Kurt Wischow is a financial advisor with Ameriprise in Milford, CT, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Ameriprise and its affiliate since 1996. Outside of his advisory role, he serves as a trustee for America St John's #8, where he participates in decision-making based on recommendations he provides. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax analysis to create tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Eric Lovas is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is also an insurance agent specializing in individual and group life and health insurance, fixed annuities, long-term care, and disability insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by advanced software tools and offers a range of planning programs including estate-settlement and employer-sponsored options.

Damian Prajer is a financial advisor with LPL Financial in Stratford, CT, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work history includes roles at Webster Bank, MML Investors Services, and Mass Mutual Life Insurance Company. 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. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Julia Strickland is currently a Branch Leader, leveraging her experience to guide clients in achieving financial stability and success. In her role, she collaborates closely with local individuals, families, and small businesses to develop and implement personalized financial strategies that align with their unique goals. Julia focuses on simplifying complex financial concepts to empower clients to make informed decisions about their financial futures. She has held various positions in the financial sector, including Financial Consultant at Fidelity Investments since 2023, Financial Solutions Advisor and Assistant Vice President at Merrill from 2020 to 2023, and ADP Relationship Manager at Bank of America between 2019 and 2020. Outside of her professional career, Julia has interests in art, fitness, music, traveling, and volunteering.

Robert Hoffman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Ameriprise Financial Services and Ameriprise Financial Services, LLC for a combined 12 years before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to diverse model portfolios and research.

John Steiger is a financial advisor at LPL Enterprise with two years of industry experience and holds the Series 66 designation. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Instacart. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and various brokerage and insurance products.

Elizabeth Nelson is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 25 years of industry experience. She has worked at LPL Financial since 2022 and previously spent over two decades at People's Securities, Inc., including its affiliate People's United Advisors. Nelson is also affiliated with M&T Bank in her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and retirement consulting, supported by research and model portfolios covering diversified and alternative strategies.

William Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Raymond James since 2014. Outside of his advisory role, he owns the Thimble Islands Ferry Company, which operates ferry boats transporting residents to the Thimble Islands near Branford, CT. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

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 with LPL Enterprise LLC, holding Series 63 and Series 66 designations and 11 years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Reliant Realty from 2019 to 2022. He is also active as a real estate agent affiliated with ERA Blanchard in Manchester, CT. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to managed portfolios through an integrated platform combining advisory programs with brokerage and insurance solutions.

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, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Northwestern Mutual Investment Services LLC and has a background that includes roles in education and physical therapy. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans and institutional investors, offering financial planning, consulting, and access to a range of investment and insurance products through its integrated advisory and brokerage platform.

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 at LPL Financial since 2022 and previously with People's United Advisors and People's Securities. Grayeski is also affiliated with Sacred Heart University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios.

Daniel Velazquez is a Series 66-licensed financial advisor with LPL Financial in Ansonia, CT, where he has worked since 2011. He has 20 years of industry experience. Outside of his advisory role, he maintains involvement in several real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, and consulting services, providing both discretionary and non-discretionary management supported by research and model portfolios.