David Kania is a financial advisor with Sanctuary Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His career includes roles at Umb Distribution Services, LLC, First Pacific Advisors, Bragg Financial Advisors, Inc., Edward Jones, and Sentinel Financial Services Company. He serves as a non-compensated member of the Board of Directors for St. Vincent DePaul Mission of Waterbury, Inc., a nonprofit organization focused on supporting individuals in challenging situations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various investment strategies and third-party platforms while acting as a fiduciary under written agreements.

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 at Wells Fargo Clearing with one year of industry experience. Prior to joining Wells Fargo, he worked in the funeral home industry at Bailey Funeral Home, D'Esopo Funeral Chapels, and Hoyt Funeral Home. He holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

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.

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.

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 with LPL Financial, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Wells Fargo Clearing since 2017 and Wells Fargo Bank NA since 2012. Outside of his advisory role, he is involved with 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a range of investment strategies supported by technology and a broad suite of financial services.

James Odonnell Jr. is a financial advisor with LPL Financial, holding the 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 a small eBay sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional services.

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.

Cliff Anderson is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities for nine years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Gerald Creem is a CFA® charterholder with 44 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a partner in Creem Brothers Investments LLP, where he advises and discusses investments with his partner. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

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.

Brian Tavano is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and integrates both in-house and third-party managers to implement portfolios.

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.

Ronald Gambardella is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Lincoln Financial Securities Corporation since 2008 and joined OSAIC in 2025. Outside of advising, he serves as a notary public and owns a tax preparation business. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and financial planning through a large network of affiliated advisers. The firm employs asset-allocation tools and supports multiple advisory platforms to construct portfolios tailored to client preferences.

Michael Lecours is a CFP® with 14 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2018. He is also the founder and owner of FPPATHFINDER LLC and operates Wealth Strategies Team, LLC. Lecours has experience as an independent insurance agent and is involved in multiple business activities beyond his advisory role. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering both proprietary and third-party model strategies with tailored investment approaches.

Philip Bensley is a financial advisor with Ameriprise in Southbury, CT, holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Bensley is also affiliated as an AFA with Nancy S Daoud & Associates. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, offering a wide range of advisory, brokerage, and insurance solutions.

Charles Carroll is a CFP® professional with 32 years of industry experience. He has worked at Edward Jones since 2024 and previously held positions at First County Bank and TD AMERITRADE. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

William Dominello is a CFP® professional with 19 years of industry experience, currently serving at RBC Capital Markets since 2017. He held prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the Board of Directors for Harc Foundation Inc, which supports individuals with intellectual and related disabilities. RBC Wealth Management, a division of RBC Capital Markets, LLC, offers tailored investment and financial planning services to a diverse client base, including individuals, institutions, and charitable organizations, utilizing both in-house and third-party investment managers.