Barry Michitsch is a financial advisor at OSAIC with 23 years of industry experience and a Series 66 designation. His prior experience includes roles at Securities America Advisors and IC Advisory Services. He is the owner of Brass City Financial LLC, a securities-related business. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with various portfolio management options that include both discretionary and non-discretionary accounts.

David Omeri is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank NA since 2012. Outside of financial advising, he is involved with ROYALTY Construction and Masonry LLC, a residential masonry and construction business. LPL Financial is an 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 with support from LPL Research and third-party subadvisors.

James Odonnell Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1993. Outside of his advisory work, he operates an eBay sales business on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Joan Buonocore is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2011. 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 strategies designed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dawn Rosa is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with LPL Financial since 2011. Rosa is also associated with Webster Investment Services, where she has worked since 2008. 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 advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Timothy Blankenship is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer and is a member of the Board of Directors for CT Storm. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide non-discretionary retirement income recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Ronald Vaill is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Chimera Securities, and Boars Head, East Coast Provisions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Francesca Debonis is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her advisory career in 2025. She has prior experience with Bergamo Tax & Accounting Services LLC and UBS Realty Investors LLC. In addition to her advisory role, she is a business owner of FD Realty LLC and serves as a notary. LPL Financial is an 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 financial planning and advisory programs supported by proprietary research and third-party subadvisors.

Christopher Fry is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he serves as CEO and CFO of Watermark Management Partners, LLC, a non-investment-related business. Ameriprise provides a retirement-income planning service aimed at clients approaching or in retirement who meet certain asset thresholds. The firm offers a range of advisory, brokerage, and insurance solutions and utilizes a centralized consulting team that delivers non-discretionary, research-driven retirement income recommendations.

Nicholas Guiditta III is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns two real estate businesses in Connecticut. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Suzanne Macero is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has been with Merrill since 2010. Outside of advising, she works as a banquet server with Vyne LLC. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides a range of model-based and discretionary investment strategies supported by internal and third-party managers serving individuals, high-net-worth clients, and institutional investors.

Francois Marquis is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2013. Marquis also operates under the DBA Valenti Wealth Management in Farmington, CT. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by research and various model portfolios.

Alexander Cass is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Mark Potocsny is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A., as well as International Assets Investment Management, LLC and International Assets Advisory, LLC. LPL Financial is a registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with access to diverse investment strategies and research.

Hayriye Aslan is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over twenty-one years of experience in the investment and financial services industries. She supports clients by developing personalized financial strategies tailored to their individual goals, drawing upon a holistic approach to wealth management. In her role as a Senior Financial Advisor and Senior Portfolio Advisor, Hayriye assists clients with a range of services including college education planning, family wealth management, retirement planning, tax minimization, and investment strategy, among others. Prior to joining Merrill Lynch Wealth Management, Hayriye gained experience in the stock, bond, and repo markets, and has expertise in annuities, life insurance, and consumer banking. She holds an MBA in Finance from the University of Hartford and a Bachelor's degree from Bilkent University. Hayriye has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is committed to putting her clients’ needs first and continues to expand her knowledge through various training and certification programs. Outside her professional pursuits, Hayriye participates in community volunteer activities. Her personal interests include cooking, interior decorating, music, reading, soccer, and spending time with her family.

Gary Beane is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 21 years. In addition to his advisory work, he is involved in real estate sales and rentals in Scarsdale, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jonathan Johnson is a Senior Vice President and Senior Financial Advisor at the Farmington Merrill Lynch Wealth Management office. He works directly with clients to establish quantifiable financial goals and assists in developing long-term financial strategies. Jonathan has been in the financial services industry for over 30 years, with more than 27 years at Merrill Lynch. He was appointed to the State of Connecticut Teachers Retirement Board in 2008. Jonathan holds a Bachelor's Degree from Central Connecticut State University and a Master's Degree in Finance from the University of Connecticut. He also holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Beyond his professional role, Jonathan has been a board member for Amy's Angels, a nonprofit organization, since 2015. He continues to contribute to his community through his involvement with the Connecticut State Retirement Board and Amy's Angels.

Michael Samoska Jr. is a financial advisor with LPL Financial in Farmington, CT, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and AXA Advisors, LLC. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios and third-party research to provide both discretionary and non-discretionary management solutions.

Robert Taylor Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he is the managing member of BeckTaylor Music, LLC, and the author of a workbook titled "Creating Your Power List-Find Your Ultimate Occupation." Ameriprise is a large institutional firm offering retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Jennifer Waldron is a Series 66-licensed financial advisor with Ameriprise in Berlin, CT, bringing 11 years of industry experience. She has worked at Ameriprise since 2018, including its affiliated entities, and previously operated her own advisory business. Outside of her advisory role, she serves on the Board of Directors for the Connecticut Financial Planning Association, acts as a Girl Scouts troop leader, and co-chairs the pro bono committee for the FPA's financial literacy initiatives. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm delivers personalized, algorithm-supported recommendations through a centralized consulting team working alongside financial advisors.