Mary Kay Hermann is a financial advisor with Raymond James Financial in Monroe, CT, holding a Series 63 designation and 40 years of industry experience. She has been with Raymond James Financial since 2009 and operates M.K. Financial Services LLC, a support company she owns for tax purposes. Outside of financial advising, Hermann is also involved as a Facebook administrator for groups focused on codependency and narcissistic abuse. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supports municipal and public finance work through a municipal advisor affiliation, and provides specialized advisory programs including SIMPLE IRA Employer Advisory & Consulting Services.

Gabriel Vieira is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial, he worked in various roles including at Hudson Valley Credit Union, The Home Depot, and Amazon, Inc. He is also the owner of Do Dragao Gaming, a business he has operated since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Luis Rivadeneira is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 credentials and totaling 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following 14 years at Citigroup Global Markets. Outside of his advisory role, he serves on the Budget Committee of the Huntington Community First Aid Squad. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a financial planning process that emphasizes client responsibility for plan implementation and updates.

Ian Calle is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Before joining Charles Schwab in 2023, he worked in education from 2013 to 2023 and had a brief association with Providence College in 2022. Charles Schwab 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 a formal alternative-investment onboarding process.

Catherine Calandra is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Securities, LLC. Calandra is currently based in Ridgefield, CT. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

John Deleo is a Resident Director and Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping individuals, families, and businesses with retirement planning, asset management, and administration of retirement plans for organizations. His client focus areas include divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, defined benefit plans, liquidity management, portfolio management, investment strategy, tax minimization, and retirement income. John holds a Bachelor's Degree in Finance from Central Connecticut State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes developing personalized financial strategies tailored to clients' long-term goals. He is a member of the Ansonia Volunteer Fire Department and engages in community service. Outside of work, John enjoys camping, cooking, fishing, hiking, spending time with his family, traveling, and watching movies.

Scott Solloway is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at various Fidelity entities since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it serves in advisory roles less commonly held among large institutional peers.

Gianna De Angelis is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2026, she worked at Kestra Advisory Services, LLC and Kestra Investment Services, LLC, among other roles in the financial services sector. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, incorporating model portfolios, research, and various management options.

Jeffrey Sussman is a financial advisor at OSAIC with 45 years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. for 21 years and Finesco Assoc. Inc. for 45 years. He has also been affiliated with Empire State College for over five decades. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing various investment platforms and tools designed to manage portfolios with a wide range of assets.

Steven Kleiner is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously spent nine years with Unified Financial Securities, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Kevin Vesey is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and models.

Paul Mariano is a financial advisor with MassMutual Investors Services who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, having been with MassMutual Investors Services since 1982 and affiliated with MassMutual Life Insurance Company since 1978. Mariano also works as an insurance agent, providing life, disability, long-term care, health insurance, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and provide written recommendations.

Michael Taylor is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

David Long is a CFP®-designated financial advisor at LPL Financial with 40 years of industry experience. His prior roles include positions at Founders Financial Securities LLC, Securities America Advisors, and National Planning Corporation. Outside of advisory work, he serves as president of Personal Tax Systems, Inc., where he provides tax preparation and planning support. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and uses both discretionary and non-discretionary management supported by research from LPL and third-party sources.

Dennis Tracy is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Oppenheimer for 12 years before joining Ameriprise Financial Services Inc. and then Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering personalized recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, while offering a broad range of advisory, brokerage, and insurance solutions.

James Olivo is a financial advisor at Merrill with Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he is involved with Ledley Food Service in a capacity unrelated to investment activities. 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Ronald Molles Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Dean Aita is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, and has 34 years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously led Aita Financial Group, Inc. from 2010 to 2021. He serves as a trustee for Our Lady of Perpetual Help Parish, overseeing its merger and transition in accordance with directives from the Archdiocese of Hartford. Cetera Investment Advisers LLC is an SEC-registered advisor that offers services through a large national network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a multi-manager platform that allows advisors to implement model portfolios, third-party managers, or bespoke strategies.

Gary Avidon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently affiliated with JPMorgan Chase Bank since 2007. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary process. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Joseph Taylor is a financial advisor with Ameriprise in Danbury, CT, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Ameriprise in 2023, he worked for Medtronic from 2005 to 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.