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.

Jared White is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera Advisor Networks LLC, Kestra Advisory, and UBS Financial Services. Outside of his advisory role, he is involved with Compass Capital Management, providing investment advisory and financial planning services through affiliated entities. LPL Financial is a national broker-dealer and SEC-registered investment advisor serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to third-party asset managers, with a range of investment strategies executed on both discretionary and non-discretionary bases.

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.

Richard Fabian is a Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive financial planning and investment management. With over 10 years of experience, he provides tailored strategies to help clients achieve goals across areas such as college education planning, family wealth management, retirement income, and socially responsible investing. Richard leverages Merrill's extensive resources and research alongside his industry expertise to develop customized solutions aligned with each client's unique needs and aspirations. Richard holds a Bachelor's Degree from Lehman College and a Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish, enabling him to effectively communicate with a diverse client base. His professional approach emphasizes transparency and trust, focusing on building long-term relationships to support clients and their families in securing their financial futures. Outside of his professional role, Richard enjoys adventure sports, baseball, basketball, biking, dancing, and music. He values spending quality time with his family and engages in community service events to contribute to the well-being of others.

Guy Beaudoin is a financial advisor with Edward Jones in Farmington, CT, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His career includes eighteen years at Charles Schwab and three years at TD Ameritrade prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and branch offices across the United States.

Richard Metcalfe Jr. is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 designations. He has 41 years of industry experience and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile using a combination of in-house and third-party investment managers.

Connor Odell is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and First Republic Bank. He is also associated with Nancy S. Daoud & Associate LLC as an associate financial advisor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

John Laggis Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has worked at Cetera and its related entities since 2019 and previously spent 33 years at Foresters Financial Services. Laggis is a 59% owner of New View Wealth Management LLC, which operates for Cetera business, continuity, and succession purposes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies across various program structures and custodial relationships.

Nancy Dobrzanski is a financial advisor at Ameriprise with 22 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate since 2010. Outside of her advisory role, she has been involved in real estate ownership. Ameriprise is a large institutional firm that offers retirement-income planning services for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Adam Reed is a financial advisor at RBC Capital Markets with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and City National Bank. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a combination of in-house and third-party investment managers tailored to client risk profiles.

Michael Argiro is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. His career includes roles at Cetera Advisors LLC and Everbank, among others. Outside of his advisory work, he teaches financial literacy and related topics to adults and schoolchildren in local education and recreation centers, and participates in charitable fundraising and nonprofit networking groups. Cetera Investment Advisers LLC is a nationally recognized SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, combining discretionary and non-discretionary authorities across diverse program structures and custodial relationships.

Jonathan Haulenbeek is a financial advisor with LPL Financial in Northfield, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with LPL Financial since 2002. 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 financial planning and investment services, utilizing both proprietary models and third-party strategies, and supports its advisors with technology tools while maintaining a broad platform that includes insurance and banking partnerships.

Erika Pape is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has nine years of industry experience. Her prior work includes positions at KeyBank and Essex Financial Services. She is currently associated with Liberty Bank and Liberty Bank Investment Services, where she focuses on financial advising and investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains unique affiliations and advisory programs in the municipal and public finance sectors.

Michael Schloss is a financial advisor at LPL Financial with 40 years of industry experience. He has held roles at Bts Asset Management, Inc. and Main Street Management Company prior to joining LPL in 2004. He serves as a non-profit board member and is a licensed notary. 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 model portfolios and third-party asset management, supported by advanced research and operational tools.

Joseph Marino is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation. His prior work includes roles at Success Education Consultants and Longhorn Steakhouse, as well as self-employment. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process focused on model-based asset allocation and portfolio optimization.

David Martins is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC® designation along with Series 66 and Series 63 licenses and has been with Edward Jones since 2014. 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 solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Thomas La Pointe is a financial advisor with LPL Financial in Waterbury, CT, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Securities America Advisors, Ameriprise Financial Services, Equitable Advisors, and MSI Financial Services. He is also commissioned as a notary in Connecticut. 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 financial planning and asset management solutions, including model portfolios and third-party subadvisors, supported by advanced operational tools and a large network of over 22,800 advisors.

Latifa Kolarevic is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kiran Suresh Mirpuri is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL and Webster Investments in 2023, Kiran worked at Northeastern University and held roles at International Money Matters Private Limited, Finscholarz Wealth Managers LLP, and KPMG India Private Limited. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning and portfolio management solutions, supported by various institutional platforms and advanced technology tools.