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 and holds a Series 66 designation. He has one year of industry experience, including a prior role at Northwestern Mutual Investment Services LLC. His background also includes work in education and physical therapy. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable entities. The firm uses model-driven portfolios and offers access to third-party asset managers, along with affiliated insurance and trust services.

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 at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2022, following prior roles at People's United Advisors, Inc. and People's Securities, Inc. He has also been affiliated with Sacred Heart University since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Velazquez is a financial advisor with LPL Financial in Ansonia, CT, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Ameriprise from 2005 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, retirement plan participants, and banks. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Hobin Jr. is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Key Investment Services LLC, Citizens Securities Inc., Santander Securities LLC, Santander Bank, and Merrill. 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, model portfolios, third-party asset management, and institutional platforms.

Raymond Passero is a financial advisor with LPL Enterprise who holds a Series 63 designation and has 30 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and David Lerner Associates. Outside of his advisory work, he is a licensed CPA providing tax preparation and accounting services. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and various advisory wrap programs.

David Chorney is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. He has 35 years of industry experience, including prior roles at Securities America Advisors and National Planning Corporation. Outside of his advisory work, Chorney is a business owner involved in art and photography and serves on the board of a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers various investment advisory services through a large network of representatives, with access to model portfolios, third-party asset managers, and institutional platforms.

Ryan Verdi is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has recently begun his career in the financial industry, having prior experience at LogicSource and working with various country clubs. Outside of finance, he is involved with 3 Strong Bros, an entrepreneurial venture he has been part of since 2020. MassMutual 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 collaborative annual planning engagements using firm-approved software and provides specialized planning programs, including divorce and estate settlement services.

Jason Magnotti is a financial advisor with Fisher Investments in Shelton, CT, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at several notable firms, including Charles Schwab, TD Ameritrade, Churchill Management, and Fidelity. Fisher Investments serves a diverse global client base, including institutional investors and high-net-worth individuals, offering discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm employs tax-aware strategies and defensive tactics to manage risk across equity, fixed-income, and blended mandates.

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.

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 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.

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.

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 at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously 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 a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation with access to third-party asset managers, financial planning, and affiliated insurance and trust services.