Raymond Powell Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 33 years of industry experience, including roles at Cambridge Investment Research, Inc. since 2011 and operating Rw Powell Enterprises Inc. since 1987. Outside of investment advisory, he manages Powells Income Tax Services, where he prepares income taxes. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Minnampalli Selvaraj is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and John Hancock Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

Justin Getts is a financial advisor with LPL Financial who holds a Series 66 designation and has 15 years of industry experience. His previous roles include positions at Guardian Life and Woodbury Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Michael Frascione is a financial advisor with Wells Fargo Clearing and holds the Series 63 and Series 65 designations. He has experience beginning in 2024 with Wells Fargo Bank and joined Wells Fargo Clearing in 2025. Additionally, he has been involved with Connecticut Weather Center, Inc. since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Theodore De Giacomo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). Theodore completed an Accredited Certificate Program from CSU. His expertise focuses on providing investment management and personal advising services to clients.

Alan Popowski is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this position, he helps families understand and become comfortable with their relationship with money, serving as an advocate and resource to maximize the full range of Fidelity's offerings. Alan has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments including Vice President, Executive Planning Consultant (2021-2024), Vice President, Branch Office Leader (2017-2021), Assistant Branch Manager (2015-2017), Financial Consultant (2012-2015), and Investment Consultant (2010-2012). Prior to joining Fidelity, he worked as a Financial Consultant at Laidlaw & Company (UK), LTD. in 2010 and as an Investment Consultant at David Lerner Associates from 2009 to 2010.

James Bova is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network Inc. Bova is also involved in insurance sales, including variable annuities, on a commission basis. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses various asset-allocation tools and portfolio management techniques to support client investment needs.

William Greeley is a financial advisor at Edward Jones in New Milford, CT, holding Series 63 and Series 66 credentials with six years of industry experience. His prior roles include positions at Walleye Capital and Tmg, as well as periods of self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is known for its extensive retail advisor network and affiliated financial services.

Kristina Daoud is a financial advisor with Ameriprise in Middletown, CT, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been with Ameriprise since 2012, including its affiliated entities. Outside of her advisory role, she is involved with Nancy S. Daoud & Associates, LLC in a non-investment capacity. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations focused on income sources, tax strategies, and Social Security options. The firm combines algorithmic tools with professional oversight and provides a broad array of advisory, brokerage, and insurance services typical of large institutional firms.

Pamela Ciccone is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has four years of industry experience, including prior roles at Union Savings Bank Wealth Management. She is also involved with Union Savings Bank in a financial institution capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through a broad advisor network and affiliated advisory firms.

Christopher Scudder is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory role, he serves as Football Commissioner on the executive board of Brookfield Football and Cheer, a youth sports organization in Connecticut. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a range of investment approaches.

Cheryl Chapis is a Certified Financial Planner® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, supported by algorithmic automation and oversight committees.

Robert Berg is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Cetera in 2023, he worked at Cetera Wealth Services, LLC and Summit Financial Group Inc. He also owns Berg Wealth Management, where he manages client investments. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Kayla Weaver is an advisor with Wells Fargo Clearing holding Series 65 and Series 63 licenses. She has experience working at Wells Fargo Bank, nA since 2021 and previously worked in education and retail. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research from Wells Fargo Investment Institute and third-party sources to evaluate investment options and offers both brokerage and advisory solutions.

Cody St John is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed from 2019 to 2021 and spent over a decade at Good Hill Mechanical. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs and financial planning services, utilizing discretionary and non-discretionary management and research-supported model portfolios.

Joseph Irizarry Jr. is a financial advisor with Ameriprise in Hamden, CT, holding a Series 63 designation and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds, delivering tailored Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jose Diaz Jr. is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Danbury, CT. He has worked with Raymond James since 2013 and has been involved with Union Savings Bank since 2011. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advising and SIMPLE IRA Employer Advisory programs.

Thomas Loftin is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2022 and has prior experience at Curtis Mallet-Prevost, Colt and Mosle LLP and MTM Technologies Inc. Outside of advising, he is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, targeting individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers curated through independent due diligence and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Jennifer Leite is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Ameriprise, GameStop Inc, and Wells Fargo in various capacities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm is noted for its role as a commodity pool operator, advisory services to multiple registered investment companies, and use of algorithmic methods and AI in portfolio management.

Christopher Carvotta is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with various divisions of Fidelity since 2009. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.