William Passarelli is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including MassMutual and Edward Jones. In addition to his advisory role, he is employed outside the investment industry as an Electronics Systems Server at Pratt & Whitney. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Peter Holmquist is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has six years of industry experience, including prior roles at Merrill Lynch and Farther Finance Advisors. His background also includes long-term experience in energy trading at HQ Energy Trading, LLC. 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 ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based financial planning supported by firm-approved analytical tools.

Matthew Stinson is a financial advisor with Equitable Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including the period when the firm operated as Axa Advisors, LLC. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and nonprofit organizations, providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm uses a range of advisory models, often implemented through third-party managers or LPL-sponsored programs, and offers services including ERISA fiduciary support for qualified plans.

Neel Kamdar is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advising services to clients, helping them manage their investments and achieve their financial goals. He holds the Professional Investment Advisor (PIA) designation, indicating his qualifications in personal investment advising. Neel Kamdar earned his High School Diploma from Hamden High School.

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 12 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked for Commonwealth Financial Network and Lobo & Pascale Wealth Management, LLC for 11 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network with specialized municipal and retirement plan advisory services.

Xhoana Dika is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015. She also has been affiliated with JPMORGAN Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation supported by affiliated investment management entities.

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 Wealth, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc., National Planning Corporation, and Osaic FS, Inc. Outside of advising, he serves as a trustee and executor for family trusts and estates, and also works as an insurance agent providing insurance-related advice and products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and programs, and is notable for its scale, complex affiliate structure, and recent consolidation activity.

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, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Santander Securities and Webster Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Jeremy Bossio is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc. and Securities Service Network. In addition to his advisory role, he is involved in non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Lucas Van Zandt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Waddell & Reed, Wells Fargo Clearing, Banc of America Investment Services, Quick & Reilly, and Morgan Stanley Dw Inc. He has extensive background working with various insurance carriers through W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial activities.

Michael Leone is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2012. Additionally, he has operated Leone Financial Services since 1996. Outside of financial advising, Leone serves on the board of PLAN of CT, acts as secretary and treasurer of the Plainville Fish and Game Association, owns a race car business, works as a tax preparer, and is an author of a book on race car setup. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple management platforms, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Jeremy Beitel is a CFP® professional with 28 years of industry experience, currently affiliated with OSAIC since 2024. His prior experience includes roles at Securities America Advisors, LPL Financial, Merrill, and Wells Fargo Clearing. He serves as a board member of MW Chrysalis, a nonprofit organization providing services for domestic violence victims. OSAIC operates a multi-advisor platform serving retail and institutional clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a range of client types, including high-net-worth individuals, retirement plans, charities, and corporations.

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 at Merrill with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Merrill since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Williams serves as a board member and is involved with the Museum of Contemporary Art Connecticut, participating in event planning and fundraising efforts. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Allison is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Cheshire, CT. He has been with Thrivent Financial and Thrivent Investment Management since 2026. His prior experience includes roles at Detwiler's Farm Market, Power Home Remodeling Group, and the University of Florida. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans without discretionary trading authority. The firm integrates planning with managed-account programs through the WealthPlan option while maintaining separate planning and investment services.