Roberto Laguer is a financial advisor with Primerica Advisors in Newington, CT, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Primerica Advisors since 2016 and has prior experience with Rick Bus Co. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Alan Williams is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Avantax Insurance Agency and Avantax Investment Services, as well as self-employment since 1993. Outside of advising, he owns and operates a tax preparation and accounting business and serves as treasurer and comptroller for a construction company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party model portfolios.

Timothy Hoynes is a Series 66-licensed financial advisor with LPL Financial, bringing one year of industry experience. Prior to joining LPL, he worked at Berkshire Hathaway Specialty Insurance and has a background including roles at UMass Amherst and Cheshire High School. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment options.

Frank Adams III is a financial advisor with LPL Financial in Wallingford, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at VOYA Financial Advisors, CFP Associates, and Waddell & Reed. He is a partial owner and tenant of a real estate rental building through CFP Associates. 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 broad range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gerald Nearier is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel since 2007 and previously worked at Ryan Beck & Co. from 2004 to 2007. He holds Series 63 and Series 65 licenses and serves clients from Hamden, CT. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Stephen Alfaro is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their current financial situations and introduces solutions available through Merrill and Bank of America. His objective is to provide clients with the knowledge and tools needed to manage their financial lives effectively. Stephen holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Syracuse University. His approach to advising is guided by a philosophy of helping clients identify what matters most to them and their families in order to develop strategies aligned with their financial goals.

Michael Connery is a financial advisor with OSAIC in Rocky Hill, CT, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He worked at Signator Investors, Inc. for 31 years before joining OSAIC in 2018. In addition to his advisory role, he operates as an insurance broker offering auto and home insurance and provides related services. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization with multiple custodial and alternative investment options.

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 an advisor with LPL Financial holding a Series 66 designation and has one year of industry experience. His prior work includes roles at Deloitte, Bryant, Morgan Stanley, and Times Microwave Systems. 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 portfolio programs, third-party asset management, and institutional platforms.

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 a ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including roles at Waddell & Reed, various insurance carriers, and his own practice. He is also involved in his local community as an election worker for the Town of Hamden. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

David Nastri is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has 20 years of industry experience, having worked at LPL Financial since 2011 and previously at Webster Investment Services Inc. from 2006 to 2018. Nastri is also a licensed attorney in Connecticut and provides legal services through the Connecticut Veteran's Legal Center. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing technology tools.

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.