Patrick Shannon is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning through written recommendation reports and annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Bauer is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, William Joseph Capital Management, LLC, and Charles Schwab. He is involved in non-variable insurance activities through a Prudential-sponsored agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory, and brokerage services. The firm’s integrated platform combines advisory programs with insurance products and utilizes both in-house and third-party portfolio management solutions.

Jason Henry is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Buffalo Wild Wings and Bethel High School. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation in its advisory process while offering a broad range of advisory, brokerage, and insurance solutions.

Michael Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Foresters Financial Services and Foresters ADVISORY SERVICES LLC prior to joining LPL Financial in 2019. Thompson is also a Notary Public and holds an insurance agent role in exclusive insurance brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with offerings that include discretionary and non-discretionary management, model portfolios, and various technology-enhanced investment strategies.

Donald Page III is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized financial strategies to high-net-worth individuals and families, emphasizing a consultative approach to wealth management. Donald has been active in the financial services industry since 2005. His experience includes managing portfolios and developing customized strategies covering areas such as portfolio management, investment allocation, education funding, tax minimization, business solutions, credit, and lending. He joined Merrill Lynch in 2014 after three years with UBS and six years with T. Rowe Price Investment Services. He is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Donald holds a Bachelor's Degree from St. Lawrence University in Canton, New York. Outside of his professional responsibilities, he spends time traveling, hiking, and fly fishing with his family. He is active in his church and volunteers in his local Capitol Hill community.

Rossarin Gaetano is a financial advisor with Merrill in New Haven, CT, holding a Series 66 designation and 15 years of industry experience at Merrill. Outside of his advisory role, he is a managing member and general partner of AboveandBeyond LLC, a family restaurant business based in Wallingford, Connecticut. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Alexander Fennell is a CFP® and ChFC® with 17 years of experience in the financial industry. He currently works at LPL Enterprise and has held positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform that combines adviser programs with financial products and lending solutions.

Stuart Steckler is a financial advisor with MassMutual Investors Services holding a Series 66 license and five years of industry experience. He has worked at Merrill Lynch and LPL Financial, among other firms. Steckler is also licensed as an insurance broker, offering life, disability, long-term care, fixed annuities, and health insurance products. 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 emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and estate-settlement services.

Magdalena O'doherty is a CFA® charterholder and Series 63 licensee associated with LPL Financial, with two years of industry experience. She previously worked at J.P. Morgan Securities for ten years and is currently involved with AWS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing various investment strategies supported by LPL Research and third-party subadvisors.

Wyndsor Doyle is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 65 credentials and having approximately four years of industry experience. Prior to joining Mass Mutual, Doyle worked with Northwestern Mutual in various capacities from 2021 to 2024. Outside of finance, Doyle has engaged in entrepreneurial ventures including roles at Coa Agaveria and Cocina and Eddies Calzones. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative annual planning relationships and uses technology-driven analysis tools to support client goal assessment.

Andrew Roselli is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 20 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with Mass Mutual Life Insurance Company dating back to 2016. Outside of his advisory work, he volunteers at a local high school, assisting with a stock market club. MassMutual 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 provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.

Richard Moran Jr. is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securian Financial Services and Allied Wealth Partners. Outside of his advisory role, he is involved as a board member of the New Haven Football Official Association and the Orange Players Theater Group, and he volunteers as a radio host and participates in local performing arts as a vocalist and actor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary accounts across diverse strategies and custodial relationships.

Joseph Norvish is a financial advisor with Equitable Advisors in Hamden, CT, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Wu Yan is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, Wu collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Leveraging the resources of Merrill and Bank of America, Wu provides clients with investment insights alongside banking and lending solutions. Wu holds a Doctorate from the Medical College of Ohio, a Master's Degree from Quinnipiac University, and a Bachelor's Degree from Wuhan University in China. Wu is also designated as a Personal Investment Advisor (PIA). Committed to community involvement, Wu volunteers with local organizations, reflecting the Merrill tradition of community participation.

Patricia Gugliotti is a CFP® professional with 43 years of experience in the financial industry. She is currently with LPL Financial and previously worked at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and The Strategic Financial Alliance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

Robert Daly is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at People's United Advisors and People's Securities since 2000 and joined LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Juan Carlos Riera is a Financial Advisor with the GTZ Group at Merrill Lynch Wealth Management. Since joining the team in 2019, he has worked with both international and domestic high to ultra-high net worth individuals, their families, and businesses. His role involves developing personalized financial strategies that align with clients’ goals and priorities, focusing on areas such as family wealth management, international wealth management, portfolio management services, individual and corporate investment strategies, and retirement income planning. Juan Carlos holds a bachelor's degree in finance from the University of Arizona, Eller College of Management. He is registered with FINRA, holding Series 7 and 66 licenses, and has earned the Personal Investment Advisor (PIA) designation. Fluent in both English and Spanish, he aims to educate clients about investing and the financial planning process to help them understand the market challenges and opportunities that impact their overall financial lives. Outside of his professional work, Juan Carlos enjoys football, spending time with his family, and traveling.

Mark Monteiro is a CFP® professional with seven years of industry experience, currently serving with MML Investors Services, LLC, a subsidiary of MassMutual. His work history includes roles at LPL Financial and Securities America Advisors, among others. Outside of his advisory role, he is also an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance products. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using advanced analytical tools and also features specialized programs including divorce planning and estate-settlement services.

Parker Dellaquila is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he is active as an insurance broker specializing in life, fixed annuities, disability, long-term care, and health insurance. 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, utilizing firm-approved software and collaborative annual planning engagements.

Zhihui Wang is a financial advisor at LPL Enterprise with three years of industry experience. Prior to joining LPL Enterprise, Wang worked at Merrill and Bank of America N.A. Wang has also been involved in homemaking and spent six years at HFT Investment Management Co., Ltd. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides advisory and brokerage services using an integrated platform that combines model portfolios, third-party management, and various financial products, including insurance through an affiliated agency.