Stephen Bohan is a financial advisor at Centaurus Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Centaurus Financial since 2011. In addition to his advisory role, he is the owner of S.E. Bohan Financial Group, LLC, which engages in the sale and marketing of fixed insurance, fixed annuities, disability, health, and long-term care insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, operating with both discretionary and non-discretionary arrangements.

Amy Elias is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 24 years of industry experience. She has been with Citi since 2012. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and derivative services.

Mark Di Paola is a CFP® with six years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has been with Janney since 2020. Outside of his advisory role, Di Paola serves as Secretary on the board of Family Centered Services of Connecticut, a nonprofit agency addressing domestic violence and child abuse, and assists with administrative and financial tasks for his family’s restaurant, Caffe Bravo Ltd. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal clients, offering services such as brokerage, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

David Wheatley is a financial advisor with NewEdge Advisors in New Haven, CT, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at GWM Advisors, LLC and Mid Atlantic Capital Corporation since 2021, as well as TIAA and TIAA-CREF from 2013 to 2021. Outside of advising, he is an owner and manager of residential rental real estate. 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 advisors. The firm provides a broad range of services including portfolio management, financial planning, and retirement consulting, and utilizes multiple program structures with centralized due diligence and technology tools to support advisor and client needs.

Roain Saunders is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, Saunders worked at Joel Isaacson & Co., LLC and MitchellClark & Company. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering discretionary and non-discretionary investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach with diversified, risk-appropriate portfolios and provides various advisory and educational programs.

Joanne Martin is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 19 years of industry experience. Her career includes long-term service at Linsco/Private Ledger Corp and multiple roles at Commonwealth Financial Network and Juniewic Financial Group. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a range of managed-account programs, access to third-party asset managers, and back-office services including trading and reporting.

Robert Walsh is a financial advisor with Centaurus Financial, Inc. in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Centaurus Financial since 2017 and is also president of the CT Institute of Finance, where he provides property and casualty insurance services and tax preparation. Additionally, Walsh is involved with Sound Coaching Inc., where he coaches clients and small businesses, serves as a keynote speaker, and hosts a radio show. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs various investment approaches and provides both discretionary and non-discretionary portfolio management through platforms such as CLASSIC Plus.

Richard Andrews III is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He has been with Janney Montgomery Scott since 1998 and holds Series 63 and Series 65 designations. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. Janney serves a diverse client base including individuals, families, trusts, corporate sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Maria Laviola is a financial advisor at Morgan Stanley in New Haven, CT, with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models such as Monte Carlo simulations in its financial planning process.

Robert Brito is a financial advisor with MassMutual Investors Services in Shelton, CT, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked with MML Investors Services, LLC since 2017 and with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and various educational programs, structuring engagements as annual collaborative relationships that focus on detailed client analysis and goal-based recommendations.

Ryan Orvis is a CFP®-certified financial advisor with nine years of industry experience. He is currently with MassMutual Investors Services and MassMutual Life Insurance Company, where he has worked since 2022. Prior to this, he was affiliated with The Prudential Insurance Company of America and Pruco Securities, LLC for five years. Outside of his advisory role, he operated an independent insurance agency offering life, disability, long-term care, and property and casualty insurance. MassMutual Investors Services, LLC 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 seminars, focusing on collaborative planning engagements and a range of event-driven services.

Michael Delgallo is a financial advisor with Ameriprise in Stratford, CT, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior experience includes roles at MetLife Resources, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services before joining Ameriprise in 2017. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports covering income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis to assist clients.

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.

Kersten Vamvakas is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Vamvakas worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of finance, Vamvakas coaches gymnastics at the Children's Studio for the Performing Arts in Shelton, Connecticut. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Brian Elliott is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several Morgan Stanley entities since 1998. Elliott serves as a board member of the West Haven Rotary Club. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. Their approach includes structured planning tools and firm-approved methodologies, offering both direct client plans and corporate arrangements.

William Fauzio is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Vanderbilt Securities, Union Capital Company, and Capital Financial Services. Fauzio also conducts life insurance sales as a secondary business activity. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process featuring asset allocation, portfolio optimization, and access to multiple custodial and third-party platforms.

Marc Agresti is a financial advisor with Primerica Advisors in Milford, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Scott Torello is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Torello is a partner at MPL II LLC, providing consulting services exclusively for Blue Cross/Blue Shield in the self-insurance market. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, annual planning relationships.

Sedigheh Nowrouzzadeh is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. She holds the Series 66 designation and has been with Cambridge since 2009, previously working at Mass Mutual Investors Services from 2004 to 2009. Outside of advisory work, she prepares tax returns for nonprofit organizations serving low-income families. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms, supporting access to third-party advisers and proprietary model strategies.

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.