John Steiger is a Series 66-licensed advisor with LPL Enterprise, holding three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has worked for Instacart and held various roles including at the University of Connecticut and E.A. Quinn Landscape Contracting Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Elizabeth Nelson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She previously worked at People's Securities, Inc. for over two decades and at People's United Advisors, Inc. before joining LPL Financial. Nelson is also associated with Wilmington Advisors at M&T Bank as a financial consultant. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and advanced operational tools.

William Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Raymond James since 2014. Outside of advising, he is the owner of the Thimble Islands Ferry Company, which operates ferry boats serving residents near Branford, CT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a wide network of advisors with various advisory programs and consulting services.

Marc Ciociola is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Outside of his advisory work, he serves as a trustee and financial overseer for Wooster Lodge #79, a charitable organization in New Haven, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing a range of services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Brendan Birdsey is a financial advisor with Wells Fargo Advisors in New Haven, CT, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes over a decade at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining his current firm. Birdsey owns and operates two financial planning and investment-related businesses, including Birdsey Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with an emphasis on discrete planning engagements across various specialized areas.

John Culhane is a financial advisor at Cetera with 29 years of industry experience and holds the PFS™ designation along with Series 63 and Series 65 licenses. His work history includes roles at Avantax Advisory Services and Cincinnati Insurance Co, and he has operated his own CPA practice since 1994. Outside of advising, he is involved in tax preparation and serves as an insurance sales agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Connor Odell is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and First Republic Bank. He is also associated with Nancy S. Daoud & Associate LLC as an associate financial advisor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jason Pollack is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 63 and Series 66 credentials. Outside of his advisory role, he is also active as a real estate agent at ERA Blanchard in Manchester, CT. 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 primarily uses model-driven investment strategies developed by internal and third-party research teams and offers access to third-party asset managers and financial planning services.

Edward Banks Jr. is a financial advisor at Osaic Wealth, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors and National Planning Corporation. He is also involved in insurance sales through Banks Wealth Management LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing a range of portfolio construction tools and multiple platform solutions.

Gregory Romatzick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop customized wealth planning strategies tailored to their individual circumstances. His focus includes college education planning, family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, and retirement income. Gregory holds the CERTIFIED FINANCIAL PLANNER (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a Bachelor of Science degree in Finance from the Charles F. Dolan School of Business at Fairfield University, where he was a member of the rowing team. He resides in Shelton, Connecticut, with his wife, Lizette, and their two children, Oliver and Elodie. Outside of work, Gregory enjoys a variety of activities including swimming, biking, football, racquetball, scuba diving, skiing, soccer, volleyball, and woodworking.

Jackson Seward is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and operates through Wooster Square Advisors, providing financial services. His prior roles include positions at Southern Connecticut State University and YMCA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management, financial planning, and consulting services, delivering investment solutions through a multi-manager platform supported by over 10,000 advisors nationwide.

Jeremy Taubman is a financial advisor with LPL Enterprise LLC and holds a Series 66 designation. He has one year of industry experience, including a prior role at Northwestern Mutual Investment Services LLC. His background also includes work in education and physical therapy. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable entities. The firm uses model-driven portfolios and offers access to third-party asset managers, along with affiliated insurance and trust services.

Gabriel D'amica is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS in various capacities since 2016. Outside of his advisory role, he serves on the Board of Trustees for the First Church of Christ Congregational in Glastonbury, CT, where he is involved in facilities management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a broad range of capital markets services.

John Grayeski is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with People's Securities, Inc. since 1999 and People's United Advisors, Inc. since 2018. He also has a teaching affiliation with Sacred Heart University spanning 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through more than 22,800 advisors.

Daniel Velazquez is a financial advisor with LPL Financial in Ansonia, CT, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Ameriprise from 2005 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, retirement plan participants, and banks. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Kemka is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on delivering customized financial strategies to help clients pursue their short- and long-term goals. His approach includes addressing a wide range of client needs such as estate planning, investments, tax minimization, wealth transfer, and retirement income. Joseph leverages extensive experience in financial services to advise clients, including those who have recently undergone business sales or liquidity events. He emphasizes understanding clients’ priorities to develop strategies tailored to their unique financial circumstances. He also integrates access to banking services focused on strategic and personalized financial guidance. Joseph holds a Bachelor's Degree from Marist College and holds the designation of Personal Investment Advisor (PIA).

Thomas Hobin Jr. is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Key Investment Services LLC, Citizens Securities Inc., Santander Securities LLC, Santander Bank, and Merrill. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Raymond Passero is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds a Series 63 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and David Lerner Associates. Outside of advisory roles, he is also a certified public accountant providing tax preparation and accounting services. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and provides access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Meghan Annunziato is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2021 and previously held positions at Bank of America, N.A., Woodbridge International, and the University of Connecticut. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Hurwitz is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 19 years of industry experience. His prior work includes positions at David Lerner Associates, Inc. and Ameriprise Financial Services Inc. He is based in Trumbull, CT. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.