Glenn Levine is a CFP® professional with 43 years of industry experience. He is currently affiliated with LPL Enterprise and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC. Additionally, he operates Glenn A. Levine Insurance & Financial Services, specializing in non-variable insurance products. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors. The firm provides financial planning, consulting, and brokerage services through an integrated platform that combines advisory programs with insurance and lending products.

Rebecca Dalrymple is a financial advisor with Merrill in New Haven, CT, holding Series 63 and Series 65 designations and 21 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2010. 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.

Cedric Hankerson is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to this, he worked at Boston University for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial and estate planning. The firm employs a structured financial planning process using proprietary tools and offers a broad range of investment services.

Heather Magnotta is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Her professional background includes roles at Norwalk Hospital and Pride Dental Group. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Timothy Macdonald is a financial advisor with LPL Enterprise in Orange, CT, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also the owner of The Floor Store, a retail business specializing in soft and hard flooring installation. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering services through advisory and brokerage channels. The firm provides access to model wealth portfolios, third-party asset management, and a range of financial products supported by its integrated platform.

Roger Mason is a financial advisor with Morgan Stanley in Madison, CT, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Mason is a minority owner in a family business. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery and firm-approved tools, with clients responsible for implementing and updating their plans.

Raymond Bovich is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a board member for The Connection Inc., a community services organization, and holds leadership positions as president of CT Waverunners, a nonprofit, and board member of the CFA Society Hartford. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, covering a broad range of investment strategies and program structures.

Patrick Shannon is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning through written recommendation reports and annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Thompson is a financial advisor with LPL Financial based in North Haven, CT, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. His prior roles include positions at Foresters Financial Services and Foresters Advisory Services LLC. Thompson is also a licensed notary public and holds an insurance brokerage role specializing in non-variable insurance. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad spectrum of non-advisory financial services.

Donald Page III is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized financial strategies to high-net-worth individuals and families, emphasizing a consultative approach to wealth management. Donald has been active in the financial services industry since 2005. His experience includes managing portfolios and developing customized strategies covering areas such as portfolio management, investment allocation, education funding, tax minimization, business solutions, credit, and lending. He joined Merrill Lynch in 2014 after three years with UBS and six years with T. Rowe Price Investment Services. He is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Donald holds a Bachelor's Degree from St. Lawrence University in Canton, New York. Outside of his professional responsibilities, he spends time traveling, hiking, and fly fishing with his family. He is active in his church and volunteers in his local Capitol Hill community.

Rossarin Gaetano is a financial advisor with Merrill in New Haven, CT, holding a Series 66 designation and 15 years of industry experience at Merrill. Outside of his advisory role, he is a managing member and general partner of AboveandBeyond LLC, a family restaurant business based in Wallingford, 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Alexander Fennell is a CFP® and ChFC® with 17 years of experience in the financial industry. He currently works at LPL Enterprise and has held positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform that combines adviser programs with financial products and lending solutions.

Stuart Steckler is a financial advisor with MassMutual Investors Services holding a Series 66 license and five years of industry experience. He has worked at Merrill Lynch and LPL Financial, among other firms. Steckler is also licensed as an insurance broker, offering life, disability, long-term care, fixed annuities, and health insurance products. MassMutual 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 emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and estate-settlement services.

Richard Moran Jr. is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securian Financial Services and Allied Wealth Partners. Outside of his advisory role, he is involved as a board member of the New Haven Football Official Association and the Orange Players Theater Group, and he volunteers as a radio host and participates in local performing arts as a vocalist and actor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary accounts across diverse strategies and custodial relationships.

Wu Yan is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, Wu collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Leveraging the resources of Merrill and Bank of America, Wu provides clients with investment insights alongside banking and lending solutions. Wu holds a Doctorate from the Medical College of Ohio, a Master's Degree from Quinnipiac University, and a Bachelor's Degree from Wuhan University in China. Wu is also designated as a Personal Investment Advisor (PIA). Committed to community involvement, Wu volunteers with local organizations, reflecting the Merrill tradition of community participation.

Juan Carlos Riera is a Financial Advisor with the GTZ Group at Merrill Lynch Wealth Management. Since joining the team in 2019, he has worked with both international and domestic high to ultra-high net worth individuals, their families, and businesses. His role involves developing personalized financial strategies that align with clients’ goals and priorities, focusing on areas such as family wealth management, international wealth management, portfolio management services, individual and corporate investment strategies, and retirement income planning. Juan Carlos holds a bachelor's degree in finance from the University of Arizona, Eller College of Management. He is registered with FINRA, holding Series 7 and 66 licenses, and has earned the Personal Investment Advisor (PIA) designation. Fluent in both English and Spanish, he aims to educate clients about investing and the financial planning process to help them understand the market challenges and opportunities that impact their overall financial lives. Outside of his professional work, Juan Carlos enjoys football, spending time with his family, and traveling.

Deborah Tata is a financial advisor with Ameriprise in Woodbury, CT, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Ameriprise since 2005, including its affiliated entity Ameriprise Financial Services, Inc. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Carl Donatello is a financial advisor with UBS Financial Services in New Haven, CT, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services.

Michael Raymond is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 43 years of industry experience. He previously worked at LPL Financial and Cambridge Investment Research Advisors. His other business activities include involvement with Raymond Wealth Advisors in a non-investment related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to corporations and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probabilistic modeling to inform client strategies.

Nicholas Ciampanelli is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He previously worked at Guardian Life and National Financial Network before joining Cetera in 2025. Outside of his advisory role, Ciampanelli serves as treasurer on the board of Foundation 4 Orphans and works as a food delivery driver. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform that includes discretionary and non-discretionary options, model portfolios, and access to third-party managers.