Nicholas Drew is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized wealth management guidance to help clients build, preserve, and transition their assets. He focuses on understanding each client's financial goals, risk tolerance, and priorities to deliver disciplined strategies based on long-term planning and sound investment principles. Nicholas leverages Merrill Lynch's research, resources, and technology to design customized portfolios, support retirement and tax-efficient planning, and assist clients in navigating complex financial decisions. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Nicholas earned a Bachelor's Degree from Keene State College. His client focus areas include college education planning, legacy planning, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, Nicholas is involved with St. Jude's and enjoys a variety of personal interests such as basketball, football, gardening, golfing, hiking, skiing, soccer, spending time with family, and woodworking.

Steven Fazo is a CFA® charterholder and holds a Series 63 license with 13 years of industry experience. He is currently with Cetera and its affiliated entities and has prior experience at Ciampi Wealth Management Corp. and Ciampi Financial Services. Outside of his financial advisory work, he is a partner in a retail business selling yarn and knitting accessories. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

David Bouffard is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2011. Outside of his advisory role, he oversees Honey Badger Management Inc., a business he owns and manages. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and employs a centralized consulting team that delivers non-discretionary, research-based retirement recommendations.

Jared White is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at Cetera Advisor Networks LLC and Kestra Advisory. White is also an investment adviser representative at Kestra Advisory Services and operates Compass Capital Management, a registered representative firm under Kestra. 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 consulting, utilizing discretionary and non-discretionary management supported by internal and third-party research.

Scott Tansley is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Advisors since 2026. He has previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling over 18 years within Wells Fargo-affiliated firms. Outside of his advisory role, he is a member and secretary of a local investment club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Richard Fabian is a Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive financial planning and investment management. With over 10 years of experience, he provides tailored strategies to help clients achieve goals across areas such as college education planning, family wealth management, retirement income, and socially responsible investing. Richard leverages Merrill's extensive resources and research alongside his industry expertise to develop customized solutions aligned with each client's unique needs and aspirations. Richard holds a Bachelor's Degree from Lehman College and a Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish, enabling him to effectively communicate with a diverse client base. His professional approach emphasizes transparency and trust, focusing on building long-term relationships to support clients and their families in securing their financial futures. Outside of his professional role, Richard enjoys adventure sports, baseball, basketball, biking, dancing, and music. He values spending quality time with his family and engages in community service events to contribute to the well-being of others.

David Ross Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has previously worked at VOYA Financial Advisors and has maintained roles with CFP Associates and Capital Financial Planning since 2010 and 2011, respectively. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Nancy Dobrzanski is a financial advisor at Ameriprise with 22 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate since 2010. Outside of her advisory role, she has been involved in real estate ownership. Ameriprise is a large institutional firm that offers retirement-income planning services for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Michael Argiro is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. His career includes roles at Cetera Advisors LLC and Everbank, among others. Outside of his advisory work, he teaches financial literacy and related topics to adults and schoolchildren in local education and recreation centers, and participates in charitable fundraising and nonprofit networking groups. Cetera Investment Advisers LLC is a nationally recognized SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, combining discretionary and non-discretionary authorities across diverse program structures and custodial relationships.

Jonathan Haulenbeek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 2002. 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 and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.

Michael Schloss is a financial advisor at LPL Financial with 40 years of industry experience. He has been with LPL Financial since 2004 and holds the Series 63 and Series 65 credentials. Schloss also serves as a board member of a nonprofit organization and is commissioned as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

David Martins is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC®, Series 66, and Series 63 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.