Robert Walsh is a financial advisor with Centaurus Financial, Inc. in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Centaurus Financial since 2017 and is also president of the CT Institute of Finance, where he provides property and casualty insurance services and tax preparation. Additionally, Walsh is involved with Sound Coaching Inc., where he coaches clients and small businesses, serves as a keynote speaker, and hosts a radio show. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs various investment approaches and provides both discretionary and non-discretionary portfolio management through platforms such as CLASSIC Plus.

Brendan Kenny is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Prime Capital Financial since 2026. He previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, Edelman Financial Services, LLC, and Fidelity. Outside of his advisory role, he provides occasional financial and business guidance for his wife's marketing and business development consulting firms that serve non-profits and small businesses. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs diverse investment strategies and provides consolidated reporting and financial administration through its affiliated accounting and family office practices.

David Kania is a financial advisor with Sanctuary Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior roles include positions at UMB Distribution Services, LLC, First Pacific Advisors, Bragg Financial Advisors, Edward Jones, Sentinel Financial Services Company, Transamerica Investment Management, and Dana Investment Advisors. He serves as a non-compensated member of the Board of Directors for St. Vincent DePaul Mission of Waterbury, Inc., a nonprofit organization supporting individuals in challenging situations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop tailored investment strategies under firm supervision, offering various managed account solutions and acting as a fiduciary when a written advisory agreement is in place.

Rebecca Rubino is a CFP® and Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. She previously worked at Kreitler Financial, Berkshire Bank, and Bank of America. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, using technology and centralized due diligence to support client and advisor needs.

Shane Breen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Before joining Wells Fargo in 2025, he worked for two funeral service companies, Bailey Funeral Home and D'Esopo Funeral Chapels, from 2016 to 2025. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Stevens is a financial advisor with LPL Financial in Hamden, CT, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role at LPL, he has worked in several positions including at Charlies Meat Market and Vector Marketing. His background also includes time at Nichols College and North Haven High School. 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 technology tools and a large network of over 22,800 advisors.

Kersten Vamvakas is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Vamvakas worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of finance, Vamvakas coaches gymnastics at the Children's Studio for the Performing Arts in Shelton, Connecticut. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Donald Debiase Jr. is a financial advisor with Stifel who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, he serves as a board member overseeing scholarship funds at Holy Cross High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

William Fauzio is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Vanderbilt Securities, Union Capital Company, and Capital Financial Services. Fauzio also conducts life insurance sales as a secondary business activity. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process featuring asset allocation, portfolio optimization, and access to multiple custodial and third-party platforms.

Barry Michitsch is a financial advisor with OSAIC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Securities America Advisors and IC Advisory Services. Michitsch also owns Brass City Financial LLC, a DBA through which he conducts securities-related business. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, operating a large multi-advisor platform with multiple affiliated entities.

Achyuta Nidadavolu is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP®, ChFC®, PFS™, and Series 66 credentials and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

David Omeri is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Wells Fargo Clearing for seven years and Wells Fargo Bank NA for fourteen years. Outside of his advisory role, he is involved in a residential masonry and construction business. 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, third-party asset management, and institutional platforms.

James Odonnell Jr. is a financial advisor with LPL Financial in Naugatuck, CT, holding a Series 63 designation and 37 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1993. Outside of his advisory role, he conducts eBay sales as a home business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jane Griffith is a financial advisor with LPL Financial, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 24 years of industry experience, including ten years at Cetera Advisor Networks and over three decades running her own law practice. In addition to her advisory work, she maintains an active law practice and provides tax preparation and accounting services. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Ethan Sullivan is a Series 66-credentialed financial advisor with 14 years of industry experience, currently with J.P. Morgan Securities in Monroe, CT. He previously worked at Bank of America and Merrill from 2011 to 2024. Outside of his advisory role, he serves as a part-time seasonal youth alpine ski racing coach at Berkshire East Mountain Resort. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Its advisory process combines quantitative and qualitative research, with recommendations that incorporate ESG criteria and broader derivatives capabilities.

Thomas Martin is a financial advisor with Cetera in North Haven, CT, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Independent Financial Group, and Penn Mutual Life Insurance Company. He is the sole owner of Martin Strategic Wealth LLC, which focuses on continuity and succession planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and investment strategies.

Robert Guiry is an Investment Consultant at Fidelity Investments, where he works closely with clients to help them achieve their financial goals. With previous roles including Vice President of Investments at David Lerner Associates and Insurance Advisor at Charter Oak Financial, he brings varied experience in investment planning and financial services. Robert applies his background in coaching and education to his professional work, focusing on client education and partnership to facilitate efficient progress towards financial objectives. He is committed to fostering long-term professional relationships to help clients feel confident in their financial plans. Outside of his professional role, Robert has interests in the beach, comedy, food, football, movies, and theater.

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.

John Tierney is a financial advisor with Mass Mutual Investors Services in Hamden, CT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Charter Oak Financial and the University of Massachusetts. Outside of his advisory duties, Tierney serves as a notary public for the Commonwealth of Massachusetts, works as a personal coach focusing on mental health and entrepreneurship, and coaches other financial advisors. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and educational programs.

Matthew Hadad is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Peoples United Bank, Putnam Investments, and a non-financial role at Good News Cafe. He also spent several years associated with Merrimack College. 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 and profit-sharing plans, corporations, and charitable organizations.