Parker Dellaquila is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he is active as an insurance broker specializing in life, fixed annuities, disability, long-term care, and health insurance. 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 offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning engagements.

Zhihui Wang is a financial advisor at LPL Enterprise with three years of industry experience. Prior to joining LPL Enterprise, Wang worked at Merrill and Bank of America N.A. Wang has also been involved in homemaking and spent six years at HFT Investment Management Co., Ltd. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides advisory and brokerage services using an integrated platform that combines model portfolios, third-party management, and various financial products, including insurance through an affiliated agency.

Omar Linares is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity Investments in 2023, he worked for five years at Mancuso's Restaurant & Bar and has also worked as an independent contractor food courier for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and offers services including discretionary portfolio management and fund advisory.

Robert Brennan is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Bartlett Tree Experts for five years. Brennan's background also includes roles at Insight Global, LifeBridge Community Services, and the University of Alabama. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

Zachary Velcofsky is a financial advisor at Ameriprise in Newtown, CT, holding a Series 66 designation with six years of industry experience. He has worked at Ameriprise since 2019, following five years at LAZ Parking. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Paul Mariano is a financial advisor with MassMutual Investors Services who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, having been with MassMutual Investors Services since 1982 and affiliated with MassMutual Life Insurance Company since 1978. Mariano also works as an insurance agent, providing life, disability, long-term care, health insurance, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and provide written recommendations.

Vincent Camera is a financial advisor with LPL Enterprise holding a Series 66 license and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he coaches youth baseball clinics and teams through Integrated Sports Training. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various managed portfolios and brokerage products through an integrated platform.

Michael Taylor is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

David Long is a CFP® with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. His prior roles include positions at Founders Financial Securities LLC, Securities America Advisors, and National Planning Corporation. He is also president of Personal Tax Systems, Inc., where he provides tax preparation and planning services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel Ortoli is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 credentials and bringing 34 years of industry experience. He previously worked at Metlife Securities Inc. for 28 years before joining Mass Mutual entities. Outside of his advisory role, he serves as an assistant football coach at Shelton High School and is a notary public. Mass Mutual Investors Services, LLC 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 tailored planning using firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

Nancy Liebermann is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 34 years of industry experience. Her career includes long-term roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1989, as well as positions at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. She is also an independent insurance agent offering a range of insurance products including dental, group disability income, and Medicare-related products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational programs, employing collaborative, software-supported analysis to deliver written recommendations tailored to client goals.

Richard Clifford is a CFP®-designated financial advisor with 36 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 12 years with Lincoln Financial Securities. Clifford is involved with Strategic Wealth Partners, LLC, a business related to his LPL activities and insurance services. 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 advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Ronald Molles Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

John Morris is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he operates a DBA named Sikorsky Financial Services Group in Stratford, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Luke Gowargy is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working at Shorehaven Golf Club and in the food service industry. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Raquel Torres is a financial advisor at Merrill with 8 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Bank of America, Wells Fargo Clearing, J.P. Morgan Securities, and Santander Securities. Outside of her advisory role, she serves as a consultant and independent contractor focused on full-service shopping. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Gary Avidon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently affiliated with JPMorgan Chase Bank since 2007. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary process. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Martin Girouard is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior work includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. He is also an independent insurance agent specializing in various insurance products. 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, annual financial planning engagements and a range of investment and educational programs.

Gregory Geloso is a financial advisor with Equitable Advisors in Milford, CT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Equitable Advisors since 2001. 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 a broad range of third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Joseph Taylor is a financial advisor with Ameriprise in Danbury, CT, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Ameriprise in 2023, he worked for Medtronic from 2005 to 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.