Paul Aquila is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services, Inc. since 1999. Aquila is also the owner of Shoreview Wealth Management, a business where he dedicates significant time. 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 institutions. The firm employs a non-discretionary approach tailored to client goals and supports various advisory programs and specialized services, including public finance and SIMPLE IRA consulting.

James Mc Cabe is a financial advisor at Ameriprise with 35 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mc Cabe serves on the Board of Directors for the Portland, CT Water & Sewer Commission. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized retirement-income consulting team that combines research, modeling, and tax-efficiency analysis to generate tailored recommendations.

Maura O Brien is a financial advisor at Ameriprise Financial Services LLC with one year of industry experience. She has previously worked at Northwestern Mutual and has experience outside finance with roles at Amore Cucina and Jackass Brewing Company. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement income planning advice through a written Recommendation Report and focuses on dependable income sources and tax-aware withdrawal strategies.

John Dusza is a financial advisor with Wells Fargo Advisors, holding a CFP® designation and multiple securities licenses (Series 63, 65, 66). He has 27 years of industry experience and has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as Secretary and Commissioner on the Town of Madison Planning & Zoning Commission. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning solutions, including retirement, education, and specialized services such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Scott Berney is a Series 66-licensed financial advisor with over 10 years of industry experience. He currently works at LPL Financial and previously spent nine years at Lincoln Financial Securities. Berney is also involved with Nutmeg Advisory Group LLC, an investment-related business he has operated since 2015. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and access to research and alternative strategies.

John Picard is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, Picard serves on multiple boards, including as Chairman of the Tweed New Haven Airport Board of Directors and as a member of the Town of Madison Board of Finance. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering tailored, research-supported recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions within a large institutional framework.

Daniel Figuly is a CFP® professional with 26 years of industry experience. He is currently an advisor at Wells Fargo Clearing, where he has worked since 2022, following six years at JPMorgan Securities LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mark Roberti is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for Cintas from 2002 to 2017. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jennifer Waldron is a Series 66-licensed financial advisor with Ameriprise in Berlin, CT, bringing 11 years of industry experience. She has worked at Ameriprise since 2018, including its affiliated entities, and previously operated her own advisory business. Outside of her advisory role, she serves on the Board of Directors for the Connecticut Financial Planning Association, acts as a Girl Scouts troop leader, and co-chairs the pro bono committee for the FPA's financial literacy initiatives. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm delivers personalized, algorithm-supported recommendations through a centralized consulting team working alongside financial advisors.

Dataram Narain is a financial advisor with Primerica Advisors in Madison, CT, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is involved in selling home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and provides services via a tiered wrap-fee structure rather than fixed fees.

Robert Lo Ricco is a Series 66 licensed advisor with Cetera in New Haven, CT, bringing one year of industry experience. Prior to joining Cetera, he worked at Wealth Advisory Group LLC and Industrial Acceptance Corporation. Outside of his financial career, he serves as the boys varsity lacrosse head coach at Hopkins School and volunteers with local community organizations. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers, with assets under management exceeding $256 billion.

Theodore Hintz Jr. is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, National Planning Corporation, and operates his own firms, Hintz & Company, LLC and Hintz Financial Services. Outside of advising, he serves as a notary public, a justice of the peace, and is a business owner of Hintz Farm in Middle Haddam, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by a wide array of research and model portfolios.

Andrew Gardner is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Cetera and its affiliated entities since 2014. Gardner also serves as vice president and wealth manager at Reliance Wealth Management and is an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Christopher Carboneau is the Market Leader for Fidelity Investments in Connecticut. In this role, he focuses on leadership and coaching to support the growth of Fidelity's associates and enhance the firm's ability to serve more clients. His professional experience at Fidelity Investments spans multiple leadership positions since 2004, including his current role as VP, Connecticut Market Leader since 2024. Prior to that, he served as VP, National Investor Center Market Leader from 2022 to 2024, and held several other leadership roles such as Vice President and Branch Leader from 2013 to 2021. Earlier in his career, he worked within Fidelity's pension services starting in 2004. Outside of work, Christopher's personal interests include spending time at the beach, boating, attending concerts, cooking and baking, engaging in family activities, and playing golf.

Wanda Short is a financial advisor at Ameriprise with 22 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the Board of Directors for the National Council of Negro Women. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Brian Dineen is a Financial Consultant at Fidelity Investments, where he assists clients in developing and implementing comprehensive financial plans by utilizing the resources available through Fidelity. He has been with Fidelity since 2021, serving in various roles including High Net Worth Associate, Relationship Manager, Investment Consultant, and PWM Planning Consultant before his current position. Prior to joining Fidelity, Brian held roles at UBS Investment Bank as an Executive Director from 2004 to 2019, at Charles Schwab and Co. as Director in 2004, and at Soundview Technology Group as Vice President from 1997 to 2004. He has over 25 years of experience in financial services.

Jeffrey Wolf is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial services industry, focusing on providing tailored wealth management and retirement planning solutions. Jeff works with clients of the PWS Wealth Management Group, developing strategies that consider risk tolerance, time horizon, liquidity needs, and overall investment goals. His areas of expertise include annuity products, portfolio management, college education planning, divorce transition planning, family wealth management, retirement income, and defined benefit and contribution plan consulting. Jeff holds several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Eastern Connecticut State University and completed an Accredited Certificate Program at the University of Southern California. Throughout his career, Jeff has been recognized for his dedication, including being named a top advisor in Connecticut by Forbes in 2021. Outside of his professional work, Jeff is a father to three children and stays active through CrossFit training and endurance racing. He is involved with organizations focused on rare diseases, including the Association for Rare Diseases and the Association for Creatine Deficiencies, supporting fundraising and awareness efforts. Jeff’s commitment to his family and community complements his client-centered financial advisory practice.

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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.

Scott Tansley is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Advisors since 2026. He has previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling over 18 years within Wells Fargo-affiliated firms. Outside of his advisory role, he is a member and secretary of a local investment club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.