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 Series 66-licensed financial advisor with LPL Financial, bringing 26 years of industry experience. He has previously worked at Securities America Advisors, National Planning Corporation, and has maintained his own firms, Hintz & Company, LLC and Hintz Financial Services, for two decades. Outside of advisory work, he serves as a notary, election moderator, and justice of the peace, and owns a farm in Middle Haddam, CT. 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 wide range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

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.

Steven Fazo is a CFA® charterholder with 14 years of experience in the financial industry. He is currently affiliated with Cetera and has previously worked at Ciampi Financial Services and Ciampi Wealth Management Corp. Outside of his advisory role, he is a partner in a retail business selling yarn and knitting accessories. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

Jeffrey Wolf is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch and its predecessor firms since 1999, marking over 25 years in the financial industry. Throughout his career, Jeffrey has worked directly with clients to develop comprehensive financial strategies that consider their risk tolerance, time horizons, liquidity needs, and overall investment goals. His expertise includes managing annuity products and overseeing the PWS Group model portfolios. Jeffrey's professional credentials include designations such as 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 holds a Bachelor's Degree from Eastern Connecticut State University and completed an Accredited Certificate Program at the University of Southern California. Jeffrey has been recognized by Forbes on the "Best-in-State Wealth Advisors" list multiple times, including 2021 and from 2024 to 2026. Beyond his professional work, Jeffrey is a father of three children, including children with special needs, which informs his commitment to his clients and community. He is involved with fundraising efforts for organizations focused on rare diseases and participates in adventure sports, fitness, golf, and spending time with his family.

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 experience in the financial industry, currently serving at Wells Fargo Advisors since 2026. He previously worked at Wells Fargo Clearing for 10 years. Outside of his advisory work, he is a member and secretary of an investment club in Watertown, CT. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and utilizing Wells Fargo research and planning tools to develop tailored recommendations.

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.

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 at Wells Fargo Advisors with 29 years of industry experience. He previously worked at Wells Fargo Clearing and Morgan Stanley DW Inc. Birdsey is registered with Series 63 and Series 65 credentials and is based in New Haven, CT. He is the owner of Birdsey Wealth Management, LLC, a financial planning and investment firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers specialized planning services in areas such as business-owner transition, sports and entertainment, special-needs analysis, and divorce planning, using proprietary research and tools to develop tailored client recommendations.

Erika Osbeck is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. She has worked at Liberty Bank and Wells Fargo Clearing Services, LLC, among other firms. Osbeck also serves as support staff at Liberty Bank Investment Services, assisting with client communications and paperwork. 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, institutions, and charitable organizations. The firm offers non-discretionary planning and uses analytical tools for tailored recommendations, supporting clients through advisory programs and partnerships.

David Ross Jr. is a financial advisor with LPL Financial in Southington, CT, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior experience includes roles at VOYA Financial Advisors and Capital Financial Planning, where he has worked alongside his ongoing affiliation with CFP Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by proprietary research and third-party subadvisors.

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® with 23 years of industry experience, currently affiliated with LPL Financial in Guilford, CT. He has worked at LPL Financial since 2006 and previously held positions at Merrill and Brook Wealth Management. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.

Randy Rosario is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. His previous roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, supporting trading, account administration, and custody.