Jason Magnotti is a financial advisor with Fisher Investments in Shelton, CT, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at several notable firms, including Charles Schwab, TD Ameritrade, Churchill Management, and Fidelity. Fisher Investments serves a diverse global client base, including institutional investors and high-net-worth individuals, offering discretionary portfolio management through a centralized investment process that combines quantitative and qualitative research. The firm employs tax-aware strategies and defensive tactics to manage risk across equity, fixed-income, and blended mandates.

Christopher Dwyer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and offering 34 years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Key Investment Services LLC for five years and Citizens Securities, Inc. for two years. Outside of his advisory work, he serves as secretary for Kids of American Heroes, a nonprofit supporting families and service members of deployed U.S. armed forces. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Hannah Hutchison is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She has worked at Merrill since 2024 and previously held positions at Ceterus and Merrill Lynch. Outside of her financial career, she has experience working at Parker Steaks and Scotch. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Evan Adelglass is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial and its predecessor entities since 2005 and previously worked at Banc of America Investment Services and Quick & Reilly. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Schiappa is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at Barnum Financial Group, Curtiss, Crandon & Moffette Inc., and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.

John Laggis Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has worked at Cetera and its related entities since 2019 and previously spent 33 years at Foresters Financial Services. Laggis is a 59% owner of New View Wealth Management LLC, which operates for Cetera business, continuity, and succession purposes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies across various program structures and custodial relationships.

Michelle Hobart is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 23 years of industry experience. Her career includes positions at Ameriprise Financial Services, Citizens Securities, MSI Financial Services, and other firms. She is currently based in Fairfield, CT. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Rodney Pierresaint is a financial advisor with J.P. Morgan Securities in New Haven, CT, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has a combined 16 years with JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates centralized due diligence with quantitative and qualitative research, offering solutions that include ESG eligibility frameworks and broader derivatives and commodities capabilities.

John Koterbay III is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he manages client relationships through Array Services, LLC. 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 written recommendation reports and ongoing planning advice focused on retirement income strategies and tax-aware withdrawals.

Kelly Collins is a financial advisor at Ameriprise in Trumbull, CT, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored, non-discretionary recommendations.

Joshua Mcmahon is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and VOYA Financial Advisors. Outside of finance, he operates George McMahon's Lawn Service, a lawn care and snow removal business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation with access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Eugene Harris is a financial advisor with OSAIC who holds a Series 63 designation and has 42 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation, Osaic FS, Inc., and Polaris Advisory Services Inc. Outside of his advisory work, he owns Harris & Co. Wealth Management, which provides tax preparation services seasonally, and he is also licensed as a notary public. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients. The firm employs a model-based investment approach that includes asset allocation and portfolio optimization, offering services through various advisory programs and affiliated broker-dealer and RIA relationships.

Joseph Matthew Jr. is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank. He serves as an investment committee member for the CCSU Foundation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions backed by research and analytics.

Erika Pape is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has nine years of industry experience. Her prior work includes positions at KeyBank and Essex Financial Services. She is currently associated with Liberty Bank and Liberty Bank Investment Services, where she focuses on financial advising and investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains unique affiliations and advisory programs in the municipal and public finance sectors.

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 with one year of industry experience. He holds a Series 66 designation. His prior work includes roles at Success Education Consultants and Longhorn Steakhouse, as well as self-employment. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process focused on model-based asset allocation and portfolio optimization.

Joseph Zavory is a financial advisor with Merrill, holding Series 63 and Series 65 designations and having 32 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006 and previously spent six years at UBS Financial Services. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Roger Madero is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America since 1993. Madero also has experience with Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to asset managers, and insurance product facilitation through affiliated entities.