Larry Arinsburg is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked for American Portfolios Financial Services, Inc. for 21 years and has been associated with Finesco Assoc. for over four decades. Outside of his advisory role, he operates a sole proprietorship focused on insurance sales and maintenance, and provides tax preparation services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and offers a wide range of programs including Unified Managed Accounts, third-party manager programs, and comprehensive financial planning.

Robert Angevine is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for American Portfolios Financial Services, Inc. for 21 years. In addition to his advisory role, he prepares income tax returns annually outside of market hours. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across multiple platforms.

James Carrion is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Hudson Valley Credit Union and HVCU in various roles including relationship management. Outside of advisory work, he serves as a notary at Hudson Valley Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and employs various model portfolios and third-party strategies to serve its clients.

Jie Huang is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including E*TRADE Securities and several investment-related ventures. Outside of his advisory role, Huang is involved in multiple business activities as a sole proprietor and partner in retail and investment ventures. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and investment committee insights.

Daniel Cueva is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He has held positions at Wells Fargo Bank, JPMorgan Chase Bank, and JPMorgan Securities LLC. His credentials include the Series 63 and Series 65 licenses. 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 combines research and analytics with diversification principles and modern portfolio theory to inform its investment approach.

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.

Richard Streisfeld is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services primarily in an advisory capacity without providing individual security recommendations as part of standalone plans.

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.

Michael Martucci is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. The firm serves individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. Wells Fargo Advisors manages approximately $671 billion in assets through a nationwide network of over 14,000 financial advisors, providing both brokerage and advisory solutions.

Alison Masopust is a financial advisor with Stifel in Southbury, CT, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Bank of America, Merrill, and UBS Financial Services. Outside of her advisory work, she is involved with the Investment & Wealth Institute as a CIMA® Certification Commission member and participates in maintaining certification standards. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Paul Fitzpatrick is a financial advisor with OSAIC, holding a Series 66 designation and 25 years of industry experience. He previously worked at Sagepoint Financial, INC for 14 years and has operated Diversified Financial Solutions, P.C., a CPA firm providing accounting and tax preparation services, since 1984. He serves on the board of the YMCA of Naugatuck and has been involved in its capital campaign. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Giovanna Digennaro is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and systematic portfolio construction. The firm is noted for its use of algorithmic methods, advisory roles to registered investment companies, and model portfolio delivery to intermediary platforms.

Siobhan Mcintyre is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Atkinson is a Series 66 licensed financial advisor with Merrill in Southbury, CT, and has 8 years of industry experience. He previously worked at Webster Bank for two years before joining Merrill. 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Mcguire is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. She has been with Equitable Advisors since 2004, including its previous iteration as Axa Advisors. Outside of her advisory role, Mcguire serves as a board member and officer of the Lewisboro Horsemen's Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of investment approaches, including third-party asset managers and proprietary programs, focusing on matching clients with appropriate models and discretionary management solutions.

Luis Abella is a financial advisor with Edward Jones in New Milford, CT, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Abella serves on the board of the Visiting Nurses Association of New Milford. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Richard Sica is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and UBS Financial Services. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Ivan Shiffman is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following prior roles at Ion Bank and Union Savings Bank. Outside of his advisory role, he serves as Vice Chairman of the New Milford Economic Development Corporation, a volunteer position focused on local economic initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 advisors across a broad branch network.

Michael Noviello is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Avantax Advisory Services. In addition to his advisory role, he is an owner and tax preparer. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation and portfolio optimization.

Charles Hickey Sr. is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 65 and Series 63 licenses and with 34 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1992 and was also employed by Convergencetp Inc. from 2010 to 2022. In addition to advisory services, he is involved in sales of loan products and home security and automation referrals with affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-driven investment strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets.