Erika Pape is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and nine years of industry experience. She has worked at Liberty Bank and Liberty Bank Investment Services since 2019. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by firm research and a broad affiliate network.

Ryan Taylor is a financial advisor with Mass Mutual Investors Services and MassMutual Life Insurance Co, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Metlife from 2015 to 2017. In addition to his advisory role, Taylor acts as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, long-term care, and Medicare-related products. 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 provides ongoing financial planning and asset management through collaborative, annual engagements using firm-approved tools to analyze client goals, with implementation of recommendations offered separately.

Jennee Blanco is a financial advisor at Mass Mutual Investors Services with six years of industry experience. She holds the CFP® and ChFC® designations, and has worked at Mass Mutual Life Insurance Company and MML Investors Services since 2019, following prior roles at Barnum Benefit Advisors and Barnum Financial Group. Outside of her advisory role, she works as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance, and assists with life settlement cases. Mass Mutual Investors Services 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 offers collaborative, goal-based planning using firm-approved software and delivers written recommendations while clients maintain discretion over implementation.

Anders Hebeler is a financial advisor with Cetera, holding Series 63 and Series 65 licenses. He has been with Cetera Advisors LLC since 2025 and has prior experience at Mannes Financials and Newport Classic Cruises. He has also worked in various roles at 360 Main, the University of Rhode Island, the Town of Trumbull, and Trumbull High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Joseph Marino is a financial advisor at OSAIC Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has a diverse work background including roles in education consulting and the hospitality sector. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs advanced portfolio construction tools and supports multiple advisory platforms, with a focus on managing portfolios that include a broad array of asset types.

Roger Madero is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through its integrated platform.

Erik Scaranuzzo serves as Senior Resident Director at Merrill, specializing in integrated planning-based wealth management services for high net worth individuals and investment consulting for institutions. With over 26 years of experience, he focuses on areas including college education planning, corporate executive services, endowments, foundations, non-profits, retirement income, and portfolio management. Since joining Merrill in 1999, Erik has developed expertise in retirement plan design, implementation, and compliance, supported by his professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA®), and Chartered Retirement Plans Specialist™ (CRPS™). He holds a Bachelor of Science in Finance from Southern Connecticut State University, a Master of Science in Management, and an MBA from Albertus Magnus College. Erik is actively involved in the Greater New Haven community, serving on the boards of the Boys & Girls Clubs of Greater New Haven, the Greater New Haven Chamber of Commerce, and the Shubert Theatre. He is also a member of the North Haven Rotary Club, Wallingford Country Club, and the Walter Camp Football Foundation. His professional recognition includes listings on Forbes and SHOOK Research's Best-In-State Wealth Advisors and Wealth Management Teams from 2023 to 2025.

Thomas Hunt is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 2021. Outside of his advisory role, he is also involved in insurance sales as a broker, focusing on individual life, disability insurance, fixed annuities, and health products. 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 offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements that use firm-approved software and tailored recommendations.

Lori Jensen is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018. Prior to joining Schwab, she was employed at Texas Roadhouse for one year. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios supported by Schwab Center for Financial Research and a formal alternative-investment process.

Robert Vittori is a financial advisor at Ameriprise Financial Services with a Series 66 designation and one year of industry experience. His previous roles include positions at Lyric - Clarity In Motion, Change Healthcare, and McKesson Health Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Oliver Christie is a financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at JetSpring, LLC, Proper Insurance, LLC, and several other firms. He is the founder and CEO of The George B. Christie Foundation, Inc., a charitable foundation currently incorporated and expected to seek tax-exempt status in 2026. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.

Michael Trombetta is a Financial Consultant currently working at Fidelity Investments since 2022. He collaborates with clients to evaluate their current portfolios and assists them in avoiding common financial pitfalls through ongoing support and planning. His professional experience includes roles as a Financial Advisor at Investmark Advisory Group from 2020 to 2022, Regional Sales Consultant at Prudential Financial from 2015 to 2020, and Fund Specialist at Franklin Templeton from 2012 to 2015. Michael is a Certified Financial Planner (CFP4).

Glenn Levine is a CFP® professional with 43 years of industry experience. He is currently affiliated with LPL Enterprise and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC. Additionally, he operates Glenn A. Levine Insurance & Financial Services, specializing in non-variable insurance products. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors. The firm provides financial planning, consulting, and brokerage services through an integrated platform that combines advisory programs with insurance and lending products.

Carla Regina is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Prudential for 29 years, followed by a year at Thimble Island Private Wealth. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Rebecca Dalrymple is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Bank of America and Merrill since 2010. 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 diverse client base including individuals, high-net-worth clients, and institutional investors. The firm’s integration with Bank of America’s broader platform provides access to a wide range of products and services.

Cedric Hankerson is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to this, he worked at Boston University for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial and estate planning. The firm employs a structured financial planning process using proprietary tools and offers a broad range of investment services.

Heather Magnotta is a Series 66-credentialed advisor at Merrill with six years at the firm and a total of five years in the financial industry. Prior to joining Merrill in 2020, she worked at Norwalk Hospital and Pride Dental Group. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Nicholas Kreuzer is a financial advisor with LPL Enterprise, holding a Series 66 designation and starting his industry experience in 2025. Prior to joining LPL Enterprise, he held positions in education and retail. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, blending adviser programs with brokerage and insurance products through an integrated platform.

Nicholas Auriemma Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Equity Services, Inc. and National Life Group. He is also an insurance agent specializing in individual and group life and health insurance, fixed annuities, and long-term care. 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 provides ongoing financial planning, asset management, and educational seminars using firm-approved tools to analyze client goals and develop written recommendations.

Timothy Macdonald is a financial advisor with LPL Enterprise in Orange, CT, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also the owner of The Floor Store, a retail business specializing in soft and hard flooring installation. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering services through advisory and brokerage channels. The firm provides access to model wealth portfolios, third-party asset management, and a range of financial products supported by its integrated platform.