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.

David Kania is a financial advisor with Sanctuary Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior roles include positions at UMB Distribution Services, LLC, First Pacific Advisors, Bragg Financial Advisors, Edward Jones, Sentinel Financial Services Company, Transamerica Investment Management, and Dana Investment Advisors. He serves as a non-compensated member of the Board of Directors for St. Vincent DePaul Mission of Waterbury, Inc., a nonprofit organization supporting individuals in challenging situations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop tailored investment strategies under firm supervision, offering various managed account solutions and acting as a fiduciary when a written advisory agreement is in place.

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.

Rebecca Rubino is a CFP® and Series 65-licensed advisor at NewEdge Advisors with one year of industry experience. She previously worked at Kreitler Financial, Berkshire Bank, and Bank of America. 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 advisers. The firm offers comprehensive portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, using technology and centralized due diligence to support client and advisor needs.

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.

Shane Breen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Before joining Wells Fargo in 2025, he worked for two funeral service companies, Bailey Funeral Home and D'Esopo Funeral Chapels, from 2016 to 2025. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Brito is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at MML Investors Services, LLC since 2017 and was previously with MetLife Securities Inc. He also operates as an independent insurance agent, offering life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual 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 ongoing financial planning, asset management, and educational seminars, employing firm-approved software and collaborative annual planning processes.

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.

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.

Donald Debiase Jr. is a financial advisor with Stifel who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, he serves as a board member overseeing scholarship funds at Holy Cross High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

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.

Barry Michitsch is a financial advisor at OSAIC with 23 years of industry experience and a Series 66 designation. His prior experience includes roles at Securities America Advisors and IC Advisory Services. He is the owner of Brass City Financial LLC, a securities-related business. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with various portfolio management options that include both discretionary and non-discretionary accounts.

Achyuta Nidadavolu is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP®, ChFC®, PFS™, and Series 66 credentials and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Sabrina Angiolillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 26 years of industry experience. She previously worked at People's United Advisors, Inc. and People's Securities, Inc. Outside of advising, she participates in product testing and mystery shopping for restaurants and retail stores. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

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.

David Omeri is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Wells Fargo Clearing for seven years and Wells Fargo Bank NA for fourteen years. Outside of his advisory role, he is involved in a residential masonry and construction business. 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.

Ralph Sgammato is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica since 2002 and previously worked at Hamilton Connections and ASML. Outside of advising, he serves as Operational Excellence Lead at Coca Cola Refreshment in Hartford, CT. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

James Odonnell Jr. is a financial advisor with LPL Financial, holding the Series 63 designation and bringing 36 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1993. Outside of his advisory work, he operates a small eBay sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional services.