Brendan Montano is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at North Cove Capital of Ameriprise Financial and involvement with Montano Wellness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm maintains oversight of sub-advisers and employs AI-driven research methods while serving institutional and retail investors.

Christopher Pascale is a CFP® professional with 29 years of industry experience. He currently works at Raymond James Financial and previously spent 24 years with Commonwealth Financial Network. He is also co-founder and president of Lobo & Pascale Wealth Management, LLC. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Anthony Mazzucco is a financial advisor with LPL Financial, holding a Series 66 designation and based in Clinton, CT. He has been with LPL Financial since 2026 and also operates Mazzucco Insurance Solutions LLC since 2023. Prior to his advisory career, he worked at BJ’s Wholesale Club for eight years. 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 variety of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Joe Celotto is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1997 and holds the designation of Chartered Retirement Planning Counselor (CRPC) as well as Personal Investment Advisor (PIA). Joe specializes in goals-based wealth management, working with affluent families, accomplished professionals, and business owners to develop personalized strategies that address retirement planning, managing new wealth, and retirement income. Throughout his career, Joe has focused on helping clients navigate the complexities of financial planning by aligning investment decisions with their personal priorities and life stages. He leads a team of specialists to provide customized advice and disciplined investing approaches, emphasizing collaboration and long-term relationship building. Joe’s approach includes addressing retirement lifestyle funding, education planning, and managing potential healthcare costs, with attention to the changes clients experience over time. Joe earned a Bachelor’s degree from Quinnipiac University and a Master’s degree from the University of New Haven, in addition to his high school diploma from Hamden High School. Outside of his professional work, Joe’s personal interests include skydiving, table tennis, and tennis.

Charles Trapani is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planning Board of Standards, Inc., and has been in the financial services industry since 2001. Charles focuses on serving high net worth individuals and their families, including professional athletes and coaches, providing a broad range of services including investment management, retirement planning, estate and tax planning, risk management, and financial planning related to significant liquidity events. Charles’s expertise encompasses college education planning, family wealth management strategies, legacy planning, philanthropic planning, socially responsible and ESG investing, small business strategies, and special needs planning. His wealth management approach is consultative and objective, emphasizing a comprehensive understanding of each client's financial situation and personal goals. He develops customized strategies, regularly reviews progress, and integrates resources from Merrill Lynch and Bank of America to support clients’ evolving needs. He earned a Bachelor of Science degree in Business Administration from the University of Vermont and a Master of Business Administration from Fairleigh Dickinson University. Charles brings over 25 years of experience from roles in both small businesses and large corporations, including owning and operating two small businesses. Beyond his professional work, he is involved in community organizations such as Habitat for Humanity, Community Dining Room, and Rotary. His personal interests include basketball, biking, bowling, fishing, golfing, hiking, music, marathon running, and writing.

Todd Zeidenberg is a financial advisor at Cetera with over 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes long tenures at Minnesota Life Insurance Co and Securian Financial Services Inc, and he currently serves as principal of Z Wealth Management LLC and MDZ Wealth Management LLC. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of over 10,000 advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and access to both affiliated and third-party managers.

Joseph Stone is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Connecticut Investment Management, Newalliance Investments, Inc., and Morgan Stanley Dw Inc. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and diversification principles.

John Bloomfield is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2018, following eight years at INVEST Financial Corp. He also operates as an insurance agent specializing in health, Medicare, and life insurance. 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, supported by a network of over 22,800 advisors.

James Ian is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of advising, he manages an LLC and operates as an insurance agent offering various life and health insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using collaborative, technology-driven analysis and offers specialized planning services including divorce and estate-settlement planning.

James Pazareskis is a financial advisor with Equitable Advisors in Wallingford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Equitable Advisors and its affiliated entities since 2007 and previously held positions at Uvest Financial Services Group, Webster Investment Services, and American Skandia Advisory Services. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of investment models and third-party managers and offers services through a network of Investment Adviser Representatives.

Meagan Dejesus is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 13 years of industry experience, including prior roles at Ohio National Financial Services and O.N. Equity Sales Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and operational tools.

James Oliver III is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors and through his own firm, Oliver Asset Advisors LLC. He serves as president of the 123 Elm Street Association, a commercial condominium board in Old Saybrook, CT. 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 institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through its affiliation with a municipal advisor.

Ethan Reid is a financial advisor with Morgan Stanley in Madison, Connecticut, holding a Series 66 credential and having 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner in Reid Family LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without providing individual security recommendations as part of standalone planning.

Christopher Johnson is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Advisor Group, LLC, PFS Investments Inc, and Primerica Financial Services. Outside of his advisory roles, he has been involved with Hamden Public Schools and owns Rocky's Aqua, a business he has operated for over 17 years. 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, with advice delivered primarily through investment adviser representatives who utilize a range of discretionary and non-discretionary strategies.

David O'Connor is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Wostbrock is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously spent 28 years with Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he is the owner of a tax preparation and accounting firm. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and retirement services through a nationwide network of independent advisors.

Ryan Breen is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones, PartnerRe Asset Management, and White Mountains Advisors LLC. Breen is also active as an independent insurance agent for various agencies. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organization clients. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

Michael Taverner is a financial advisor with LPL Financial in Guilford, CT, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory work, he is a business owner of Global Beaute LLC, a company involved in bathroom remodeling. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by advanced research tools and serves more than 22,800 advisors overseeing significant discretionary assets.

Matthew Christopher is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial and its predecessor firms since 2000. Outside of his advisory role, he is involved in non-variable insurance businesses including fixed annuities. 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 services through a network of advisors, supported by various advisory platforms and tools.

Mark Wingfield is a financial advisor with Morgan Stanley in Madison, CT, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior roles include positions at LPL Financial, Northwestern Mutual, and Allstate, among others. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and planning tools, including the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations, to support financial planning.