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, Wang worked at Merrill and Bank of America N.A. Wang has also been involved in homemaking and spent six years at HFT Investment Management Co., Ltd. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides advisory and brokerage services using an integrated platform that combines model portfolios, third-party management, and various financial products, including insurance through an affiliated agency.

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.

John Grant is a CFP® professional affiliated with LPL Financial. He has worked in the financial industry for four years, including prior roles at Right Capital and Andrew Kipperman CPA Office. Outside of finance, he was involved with Wood N Tap for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios, third-party research, and advanced technologies.

Michael Raymond is a financial advisor at Raymond James Financial with over 43 years of industry experience. He previously worked at LPL Financial and Cambridge Investment Research Advisors. His professional activities include involvement with Raymond Wealth Advisors in Hamden, Connecticut. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supported by a broad affiliate network and a distinctive advisory approach that balances client-directed decisions with extensive research and asset-allocation analysis.

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 at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Bartlett Tree Experts for five years. Brennan's background also includes roles at Insight Global, LifeBridge Community Services, and the University of Alabama. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, asset management, and a range of brokerage and insurance products through an integrated advisory and brokerage platform.

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.

Paul Mariano is a financial advisor with MassMutual Investors Services who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, having been with MassMutual Investors Services since 1982 and affiliated with MassMutual Life Insurance Company since 1978. Mariano also works as an insurance agent, providing life, disability, long-term care, health insurance, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and provide written recommendations.

Michael Salcedo is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 66 designation and previously worked at TD Ameritrade for six years before joining Fisher Investments in 2021. Outside of his advisory role, he serves as a Technical Sergeant in the Air National Guard, focusing on military service and management. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers a range of services including sub-advisory and retirement plan management.

Vincent Camera is a financial advisor with LPL Enterprise holding a Series 66 license and two years of industry experience. Prior to joining LPL Enterprise, he 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 serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various managed portfolios and brokerage products through an integrated platform.

John Eimer is a financial advisor at Edward Jones in Watertown, CT, holding Series 63 and Series 66 designations with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of advisors and branches, offering a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Bryan Bogen is a CFP® with 34 years of industry experience, currently affiliated with Cetera since 2023. His prior roles include long-term positions at Summit Financial Group and Cetera Wealth Services. Outside of his advisory work, he is president of Spectrum Financial Strategies, Inc., a tax preparation and insurance services business, and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a wide range of portfolio management and consulting services, supported by over 10,000 advisors and more than $256 billion in assets under management.

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.

David Long is a CFP® with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. His prior roles include positions at Founders Financial Securities LLC, Securities America Advisors, and National Planning Corporation. He is also president of Personal Tax Systems, Inc., where he provides tax preparation and planning services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Nancy Liebermann is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 34 years of industry experience. Her career includes long-term roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1989, as well as positions at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. She is also an independent insurance agent offering a range of insurance products including dental, group disability income, and Medicare-related products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational programs, employing collaborative, software-supported analysis to deliver written recommendations tailored to client goals.

Christopher Cavallaro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he has ownership interests in investment-related entities focused on health insurance and estate planning. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans. The firm offers IPS-driven advisory services grounded in modern portfolio theory, including discretionary plan-level investment management and a broader range of financial product options than typical institutional advisers.

Suzanne Bartek is a Series 66-licensed financial advisor at Merrill with three years of industry experience. She has worked at Bank of America since 2014 and also spent time at the United States Census Bureau conducting crime-related surveys on weekends and evenings. Merrill provides managed account services primarily through the Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, and institutional fiduciaries with model-based and discretionary investment strategies.

Daniel Kopf is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at various entities within the Cetera network, as well as Ciampi Financial Services and Ciampi Wealth Management Corp. Outside of his advisory role, he serves as an investment analyst for Ciampi Tax and Financial Services, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.