Erik Holton is a financial advisor with UBS Financial Services in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he is a partner in an LLC formed with his wife to manage residential rental properties. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets services.

Robert Outtrim III is a Series 66-licensed financial advisor with Merrill in New Haven, CT, bringing 15 years of industry experience. He has worked with Bank of America and Merrill Lynch since 2011. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal and third-party managers.

Michael Mendillo Jr. is a CFP® professional with 11 years of industry experience, currently with Raymond James Financial. He previously worked at Commonwealth Financial Network and Lobo & Pascale Wealth Management for over a decade. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary investment advice using analytical tools and supports its recommendations through various advisory programs.

Xhoana Dika is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015, also working with JPMORGAN Chase Bank, N.A. since 2012. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by centralized due diligence and ESG processes.

Noemi Rodriguez is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 21 years of industry experience. She previously worked at Voya Financial Partners and VOYA Financial Advisors. Rodriguez serves as the President of Prospanica Connecticut, a nonprofit organization focused on supporting Hispanic professionals through networking and career development events. She is also a trustee for a special needs trust for a family member. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial planning topics without discretionary trading authority. The firm allows clients to integrate planning with managed accounts under a consolidated billing option while keeping services separate.

Brett Dolan is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Securities America Inc. and National Planning Corporation. Outside of advisory work, he serves as a trustee and executor for family trusts and estates and is licensed as an insurance agent. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes for both discretionary and non-discretionary accounts.

Sherry Olson Lusardi is a financial advisor at UBS Financial Services with 41 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Gregory Rufa is a financial advisor with LPL Financial in Cromwell, CT, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked at Santander Securities, LLC and Santander Bank, NA before joining LPL Financial and Webster Bank in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning, advisory programs, and brokerage services, employing both discretionary and non-discretionary management and providing access to diverse model portfolios and research.

Jeremy Bossio is a financial advisor with LPL Financial in North Haven, CT, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles at Securities America, Securities Service Network, and Retirement Planning Partners, where he remains active. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Lucas Van Zandt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with LPL Financial since 2021 and has held roles at Waddell & Reed, Inc. and various insurance carriers through W&R Insurance Agencies from 2009 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Michael Leone is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Cambridge since 2012 and has operated his own Leone Financial Services since 1996. Outside of his advisory work, Leone serves on the board of PLAN OF CT, acts as secretary and treasurer for the Plainville Fish and Game Association, owns a race car business, and is the author of a book on race car setup. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual investors, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Jeremy Beitel is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Osaic and previously worked at Securities America Advisors and LPL Financial. Beitel serves as a board member for MW Chrysalis, a nonprofit providing services to domestic violence victims. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced asset-allocation tools and access to multiple third-party money managers and platforms.

Michael Przygocki is a financial advisor with Ameriprise in Plainville, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm serves clients through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Danny Ferreira is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006, also working at Bank of America N.A. from 2023 to present. He is based in New Haven, CT. Merrill, along 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.

Keara Williams is a financial advisor with Merrill in New Haven, CT, holding Series 66 and Series 63 credentials and six years of industry experience. Her prior roles include positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. She serves on the Board and Development Committee of the Museum of Contemporary Art Connecticut, where she helps with event planning and fundraising. Merrill, along 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, pension plans, corporations, and charitable organizations.

Sonia Sternbach is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has previously worked at Moneco Advisors, The Falcon Group, and Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

Christopher Covello is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at Union Savings Bank and MetLife Securities Inc. Covello holds a Series 66 license and is based in Middletown, CT. 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, wrap and money-manager programs, and educational seminars.

Stephanie Field is a financial advisor with Ameriprise in Cheshire, CT, holding a Series 66 designation and five years of industry experience. She has been with Ameriprise since 2018 and has prior work experience outside finance, including roles at Vespucci's Restaurant and Eye Level Learning Center. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides tailored retirement-income planning through a collaborative, non-discretionary approach using proprietary research and third-party data.

Christopher Benjamin is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and with 39 years of industry experience. He has worked at firms within the Wells Fargo group since 2009. Benjamin also owns Christopher Benjamin Financial Group, a financial practice based in Simsbury, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and special-needs analysis, using Wells Fargo research and planning tools.

David Ivanovich Jr. is a financial advisor with UBS Financial Services in New Haven, CT, holding a Series 63 designation and bringing 36 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including fee-based financial planning, discretionary portfolio management, and access to proprietary research and capital markets services.