James Bova is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, Securities Service Network Inc, and Equitable Advisors. Outside of advisory services, he is involved in insurance sales, including variable annuities. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with tools such as risk-tolerance questionnaires and portfolio optimization, offering both brokerage and advisory services through a multi-advisor platform.

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.

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.

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 a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials. She has experience working at Wells Fargo Bank, N.A. since 2021 and began her role with Wells Fargo Clearing in 2025. Prior to her career in financial services, she spent 14 years working with Waterbury Public Schools. 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 offers a range of brokerage and advisory solutions supported by research and analytics, managing roughly $671 billion in assets with over 14,000 financial advisors.

Gary Meyerer is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 46 years of industry experience. He has worked at OSAIC since 2007 in multiple periods and previously held positions at Securities America Advisors and National Planning Corporation. In addition to his advisory role, he is licensed as a life and variable insurance agent. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, wrap portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and maintains a platform characterized by its scale, complex affiliate network, and private-equity ownership.

Cody St John is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed and Good Hill Mechanical. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

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.

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.

Charles Wilson III is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1999 to 2003. Outside of his advisory role, he serves as a board member for 45 East 85th Street LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of over 14,000 financial advisors.

Christopher Carvotta is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His work history includes multiple roles within Fidelity and its affiliates, as well as a brief tenure at TD Ameritrade. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including management of registered investment companies and specialized advisory roles. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies.

Guy Howard is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 15 years before joining Cambridge. Outside of his advisory role, he operates an independent insurance agency under GWHOWARD FINANCIAL. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management across multiple platforms and provides proprietary model strategies under the Founders Gate Capital brand.

Karl Rickel is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with MML Investors Services, Inc. since 1985 and has a longstanding affiliation with MassMutual Life Insurance Co. dating back to 1977. In addition to his advisory role, Rickel is an insurance agent specializing in life, group health, and long-term care insurance. MML Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, annual planning engagements using firm-approved tools to analyze client goals and deliver written recommendations.

Christopher Testa is a financial advisor with LPL Financial based in Southbury, CT, holding Series 63 and Series 66 designations and nine years of industry experience. His prior experience includes roles at Webster Bank and Financial Resources Group. 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 financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customizable strategies across various platforms.

Janet Parry is a financial advisor at Merrill with 31 years of industry experience. She has been with Merrill since 1994 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a board member for the Farview Farm Association, a homeowners association in Redding, CT. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Stephen Harrington is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2017. Harrington holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Felix Malitsky is a financial advisor with Mass Mutual Investors Services in Newtown, CT, holding a Series 66 designation and 24 years of industry experience. He previously worked at METLIFE Securities Inc and MassMutual Life Insurance Company. Outside of his advisory role, he volunteers as a wrestling coach and serves on the board of Connecticut Pride Football, a youth sports program. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of investment and planning programs, including recent additions such as divorce planning and employer-sponsored planning services.

Zachary Czaplicki is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, LLC and MassMutual Life Insurance Co. In addition to his advisory role, he is licensed as an agent for life, disability, long-term care insurance, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers multiple portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures.

Peter Hall is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 18 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company for 16 years. Hall serves as treasurer on a homeowners association board, managing financial reporting and community risk liaison duties. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a large network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting solutions with multiple program and custody options.