Gerald Nearier is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2007. Nearier is also a Notary Public in Hamden, CT. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Stephen Alfaro is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He provides guidance on general investing, retirement planning, and preparing for unforeseen financial events. Additionally, he coordinates with Bank of America specialists to offer services related to banking, credit, home financing, and small business solutions. Stephen holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Syracuse University. His approach focuses on understanding what matters to clients and their families in order to create tailored financial strategies.

Michael Connery is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Signator Investors, Inc. for 31 years before joining OSAIC in 2018. In addition to his advisory role, Connery is involved in insurance brokerage, offering auto and home insurance policies and related services. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing various investment platforms and third-party solutions to construct diversified portfolios tailored to client risk tolerance and preferences.

Tyler Jacques is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he held roles in the roofing and mechanical industries and has also worked in educational settings. He serves as an administrative assistant at Lighthouse Financial, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

Yuna LaRue is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. In her role, she collaborates with clients to design and implement comprehensive strategies aimed at achieving their personal and financial goals. Her professional experience includes positions as a Planning Consultant and Relationship Manager at Fidelity Investments, spanning from 2021 to 2024. Prior to that, she worked as a Registered Representative at Ameriprise Financial Services, LLC from 2019 to 2021.

John Doris is a financial advisor with Stifel in Hamden, CT, holding Series 63 and Series 65 designations and possessing 29 years of industry experience. He has been with Stifel since 2007. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jared Sumner is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he collaborates with clients and their families to develop personalized financial plans that align investment strategies with their important financial goals. Jared emphasizes providing clear guidance on complex topics and helping clients understand their available options to support confident financial decision-making. Prior to his current role, Jared held several positions at Fidelity Investments, including Investment Consultant (2024-2025), Investment Solutions Representative II - Fixed Income Specialist (2023-2024), Investment Solutions Representative I (2022-2023), and Customer Relationship Advocate (2021-2022). These roles contributed to his experience and expertise in financial planning and investment solutions.

Spencer Rogers is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Deloitte, Bryant, Morgan Stanley, and Times Microwave Systems. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Richard Curtis Jr. is a Series 66-licensed financial advisor with UBS Financial Services in New Haven, CT, where he has worked since 2002. He has 24 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and a broad range of capital markets services. The firm uses proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Christopher Thompson is a financial advisor with Cetera in Cromwell, CT, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has held roles at The Platinum Group LLC, Reliance Wealth Management LLC, and Cetera Wealth Services, LLC. Outside of financial advising, he serves on the finance committee of the CMAK Sandy Hook Memorial Foundation and is a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, overseeing more than $256 billion in assets across over 10,000 advisors.

Thomas Hutchison is a Wealth Management Advisor at Merrill Lynch Wealth Management in New Haven, Connecticut, and a founding partner of the GKH Group. He has been with Merrill since 1998 and brings over two decades of experience in investment and wealth planning. His practice focuses on areas including wealth transfer strategies, philanthropic giving, educational planning, wealth accumulation plans, executive stock options, estate planning services, portfolio management, education planning, family wealth management, liquidity management, philanthropic planning, sports and entertainment, tax minimization, and retirement income. Mr. Hutchison received his bachelor's degree in sociology from Yale University in 1994. Prior to his career in wealth management, he played professional baseball for two seasons with the Montreal Expos organization and worked for three seasons in the New York Mets front office as assistant director of player personnel. He holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ in conjunction with the Wharton School. Additionally, he has been recognized on Barron's "Top 1,200 Financial Advisors" list from 2019 to 2025 and Forbes' "Best-in-State Wealth Advisors" list from 2020 to 2025. Outside of his professional work, Mr. Hutchison has served as Past President of the Yale Baseball Alumni Association and the Turkey Hill School Fathers Club of Orange, Connecticut. He is involved in coaching and supporting youth sports programs. Personal interests include baseball, basketball, fishing, football, reading, spending time with family, watching movies, and practicing yoga.

Matthew Mauro is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Great American Donut and has experience in education from Bentley University and Southington High School. 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 tailored retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Alexander Ochse is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 credential and has 10 years of industry experience. Prior to joining Raymond James in 2019, he worked at Bank of America and Merrill Lynch. He also serves as an advisor with Liberty Bank Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional investors. The firm delivers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Joseph Mcdonagh is a financial advisor with LPL Financial in Hamden, CT, holding the ChFC® designation and securities licenses Series 63 and 65. He has 34 years of industry experience, including roles at Waddell & Reed and various insurance carriers. In addition to his advisory work, he has served as an election worker for the Town of Hamden. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

David Nastri is a financial advisor with LPL Financial in Cheshire, CT, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Webster Investment Services Inc. Nastri is also a licensed attorney in Connecticut and provides legal services with the Connecticut Veteran's Legal Center. 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 financial planning and advisory programs, along with access to model portfolios and research from multiple sources.

Daniel Buzzanca is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and People's United Advisors. He also serves as a Senior Wealth Manager at Economic Planning Group, a financial planning firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a network of over 10,000 advisors.

Rob Cassella is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he owns a private office space in Wallingford, CT, which he shares with other advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Joshua Kampf is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The GKH Group, a three-generation family advisory team. He joined Merrill in 2004, working alongside his father and grandfather. Joshua focuses on integrating all aspects of clients' financial lives, including wealth management planning, lending through Bank of America, estate planning services, and insurance. His approach aligns with The GKH Group's core principles of integrity, honesty, and dedication to addressing clients' financial challenges. Joshua has been recognized on the Forbes Best-in-State Wealth Advisors list from 2020 to 2025 and on Barron's Top 1,200 Financial Advisors list during the same period. He emphasizes Modern Portfolio Theory in investment strategy, aiming to optimize risk-adjusted returns and diversify client portfolios. Joshua holds a bachelor's degree from Johns Hopkins University, where he majored in Economics with a concentration in Psychology and participated as a varsity baseball player for four years. Beyond his professional duties, Joshua founded Journey for America, a non-profit organization focused on raising money and awareness for victims of terrorism. He resides in Cheshire, Connecticut with his wife and two children, and he enjoys coaching youth sports as well as participating in baseball, golf, reading, tennis, skiing, and continual learning.

Nicara Enright Alves is a financial advisor with LPL Financial in North Haven, CT, holding Series 63 and Series 66 credentials and accumulating 10 years of industry experience. Her prior work includes roles at Cetera and Foresters Financial Services. She is also a commissioned notary in Connecticut. 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 consulting, and brokerage services with discretionary and non-discretionary management options supported by in-house and third-party research.

Michael Mendoza is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has been affiliated with LPL Financial since 2020 and previously operated Mendoza & Associates, Inc. for multiple years. Mendoza also serves as a notary public. 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 retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.