Peter Arnold is a financial advisor with Raymond James Financial in Bethel, Connecticut, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2002. In addition to his advisory role, he works as an independent contractor with Nutmeg Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique affiliations that enhance its municipal and public-finance services.

Evan Adelglass is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2005, including its predecessor LINSCO/PRIVATE LEDGER. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

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.

Rodney Pierresaint is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

John Koterbay III is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he manages client relationships through Array Services, LLC. 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 recommendation reports and ongoing planning advice focused on retirement income strategies and tax-aware withdrawals.

Wayne Curtis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Outside of his advisory role, he is president of Curtis Financial Services and Insurance, LLC, which provides group and health insurance services to small businesses and individuals. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through a range of third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals and risk tolerance.

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.

Joshua Mcmahon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and VOYA Financial Advisors. Outside of finance, he operates George McMahon's Lawn Service, a lawn care and snow removal business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by in-house research, model portfolios, and third-party asset managers.

Eugene Harris is a Series 63 licensed financial advisor at OSAIC with 42 years of industry experience. He has worked at Lincoln Financial Securities Corporation since 2008 and joined OSAIC in 2025. Outside of his advisory role, he owns and operates a tax preparation firm and serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing advanced asset-allocation tools and multiple advisory platforms.

Joseph Matthew Jr. is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank. He serves as an investment committee member for the CCSU Foundation. 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 a range of brokerage and advisory solutions backed by research and analytics.

Ryan Taylor is a financial advisor with Mass Mutual Investors Services and MassMutual Life Insurance Co, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Metlife from 2015 to 2017. In addition to his advisory role, Taylor acts as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, long-term care, and Medicare-related products. Mass Mutual Investors Services 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 and asset management through collaborative, annual engagements using firm-approved tools to analyze client goals, with implementation of recommendations offered separately.

Jennee Blanco is a financial advisor at Mass Mutual Investors Services with six years of industry experience. She holds the CFP® and ChFC® designations, and has worked at Mass Mutual Life Insurance Company and MML Investors Services since 2019, following prior roles at Barnum Benefit Advisors and Barnum Financial Group. Outside of her advisory role, she works as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance, and assists with life settlement cases. Mass Mutual 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, charitable organizations, and employers. The firm offers collaborative, goal-based planning using firm-approved software and delivers written recommendations while clients maintain discretion over implementation.

Joseph Marino is a financial advisor at OSAIC Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has a diverse work background including roles in education consulting and the hospitality sector. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs advanced portfolio construction tools and supports multiple advisory platforms, with a focus on managing portfolios that include a broad array of asset types.

David Martins is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC®, Series 66, and Series 63 designations 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 broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roger Madero is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through its integrated platform.

Erik Scaranuzzo serves as Senior Resident Director at Merrill, specializing in integrated planning-based wealth management services for high net worth individuals and investment consulting for institutions. With over 26 years of experience, he focuses on areas including college education planning, corporate executive services, endowments, foundations, non-profits, retirement income, and portfolio management. Since joining Merrill in 1999, Erik has developed expertise in retirement plan design, implementation, and compliance, supported by his professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA®), and Chartered Retirement Plans Specialist™ (CRPS™). He holds a Bachelor of Science in Finance from Southern Connecticut State University, a Master of Science in Management, and an MBA from Albertus Magnus College. Erik is actively involved in the Greater New Haven community, serving on the boards of the Boys & Girls Clubs of Greater New Haven, the Greater New Haven Chamber of Commerce, and the Shubert Theatre. He is also a member of the North Haven Rotary Club, Wallingford Country Club, and the Walter Camp Football Foundation. His professional recognition includes listings on Forbes and SHOOK Research's Best-In-State Wealth Advisors and Wealth Management Teams from 2023 to 2025.

Thomas Hunt is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 2021. Outside of his advisory role, he is also involved in insurance sales as a broker, focusing on individual life, disability insurance, fixed annuities, and health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements that use firm-approved software and tailored recommendations.

Thomas La Pointe is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at Securities America Advisors and Ameriprise Financial Services, Inc. La Pointe is also a commissioned notary in Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

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 three years of industry experience. His prior roles include positions at Webster Investments, Northeastern University, and KPMG India Private Limited. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology resources.