Agata Pajares is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She has worked previously at Ayco/Julius Gaudio and participated in nonprofit and educational organizations including Youth for Understanding and STS Foundation. Outside of her advisory role, she works as an independent contractor for CIEE, assisting international students and host families. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Wiktor Wozniak is a financial advisor at UBS Financial Services in New Haven, CT, holding a Series 66 designation with nine years of industry experience. Prior to joining UBS in 2018, he worked at AXA Advisors, LLC from 2016 to 2018. Outside of advisory work, Wozniak is involved in real estate as an owner and landlord. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside fee-based financial planning and portfolio management.

David Brown is a financial advisor at Ameriprise with 26 years of industry experience. He has held roles at Raymond James Financial and in insurance prior to joining Ameriprise in 2021. His credentials include Series 63 and Series 65 licenses. Outside of advising, he is involved in independent insurance brokering focused on fixed annuities. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to support its advisory approach.

Stacy Skeete is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has held roles at Amazon and New England College of Business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Brian Kiska is a financial advisor at Fisher Investments with 24 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Legg Mason & Co LLC, ClearBridge Investments LLC, and Legg Mason Investor Services from 2005 to 2020. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative analysis and employs tax-aware and defensive strategies to manage risk.

Burton Caldwell is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to develop personalized financial plans. He focuses on understanding clients' goals and financial situations to create strategies that aim to provide confidence and peace of mind. Prior to his current role, Burton worked as a Financial Representative at Fidelity Investments from 2023 to 2025. He also has experience as an Account Executive and Mortgage Loan Originator at NewDay USA in 2022. His professional background centers on investment consulting and financial representation. Outside of his professional work, Burton enjoys golf, skiing, and traveling.

Yogesh Kamdar is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies that help clients pursue their long-term financial goals. Since joining Merrill in 1993, Yogesh has worked with both individuals and businesses to develop customized financial plans focused on retirement planning, portfolio management, tax minimization, and executive compensation, among other areas. His approach emphasizes understanding each client’s full financial picture and maintaining focus on personal objectives regardless of market fluctuations. Originally from India, Yogesh earned Bachelor's degrees from Saurashtra University and Gujarat University before relocating to the United States in 1988. He began his career as a business manager for the City of Worcester, Massachusetts, and subsequently joined Prudential Insurance Company, where he gained experience in insurance, investment products, and wealth planning. Yogesh holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English, Hindi, and Gujarati. In addition to his professional work, Yogesh participates in community volunteering consistent with Merrill’s traditions. His personal interests include badminton, bowling, chess, pickleball, reading, table tennis, traveling, and yoga.

Joe Celotto is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1997 and holds the designation of Chartered Retirement Planning Counselor (CRPC) as well as Personal Investment Advisor (PIA). Joe specializes in goals-based wealth management, working with affluent families, accomplished professionals, and business owners to develop personalized strategies that address retirement planning, managing new wealth, and retirement income. Throughout his career, Joe has focused on helping clients navigate the complexities of financial planning by aligning investment decisions with their personal priorities and life stages. He leads a team of specialists to provide customized advice and disciplined investing approaches, emphasizing collaboration and long-term relationship building. Joe’s approach includes addressing retirement lifestyle funding, education planning, and managing potential healthcare costs, with attention to the changes clients experience over time. Joe earned a Bachelor’s degree from Quinnipiac University and a Master’s degree from the University of New Haven, in addition to his high school diploma from Hamden High School. Outside of his professional work, Joe’s personal interests include skydiving, table tennis, and tennis.

Charles Trapani is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planning Board of Standards, Inc., and has been in the financial services industry since 2001. Charles focuses on serving high net worth individuals and their families, including professional athletes and coaches, providing a broad range of services including investment management, retirement planning, estate and tax planning, risk management, and financial planning related to significant liquidity events. Charles’s expertise encompasses college education planning, family wealth management strategies, legacy planning, philanthropic planning, socially responsible and ESG investing, small business strategies, and special needs planning. His wealth management approach is consultative and objective, emphasizing a comprehensive understanding of each client's financial situation and personal goals. He develops customized strategies, regularly reviews progress, and integrates resources from Merrill Lynch and Bank of America to support clients’ evolving needs. He earned a Bachelor of Science degree in Business Administration from the University of Vermont and a Master of Business Administration from Fairleigh Dickinson University. Charles brings over 25 years of experience from roles in both small businesses and large corporations, including owning and operating two small businesses. Beyond his professional work, he is involved in community organizations such as Habitat for Humanity, Community Dining Room, and Rotary. His personal interests include basketball, biking, bowling, fishing, golfing, hiking, music, marathon running, and writing.

Michael Belanger is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL in 2024, he worked at Cetera and Cetera Investment Services. Before his financial services career, he spent ten years at Penskee Automotive Group. 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 portfolios, third-party asset management, and institutional platforms.

Todd Zeidenberg is a financial advisor at Cetera with over 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes long tenures at Minnesota Life Insurance Co and Securian Financial Services Inc, and he currently serves as principal of Z Wealth Management LLC and MDZ Wealth Management LLC. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of over 10,000 advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and access to both affiliated and third-party managers.

Derek Ciampini is a financial advisor with Raymond James & Associates in New Haven, CT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Outside of his advisory role, Ciampini owns and maintains rental real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad adviser network and comprehensive research resources.

Thanh Tran is a financial advisor at J.P. Morgan Securities with 12 years of industry experience and a Series 66 designation. Prior to joining J.P. Morgan, Thanh worked at Park Avenue Securities, Northwestern Mutual, The Guardian Life Insurance Company, and Prudential. Outside of his advisory role, he is involved with Property Prep LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services through a select group of Wealth Advisors, with a focus on funds and strategies approved through internal review processes.

John Bloomfield is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2018, following eight years at INVEST Financial Corp. He also operates as an insurance agent specializing in health, Medicare, and life insurance. 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, supported by a network of over 22,800 advisors.

Neha Mehta is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping individuals and families develop personalized wealth management strategies. With nearly a decade of experience in the financial services industry, she focuses on providing tailored financial solutions that align with her clients' unique goals. Her areas of expertise include college education planning, family wealth management, retirement planning, portfolio management, and liquidity management. Neha holds a Bachelor's Degree from Jai Hind College and is a Personal Investment Advisor (PIA). She is fluent in English and Hindi. Her professional approach emphasizes transparency, trust, and simplifying complex financial decisions to empower clients in confidently managing their financial futures. Outside of work, Neha enjoys running, yoga, and spending time with her family.

James Ian is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of advising, he manages an LLC and operates as an insurance agent offering various life and health insurance products. MassMutual Investors Services 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 programs using collaborative, technology-driven analysis and offers specialized planning services including divorce and estate-settlement planning.

Fernando Rosa is a financial advisor with Merrill in New Haven, CT, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Bank of America, Citizens Bank, and People's United Bank, among others. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Glenn Ufland is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Gavin720 Holdings LLC, through which he manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.

Mina Sedrak is a financial advisor at Raymond James & Associates with six years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and HSBC. Outside of her advisory role, she works as an independent contractor performing mystery shopping evaluations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipalities, offering non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

Michael Cataldo is a Financial Advisor at Merrill Lynch Wealth Management, where he works closely with clients to define their financial goals and develop portfolio strategies tailored to help achieve them. He provides ongoing advice and adjusts portfolio strategies to align with clients' changing circumstances. Michael holds the Personal Investment Advisor (PIA) designation. He completed his high school education at New Milford High School and attended Western Connecticut State University without obtaining a degree. His approach involves helping clients identify what matters most to them and their families to create strategies aimed at pursuing their financial objectives.