Stuart Pearl is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with LPL Financial since 2004, following prior roles at Main Street Management Company and Osaic FS, Inc. In addition to his advising work, he is involved in a tax preparation and accounting business based in Hamden, CT. 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 range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Nicholas Quagliani is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding a CFP® designation and Series 63 and 65 licenses. He has five years of experience at MassMutual Life Insurance Company and Mass Mutual Investors Services and previously spent five years working with Eli's Restaurant Group. Outside of his advisory role, he operates as an independent insurance agent selling life, fixed annuities, disability, and health insurance. 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 ongoing financial planning, asset management, and educational seminars, using technology-driven tools to support goal analysis and written recommendations.

Suzanne Macero is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has been with Merrill since 2010. Outside of advising, she works as a banquet server with Vyne LLC. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides a range of model-based and discretionary investment strategies supported by internal and third-party managers serving individuals, high-net-worth clients, and institutional investors.

Jordan Iannone is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2016, concurrently affiliated with Bank of America during much of that time, and had a brief role at InsurBanc in 2016. 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 plans, corporations, and charitable organizations.

Nicholas Vamvakas is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at MassMutual Life Insurance Company and MassMutual Investors Services since 2017 and was previously with METLIFE Securities Inc from 2012 to 2017. In addition to his advisory role, he owns a consulting firm that provides software guidance for financial advisors and works as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm emphasizes annual collaborative financial planning engagements supported by firm-approved software and offers specialized services including divorce planning and estate-settlement assistance.

Tracy Rotman is a financial advisor with LPL Enterprise LLC holding a Series 66 designation and one year of industry experience. Prior to joining LPL, she operated Elite Lawn Maintenance, LLC for sixteen years. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individuals, high-net-worth investors, 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, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Mark Potocsny is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, Wells Fargo Clearing, and A.G. Edwards & Sons. Potocsny operates PFG Wealth Management Inc., an investment-related business affiliated with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with advanced research tools and a wide range of investment options.

Kenneth Carone is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and National Planning Corporation. Carone is also the managing partner of Clearview Wealth Management, LLC, an insurance sales business. OSAIC 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 uses various tools to construct portfolios with multiple asset classes, supporting both discretionary and non-discretionary account management.

Alexander Bauer is a financial advisor at Merrill with 14 years of industry experience. He has held his current position at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Bauer holds the Series 63 and Series 65 designations and is based in Southbury, CT. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Boone is a Series 66-credentialed financial advisor with 23 years of industry experience. He has worked at Raymond James & Associates since 2024 and previously spent 21 years with UBS PaineWebber Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs and drawing on a range of portfolio management styles and affiliated research.

Paul Aquila is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services, Inc. since 1999. Aquila is also the owner of Shoreview Wealth Management, a business where he dedicates significant time. 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, corporations, and institutions. The firm employs a non-discretionary approach tailored to client goals and supports various advisory programs and specialized services, including public finance and SIMPLE IRA consulting.

Maura O Brien is a financial advisor at Ameriprise Financial Services LLC with one year of industry experience. She has previously worked at Northwestern Mutual and has experience outside finance with roles at Amore Cucina and Jackass Brewing Company. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement income planning advice through a written Recommendation Report and focuses on dependable income sources and tax-aware withdrawal strategies.

Steven Miranda is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he was involved with Quattros since 2021 and has background experience with Connecticut Pest Elimination and Montello Group. Outside of his advisory role, he is also engaged in non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Nicholas Wells is a financial advisor with Mass Mutual Investors Services in Shelton, CT. He holds Series 65 and Series 63 licenses and began his advisory career in 2026. Prior to joining Mass Mutual, he held various roles including positions at Elite Income Advisors, Inc. and Allegis Group, as well as academic roles at the University of Maryland and Anne Arundel Community College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, collaborative planning engagements supported by firm-approved analytical tools and offers a range of investment and event-driven planning programs.

Norman Leslie is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with related firms including Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1993. Outside of his advisory role, he operates as an independent insurance agent offering a range of insurance products including dental, disability, annuities, life, and long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that focus on investment categories and strategies, alongside services such as educational seminars and specialized planning programs.

Scott Berney is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Securities for nine years. Berney is also involved with the Nutmeg Advisory Group and the Berney Insurance Group, both related to investment and insurance services. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

John Picard is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, Picard serves on multiple boards, including as Chairman of the Tweed New Haven Airport Board of Directors and as a member of the Town of Madison Board of Finance. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering tailored, research-supported recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions within a large institutional framework.

Mario Sclafani is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including Pruco Securities, State Farm, Prudential Insurance, and Allstate Insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

William Debille is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at CUNA Brokerage Services, Cuna Mutual, Citigroup Global Markets, and People's Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.