Rob Cassella is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he owns a private office space shared with other advisors. LPL Enterprise serves a broad client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, consulting, and access to third-party asset managers.

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, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. Her career includes roles at Cetera and Foresters Financial Services prior to joining LPL Financial. Alves is also a commissioned notary in Connecticut. 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 wide range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Mendoza is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and previously operated Mendoza & Associates, Inc. for nearly two decades. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Brian Sniffen is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at The Vanguard Group, Private Advisor Group, Canoga Wealth Management, LPL Financial, and David Lerner Associates. Outside of finance, he was involved with fitness-related businesses from 2015 to 2017. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Karis Curtis is a financial advisor with UBS Financial Services in New Haven, CT, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, Curtis worked in educational roles at Lehigh University and Hamden Hall Country Day School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering research-driven, model-based investment approaches tailored to clients' goals and risk tolerances.

Miranda Mauriello is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015, alongside a tenure at Bank of America, N.A. since 2019. 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, and institutional investors.

Craig Dennis is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Edward Jones, The Leaders Group Inc, Four Seasons Financial Group, Foresters Financial, and Saybrus Partners. Craig is based in Portland, CT. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendations and ongoing annual planning advice focused on retirement income strategies and tax-aware withdrawals.

Antonio Persampieri is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Cetera and American Stimulus Funding. He is also involved in managing Soundway Financial, a business activity related to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives, offering a range of financial planning and investment management services.

Patrick Boutilier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Waddell & Reed, Inc. and operated Stevens & Boutilier Financial Advisors LLC. Boutilier was involved with the Hamden Rotary for nine years. 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 advisory and brokerage services with a variety of investment options, including model portfolios, third-party asset management, and customized strategies.

Jack Argiro is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He previously worked at BNY Mellon and has held roles at several other firms including 4T Financial and Argonaut Advisors. Argiro serves on the Babson College Alumni Advisory Board and the Beavers of the Last Decade Advisory Board. He is also involved in a ticket resale business as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform offering access to affiliated and third-party managers with a range of program structures and custodial relationships.

Joshua Taormina is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior roles include work at Dark Storm Industries LLC and Powertech Controls Co Inc, as well as a position at Stony Brook University. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs.

James Dorney is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and model-based asset allocations to tailor investment strategies.

Khuong Ho is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual planning focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Dwight Wildman is a financial advisor with J.P. Morgan Securities in Cheshire, CT, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015, following a year at LPL Financial. Outside of his advisory role, he owns DL Wilde LLC, an e-commerce business specializing in dropshipping home goods. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Arthur Gallant is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds the ChFC® designation and has previously worked at MetLife Securities Inc. In addition to his advisory role, he operates two LLCs focused on wealth management and insurance brokerage services for clients. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, and charitable organizations, with a focus on collaborative, goal-based planning.

Chad Cartier is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at Cetera Investment Advisers, LLC since 2017. Cartier also operates Cartier Wealth and has been involved with Pillar Plan Financial since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets across a network of over 10,000 advisors.

Jordan True is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2017 to 2025. Additionally, he has a non-investment-related business, Lobo Pascale Wealth Management LLC, based in Wallingford, CT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to help clients understand potential outcomes.

Alex Gonzalez is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this, Alex held the position of Financial Consultant at Equitable Advisors from 2020 to 2021. Alex focuses on collaborating with families to develop financial plans tailored to their needs and long-term goals, aiming to serve as a long-term resource for clients to prepare for their future. Alex's professional experience includes working with clients to build comprehensive financial strategies that address individual circumstances. Outside of his professional work, Alex has interests in cars, fishing, motorcycles, outdoor adventures, and parenthood.

Pamela Miscia is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 19 years of industry experience. She has worked at Thrivent since 2001, including 19 years with Thrivent Investment Management. Pamela serves as a board member of the Berlin Bears Youth and Football League, a nonprofit organization focused on providing youth in Berlin a structured environment for competitive football and cheer. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and written recommendations across various planning topics without discretionary trading authority or portfolio management for institutional clients.