Donna Potter is a financial advisor with LPL Financial in Oxford, CT, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. Her prior work includes roles at Merrill, Commonwealth Financial Network, Cambridge Investment Research Advisors, and Webster Bank. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by over 22,800 advisors and more than $819 billion in discretionary assets.

Alexander De Meis is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and has three years of industry experience. He has worked exclusively with Mass Mutual affiliated firms since 2021. In addition to his advisory role, he is also engaged in outside insurance sales, focusing on life, disability, long-term care, fixed annuities, and health 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 provides comprehensive financial planning and asset management services, using firm-approved tools to deliver collaborative, annual planning engagements.

Stacy Skeete is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has held roles at Amazon and New England College of Business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Pascale is a CFP® professional with 29 years of industry experience. He currently works at Raymond James Financial and previously spent 24 years with Commonwealth Financial Network. He is also co-founder and president of Lobo & Pascale Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Charles Hite is a financial advisor with MassMutual Investors Services who holds the CFP® designation and has 27 years of industry experience. He previously worked at Metlife Securities Inc. for 18 years before joining MassMutual Life Insurance Co. and MassMutual Investors Services, where he has been since 2016 and 2017 respectively. Outside of his advisory role, he is a member of March Financial LLC and operates as an independent insurance agent selling a range of insurance products. MassMutual 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 uses firm-approved software to analyze client goals and offers various event-driven planning services, including a recently added Divorce Planning offering.

Brian Kiska is a financial advisor with Fisher Investments in Orange, CT, holding Series 65 and Series 63 designations and bringing 25 years of industry experience. His prior experience includes 15 years at Legg Mason & Co LLC and ClearBridge Investments LLC, as well as a year at Citigroup Global Markets. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment process incorporating quantitative and qualitative research to construct diversified portfolios, with services that include sub-advisory and retirement plan management.

Burton Caldwell is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to develop personalized financial plans. He focuses on understanding clients' goals and financial situations to create strategies that aim to provide confidence and peace of mind. Prior to his current role, Burton worked as a Financial Representative at Fidelity Investments from 2023 to 2025. He also has experience as an Account Executive and Mortgage Loan Originator at NewDay USA in 2022. His professional background centers on investment consulting and financial representation. Outside of his professional work, Burton enjoys golf, skiing, and traveling.

Yogesh Kamdar is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies that help clients pursue their long-term financial goals. Since joining Merrill in 1993, Yogesh has worked with both individuals and businesses to develop customized financial plans focused on retirement planning, portfolio management, tax minimization, and executive compensation, among other areas. His approach emphasizes understanding each client’s full financial picture and maintaining focus on personal objectives regardless of market fluctuations. Originally from India, Yogesh earned Bachelor's degrees from Saurashtra University and Gujarat University before relocating to the United States in 1988. He began his career as a business manager for the City of Worcester, Massachusetts, and subsequently joined Prudential Insurance Company, where he gained experience in insurance, investment products, and wealth planning. Yogesh holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English, Hindi, and Gujarati. In addition to his professional work, Yogesh participates in community volunteering consistent with Merrill’s traditions. His personal interests include badminton, bowling, chess, pickleball, reading, table tennis, traveling, and yoga.

Joe Celotto is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1997 and holds the designation of Chartered Retirement Planning Counselor (CRPC) as well as Personal Investment Advisor (PIA). Joe specializes in goals-based wealth management, working with affluent families, accomplished professionals, and business owners to develop personalized strategies that address retirement planning, managing new wealth, and retirement income. Throughout his career, Joe has focused on helping clients navigate the complexities of financial planning by aligning investment decisions with their personal priorities and life stages. He leads a team of specialists to provide customized advice and disciplined investing approaches, emphasizing collaboration and long-term relationship building. Joe’s approach includes addressing retirement lifestyle funding, education planning, and managing potential healthcare costs, with attention to the changes clients experience over time. Joe earned a Bachelor’s degree from Quinnipiac University and a Master’s degree from the University of New Haven, in addition to his high school diploma from Hamden High School. Outside of his professional work, Joe’s personal interests include skydiving, table tennis, and tennis.

