Shane Breen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Before joining Wells Fargo in 2025, he worked for two funeral service companies, Bailey Funeral Home and D'Esopo Funeral Chapels, from 2016 to 2025. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Jeffrey Candelora is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Marketsource and Nashua Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with specialized capabilities such as commodity pool operations and formal advisory roles to multiple registered investment companies.

Donald Debiase Jr. is a financial advisor with Stifel who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, he serves as a board member overseeing scholarship funds at Holy Cross High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Barry Michitsch is a financial advisor with OSAIC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Securities America Advisors and IC Advisory Services. Michitsch also owns Brass City Financial LLC, a DBA through which he conducts securities-related business. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, operating a large multi-advisor platform with multiple affiliated entities.

David Omeri is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Wells Fargo Clearing for seven years and Wells Fargo Bank NA for fourteen years. Outside of his advisory role, he is involved in a residential masonry and construction business. 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.

James Odonnell Jr. is a financial advisor with LPL Financial in Naugatuck, CT, holding a Series 63 designation and 37 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1993. Outside of his advisory role, he conducts eBay sales as a home business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cliff Anderson is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JP Morgan Securities for nine years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Gerald Creem is a CFA® charterholder and Series 63 licensed financial advisor with 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. In addition to his advisory role, he is a partner in Creem Brothers Investments LLP, where he advises and discusses investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its investment decisions.

Hailey Fragoso is currently an Investment Consultant, focusing on assisting individuals and families in achieving their financial objectives. She emphasizes understanding clients' goals, values, and concerns to provide education and guidance tailored to their needs. Hailey works collaboratively with clients to develop plans aligned with their priorities. Her professional experience includes roles at Fidelity Investments, where she served as an Investment Solutions Representative from 2025 to 2026 and as a Customer Relationship Advocate from 2024 to 2025. Prior to that, she worked as an Investor Services Associate at Putnam Investments from 2023 to 2024. These positions have contributed to her understanding of investment solutions and client relationship management.

John Donovan Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves as Treasurer and President of the Board for Plumb Hill LLC and Plumb Hill Playing Fields Inc., organizations involved in managing a local sports complex in Litchfield, Connecticut. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving individual, institutional, and municipal clients. The firm provides financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

Brian Tavano is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and integrates both in-house and third-party managers to implement portfolios.

Patrick Maloney is a financial advisor with Morgan Stanley in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling to support its advisory services.

Joan Buonocore is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2011. 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. The firm offers model-based and discretionary strategies designed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Lecours is a CFP® professional with 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and was previously affiliated with Ohanesian / Lecours, Inc. He is the founder of FPPATHFINDER LLC and also owns Wealth Strategies Team, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Michael Wozniak is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, Tradewind Aviation, and Juice Heads LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

William Dominello is a CFP® professional with 19 years of industry experience, currently serving at RBC Capital Markets since 2017. He previously worked at Wells Fargo Clearing for one year. Outside of his advisory role, he serves on the Board of Directors for the Harc Foundation, which supports individuals with intellectual and related disabilities. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs combining in-house and third-party investment managers, with a range of options for portfolio management, financial planning, and custody services.

Dawn Rosa is a financial advisor with LPL Financial in Wolcott, CT, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has worked at LPL Financial since 2011 and Webster Investment Services since 2008. 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 provides a range of financial planning and investment management services through a large network of investment adviser representatives and utilizes various strategies including model portfolios and third-party subadvisors.

Timothy Blankenship is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer and is a member of the Board of Directors for CT Storm. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide non-discretionary retirement income recommendations, delivered through a centralized consulting team in partnership with financial advisors.

James Vilasuso is a financial advisor with Ameriprise in Somers, CT, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated firm since 2012. Outside of his advisory work, Vilasuso owns and operates Affordable Tax Service, a tax preparation business. Ameriprise provides retirement-income planning services designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Ronald Vaill is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Chimera Securities, and Boars Head, East Coast Provisions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.