Alexander Fennell is a CFP® and ChFC® with 17 years of experience in the financial industry. He currently works at LPL Enterprise and has held positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform that combines adviser programs with financial products and lending solutions.

Magdalena O'doherty is a CFA® charterholder and Series 63 licensee associated with LPL Financial, with two years of industry experience. She previously worked at J.P. Morgan Securities for ten years and is currently involved with AWS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing various investment strategies supported by LPL Research and third-party subadvisors.

Richard Moran Jr. is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securian Financial Services and Allied Wealth Partners. Outside of his advisory role, he is involved as a board member of the New Haven Football Official Association and the Orange Players Theater Group, and he volunteers as a radio host and participates in local performing arts as a vocalist and actor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary accounts across diverse strategies and custodial relationships.

Jeremy Busa is a financial advisor at Equitable Advisors with four years of industry experience. Prior to his advisory career, he served for 20 years with the Southington Police Department and briefly worked with New York Life. He also held a position with Desmarais for State Connecticut in 2020. 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 third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Jennifer Heims is a financial advisor with Ameriprise in Avon, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Ameriprise since 2018, following prior roles at Cornerstone Capital Partners Inc., N.A. and Hrc Investment Services, Inc. Outside of advising, she holds timeshare condominium units at Mount Snow Resort. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

Patricia Gugliotti is a CFP® professional with 43 years of experience in the financial industry. She is currently with LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and The Strategic Financial Alliance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

Michael Domingos is a CFP®-designated financial advisor with Ameriprise in East Hampton, CT, with 22 years of industry experience. He has been with Ameriprise since 2005, including his current role at the firm since 2020. Outside of his advisory work, he has a business ownership role in The Couzens Group LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Steven Jacques is a CFP® with 26 years of experience in the financial industry. He is currently with Cetera, having been with Cetera Wealth Services, LLC since 2021, and has operated Lighthouse Financial, LLC since 2005. His prior experience includes seven years at VOYA Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and both affiliated and third-party managers.

John Grant is a CFP® professional affiliated with LPL Financial. He has worked in the financial industry for four years, including prior roles at Right Capital and Andrew Kipperman CPA Office. Outside of finance, he was involved with Wood N Tap for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios, third-party research, and advanced technologies.

Lester Butnick is a financial advisor with Ameriprise in Glastonbury, CT, holding a Series 63 designation and 43 years of industry experience. He has been with Ameriprise since 2005, including his current role since 2020. Outside of advisory work, he is a partner in an LLC that holds the building where he works and rents office space to other businesses. Ameriprise provides retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver personalized, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Richard Eng is a financial advisor with UBS Financial Services in Wallingford, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he is involved with nonprofit organizations associated with the University of New Haven and Grand Canyon University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research-supported advisory solutions.

Bryan Bogen is a CFP® with 34 years of industry experience, currently affiliated with Cetera since 2023. His prior roles include long-term positions at Summit Financial Group and Cetera Wealth Services. Outside of his advisory work, he is president of Spectrum Financial Strategies, Inc., a tax preparation and insurance services business, and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a wide range of portfolio management and consulting services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Christopher Derham is a financial advisor with Mass Mutual Investors Services in Hamden, CT. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Since 2015, he has worked at both Mass Mutual Investors Services and Mass Mutual Life Insurance Company. In addition to his advisory role, he is involved in a non‑insurance brokerage business focusing on fixed annuities and long-term care 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 financial planning, asset management, and educational seminars, with planning engagements structured as annual relationships using firm-approved software and tools to analyze client goals.

Michael Mccabe is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63 designation and has previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services, Inc. He has operated McCabe Wealth Management since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research.

Giuseppe Mancini is a financial advisor with Ameriprise in Waterbury, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Ameriprise offers a retirement-income planning service for individuals nearing or in retirement who meet certain asset thresholds, providing detailed Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice through a centralized consulting team, with a focus on assets held in Ameriprise-managed accounts.

Daniel Kopf is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at various entities within the Cetera network, as well as Ciampi Financial Services and Ciampi Wealth Management Corp. Outside of his advisory role, he serves as an investment analyst for Ciampi Tax and Financial Services, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Anthony Gallagher is a financial advisor with Primerica Advisors in Hamden, CT, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Primerica Advisors since 2017 and has also worked with Primerica Financial Services since 2013. Outside of his advisory role, he is involved with Global Spice, a business he has been associated with since 2011. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers, employs a tiered wrap fee structure, and delegates trading responsibilities to BNY Mellon Advisors.

David Ventura is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018, following prior roles at HSBC Bank and HSBC Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, tailoring services to plan objectives and acting as an ERISA fiduciary when providing investment advice.

Giuseppe Terranova is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at SagePoint Financial, Hedberg Wealth Management, and several corporate positions at Raytheon Technologies and Henkel Corporation. He is also involved with Hedberg Wealth Management, which operates as a DBA for his LPL business. LPL Financial is a national investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.

Damian Campagnano is a financial advisor at Stifel with 27 years of industry experience. He has held his current position since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.