Zahya Beall is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Edward Jones and Legg Mason. In addition to her advisory role, she is an owner and producer at an insurance agency affiliated with Arthur J Gallagher & Co. 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 provides a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Daniel Figuly is a CFP® professional with 26 years of industry experience. He is currently an advisor at Wells Fargo Clearing, where he has worked since 2022, following six years at JPMorgan Securities LLC. 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 both brokerage and advisory solutions.

Joseph Persempere is a financial advisor at LPL Enterprise with 29 years of industry experience. He has held roles at Prudential Insurance Company of America since 1997 and worked with Pruco Securities, LLC. from 1997 to 2024. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. Its investment approach is typically model-driven, offering access to third-party asset managers and wrap programs alongside affiliated insurance and trust services.

Dataram Narain is a financial advisor with Primerica Advisors in Madison, CT, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is involved in selling home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and provides services via a tiered wrap-fee structure rather than fixed fees.

Randy Makles is a financial advisor with Equitable Advisors in Milford, CT, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2015 and was previously with Axa Advisors, LLC. Outside of his advisory role, he is involved in direct carrier appointments. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Alfred Zappulla is a Series 66-licensed financial advisor with LPL Enterprise, bringing three years of industry experience. His prior roles include positions at Pruco Securities LLC, Nylife Securities LLC, New York Life Insurance Company, Confluence Global Capital, and TIAA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Robert Lo Ricco is a Series 66 licensed advisor with Cetera in New Haven, CT, bringing one year of industry experience. Prior to joining Cetera, he worked at Wealth Advisory Group LLC and Industrial Acceptance Corporation. Outside of his financial career, he serves as the boys varsity lacrosse head coach at Hopkins School and volunteers with local community organizations. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers, with assets under management exceeding $256 billion.

Joseph Rahtelli is a financial advisor with Primerica Advisors in Milford, CT, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1991. Outside of his advisory role, he is self-employed as an owner of intellectual properties and works as an engineer consultant. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with over 3,600 financial advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-delivery strategies managed by unaffiliated asset managers.

Christopher Carboneau is the Market Leader for Fidelity Investments in Connecticut. In this role, he focuses on leadership and coaching to support the growth of Fidelity's associates and enhance the firm's ability to serve more clients. His professional experience at Fidelity Investments spans multiple leadership positions since 2004, including his current role as VP, Connecticut Market Leader since 2024. Prior to that, he served as VP, National Investor Center Market Leader from 2022 to 2024, and held several other leadership roles such as Vice President and Branch Leader from 2013 to 2021. Earlier in his career, he worked within Fidelity's pension services starting in 2004. Outside of work, Christopher's personal interests include spending time at the beach, boating, attending concerts, cooking and baking, engaging in family activities, and playing golf.

Brian Dineen is a Financial Consultant at Fidelity Investments, where he assists clients in developing and implementing comprehensive financial plans by utilizing the resources available through Fidelity. He has been with Fidelity since 2021, serving in various roles including High Net Worth Associate, Relationship Manager, Investment Consultant, and PWM Planning Consultant before his current position. Prior to joining Fidelity, Brian held roles at UBS Investment Bank as an Executive Director from 2004 to 2019, at Charles Schwab and Co. as Director in 2004, and at Soundview Technology Group as Vice President from 1997 to 2004. He has over 25 years of experience in financial services.

Amy Fino is a financial advisor with Osaic, holding a Series 66 designation and over 22 years of industry experience. She previously worked at FSC Securities Corporation for 20 years and maintains an independent financial consulting business that involves client interaction, compliance, and office management. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and multiple program options.

Kevin Linn is a financial advisor with Equitable Advisors in Milford, CT. He holds the Series 66 designation and has been with the firm since 2023. Outside of advising, he has worked in retail at Total Wine & More since 2024. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Jeffrey Wolf is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch and its predecessor firms since 1999, marking over 25 years in the financial industry. Throughout his career, Jeffrey has worked directly with clients to develop comprehensive financial strategies that consider their risk tolerance, time horizons, liquidity needs, and overall investment goals. His expertise includes managing annuity products and overseeing the PWS Group model portfolios. Jeffrey's professional credentials include designations such as Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from Eastern Connecticut State University and completed an Accredited Certificate Program at the University of Southern California. Jeffrey has been recognized by Forbes on the "Best-in-State Wealth Advisors" list multiple times, including 2021 and from 2024 to 2026. Beyond his professional work, Jeffrey is a father of three children, including children with special needs, which informs his commitment to his clients and community. He is involved with fundraising efforts for organizations focused on rare diseases and participates in adventure sports, fitness, golf, and spending time with his family.

Michael Haggerty is a financial advisor at UBS Financial Services in New Haven, CT, holding a Series 66 designation with 14 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a partner at New Haven Strength & Athletics and serves on the board of the New Haven Chamber of Commerce, where he runs a young professionals networking group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm provides a broad range of services including fee-based financial planning, portfolio management, and capital markets activities.

Kurt Wischow is a financial advisor with Ameriprise in Milford, CT, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Ameriprise and its affiliate since 1996. Outside of his advisory role, he serves as a trustee for America St John's #8, where he participates in decision-making based on recommendations he provides. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax analysis to create tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Eric Lovas is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 65 licenses and with 30 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Banc of America Investment Services, Inc. He also works as an outside insurance agent specializing in individual and group life and health insurance, fixed annuities, long-term care, and disability insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using collaborative, software-driven methodologies to deliver written recommendations tailored to client goals.

Bradford Porter is a Senior Financial Advisor with Merrill Lynch Wealth Management, operating out of the West Hartford office. He is a member of the Porter Wolf Wealth Management Group and has dedicated over 25 years to providing wealth management strategies to his clients. Bradford focuses on equity management and option strategies and works closely with his team to ensure a client-first approach. His expertise covers a range of areas including college education planning, divorce transition planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, portfolio management, and individual and corporate investment strategy. Bradford holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He has earned an Associate's Degree from Mitchell College as well as Bachelor's Degrees from both the University of New Hampshire and the University of Connecticut. Bradford lives in Westbrook, Connecticut with his wife Melissa and their four children: Nicholas, Lexie, Braden, and London. Outside of work, he enjoys boating, coaching sports, pickleball, skiing, snowmobiling, and sailing competitively in the North East with his racing sailboat named XLR8. He is also passionate about sharing his knowledge and experience in financial markets with his clients.

John Steiger is a Series 66-licensed advisor with LPL Enterprise, holding three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has worked for Instacart and held various roles including at the University of Connecticut and E.A. Quinn Landscape Contracting Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

William Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Raymond James since 2014. Outside of advising, he is the owner of the Thimble Islands Ferry Company, which operates ferry boats serving residents near Branford, CT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a wide network of advisors with various advisory programs and consulting services.

Marc Ciociola is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Outside of his advisory work, he serves as a trustee and financial overseer for Wooster Lodge #79, a charitable organization in New Haven, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing a range of services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.