Emily Savage is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliate since 1990. Outside of her advisory role, she serves as a Notary Public and is involved with Honey Badger Management. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm provides written, research-based recommendation reports that integrate tax-smart strategies and probability modeling, delivered through a centralized consulting team in partnership with its financial advisors.

Rebecca Dalrymple is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Bank of America and Merrill since 2010. Based in New Haven, CT, her career spans over a decade at these institutions. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary strategies developed by internal teams and third-party managers.

Edwin Toth is a CFP®-certified financial advisor with 45 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Sagepoint Financial, OSAIC, Citigroup Global Markets, and UBS Financial Services. He is also involved in selling non-variable insurance products through Integrity Financial Service. 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, and institutional platforms, supported by extensive operational and research tools.

Cedric Hankerson is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to this, he worked at Boston University for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial and estate planning. The firm employs a structured financial planning process using proprietary tools and offers a broad range of investment services.

Heather Magnotta is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Her professional background includes roles at Norwalk Hospital and Pride Dental Group. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Raymond Bovich is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a board member for The Connection Inc., a community services organization, and holds leadership positions as president of CT Waverunners, a nonprofit, and board member of the CFA Society Hartford. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, covering a broad range of investment strategies and program structures.

Nicholas Provera is a financial advisor with Edward Jones in Southington, CT. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Newcountry Mercedes Benz and operated his own business, The Bumper Pros, for nine years. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Patrick Shannon is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning through written recommendation reports and annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Civiello is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise Financial Services, LLC since 2021. Outside of his advisory role, he has experience as an associate financial advisor with Watermark Management Partners. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized retirement-income recommendations.

Michael Thompson is a financial advisor with LPL Financial based in North Haven, CT, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. His prior roles include positions at Foresters Financial Services and Foresters Advisory Services LLC. Thompson is also a licensed notary public and holds an insurance brokerage role specializing in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad spectrum of non-advisory financial services.

Donald Page III is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized financial strategies to high-net-worth individuals and families, emphasizing a consultative approach to wealth management. Donald has been active in the financial services industry since 2005. His experience includes managing portfolios and developing customized strategies covering areas such as portfolio management, investment allocation, education funding, tax minimization, business solutions, credit, and lending. He joined Merrill Lynch in 2014 after three years with UBS and six years with T. Rowe Price Investment Services. He is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Donald holds a Bachelor's Degree from St. Lawrence University in Canton, New York. Outside of his professional responsibilities, he spends time traveling, hiking, and fly fishing with his family. He is active in his church and volunteers in his local Capitol Hill community.

Rossarin Gaetano is a Series 66-licensed financial advisor with Merrill in New Haven, CT, with 15 years at the firm and 1 year of industry experience. He is a general partner and managing member of AboveandBeyond LLC, a family restaurant business in Wallingford, Connecticut. 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 and profit-sharing plans, corporations, and charitable organizations.

Alexander Fennell is a financial advisor with LPL Enterprise and holds the CFP® and ChFC® designations. He has 17 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. Fennell is based in Wallingford, CT. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs.

Stuart Steckler is a financial advisor with MassMutual Investors Services holding a Series 66 license and five years of industry experience. He has worked at Merrill Lynch and LPL Financial, among other firms. Steckler is also licensed as an insurance broker, offering life, disability, long-term care, fixed annuities, and health insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and estate-settlement services.

Magdalena O'doherty is a CFA® charterholder and holds a Series 63 license, currently advising clients at LPL Financial with two years of industry experience. She previously worked for J.P. Morgan Securities for ten years and is also involved with AWS since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment programs and platforms.

Christopher Wiegert is the Resident Director at Merrill, where he offers a comprehensive approach to managing wealth. He begins by understanding clients and their families, their financial situations, and what matters most to them, then assists in creating customized wealth management strategies that adapt to evolving client needs and market conditions. He delivers access to Merrill's investment insights alongside the banking convenience of Bank of America to support various aspects of clients' financial lives. His areas of focus include investment consulting for defined contribution plans, personal retirement planning, and retirement income strategies. Christopher holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Christopher earned a Bachelor's Degree from Central Connecticut State University and a Master's Degree from Post University. He is also committed to community involvement, reflecting the Merrill tradition of engagement, and enjoys personal interests such as biking, boating, fishing, golfing, and spending time with his family.

Richard Moran Jr. is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securian Financial Services and Allied Wealth Partners. Outside of his advisory role, he is involved as a board member of the New Haven Football Official Association and the Orange Players Theater Group, and he volunteers as a radio host and participates in local performing arts as a vocalist and actor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary accounts across diverse strategies and custodial relationships.

Jeremy Busa is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has a background that includes 20 years with the Southington Police Department and a prior role at New York Life. Equitable Advisors serves a broad clientele including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Wu Yan is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, Wu collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Leveraging the resources of Merrill and Bank of America, Wu provides clients with investment insights alongside banking and lending solutions. Wu holds a Doctorate from the Medical College of Ohio, a Master's Degree from Quinnipiac University, and a Bachelor's Degree from Wuhan University in China. Wu is also designated as a Personal Investment Advisor (PIA). Committed to community involvement, Wu volunteers with local organizations, reflecting the Merrill tradition of community participation.

Patricia Gugliotti is a financial advisor at LPL Financial with 43 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and The Strategic Financial Alliance. 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.