William Giaquinto Jr. is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 26 years of industry experience with prior roles at Nutmeg Advisory Group LLC and Lincoln Financial Securities Corporation. In addition to his advisory work, he is involved with Nutmeg Advisory Group, LLC, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives.

Carl Marchitto is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining LPL Financial in 2021, he spent 21 years working with Waddell & Reed, Inc and various insurance carriers at W & R Insurance Agencies. 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. The firm offers a range of financial planning and investment management options, including access to third-party asset managers and institutional platforms.

Joan Zorena is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and has been with UBS since 2014. Outside of her advisory role, she is involved with Second Saturday Divorce Workshops. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.

Gina Magaudda is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 20 years of industry experience. She previously worked at METLIFE Securities Inc for 16 years before joining Mass Mutual Life Insurance Company and Mass Mutual Investors Services. In addition to her advisory role, she is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Lucas Gifford is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at American Portfolios Financial Services Inc. and Jacob Gifford & Associates. He is also an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance on a part-time basis. 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 provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements.

Ira Levine is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent 21 years at Pruco Securities, LLC and has operated his own CPA practice since 1985. 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 primarily model-driven investment approach, offering financial planning, access to third-party asset managers, and other financial services through a network of investment adviser representatives.

Cassandra Quintiliano is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and over four years of industry experience. Her career includes roles at Barnum Financial Group and Hubbell Inc., where she worked as a supply chain analyst. MassMutual 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, and charitable organizations. The firm offers collaborative, goal-based financial planning supported by firm-approved analytical tools and a range of investment programs.

Beth Botti is a financial advisor with Equitable Advisors in Milford, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Equitable Advisors and its predecessor Axa Advisors since 2003. Outside of her advisory role, she serves as a liaison with American Field Service, working with exchange students and their host families. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of third-party and proprietary advisory programs, with an emphasis on risk assessment and client-specific model matching, covering mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Slade Yancy is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He supports clients through the financial planning process aimed at educating them and helping bring clarity and peace of mind to their families. Prior to his current position, Slade served as a Financial Consultant at Fidelity Investments from 2020 to 2023 and as Assistant Branch Manager from 2016 to 2020. His earlier experience includes roles at Merrill Edge Bank of America as Market Sales Manager from 2013 to 2015 and Financial Solutions Advisor from 2011 to 2013, as well as Financial Advisor at Merrill Lynch from 2008 to 2010. Slade holds a California Insurance License. Further educational background and personal interests were not provided.

Jordan Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. Prior to joining LPL Financial in 2022, he worked at People's United Advisors, Inc. and People's Securities, Inc. for over a decade. 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.

James Agostisi is a financial advisor with Ameriprise in Fairfield, CT, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he has interests in real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing comprehensive recommendation reports that include income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients holding assets in Ameriprise-managed accounts.

David Dellacato is a Financial Consultant at Fidelity Investments, where he assists clients in enhancing their financial wellbeing through the Fidelity platform and comprehensive financial planning processes. He is a member of a Wealth Management Team focused on understanding clients' priorities and helping design and implement strategies aligned with their goals. Before his current role beginning in 2026, David held various positions at Fidelity, including Investment Consultant, Investment Solutions Representative II, and High Net Worth Associate. Prior to joining Fidelity, he served as Director of Institutional Sales at MKM Partners from 2011 to 2018. Outside of his professional responsibilities, David enjoys baseball, beach activities, comedy, concerts, football, and movies.

Alexandra Brinkerhoff is a Series 66-credentialed financial advisor with 16 years of industry experience, all of which she has spent at Merrill in New Haven, CT. 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 and supports individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Zimmerman is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has previously worked at Securities America Advisors, Securities America, Inc., and National Planning Corporation. Outside of his advisory role, Zimmerman is involved in local community activities including officiating and coaching high school soccer and managing game operations and ticket sales for high school basketball. OSAIC Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering a variety of brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across multiple platforms and affiliated entities.

Shane Henderson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previous experience working at hospitality and recreation-related businesses, including Fresh Salt: Saybrook Point Inn Resort & Marina and Waters Edge Resort and Spa. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and offers advisory services to multiple registered investment companies and fund-of-funds.

Steven Baklas is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to understand their priorities and help them pursue their financial goals through personalized strategies. His approach involves forming long-lasting relationships and guiding clients through various objectives, including business growth, legacy planning, education funding, retirement planning, and asset protection. His expertise spans family wealth management strategies, legacy planning, liquidity management, managing new wealth, retirement planning, portfolio management services, small business strategies, investment strategy for individuals and corporations, tax minimization, and retirement income. Steven holds the Personal Investment Advisor (PIA) designation and has earned a Master of Business Administration (MBA) as well as a Bachelor's Degree, both from the University of Connecticut. He is proficient in English, Greek, and Spanish. Outside of his professional work, Steven has interests in activities such as adventure sports, baseball, basketball, chess, cooking, football, gardening, pickleball, traveling, and watching movies.

Celeste Barham is a financial advisor with Wells Fargo Clearing in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. for 12 years before joining Wells Fargo in 2016. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Danielle La Riviere is a financial advisor at Merrill with 17 years of experience at the firm and seven years in the industry. She holds a Series 66 designation. Outside of her advisory work, she is a member of DEUX ELLES, LLC, an inactive management consulting LLC. Merrill, along 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 strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Wayne Card is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital markets expertise.

Christopher Johnson is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Advisor Group, LLC, PFS Investments Inc, and Primerica Financial Services. Outside of his advisory roles, he has been involved with Hamden Public Schools and owns Rocky's Aqua, a business he has operated for over 17 years. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives who utilize a range of discretionary and non-discretionary strategies.