Jason Pollack is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 designations and 11 years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Reliant Realty from 2019 to 2022. He is also active as a real estate agent affiliated with ERA Blanchard in Manchester, CT. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to managed portfolios through an integrated platform combining advisory programs with brokerage and insurance solutions.

Edward Banks Jr. is a financial advisor at Osaic Wealth, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors and National Planning Corporation. He is also involved in insurance sales through Banks Wealth Management LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing a range of portfolio construction tools and multiple platform solutions.

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, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual Investment Services LLC and has a background that includes roles in education and physical therapy. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans and institutional investors, offering financial planning, consulting, and access to a range of investment and insurance products through its integrated advisory and brokerage platform.

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 with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2022 and previously with People's United Advisors and People's Securities. Grayeski is also affiliated with Sacred Heart University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

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.

Raymond Passero is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 30 years of industry experience. His prior positions include roles at Prudential Insurance Company of America, Pruco Securities, LLC, and David Lerner Associates. Outside of his advisory work, he is a certified public accountant providing tax preparation and accounting services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products via an integrated platform.

Matthew Hurwitz is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 19 years of industry experience. His prior work includes positions at David Lerner Associates, Inc. and Ameriprise Financial Services Inc. He is based in Trumbull, CT. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jacklyn Hart is a financial advisor with LPL Financial in Stratford, CT, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Nia Impact Advisors LLC and JOHCM (USA) Inc. She also serves as a Compliance Manager at FIN Compliance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and 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.

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.

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.

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.

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.