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.

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.

David Martins is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC® designation along with Series 66 and Series 63 licenses and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

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 is the Senior Resident Director at Merrill, specializing in integrated planning-based wealth management services for high-net-worth individuals and investment consulting for institutional clients. With over 26 years of experience, he has provided comprehensive financial services tailored to the unique goals of his clients. Erik's areas of focus include college education planning, corporate executive services, retirement income, and managing portfolios for endowments, foundations, and non-profits. Erik holds a Bachelor of Science in Finance from Southern Connecticut State University and earned both a Master of Science in Management and a Master of Business Administration from Albertus Magnus College. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) and holds several advanced professional designations, including Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA®), and Chartered Retirement Plans Specialist™ (CRPS™). He maintains multiple FINRA registrations and holds a Life and Health Insurance license. In addition to his professional work, Erik is actively involved in his community. He serves on the boards of the Boys & Girls Clubs of Greater New Haven, the Greater New Haven Chamber of Commerce, and the Shubert Theatre. Erik is also a member of the North Haven Rotary Club, Wallingford Country Club, and the Walter Camp Football Foundation. He enjoys golfing, traveling, and spending time with his family.

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.

Thomas La Pointe is a financial advisor with LPL Financial in Waterbury, CT, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Securities America Advisors, Ameriprise Financial Services, Equitable Advisors, and MSI Financial Services. He is also commissioned as a notary in Connecticut. 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 financial planning and asset management solutions, including model portfolios and third-party subadvisors, supported by advanced operational tools and a large network of over 22,800 advisors.

Latifa Kolarevic is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kiran Suresh Mirpuri is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL and Webster Investments in 2023, Kiran worked at Northeastern University and held roles at International Money Matters Private Limited, Finscholarz Wealth Managers LLP, and KPMG India Private Limited. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning and portfolio management solutions, supported by various institutional platforms and advanced technology tools.

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.

Emily Savage is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliate since 1990. Outside of her advisory role, she serves as a Notary Public and is involved with Honey Badger Management. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm provides written, research-based recommendation reports that integrate tax-smart strategies and probability modeling, delivered through a centralized consulting team in partnership with its financial advisors.

Steven Sax is a financial advisor at Merrill with Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Merrill since 1987 and has been affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a consultant for a nonprofit organization in Connecticut. 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.

Glenn Levine is a financial advisor with LPL Enterprise, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he operates an insurance and financial services business in Orange, CT. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Rebecca Dalrymple is a financial advisor with Merrill in New Haven, CT, holding Series 63 and Series 65 designations and 21 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2010. 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.

Antonio Dispensa is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities LLC since 2016. His practice is based in Danbury, Connecticut. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Edwin Toth is a CFP®-certified financial advisor with 45 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Sagepoint Financial, OSAIC, Citigroup Global Markets, and UBS Financial Services. He is also involved in selling non-variable insurance products through Integrity Financial Service. 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, and institutional platforms, supported by extensive operational and research tools.

Cedric Hankerson is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to this, he worked at Boston University for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial and estate planning. The firm employs a structured financial planning process using proprietary tools and offers a broad range of investment services.