Paul Raymond is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at Woodbury Financial Services, Concourse Financial Group Securities, and Uvest Financial Services Group. Outside of his advisory work, Paul serves as the head coach for the girls varsity tennis team at St. Paul Catholic High School and is a board member for several local nonprofit organizations. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

Andrew Garstang is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of advising, he serves as Chief Operating Officer and Chief Marketing Officer for Watermark Management Partners and is President of the Southington-Cheshire Community YMCA Board of Managers. He is also a Connecticut-appointed notary public providing free notary services to clients. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services delivered through a centralized retirement-income consulting team to support its clients.

Ashmal Baig is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials. Baig has been with Wells Fargo since 2022 and previously worked in retail and education sectors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Michael Moran is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Minnesota Life and Securian Financial Services Inc. for 20 years, as well as ownership of The Hired Brush, a residential interior painting business. Outside of finance, he is an artist and a football official. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with options ranging from model portfolios to bespoke strategies.

Harold Smith Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 40 years of experience in financial advising and wealth management, including roles as Senior Vice President and Wealth Management Advisor at Merrill for 28 years, Executive Vice President at Webster Bank for more than 20 years, and member of KPMG Peat Marwick, C.P.A.'s for 2 years. Harold holds the Chartered Financial Consultant (ChFC) designation, the Certified Financial Planner (CFP) certification, and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from Georgetown University. Throughout his career, Harold has worked with high-net-worth clients, advising on family wealth management strategies, investment consulting for defined contribution plans, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and portfolio management services. His approach involves working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. Harold also collaborates with clients' attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy planning. Harold resides in Middlebury, Connecticut, with his wife and two children and is a former Captain in the United States Marine Corps. He has been involved in various community service organizations and board memberships, including the United Way, Naugatuck Valley Development Corporation, Waterbury Association for Retarded Citizens, Waterbury Development Corporation, Waterbury Hospital Corporation, and the YMCA. His personal interests include golfing, hiking, skiing, and tennis.

Ryan Pearl is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. He has worked at Warner Group and LPL Financial since 2017. In addition to his advisory role, he operates the Southern CT Tax Group, a tax preparation and accounting business. 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 services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by advisor-facing technology.

Raymond Powell Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 33 years of industry experience, including roles at Cambridge Investment Research, Inc. since 2011 and operating Rw Powell Enterprises Inc. since 1987. Outside of investment advisory, he manages Powells Income Tax Services, where he prepares income taxes. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Anthony Sardo is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 designations and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Chase Beloin is a financial advisor with LPL Financial in Farmington, CT. He holds a Series 66 designation and has less than one year of industry experience. His prior work experience includes roles in education at Avon Public Schools and Suffield Academy, as well as a position at Wood n' Tap in Farmington. 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, utilizing both proprietary and third-party strategies and technology, while supporting a large network of advisors and managing extensive discretionary assets.

Matthew Kissh is a financial advisor with Equitable Advisors in Cheshire, CT, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Outside of his advisory work, he operates Life of Light LLC, selling art online through websites. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm employs a variety of advisory models and works with third-party asset managers, focusing on personalized risk assessment and client matching to investment solutions.

Liliya Carlage is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo and Fidelity Investments since 2015. Outside of her advisory role, she serves as an officer for the Cheshire Robotics Explorers Foundation, a nonprofit organization supporting youth robotics programs. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a diverse client base including registered investment companies and charitable funds.

Minnampalli Selvaraj is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2023, following five years at Royal Alliance Associates, Inc. and 17 years at John Hancock Financial Services, Inc. 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 advisory and brokerage services with a range of investment programs and utilizes both proprietary and third-party strategies to support client portfolios.

Nolan Cleary is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 11 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is an agent for individual life and disability insurance through Charter Oak Financial and owns Clear World Financial LLC. Mass Mutual Investors Services, LLC 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 emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers programs including wrap accounts and money-manager options.

Michael Frascione is a financial advisor with Wells Fargo Clearing and holds the Series 63 and Series 65 designations. He has experience beginning in 2024 with Wells Fargo Bank and joined Wells Fargo Clearing in 2025. Additionally, he has been involved with Connecticut Weather Center, Inc. since 2007. 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.

Theodore De Giacomo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). Theodore completed an Accredited Certificate Program from CSU. His expertise focuses on providing investment management and personal advising services to clients.

Alan Popowski is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this position, he helps families understand and become comfortable with their relationship with money, serving as an advocate and resource to maximize the full range of Fidelity's offerings. Alan has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments including Vice President, Executive Planning Consultant (2021-2024), Vice President, Branch Office Leader (2017-2021), Assistant Branch Manager (2015-2017), Financial Consultant (2012-2015), and Investment Consultant (2010-2012). Prior to joining Fidelity, he worked as a Financial Consultant at Laidlaw & Company (UK), LTD. in 2010 and as an Investment Consultant at David Lerner Associates from 2009 to 2010.

Angela Roy is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, with prior experience at State Farm and roles outside finance including Chili's Grill & Bar and Southern Connecticut State University. Roy is also employed as a Client Service Manager at Watermark Management Partners. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jacklin Ledoux is a financial advisor with Primerica Advisors in Hamden, CT, holding Series 65 and Series 63 certifications and one year of industry experience. Prior to joining Primerica Advisors, Ledoux worked at Amazon.com LLC and Hospitality Staffing Solutions. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of financial advisors utilizing model-based investment strategies supported by third-party asset managers and custodians.

Alicja Jackiewicz is a financial advisor at RBC Capital Markets with three years of industry experience. She holds a Series 66 designation and has worked previously at TD Bank, People's United Bank, and Polam Federal Credit Union. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services with strategies tailored to each client’s risk profile.

Christopher Scudder is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Wells Fargo Clearing, and Wells Fargo Bank. Outside of his advisory role, he serves as Football Commissioner on the executive board of Brookfield Football and Cheer, a youth sports organization in Connecticut. Merrill provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations through a range of investment approaches.