Eric Gerhard is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He previously worked at MetLife Securities Inc. for nine years and has been with Mass Mutual and its affiliated companies since 2016. Outside of his advisory role, he 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 provides 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 software and offers specialized planning services such as estate settlement and employer-sponsored programs.

Charles Trapani is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planning Board of Standards, Inc., and has been in the financial services industry since 2001. Charles focuses on serving high net worth individuals and their families, including professional athletes and coaches, providing a broad range of services including investment management, retirement planning, estate and tax planning, risk management, and financial planning related to significant liquidity events. Charles’s expertise encompasses college education planning, family wealth management strategies, legacy planning, philanthropic planning, socially responsible and ESG investing, small business strategies, and special needs planning. His wealth management approach is consultative and objective, emphasizing a comprehensive understanding of each client's financial situation and personal goals. He develops customized strategies, regularly reviews progress, and integrates resources from Merrill Lynch and Bank of America to support clients’ evolving needs. He earned a Bachelor of Science degree in Business Administration from the University of Vermont and a Master of Business Administration from Fairleigh Dickinson University. Charles brings over 25 years of experience from roles in both small businesses and large corporations, including owning and operating two small businesses. Beyond his professional work, he is involved in community organizations such as Habitat for Humanity, Community Dining Room, and Rotary. His personal interests include basketball, biking, bowling, fishing, golfing, hiking, music, marathon running, and writing.

Gabriel Giusto is a financial advisor at LPL Enterprise with Series 66 credentials and less than one year of industry experience. His background includes roles at Planet Financial Group and employment during his university studies. Giusto is also involved in non-variable insurance activities through an insurance agency in Watertown, CT. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, focusing on third-party asset managers and portfolio strategists, and offers additional services such as financial planning, insurance product sales, and affiliated trust custody.

Michael Belanger is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL in 2024, he worked at Cetera and Cetera Investment Services. Before his financial services career, he spent ten years at Penskee Automotive Group. 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.

Karl Moosburger is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Merrill and Northwestern Mutual Life Insurance Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.

Todd Zeidenberg is a financial advisor at Cetera with over 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes long tenures at Minnesota Life Insurance Co and Securian Financial Services Inc, and he currently serves as principal of Z Wealth Management LLC and MDZ Wealth Management LLC. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of over 10,000 advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and access to both affiliated and third-party managers.

Derek Ciampini is a financial advisor with Raymond James & Associates in New Haven, CT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Outside of his advisory role, Ciampini owns and maintains rental real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad adviser network and comprehensive research resources.

Thanh Tran is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at J.P. Morgan Securities and has held positions at Park Avenue Securities, Northwestern Mutual, The Guardian Life Insurance Company, Prudential, and Andrew Garrett Inc. He is also involved with Property Prep LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

Casey Odo is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cadaret Grant & Co., Inc., Securities America, and Investacorp Advisory Services Inc. Odo also has involvement in non-variable insurance activities outside his advisory role. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Paul Blanco is a Series 66-licensed financial advisor with Mass Mutual Investors Services. He has been in the financial services industry since 2023, with prior experience at Barnum Financial Group and MassMutual Life Insurance Co. Blanco is also active as an insurance broker, focusing on life, disability, long-term care, fixed annuities, 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 programs, delivering collaborative, goal-based recommendations without discretionary authority.

Brian Parmelee is a CFP®-certified financial advisor with 13 years of industry experience. He has worked with MassMutual Investors Services since 2017 and has additional experience with Massachusetts Mutual Life Insurance Company and Metlife Securities. Outside his advisory role, he acts as a broker for Risk & Insurance Associates, selling fixed life insurance and related products, and assists clients with life settlement transactions. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning engagements.