Randy Rosario is a financial advisor at Merrill with Series 66 and Series 63 credentials and three years of industry experience. He has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Bank of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Daniel Velazquez is a Series 66-licensed financial advisor with LPL Financial in Ansonia, CT, where he has worked since 2011. He has 20 years of industry experience. Outside of his advisory role, he maintains involvement in several real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, and consulting services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Hobin Jr. is a financial advisor with LPL Financial in New Haven, CT, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Key Investment Services LLC, Citizens Securities Inc., Santander Securities, LLC, and Santander Bank, NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by in-house and third-party research.

David Chorney is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is a business owner of BoToDo Art & Photography and serves on the board of the nonprofit Beth El-Keser Israel. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Jason Magnotti is a financial advisor at Fisher Investments with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank SSB, Charles Schwab & Co., Inc, TD Ameritrade, and Churchill Management. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and a mix of quantitative and qualitative approaches to construct diversified portfolios, implementing tax-aware processes and risk management strategies.

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.

Evan Adelglass is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2005, including its predecessor LINSCO/PRIVATE LEDGER. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Elisabeth Keohane is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and previously worked at RBC Capital Markets LLC for 12 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. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

John Laggis Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has worked at Cetera and its related entities since 2019 and previously spent 33 years at Foresters Financial Services. Laggis is a 59% owner of New View Wealth Management LLC, which operates for Cetera business, continuity, and succession purposes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies across various program structures and custodial relationships.

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.

Christian Loban is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years, as well as roles at The Nielsen Company and The Npd Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting.

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.

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.

Erika Pape is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has nine years of industry experience. Her prior work includes positions at KeyBank and Essex Financial Services. She is currently associated with Liberty Bank and Liberty Bank Investment Services, where she focuses on financial advising and investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains unique affiliations and advisory programs in the municipal and public finance sectors.

James Stuart is a financial advisor with Ameriprise in Madison, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Putnam Mutual Funds Corp./Putnam Retail Management for 27 years before joining Ameriprise Financial Services LLC in 2024. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team.

Joseph Marino is a financial advisor at OSAIC Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has a diverse work background including roles in education consulting and the hospitality sector. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs advanced portfolio construction tools and supports multiple advisory platforms, with a focus on managing portfolios that include a broad array of asset types.

David Martins is a financial advisor at Edward Jones with 24 years of industry experience. He holds the ChFC®, Series 66, and Series 63 designations 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 broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erik Scaranuzzo serves as Senior Resident Director at Merrill, specializing in integrated planning-based wealth management services for high net worth individuals and investment consulting for institutions. With over 26 years of experience, he focuses on areas including college education planning, corporate executive services, endowments, foundations, non-profits, retirement income, and portfolio management. Since joining Merrill in 1999, Erik has developed expertise in retirement plan design, implementation, and compliance, supported by his professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA®), and Chartered Retirement Plans Specialist™ (CRPS™). He holds a Bachelor of Science in Finance from Southern Connecticut State University, a Master of Science in Management, and an MBA from Albertus Magnus College. Erik is actively involved in the Greater New Haven community, serving on the boards of the Boys & Girls Clubs of Greater New Haven, the Greater New Haven Chamber of Commerce, and the Shubert Theatre. He is also a member of the North Haven Rotary Club, Wallingford Country Club, and the Walter Camp Football Foundation. His professional recognition includes listings on Forbes and SHOOK Research's Best-In-State Wealth Advisors and Wealth Management Teams from 2023 to 2025.

Thomas La Pointe is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at Securities America Advisors and Ameriprise Financial Services, Inc. La Pointe is also a commissioned notary in Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.