily on a non-discretionary basis to a very small client roster, focusing on consultative recommendations rather than individual portfolio management.

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 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including 3D Asset Management and Symmetry Partners. Connors is also a managing partner of Retirement Investor LLC, an online educational content business related to investments. Black Swan Wealth Management serves individual clients primarily through the selection and referral of third-party investment advisers rather than direct portfolio management. The firm focuses on modern portfolio theory and monitoring outside managers, without discretionary authority over client accounts.

Brendan Donahue is a financial advisor at Sovereign Financial Services with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ing Financial Partners, Inc. since 2011. Sovereign Financial Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, offering portfolio management services with ongoing portfolio oversight and periodic account reviews. The firm also coordinates investment advice with tax and insurance considerations as part of its client services.

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.