Anthony Passarello is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 designations and bringing 55 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as a long tenure at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include a range of investment and estate planning strategies.

Joseph Mcdonagh is a financial advisor with LPL Financial in Hamden, CT, holding the ChFC® designation and securities licenses Series 63 and 65. He has 34 years of industry experience, including roles at Waddell & Reed and various insurance carriers. In addition to his advisory work, he has served as an election worker for the Town of Hamden. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Wendy Wheeler is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 47 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was employed at Citigroup Global Markets starting in 1990. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its process.

Daniel Buzzanca is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and People's United Advisors. He also serves as a Senior Wealth Manager at Economic Planning Group, a financial planning firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a network of over 10,000 advisors.

Jacquelyn Smith is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Her prior work includes positions at Wells Fargo and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mario Bartoli is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. He has held positions at People's United Advisors, Inc. and People's Securities, Inc. for multiple decades. 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 representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Rob Cassella is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he owns a private office space in Wallingford, CT, which he shares with other advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

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.

Brandon Gannon is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He has a diverse background that includes roles in real estate and the restaurant industry alongside his financial services career. Gannon currently works as a real estate agent with Coldwell Banker Realty in addition to his advisory role. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party managers and custodians.

Michael Deskin is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Outside of his advisory role, he owns Destiny Fishing Charters in Clinton, Connecticut. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Daniel Kikosicki is a financial advisor with LPL Financial in Branford, CT, holding the Series 66 credential and two years of industry experience. Prior to joining LPL Financial, he worked at Janney Montgomery Scott and has experience with other businesses including Hot Tub Discounts. 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 consulting, utilizing various model portfolios and research resources.

Nicara Enright Alves is a financial advisor with LPL Financial in North Haven, CT, holding Series 63 and Series 66 credentials and accumulating 10 years of industry experience. Her prior work includes roles at Cetera and Foresters Financial Services. She is also a commissioned notary in Connecticut. 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, retirement consulting, and brokerage services with discretionary and non-discretionary management options supported by in-house and third-party research.

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.

Shan Diao is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory work, he serves as a board member and officer of Overton Development Corporation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Miranda Mauriello is a Series 66-licensed financial advisor at Merrill with 10 years of industry experience. She has been with Merrill since 2015 and also has experience at Bank of America, N.A. since 2019. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated into Bank of America’s corporate platform, providing access to a wide range of products and services.

Antonio Persampieri is a financial advisor with LPL Financial and holds the Series 66 designation. He has two years of industry experience, including prior roles at Cetera and American Stimulus Funding. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to support diverse investment strategies.

Patrick Boutilier is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 20 years of industry experience. His career includes roles at Waddell & Reed, Inc. and ownership of Stevens & Boutilier Financial Advisors LLC. He was also involved with the Hamden Rotary for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

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 Czajkowski is a financial advisor with Equitable Advisors in Milford, CT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC from 1999 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers tailored advisory services based on client goals, risk tolerance, and time horizon.

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.