William Caso is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Avantax Advisory Services and Avantax Insurance Agency. Caso is also a CPA providing tax preparation and accounting services and serves as treasurer of the Kawanis Club of Danbury. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a suite of affiliated and third-party investment solutions.

Jared White is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at Cetera Advisor Networks LLC and Kestra Advisory. White is also an investment adviser representative at Kestra Advisory Services and operates Compass Capital Management, a registered representative firm under Kestra. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by internal and third-party research.

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 who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is also an insurance agent specializing in individual and group life and health insurance, fixed annuities, long-term care, and disability insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by advanced software tools and offers a range of planning programs including estate-settlement and employer-sponsored options.

Scott Tansley is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Advisors since 2026. He has previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling over 18 years within Wells Fargo-affiliated firms. Outside of his advisory role, he is a member and secretary of a local investment club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored client recommendations.

John Steiger is a financial advisor at LPL Enterprise with two years of industry experience and holds the Series 66 designation. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Instacart. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and various brokerage and insurance products.

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.

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.

Brendan Birdsey is a financial advisor with Wells Fargo Advisors in New Haven, CT, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes over a decade at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining his current firm. Birdsey owns and operates two financial planning and investment-related businesses, including Birdsey Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with an emphasis on discrete planning engagements across various specialized areas.

John Culhane is a financial advisor at Cetera with 29 years of industry experience and holds the PFS™ designation along with Series 63 and Series 65 licenses. His work history includes roles at Avantax Advisory Services and Cincinnati Insurance Co, and he has operated his own CPA practice since 1994. Outside of advising, he is involved in tax preparation and serves as an insurance sales agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

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.

Jason Pollack is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 designations and 11 years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Reliant Realty from 2019 to 2022. He is also active as a real estate agent affiliated with ERA Blanchard in Manchester, CT. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to managed portfolios through an integrated platform combining advisory programs with brokerage and insurance solutions.

David Ross Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has previously worked at VOYA Financial Advisors and has maintained roles with CFP Associates and Capital Financial Planning since 2010 and 2011, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Jackson Seward is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and operates through Wooster Square Advisors, providing financial services. His prior roles include positions at Southern Connecticut State University and YMCA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management, financial planning, and consulting services, delivering investment solutions through a multi-manager platform supported by over 10,000 advisors nationwide.

Jeremy Taubman is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual Investment Services LLC and has a background that includes roles in education and physical therapy. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans and institutional investors, offering financial planning, consulting, and access to a range of investment and insurance products through its integrated advisory and brokerage platform.

Gabriel D'amica is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS in various capacities since 2016. Outside of his advisory role, he serves on the Board of Trustees for the First Church of Christ Congregational in Glastonbury, CT, where he is involved in facilities management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

John Grayeski is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2022 and previously with People's United Advisors and People's Securities. Grayeski is also affiliated with Sacred Heart University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

Daniel Velazquez is a Series 66-licensed financial advisor with LPL Financial in Ansonia, CT, where he has worked since 2011. He has 20 years of industry experience. Outside of his advisory role, he maintains involvement in several real estate rental activities. 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. The firm offers a variety of advisory programs, financial planning, and consulting services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Hobin Jr. is a financial advisor with LPL Financial in New Haven, CT, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Key Investment Services LLC, Citizens Securities Inc., Santander Securities, LLC, and Santander Bank, NA. 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 advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by in-house and third-party research.