Anthony Leonardi is a CFP® with 31 years of industry experience and is currently affiliated with OSAIC since 2025. Prior to joining OSAIC, he spent 25 years at Lincoln Financial Advisors Corp. Outside of his financial advisory role, Leonardi owns Muscle Up Bars LLC, a business focused on producing and selling protein bars, and he is also an author. OSAIC serves a broad mix 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, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Colton De Leo is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, he held roles at LL Bean, J & H Pool and Patio, and worked at the University of Southern Maine and Fairfield Comedy Club. 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.

Vincent Camarota Jr. is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He also works with Wealth Group Financial Advisors in Danbury, CT, providing financial services in conjunction with Raymond James guidelines. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and investment consulting that incorporates risk profiling and analytical modeling to support client goals.

Cailyn Paradise is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked for Lincoln Financial (formerly Liberty Mutual Benefits) from 2011 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates a nationwide network of financial advisors and branch offices.

George Schott is a financial advisor with Primerica Advisors, holding a Series 66 designation and 24 years of industry experience. He previously worked at Clearbridge Investments and Legg Mason, where he was employed for 14 years. Outside of his advisory role, he is employed by Stamford Public Schools. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Sandi Forman is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked with Primerica Advisors since 2019 and was previously employed at Nexvue/Bio Analytics Corp. Forman serves as co-executor of her mother’s estate, managing multiple condominiums. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered wrap fee structure for its services.

Ronald Rienas is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Rienas serves on the Board of Directors for the Yonkers Chamber of Commerce and owns a business entity established to manage his practice’s staff and expenses. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered in partnership with financial advisors.

Brian Tabanski is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses. He has four years of experience in financial services, including two years with Primerica Advisors and ongoing involvement with Primerica Financial Services since 2022. Outside of his advisory role, he is the owner and chef of SimplyFood LLC, a business he has operated since 2012. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Robert Tinkler is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining LPL Financial in 2025, he spent 15 years with Raymond James Financial Services and 14 years in accounting, CPA, and tax preparation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, using a mix of model portfolios, discretionary, and non-discretionary strategies.

Wayne Locke Jr. is a CFP® with 39 years of industry experience, currently serving with Cetera. His prior roles include Matson Financial Advisor's, Inc., and Cetera Wealth Services, LLC. He is a board member of the New Milford Chamber of Commerce and owns a business providing expense management services. Cetera Investment Advisers LLC distributes financial services through a nationwide network of independent advisors, serving individual, corporate, and institutional clients. The firm offers diversified portfolio management and financial planning options, operating as a multi-manager platform with access to affiliated and third-party investment strategies.

Matthew Garcia is a financial advisor with Merrill, holding a Series 66 credential and six years of industry experience. He has worked at Bank of America and Merrill since 2019. Outside of his advisory role, he serves as a consultant for Fortina Harbor Point LLC, assisting with security and patron management at a rooftop bar in Stamford, 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frank Delucia is a Series 66 licensed financial advisor at LPL Enterprise with 19 years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and financial planning services.

Ryan Peck is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities and David Lerner Associates, Inc. Peck’s background includes roles in various sectors prior to his current position. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of investment structures including registered investment companies.

Maximo Trama is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked previously with Wealthbuilding LLC, Mariano McGrath and Associates, and Charter Oak Financial. Outside of his advisory work, he has been involved in pizza delivery through a local business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, with a focus on collaborative, annual financial planning engagements.

Leonard Manz III is a CFP® professional with 19 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has been with JPMorgan Chase Bank, N.A. since 2007. Outside of his advisory role, he manages several rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm offers advisory services alongside brokerage, distribution, and investment management capabilities.

Todd Rubsamen is a financial advisor with Raymond James & Associates in Woodbury, CT, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary relationships and a range of portfolio management approaches.

Mary Gray is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior roles include positions at Bank of America, Robert B. Ausdal & Co., Inc., and Probabilities Fund Management, LLC. Merrill, along 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.

Joseph Stango is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves on the board of Dora's Voice and contributes as a commentator on issues affecting the Medicaid population for the Waterbury Sunday Republican and WATR. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and integrates algorithmic tools overseen by an internal committee.

Paul Lavelle is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial and M&T Bank in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Daniel Bedard is a financial advisor with LPL Financial, holding a Series 66 license and over 16 years of industry experience. Prior to joining LPL in 2024, he was involved with Avantax Advisory Services and Premier Pay Solutions, among other firms. He is also engaged in tax preparation and accounting through Bedard & Company, PC, and serves on the board of directors for Newtown Savings Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management access, supported by extensive operational and research tools.