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 with LPL Financial in New Haven, CT, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Key Investment Services LLC, Citizens Securities Inc., Santander Securities, LLC, and Santander Bank, NA. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by in-house and third-party research.

Raymond Passero is a Series 63 licensed financial advisor affiliated with LPL Enterprise, based in Shelton, CT, with 29 years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and David Lerner Associates. He is also a certified public accountant providing tax preparation and accounting services through his CPA practice in Mahopac, NY. LPL Enterprise serves a diverse client base, including individuals, retirement plans, nonprofits, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing proprietary research, model portfolios, and third-party strategists to support client investments.

Meghan Annunziato is a Series 66 licensed financial advisor with Merrill, based in Fairfield, CT, and has four years of industry experience. Her career includes roles at Bank of America and Woodbridge International, and she also worked at the University of Connecticut. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm is integrated with Bank of America’s broader platform, providing access to a wide set of products and services.

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.

Jacklyn Hart is a financial advisor with LPL Financial in Stratford, CT, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Nia Impact Advisors LLC and JOHCM (USA) Inc. She also serves as a Compliance Manager at FIN Compliance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios and research.

Roland Wauthier is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been serving the financial needs of families and executives since 1997. Roland specializes in areas including retirement planning, legacy planning, portfolio management, and corporate executive services. He works closely with high net-worth individuals, business owners, and executives to address complex financial decisions with focus and clarity. Roland graduated from Western Connecticut State University's Ancell School of Business with a major in finance and a minor in accounting. His professional credentials include the Certified Financial Planner (CFP) certification, the Certified Investment Management Analyst (CIMA) designation, and the Personal Investment Advisor (PIA) title. He has participated in executive education programs at The University of Pennsylvania's Wharton School and Fairfield University’s College for Financial Planning. Outside of his advisory role, Roland enjoys biking, cooking, hiking, music, and skiing. He is committed to providing thoughtful, personalized service and supporting clients through major financial transitions.

David Chorney is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is a business owner of BoToDo Art & Photography and serves on the board of the nonprofit Beth El-Keser Israel. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Jason Magnotti is a financial advisor at Fisher Investments with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank SSB, Charles Schwab & Co., Inc, TD Ameritrade, and Churchill Management. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment policy committee and a mix of quantitative and qualitative approaches to construct diversified portfolios, implementing tax-aware processes and risk management strategies.

Christopher Dwyer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and offering 34 years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Key Investment Services LLC for five years and Citizens Securities, Inc. for two years. Outside of his advisory work, he serves as secretary for Kids of American Heroes, a nonprofit supporting families and service members of deployed U.S. armed forces. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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 data.

Hannah Hutchison is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Her prior work history includes roles at Ceterus and multiple positions at Merrill Lynch. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Evan Adelglass is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2005, including its predecessor LINSCO/PRIVATE LEDGER. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

John Laggis Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has worked at Cetera and its related entities since 2019 and previously spent 33 years at Foresters Financial Services. Laggis is a 59% owner of New View Wealth Management LLC, which operates for Cetera business, continuity, and succession purposes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies across various program structures and custodial relationships.

Michelle Hobart is a financial advisor with LPL Financial in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She previously worked at Ameriprise Financial Services and Citizens Securities, Inc. 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 alongside model portfolios and research resources.

Rodney Pierresaint is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

John Koterbay III is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he manages client relationships through Array Services, LLC. 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 recommendation reports and ongoing planning advice focused on retirement income strategies and tax-aware withdrawals.

Kelly Collins is a financial advisor at Ameriprise in Trumbull, CT, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored, non-discretionary recommendations.

Joshua Mcmahon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and VOYA Financial Advisors. Outside of finance, he operates George McMahon's Lawn Service, a lawn care and snow removal business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by in-house research, model portfolios, and third-party asset managers.

Eugene Harris is a Series 63 licensed financial advisor at OSAIC with 42 years of industry experience. He has worked at Lincoln Financial Securities Corporation since 2008 and joined OSAIC in 2025. Outside of his advisory role, he owns and operates a tax preparation firm and serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing advanced asset-allocation tools and multiple advisory platforms.

Joseph Matthew Jr. is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank. He serves as an investment committee member for the CCSU Foundation. 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 a range of brokerage and advisory solutions backed by research and analytics.