Christopher Dwyer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and offering 34 years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Key Investment Services LLC for five years and Citizens Securities, Inc. for two years. Outside of his advisory work, he serves as secretary for Kids of American Heroes, a nonprofit supporting families and service members of deployed U.S. armed forces. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Hannah Hutchison is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She has worked at Merrill since 2024 and previously held positions at Ceterus and Merrill Lynch. Outside of her financial career, she has experience working at Parker Steaks and Scotch. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Evan Adelglass is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial and its predecessor entities since 2005 and previously worked at Banc of America Investment Services and Quick & Reilly. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Schiappa is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Barnum Financial Group, and Curtiss, Crandon & Moffette Inc. Outside of finance, he was involved with Jones Family Farm for two years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager searches, and customized performance reporting, using a combination of quantitative modeling and centralized due diligence.

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.

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.

Christian Loban is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years. Prior to his financial services career, he was employed at The Nielsen Company and The NPD Group. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Joshua Mcmahon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 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 provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

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.

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.

James Stuart is a financial advisor with Ameriprise in Madison, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Putnam Mutual Funds Corp./Putnam Retail Management for 27 years before joining Ameriprise Financial Services LLC in 2024. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team.

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 with OSAIC Wealth, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining OSAIC, he worked in roles including Success Education Consultants and Longhorn Steakhouse. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and investment platforms, utilizing asset-allocation tools, risk assessments, and third-party managers to construct and manage portfolios across various asset classes.

Roger Madero is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America since 1993. Madero also has experience with Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to asset managers, and insurance product facilitation through affiliated entities.

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.

Maria Garcia Nuesi is an International Wealth Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2001 after earning a bachelor's degree in Economics from Boston University. In 2010, Maria obtained her Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™. She also holds the Personal Investment Advisor (PIA) designation and is fluent in English and Spanish. With over two decades of experience, Maria specializes in guiding a select group of wealthy families through goals-based wealth management. She builds personal relationships with clients to understand their risk tolerance and provide comprehensive financial services tailored to their entire financial needs. Maria works closely with her clients through various market cycles, helping them focus on long-term objectives while capitalizing on current market opportunities aligned with their aspirations and risk profiles. She leverages Merrill’s investment resources and the banking strength of Bank of America to deliver customized strategies. Outside of her professional role, Maria enjoys cooking, dancing, music, reading, watching movies, and spending time with her family. She values community involvement and participates in local charitable activities. Maria’s approach centers on integrity, respect, and understanding, supporting clients with personalized financial strategies designed to pursue their long-term goals.