Michael Haggerty is a financial advisor at UBS Financial Services in New Haven, CT, holding a Series 66 designation with 14 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a partner at New Haven Strength & Athletics and serves on the board of the New Haven Chamber of Commerce, where he runs a young professionals networking group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm provides a broad range of services including fee-based financial planning, portfolio management, and capital markets activities.

Bradford Porter is a Senior Financial Advisor with Merrill Lynch Wealth Management, operating out of the West Hartford office. He is a member of the Porter Wolf Wealth Management Group and has dedicated over 25 years to providing wealth management strategies to his clients. Bradford focuses on equity management and option strategies and works closely with his team to ensure a client-first approach. His expertise covers a range of areas including college education planning, divorce transition planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, portfolio management, and individual and corporate investment strategy. Bradford holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He has earned an Associate's Degree from Mitchell College as well as Bachelor's Degrees from both the University of New Hampshire and the University of Connecticut. Bradford lives in Westbrook, Connecticut with his wife Melissa and their four children: Nicholas, Lexie, Braden, and London. Outside of work, he enjoys boating, coaching sports, pickleball, skiing, snowmobiling, and sailing competitively in the North East with his racing sailboat named XLR8. He is also passionate about sharing his knowledge and experience in financial markets with his clients.

Nicholas Trombetta is a CFA® charterholder with 14 years of industry experience. He is currently affiliated with Ameriprise and previously worked at BlackRock. He is co-owner of Rise Tax Strategies, LLC and serves as an investment manager for RPWM Partners, LLC, where he is involved in trading, research, and model construction. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement planning advice.

William Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Raymond James since 2014. Outside of his advisory role, he owns the Thimble Islands Ferry Company, which operates ferry boats transporting residents to the Thimble Islands near Branford, CT. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

Marc Ciociola is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Outside of his advisory work, he serves as a trustee and financial overseer for Wooster Lodge #79, a charitable organization in New Haven, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing a range of services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Brendan Birdsey is a financial advisor with Wells Fargo Advisors in New Haven, CT, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes over a decade at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining his current firm. Birdsey owns and operates two financial planning and investment-related businesses, including Birdsey Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with an emphasis on discrete planning engagements across various specialized areas.

Jackson Seward is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and operates through Wooster Square Advisors, providing financial services. His prior roles include positions at Southern Connecticut State University and YMCA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management, financial planning, and consulting services, delivering investment solutions through a multi-manager platform supported by over 10,000 advisors nationwide.

Gabriel D'amica is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS in various capacities since 2016. Outside of his advisory role, he serves on the Board of Trustees for the First Church of Christ Congregational in Glastonbury, CT, where he is involved in facilities management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

Mark Fezza is a CFP®-certified financial advisor with 23 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Brook Wealth Management LLC for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and employs both discretionary and non-discretionary management strategies.

Randy Rosario is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at JPMorgan Chase Bank and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Daniel Velazquez is a Series 66-licensed financial advisor with LPL Financial in Ansonia, CT, where he has worked since 2011. He has 20 years of industry experience. Outside of his advisory role, he maintains involvement in several real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, and consulting services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Hobin Jr. is a financial advisor with LPL Financial in New Haven, CT, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Key Investment Services LLC, Citizens Securities Inc., Santander Securities, LLC, and Santander Bank, NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by in-house and third-party research.

David Chorney is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is a business owner of BoToDo Art & Photography and serves on the board of the nonprofit Beth El-Keser Israel. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Christopher Dwyer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and offering 34 years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Key Investment Services LLC for five years and Citizens Securities, Inc. for two years. Outside of his advisory work, he serves as secretary for Kids of American Heroes, a nonprofit supporting families and service members of deployed U.S. armed forces. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Hannah Hutchison is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior work history includes roles at Ceterus and multiple positions at Merrill Lynch. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Evan Adelglass is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2005, including its predecessor LINSCO/PRIVATE LEDGER. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Elisabeth Keohane is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and previously worked at RBC Capital Markets LLC for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

John Laggis Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has worked at Cetera and its related entities since 2019 and previously spent 33 years at Foresters Financial Services. Laggis is a 59% owner of New View Wealth Management LLC, which operates for Cetera business, continuity, and succession purposes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies across various program structures and custodial relationships.

Rodney Pierresaint is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Christian Loban is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years, as well as roles at The Nielsen Company and The Npd Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting.