Thomas La Pointe is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at Securities America Advisors and Ameriprise Financial Services, Inc. La Pointe is also a commissioned notary in Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Latifa Kolarevic is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kiran Suresh Mirpuri is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Webster Investments, Northeastern University, and KPMG India Private Limited. 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, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology resources.

Emily Savage is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliate since 1990. Outside of her advisory role, she serves as a Notary Public and is involved with Honey Badger Management. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm provides written, research-based recommendation reports that integrate tax-smart strategies and probability modeling, delivered through a centralized consulting team in partnership with its financial advisors.

Steven Sax is a financial advisor at Merrill with Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Merrill since 1987 and has been affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a consultant for a nonprofit organization in Connecticut. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edwin Toth is a financial advisor with LPL Financial who holds the CFP® designation and Series 63 and 65 licenses, bringing 45 years of industry experience. Prior to joining LPL Financial in 2024, he worked at OSAIC and Sagepoint Financial, Inc. He is also involved in selling non-variable life insurance and fixed annuities through Integrity Financial Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and technology, providing both discretionary and non-discretionary portfolio management options.

Christopher Conto is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and joined Merrill in 1993 after moving back to his home state of Connecticut. In his role, he provides personalized financial advice and asset management to high net worth clients, focusing on helping them achieve their financial goals and aspirations. Christopher’s areas of expertise include college education planning, employee benefits planning, family wealth management strategies, legacy planning, retirement income, philanthropic planning, portfolio management services, tax minimization, and managing new wealth. He employs a goals-based planning approach and offers support with insurance and estate planning services. As a qualified Portfolio Manager, he builds and manages personalized or defined strategies to support his clients’ objectives. He holds a Bachelor of Science degree in Business Management from Springfield College and the Certified Investment Management Analyst® (CIMA®) designation, sponsored by the Investments & Wealth Institute™ at the Wharton School of Business. Christopher resides in Woodbury, Connecticut, with his wife Amy and their three children. Outside of work, he enjoys spending time with family, traveling, coaching youth sports, staying active, and volunteering at local charitable organizations.

Nicholas Provera is a financial advisor with Edward Jones in Southington, CT. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Newcountry Mercedes Benz and operated his own business, The Bumper Pros, for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Joseph Cullen Jr. is a financial advisor with Ameriprise in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Ameriprise since 2018 and previously at J.P. Morgan Securities from 2012 to 2018. Outside of his advisory role, he has been involved with Trinity Catholic High School since 2018. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Daniel Civiello is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise Financial Services, LLC since 2021. Outside of his advisory role, he has experience as an associate financial advisor with Watermark Management Partners. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized retirement-income recommendations.

Johanna Cefaretti is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and three years of industry experience. Prior to joining Wells Fargo in 2026, she worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2022 to 2026 and Bank of America from 2014 to 2022. Outside of financial services, she is involved with Jo's Toy Box LLC, an entrepreneurial venture she has been running since 2020. 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 a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jason Henry is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Buffalo Wild Wings and Bethel High School. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation in its advisory process while offering a broad range of advisory, brokerage, and insurance solutions.

David Brochu is a financial advisor with LPL Financial in Farmington, CT, holding a Series 66 designation and 11 years of industry experience. He has been with RGB Financial and LPL since 2015. Brochu is also involved with RGB Tax Services, LLC, where he provides tax preparation and accounting services. LPL Financial is a SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various managed account options.

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.

Jeremy Busa is a financial advisor at Equitable Advisors with four years of industry experience. Prior to his advisory career, he served for 20 years with the Southington Police Department and briefly worked with New York Life. He also held a position with Desmarais for State Connecticut in 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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.

Patricia Gugliotti is a CFP® professional with 43 years of experience in the financial industry. She is currently with LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and The Strategic Financial Alliance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

John Grant is a CFP® professional affiliated with LPL Financial. He has worked in the financial industry for four years, including prior roles at Right Capital and Andrew Kipperman CPA Office. Outside of finance, he was involved with Wood N Tap for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios, third-party research, and advanced technologies.

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 Salcedo is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for six years before joining Fisher Investments in 2021. Outside of his advisory role, he serves as a Technical Sergeant in the Air National Guard, focusing on military service and management. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers a range of services including sub-advisory and retirement plan management.