Jason Medoff is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2017, progressing through roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Jason worked at Peoples Securities, Inc, where he served as Financial Consultant, AVP from 2013 to 2017 and as Investment Associate from 2011 to 2013. His financial services career also includes roles at Northstar Financial Planning and Putnam Investments. Jason is a Certified Financial Planner™ who collaborates with clients to develop personalized financial plans tailored to retirement and other life events. He and his team focus on understanding clients' goals and priorities to help them work toward financial security and comfort.

Raymond Bovich is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a board member for The Connection Inc., a community services organization, and holds leadership positions as president of CT Waverunners, a nonprofit, and board member of the CFA Society Hartford. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, covering a broad range of investment strategies and program structures.

Robert Baptist Jr. is a financial advisor at LPL Financial with 38 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked with People's United Advisors, Inc. and People's Securities, Inc. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Russell Hanson is a financial advisor with LPL Enterprise, holding Series 66 and Series 63 licenses and 18 years of industry experience. His prior positions include roles at Bank of America and JPM Chase. Hanson is also involved in non-variable insurance activities through an affiliated agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory services with brokerage and insurance products through an integrated platform.

Natalina Demeis is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. She holds the Series 66 credential and has held roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and METLIFE Securities Inc from 2007 to 2017. Outside of her advisory work, she is the owner and manager of Barnum Benefit Advisors, LLC, an insurance business consulting clients and managing a team, and she also works as an independent insurance agent. 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 financial planning, asset management, and educational programs, focusing on collaborative, annual planning relationships and a range of investment and planning services.

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.

Mary Kay Hermann is a financial advisor with Raymond James Financial in Monroe, CT, holding a Series 63 designation and over 40 years of industry experience. She has been with Raymond James Financial since 2009 and also operates M.K. Financial Services LLC, a support company she owns for tax purposes. Outside of her advisory work, she serves as a Facebook administrator for groups focused on codependency and narcissistic abuse through Lisa A. Romano Life Coach. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting with tailored strategies developed through client interviews, risk profiling, and firm research, emphasizing advisory and implementation support over discretionary management.

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.

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.

Michael Iandoli is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

David Gornbein is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes over a decade at Fidelity Investments and seven years with Fidelity Personal and Workplace Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions alongside integrated brokerage, custody, and advisory services.

Rossarin Gaetano is a Series 66-licensed financial advisor at Merrill with 15 years of experience at the firm. He is also a general partner and managing member of AboveandBeyond LLC, a family restaurant business in Connecticut. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

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.

Thomas Belden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. His career has been focused within the Wells Fargo organizations for over a decade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a broader set of investment options including insurance-related vehicles and bank deposit sweep programs.

Eric Sappington is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2010 to 2022 before joining J.P. Morgan Securities in 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.