Frank Adams III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at VOYA Financial Advisors and co-owns CFP Associates, where he has been involved for over a decade. He also conducts business as a non-variable insurance agent, specializing in term insurance and fixed annuities. 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 wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research from LPL and third-party subadvisors.

Gerald Nearier is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2007. Nearier is also a Notary Public in Hamden, CT. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

John King is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies that align with clients' long-term goals. Drawing on the resources of Merrill and Bank of America, he offers guidance that reflects an understanding of evolving market conditions and the full financial picture of each client. John holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Connecticut. He actively participates in community service, dedicating time to volunteer with local organizations in line with Merrill's tradition of community involvement.

Tyler Jacques is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he held roles in the roofing and mechanical industries and has also worked in educational settings. He serves as an administrative assistant at Lighthouse Financial, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

Mehdi Azizi is a financial advisor at Ameriprise Financial Services with seven years of industry experience. He holds a Series 66 designation and has worked previously at VALIC Financial Advisors and People's United Bank. He is also involved in Honey Badger Management Inc., where he serves as a financial advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Patricia Anderson is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 1994. Outside of her advisory role, she serves as a representative on the Branford, Connecticut Town Meeting, participating in local government matters related to her district. 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 tailored to individuals, high-net-worth clients, and institutional investors.

Halina Fiedorowicz is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 66 designations and 24 years of industry experience. She has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles through both in-house and third-party investment managers.

John Doris is a financial advisor with Stifel in Hamden, CT, holding Series 63 and Series 65 designations and possessing 29 years of industry experience. He has been with Stifel since 2007. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Spencer Rogers is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Deloitte, Bryant, Morgan Stanley, and Times Microwave Systems. LPL Financial is a national 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Donald Ciampi is a financial advisor at Cetera with over 25 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2013. In addition to his advisory roles, Ciampi serves as vice chairman on the board of St. Paul Catholic High School, where he assists with the school's direction and endowment investment committee. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Matthew Mauro is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked at Great American Donut and has experience in education from Bentley University and Southington High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Dennis Stanek II is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at City National Bank since 2017 and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as a director of Swag Custom Rides, a business focused on rebuilding pick-up trucks, and has held a board position with Hartford Healthcare Corporation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management and financial planning, tailoring strategies to client risk profiles through a combination of in-house and third-party investment managers.

Kristina Matwijec is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) with seven years of industry experience. She has worked at Edward Jones since 2019 and previously spent ten years at Consolidated Edison Company of New York Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jeffrey Cole is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Stifel since 2019. His prior experience includes roles at Bank of America and Merrill Lynch, each spanning a decade. Cole is also the owner of a rental property outside of his securities trading hours. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Richard Ohanesian is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Cambridge Investment Research Advisors and its related firm since 2018 and also operates Ohanesian/Lecours, Inc., which has been active since 2009. Ohanesian serves as a consultant and head of compliance for OSJ Partners LLC in addition to his advisory roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing a range of portfolio management options using both proprietary and third-party 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.

David Nastri is a financial advisor with LPL Financial in Cheshire, CT, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Webster Investment Services Inc. Nastri is also a licensed attorney in Connecticut and provides legal services with the Connecticut Veteran's Legal Center. 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, along with access to model portfolios and research from multiple sources.

Robert Palazzo III is a financial advisor with RBC Capital Markets, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and teaching at The Van Loan School of Business at Endicott College. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party managers to tailor strategies to clients’ risk profiles.

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.

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.