Francisco Triay is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held positions in various sectors including automotive and retail. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Jeffrey Adelglass is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at Adelglass Wealth Management since 2018 and at LPL Financial since the same year. He also worked at the University of Connecticut from 2015 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers various financial planning and investment management solutions, including model portfolios and access to third-party asset managers.

Fernando Rosa is a financial advisor with Merrill in New Haven, CT, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Bank of America, Citizens Bank, and People's United Bank, among others. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Glenn Ufland is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Gavin720 Holdings LLC, through which he manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.

Mina Sedrak is a financial advisor at Raymond James & Associates with six years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo Clearing, Wells Fargo Bank, and HSBC. Outside of advising, she performs independent mystery shopping evaluations for Market Force Information. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, pension plans, and municipalities, offering non-discretionary financial planning and investment consulting supported by extensive research and portfolio management options.

Pedro Tecla is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 65 licenses and totaling 22 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with MassMutual Life Insurance Company since 2016. In addition to his advisory role, he maintains an outside insurance sales position focusing on life, accident, health, fixed annuities, long-term care, and disability insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning as collaborative, annual engagements that use firm-approved analytical tools to deliver written recommendations.

Dominick Santoro is a financial advisor with LPL Financial in Newtown, CT, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at LPL Financial since 2011 and previously held positions at Morgan Stanley and Citigroup Global Markets. Santoro has an LLC established for accounting and liability purposes but does not engage in outside business activities. 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 and access to model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Cataldo is a Financial Advisor with Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and to develop portfolio strategies intended to help achieve those objectives. Cataldo provides ongoing advice and adjusts portfolio strategies as clients' situations change. He holds the Personal Investment Advisor (PIA) designation. Michael earned a High School Diploma from New Milford High School and attended Western Connecticut State University without receiving a degree. Michael emphasizes building meaningful relationships with his clients and delivering personalized guidance to support their financial objectives.

Christina Lake is a financial advisor at Ameriprise with 24 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she has involvement in real estate ownership. Ameriprise is a large institutional firm that offers a specialized retirement-income planning service for individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive written recommendations using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

Carl Marchitto is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Prior to joining LPL Financial in 2021, he spent 21 years working with Waddell & Reed, Inc and various insurance carriers at W & R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including access to third-party asset managers and institutional platforms.

Evan Centopani is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has been affiliated with MassMutual Life Insurance Company since 2021. Outside of financial advising, he creates health and fitness content for a YouTube channel and serves as a coach writing nutrition and fitness protocols. 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 offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved software tools.

Zachary Brown is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His prior roles include positions at Newport Healthcare, Labonne's Market, and the University of Connecticut. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides personalized planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Joan Zorena is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and has been with UBS since 2014. Outside of her advisory role, she is involved with Second Saturday Divorce Workshops. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.

Gina Magaudda is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 20 years of industry experience. She previously worked at METLIFE Securities Inc for 16 years before joining Mass Mutual Life Insurance Company and Mass Mutual Investors Services. In addition to her advisory role, she is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Lucas Gifford is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at American Portfolios Financial Services Inc. and Jacob Gifford & Associates. He is also an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance on a part-time basis. 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 provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements.

Ira Levine is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent 21 years at Pruco Securities, LLC and has operated his own CPA practice since 1985. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a primarily model-driven investment approach, offering financial planning, access to third-party asset managers, and other financial services through a network of investment adviser representatives.

Brianna Gambacini is a CFP® and Series 66-registered financial advisor with Ameriprise in Waterbury, CT, bringing two years of industry experience. Her background includes roles at Gentle Care Animal Hospital and academic positions at the University of Connecticut and North Carolina State University. She is also involved in managing her own advisory business, Honey Badger Management. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

James J Hartigan is a financial advisor at UBS Financial Services with Series 65 and Series 66 licenses and 27 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Cassandra Quintiliano is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and over four years of industry experience. Her career includes roles at Barnum Financial Group and Hubbell Inc., where she worked as a supply chain analyst. MassMutual 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, and charitable organizations. The firm offers collaborative, goal-based financial planning supported by firm-approved analytical tools and a range of investment programs.

Slade Yancy is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He supports clients through the financial planning process aimed at educating them and helping bring clarity and peace of mind to their families. Prior to his current position, Slade served as a Financial Consultant at Fidelity Investments from 2020 to 2023 and as Assistant Branch Manager from 2016 to 2020. His earlier experience includes roles at Merrill Edge Bank of America as Market Sales Manager from 2013 to 2015 and Financial Solutions Advisor from 2011 to 2013, as well as Financial Advisor at Merrill Lynch from 2008 to 2010. Slade holds a California Insurance License. Further educational background and personal interests were not provided.