Michael Belanger is a financial advisor with LPL Financial in North Haven, CT, holding a Series 66 credential and five years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cetera and Cetera Investment Services from 2021 to 2024, and he has a background in the automotive industry with Penskee Automotive Group from 2011 to 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

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 with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL in 2018, he worked at INVEST Financial Corp for eight years and has operated as a self-employed advisor since 1990. He is also licensed as a non-variable insurance agent for health, Medicare, and life insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven solutions.

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.

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.

Christina Lake is a financial advisor at Ameriprise with 24 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she has involvement in real estate ownership. Ameriprise is a large institutional firm that offers a specialized retirement-income planning service for individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive written recommendations using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

William Giaquinto Jr. is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 16 years at Lincoln Financial Securities Corporation and over 18 years with Nutmeg Advisory Group LLC. Outside of advisory work, he is involved with Nutmeg Advisory Group LLC in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, leveraging research and model portfolios to support diversified investment strategies.

James Pazareskis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked with AXA Advisors and related entities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk profiles.

Joan Zorena is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and has been with UBS since 2014. Outside of her advisory role, she is involved with Second Saturday Divorce Workshops. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.

Meagan Dejesus is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Ohio National Financial Services since 2010 and at O.N. Equity Sales Company from 2009 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs supported by various model portfolios, research resources, and technology-driven solutions.

Slade Yancy is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He supports clients through the financial planning process aimed at educating them and helping bring clarity and peace of mind to their families. Prior to his current position, Slade served as a Financial Consultant at Fidelity Investments from 2020 to 2023 and as Assistant Branch Manager from 2016 to 2020. His earlier experience includes roles at Merrill Edge Bank of America as Market Sales Manager from 2013 to 2015 and Financial Solutions Advisor from 2011 to 2013, as well as Financial Advisor at Merrill Lynch from 2008 to 2010. Slade holds a California Insurance License. Further educational background and personal interests were not provided.

Alexandra Brinkerhoff is a Series 66-credentialed financial advisor with 16 years of industry experience, all of which she has spent at Merrill in New Haven, CT. 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 and supports individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Zimmerman is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 26 years of industry experience. His prior firms include Securities America Advisors, Securities America, Inc., and National Planning Corporation. Outside of his advisory work, he is involved in local sports as a soccer referee and coach and serves as a ticket seller and timekeeper for high school sports events. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, with a range of portfolio management options supported by asset-allocation tools and third-party platforms.

Shane Henderson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previous experience working at hospitality and recreation-related businesses, including Fresh Salt: Saybrook Point Inn Resort & Marina and Waters Edge Resort and Spa. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and offers advisory services to multiple registered investment companies and fund-of-funds.

Steven Baklas is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to understand their unique financial objectives and develop personalized strategies to pursue these goals. His approach focuses on building long-lasting relationships and providing guidance on various areas including family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, and tax minimization. Steven holds a Master's of Business Administration (MBA) and a Bachelor's Degree, both from the University of Connecticut. He also holds the designation of Personal Investment Advisor (PIA). He communicates fluently in Greek, Spanish, and English. Outside of his professional work, Steven has interests that include adventure sports, baseball, basketball, chess, cooking, football, gardening, pickleball, traveling, and watching movies.