Fabrizio Fabrizio is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has previously worked at People's United Advisors, Inc. and People's Securities, Inc. Fabrizio is based in Fairfield, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Andrew Boone is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. He previously worked at UBS PaineWebber Inc for 21 years before joining Raymond James in 2024. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients with specialized public finance and municipal services.

Paul Aquila is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and Raymond James Financial since 2009. Aquila is also the owner of Shoreview Wealth Management, where he is actively involved. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive focus on advisory and implementation-support services rather than discretionary management.

John Mc Elroy is a Series 66 designated advisor at Merrill with five years at the firm and two years of industry experience. His prior work includes roles at the University of Connecticut and Trumbull High School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Maura O Brien is a financial advisor at Ameriprise Financial Services LLC with one year of industry experience. She has previously worked at Northwestern Mutual and has experience outside finance with roles at Amore Cucina and Jackass Brewing Company. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement income planning advice through a written Recommendation Report and focuses on dependable income sources and tax-aware withdrawal strategies.

Steven Miranda is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he has held roles at Quattros and Connecticut Pest Elimination. He also has involvement in non-variable insurance activities through his own insurance agency. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm integrates advisory services with brokerage and insurance product sales through an affiliated agency and operates programs such as collateralized lending.

Nicholas Wells is a financial advisor with Mass Mutual Investors Services in Shelton, CT. He holds Series 65 and Series 63 licenses and began his advisory career in 2026. Prior to joining Mass Mutual, he held various roles including positions at Elite Income Advisors, Inc. and Allegis Group, as well as academic roles at the University of Maryland and Anne Arundel Community College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, collaborative planning engagements supported by firm-approved analytical tools and offers a range of investment and event-driven planning programs.

Steven Nussbaum is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 38 years of experience in the financial services industry, specializing in personalized retirement income planning, active portfolio management, and wealth preservation strategies. His areas of focus include college education planning, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, socially responsible investing, and retirement income. Steven holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's degree from Washington University in Saint Louis and a Master's degree from Boston University. Steven resides in Westport, Connecticut with his wife, Susan. He is involved in the community as a member of the Westport Rotary Club. In his free time, he enjoys biking, golfing, and hiking.

Nolan Menachemson is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Sterling National Bank, Private Advisor Group, Hornor Townsend & Kent Inc, and Penn Mutual Life. In addition to his advisory work, he is involved in tax preparation and accounting as a CPA and sells non-variable insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced portfolio management techniques.

Nikhil Kapoor is a Financial Consultant currently working at Fidelity Investments since 2021. He has over a dozen years of experience in financial planning, having previously served as a Financial Planning Consultant at Barnum Financial Group from 2011 to 2021. As a Certified Financial Planner, Nikhil focuses on providing clients with the knowledge and guidance necessary to make informed decisions to support their aspirational goals. Throughout his career, Nikhil has developed expertise in financial planning, assisting clients in navigating their financial futures. His professional background equips him to address a range of financial needs and objectives. Outside of his professional work, Nikhil has personal interests that include the beach, cars, comedy, football, tennis, and traveling.

Norman Leslie is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with related firms including Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1993. Outside of his advisory role, he operates as an independent insurance agent offering a range of insurance products including dental, disability, annuities, life, and long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that focus on investment categories and strategies, alongside services such as educational seminars and specialized planning programs.

Scott Berney is a Series 66-licensed financial advisor with over 10 years of industry experience. He currently works at LPL Financial and previously spent nine years at Lincoln Financial Securities. Berney is also involved with Nutmeg Advisory Group LLC, an investment-related business he has operated since 2015. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and access to research and alternative strategies.

John Picard is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, Picard serves on multiple boards, including as Chairman of the Tweed New Haven Airport Board of Directors and as a member of the Town of Madison Board of Finance. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering tailored, research-supported recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions within a large institutional framework.

Robert Tuzza is a Senior Financial Advisor and a partner of The K,B,T&J Group within Merrill Lynch Wealth Management. He leads a team that provides integrated wealth advisory solutions for institutions, families, and business founders and executives. Robert focuses on retirement plan consulting, collaborating with committees, HR leaders, and finance teams to support investment oversight, fiduciary practices, plan design, and employee education. His approach emphasizes simplifying complex decisions and enhancing the effectiveness and sustainability of retirement programs. Robert's expertise extends to comprehensive personal financial planning, investment management, and advising entrepreneurial families and executives through business transitions such as growth, succession, and liquidity events. This allows him to coordinate institutional benefits with personal financial goals, supporting clients through various life and business phases. His mission centers on helping institutions thrive, employees build financial confidence, and families and founders achieve enduring outcomes. He started his career with Merrill Lynch Wealth Management in 2008 while completing his Bachelor of Science at Fairfield University's Charles F. Dolan School of Business, becoming a Financial Advisor in 2010. Robert holds the Certified Plan Fiduciary Adviser (CPFA) designation, Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) certifications. He is actively involved with his alma mater as a mentor in the Dolan School of Business Professional Development Series Program. Robert resides in Fairfield, Connecticut, with his wife and daughter and enjoys golfing and fishing.

Scott Langlais is a CFP®-designated financial advisor with 27 years of industry experience, currently with Fidelity. He has previously worked at LPL Financial and MONECO Advisors and has spent multiple years with Fidelity Investments and its brokerage services. Outside of finance, Langlais is a partner in an indoor golf simulator business in Fairfield, Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

David Lalich is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, supported by a centralized consulting team and a structured oversight process.

Jonathan Farens is a financial advisor with LPL Financial in Stratford, CT, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory services including financial planning, retirement consulting, and access to various managed programs, supported by research and technology-driven strategies.

Mario Sclafani is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior roles include positions at Pruco Securities LLC, State Farm, The Prudential Insurance Company of America, Allstate Insurance, and his own firm, Sclafani Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by an integrated platform that combines adviser programs with financial product sales and lending solutions.

William Debille is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked at CUNA Brokerage Services, Inc. and Cuna Mutual. 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 research and various portfolio management options.

Zahya Beall is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior roles include positions at Edward Jones and Legg Mason. She is also involved as an owner and producer at an insurance agency and works as an insurance agent for Crump Life Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and multiple portfolio management options.