Lauren Rahmeier is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Edward Jones and The Walt Disney Company. She is also involved with a financial planning firm, Urso & Rahmeier Tax and Financial Planning, that markets Avantax services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to diverse investment program options.

Steve Tortora is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith since 1999. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Chapin is the Vice President, Wealth Planner at Fidelity, a role he has held since 2025. In this position, he partners with individuals and their families to co-create financial plans tailored to their unique needs. Prior to this, he worked as a Financial Consultant at Fidelity Investments in 2025. His experience also includes serving as a Senior Wealth Advisor at Citizens Securities from 2023 to 2024 and as a VP Financial Consultant at Charles Schwab from 2017 to 2023. David's professional background encompasses roles focused on wealth planning and financial consulting, reflecting his expertise in developing financial plans that simplify clients' financial lives. Outside of his work, he enjoys camping, family activities, fitness, hiking, and outdoor adventures.

Jessica Fanelli is a financial advisor at Merrill in New Haven, CT, holding a Series 66 designation with 5 years of industry experience. She has been with Merrill since 2015. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Matthew Incitti is a financial advisor at Merrill with 17 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2008. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Michelle Ransom is a financial advisor with Mass Mutual Investors Services in Hamden, CT, holding Series 63 and Series 66 designations and having 20 years of industry experience. She has been with Mass Mutual Investors Services since 2006 and has been affiliated with MassMutual life Insurance Co since 2003. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including wrap accounts, money-manager programs, and educational seminars.

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.

Stuart Pearl is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with LPL Financial since 2004. In addition to his advisory role, he operates a tax preparation business through Southern CT Tax Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches.

Jordan Iannone is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2016, concurrently affiliated with Bank of America during much of that time, and had a brief role at InsurBanc in 2016. 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.

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.

Kenneth Carone is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and National Planning Corporation. Carone is also the managing partner of Clearview Wealth Management, LLC, an insurance sales business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and uses various tools to construct portfolios with multiple asset classes, supporting both discretionary and non-discretionary account management.

Andrew Boone is a Series 66-credentialed financial advisor with 23 years of industry experience. He has worked at Raymond James & Associates since 2024 and previously spent 21 years with UBS PaineWebber Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs and drawing on a range of portfolio management styles and affiliated research.

Paul Aquila is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services, Inc. since 1999. Aquila is also the owner of Shoreview Wealth Management, a business where he dedicates significant time. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs a non-discretionary approach tailored to client goals and supports various advisory programs and specialized services, including public finance and SIMPLE IRA consulting.

James Mc Cabe is a financial advisor at Ameriprise with 35 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mc Cabe serves on the Board of Directors for the Portland, CT Water & Sewer Commission. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that combines research, modeling, and tax-efficiency analysis to generate tailored recommendations.

Scott Berney is a Series 66-licensed financial advisor with over 10 years of industry experience. He currently works at LPL Financial and previously spent nine years at Lincoln Financial Securities. Berney is also involved with Nutmeg Advisory Group LLC, an investment-related business he has operated since 2015. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and access to research and alternative strategies.

John Picard is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, Picard serves on multiple boards, including as Chairman of the Tweed New Haven Airport Board of Directors and as a member of the Town of Madison Board of Finance. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering tailored, research-supported recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions within a large institutional framework.

David Morales is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services since 2017, following over three decades at Metlife Securities. Outside of his advisory role, he is a licensed property and casualty and Medicare supplement insurance agent and a notary. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative planning relationships and uses firm-approved tools to analyze client goals.

Mark Roberti is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Cintas from 2002 to 2017. He holds the Series 66 designation. 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 and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

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.