Joseph Norvish is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2013, previously working at Axa Advisors. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models, often through third-party sponsors, and offers services including mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Wu Yan is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, Wu collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Leveraging the resources of Merrill and Bank of America, Wu provides clients with investment insights alongside banking and lending solutions. Wu holds a Doctorate from the Medical College of Ohio, a Master's Degree from Quinnipiac University, and a Bachelor's Degree from Wuhan University in China. Wu is also designated as a Personal Investment Advisor (PIA). Committed to community involvement, Wu volunteers with local organizations, reflecting the Merrill tradition of community participation.

Robert Daly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at People’s United Advisors and People’s Securities since 2000 and has been with LPL Financial since 2018. 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 portfolios, third-party asset management, and institutional platforms.

Juan Carlos Riera is a Financial Advisor with the GTZ Group at Merrill Lynch Wealth Management. Since joining the team in 2019, he has worked with both international and domestic high to ultra-high net worth individuals, their families, and businesses. His role involves developing personalized financial strategies that align with clients’ goals and priorities, focusing on areas such as family wealth management, international wealth management, portfolio management services, individual and corporate investment strategies, and retirement income planning. Juan Carlos holds a bachelor's degree in finance from the University of Arizona, Eller College of Management. He is registered with FINRA, holding Series 7 and 66 licenses, and has earned the Personal Investment Advisor (PIA) designation. Fluent in both English and Spanish, he aims to educate clients about investing and the financial planning process to help them understand the market challenges and opportunities that impact their overall financial lives. Outside of his professional work, Juan Carlos enjoys football, spending time with his family, and traveling.

Mark Monteiro is a CFP® professional with seven years of industry experience, currently serving with MML Investors Services, LLC, a subsidiary of MassMutual. His work history includes roles at LPL Financial and Securities America Advisors, among others. Outside of his advisory role, he is also an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance products. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using advanced analytical tools and also features specialized programs including divorce planning and estate-settlement services.

Parker Dellaquila is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he is active as an insurance broker specializing in life, fixed annuities, disability, long-term care, and health insurance. 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 offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning engagements.

Zhihui Wang is a financial advisor at LPL Enterprise with three years of industry experience. Prior to joining LPL Enterprise in 2025, Wang worked at Merrill and Bank of America N.A., and spent six years at HFT Investment Management Co., Ltd. Wang holds the Series 66 designation. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Carl Donatello is a financial advisor with UBS Financial Services in New Haven, CT, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets services.

Michael Raymond is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 43 years of industry experience. He previously worked at LPL Financial and Cambridge Investment Research Advisors. His other business activities include involvement with Raymond Wealth Advisors in a non-investment related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to corporations and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probabilistic modeling to inform client strategies.

Nicholas Ciampanelli is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He previously worked at Guardian Life and National Financial Network before joining Cetera in 2025. Outside of his advisory role, Ciampanelli serves as treasurer on the board of Foundation 4 Orphans and works as a food delivery driver. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform that includes discretionary and non-discretionary options, model portfolios, and access to third-party managers.

Robert Brennan 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 held various roles including a five-year tenure at Bartlett Tree Experts and positions at Insight Global and the University of Alabama. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

David King is a financial advisor at UBS Financial Services in New Haven, CT, holding a Series 66 designation with 15 years of industry experience. He previously worked at Merrill Lynch and Bank of America for a combined total of 10 years. King serves as an advisory board member for the Hispanic Health Council, a nonprofit organization based in Hartford, Connecticut. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market assumptions and model-based asset allocations with research from its Chief Investment Office and Global Research teams. The firm provides a broad range of services, including fee-based financial planning, portfolio management, and capital markets activities.

Zachary Velcofsky is a financial advisor at Ameriprise in Newtown, CT, holding a Series 66 designation with six years of industry experience. He has worked at Ameriprise since 2019, following five years at LAZ Parking. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

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.

Vincent Camera is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. He has worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he coaches youth baseball clinics and teams through Integrated Sports Training. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Bryan Bogen is a CFP® with 35 years of industry experience, currently affiliated with Cetera since 2019. He has held positions at Summit Financial Group Inc and Summit Brokerage Services Inc, and is president of Spectrum Financial Strategies, Inc., where he has provided tax preparation and insurance product services for over 30 years. Bogen also owns Taj Enterprises, LLC, a real estate business, and holds a Notary Public commission. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a variety of program structures and strategies.

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.

Kyle Nelson is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for seven years before joining Merrill in 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Daniel Ortoli is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 credentials and bringing 34 years of industry experience. He previously worked at Metlife Securities Inc. for 28 years before joining Mass Mutual entities. Outside of his advisory role, he serves as an assistant football coach at Shelton High School and is a notary public. Mass Mutual 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 tailored planning using firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

Kenneth Page is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at MML Investors Services LLC, MassMutual Life Insurance Company, and Bryant University, along with managing an entrepreneurial venture, Big Green Truck Pizza, for seven years. He is also licensed to sell life, disability, long-term care insurance, fixed annuities, and health insurance as an insurance broker. 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, and charitable organizations. The firm offers structured annual financial planning engagements using advanced analytical tools and serves a broad client base, including high-net-worth clients.