Sharon Vaupen is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. She has been with Wells Fargo Bank, N.A. since 2018 and joined Wells Fargo Clearing in 2025. Her prior work experience includes roles at Starbucks and FixturePronto. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, employing over 14,000 financial advisors and providing both brokerage and advisory solutions.

Scott Zavatkay is an investment advisor representative at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is a partner at RetirementPlus Financial Solutions LLC, providing retirement, college, and investment planning advice. He also serves as a notary public and sells collectibles periodically. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

Patrick Naughton is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has been with LPL Financial since 2011 and has worked at Webster Investment Services, Inc. since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Kimberly Saja is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has been with Ameriprise Financial Services since 2019, following roles at Massachusetts Mutual Life Insurance Company, MML Investors Services, Barnum Financial Group, and Connecticut Children's Medical Center. Kimberly is also involved with Honey Badger Management, an S Corporation connected to her Ameriprise employment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice, utilizing both proprietary research and third-party data.

Imad Afiouni is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved with EPIC Homes LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage, distribution, and investment management capabilities.

Carol Crain is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Crain previously served on the Board of Finance for the United Congregational Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Joseph Palmucci is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with LPL Financial since 2021 and is also associated with Daniel Guerra LLC. Palmucci serves on the board of The Amity Club of New Haven and holds a municipal position with the City of Shelton. 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 advisers. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

John Holmes is a Series 66-licensed financial advisor with Edward Jones, based in Woodbury, CT, with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eleven years at Bank of America. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a national network of more than 23,700 advisors.

William Conner is a financial advisor with LPL Financial, holding the Series 66 credential and bringing 20 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is a co-owner of a wellness center, Healthy Weighs, LLC, located in Brookfield, CT. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by various model portfolios and research resources.

Raymond Powell is a CFP® and holds a Series 66 license, currently associated with Cambridge Investment Research Advisors. He has three years of industry experience, including roles at Heritage Financial Services and MFS Investment Management. Powell also has a background involving community engagement through the Bentley Service Learning & Civic Engagement Center. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing a range of portfolio management and model-based solutions.

Christopher Borajkiewicz is a financial advisor with Ameriprise in Prospect, CT, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Borajkiewicz serves on the Southern Connecticut State University Alumni Board of Directors and is chair of the Southern Connecticut State University Foundation. Ameriprise provides a range of advisory, brokerage, and insurance solutions, including a retirement-income planning service tailored for individuals with significant investable assets. The firm’s approach includes detailed income and tax planning supported by algorithmic tools and oversight from specialized committees.

Benjamin Dubinski is a CFP® professional with 17 years of experience in financial services. He currently works at Cetera and has previous experience with firms such as Wells Fargo and Mass Mutual. Outside of his advisory role, he also works as an insurance broker providing consultation and sales of Medicare Health Insurance plans. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

Thomas D'avanzo is a Financial Advisor at Merrill Lynch Wealth Management, where he specializes in creating personalized financial plans that address the unique goals of his clients. His approach involves working closely with individuals to define and prioritize their objectives, resulting in financial roadmaps aimed at minimizing risk, maximizing profitability, preserving assets, and reducing financial uncertainty. Thomas has expertise in areas including college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, portfolio management services, small business strategies, women and wealth, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor of Science and Bachelor of Business Administration from Manhattan University. Thomas is fluent in Russian and English. Beyond his professional work, Thomas is involved in community organizations such as the Brookfield Economic Development Commission, the Brookfield, CT Lion's Club, the Greater Danbury Connecticut Chamber of Commerce, and the Knights of Columbus. He also volunteers with the Brookfield Food Bank and the Brookfield, CT Volunteer Fire Department. His personal interests include boxing, golfing, ice hockey, music, rock climbing, surfing, and yoga.

Robert Tosetti III is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Orange Hills Country Club. Outside of his advisory role, he is also a registered staff member in client service at Nancy S Daoud & Associates LLC. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations delivered through a centralized consulting team. The firm serves a broad client base and provides a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Martucci is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 designations and over 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 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 from Wells Fargo Investment Institute and third-party analytics.

Elizabeth Baker is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as the Finance Committee Chairperson for Seymour Congregational Church in Seymour, CT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable breadth of investment options including insurance-related products and bank deposit sweep programs.

Alison Masopust is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America. Outside of her advisory role, she is involved in a family-run horticulture business and serves on the CIMA Certification Commission for the Investment & Wealth Institute. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services guided by a proprietary investment strategy methodology.

Paul Fitzpatrick is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial, Inc. for 14 years. Fitzpatrick is a 25% owner of Diversified Financial Solutions, P.C., a CPA firm where he performs accounting and tax preparation services, and he serves on the board of the YMCA of Naugatuck. OSAIC serves a diverse range of clients including individual investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and supports both discretionary and non-discretionary portfolio management across various investment vehicles.

Giovanna Digennaro is a financial advisor at Fidelity with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Digennaro has been with various Fidelity entities since 2011, including Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

Siobhan Mcintyre is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors, LLC. Outside of her advisory role, she is a landlord of a rental property in Danbury, Connecticut. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.