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 48 years of industry experience. He has been with Cambridge since 2018 and previously worked at Ohanesian/Lecours, Inc. for nine years. He is also the owner of RKOHAN LLC and serves as a consultant and head of compliance for OSJ Partners LLC. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary management with multiple platforms and proprietary model strategies under the Founders Gate Capital brand.

Joseph Mcdonagh is a financial advisor with LPL Financial in Hamden, CT, holding a ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including roles at Waddell & Reed, various insurance carriers, and his own practice. He is also involved in his local community as an election worker for the Town of Hamden. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

David Nastri is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has 20 years of industry experience, having worked at LPL Financial since 2011 and previously at Webster Investment Services Inc. from 2006 to 2018. Nastri is also a licensed attorney in Connecticut and provides legal services through the Connecticut Veteran's Legal Center. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing technology tools.

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 at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he owns a private office space shared with other advisors. LPL Enterprise serves a broad client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, consulting, and access to third-party asset managers.

Nicara Enright Alves is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. Her career includes roles at Cetera and Foresters Financial Services prior to joining LPL Financial. Alves is also a commissioned notary in Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Deborah Putnam is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing for 10 years, following a long tenure at Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Antonio Persampieri is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Cetera and American Stimulus Funding. He is also involved in managing Soundway Financial, a business activity related to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives, offering a range of financial planning and investment management services.

Patrick Boutilier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Waddell & Reed, Inc. and operated Stevens & Boutilier Financial Advisors LLC. Boutilier was involved with the Hamden Rotary for nine years. 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 provides advisory and brokerage services with a variety of investment options, including model portfolios, third-party asset management, and customized strategies.

Jack Argiro is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He previously worked at BNY Mellon and has held roles at several other firms including 4T Financial and Argonaut Advisors. Argiro serves on the Babson College Alumni Advisory Board and the Beavers of the Last Decade Advisory Board. He is also involved in a ticket resale business as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform offering access to affiliated and third-party managers with a range of program structures and custodial relationships.

Michael Walsh is a financial advisor with Cambridge Investment Research Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009 and has operated as a self-employed independent insurance agent since 1993. Outside of his advisory work, Walsh is involved as an independent insurance agent for multiple companies. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and provides both discretionary and non-discretionary management across multiple platforms and custodians.

Jorge Dias is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management in Southbury, Connecticut. He has been with Merrill Lynch since 2003 and holds the designation of Personal Investment Advisor (PIA). Jorge speaks both Portuguese and English and is involved with professional organizations including the Knights of Columbus in Middlebury, the LIONS Club of Middlebury, and the Southbury Heritage BNI. Jorge assists a diverse clientele including business owners, families, individuals, retirees, and seniors. He employs the Merrill Lynch Wealth Management Process to help clients identify financial goals, develop strategies, implement appropriate solutions tailored to their risk tolerance and investment objectives, and monitor progress towards financial security. In addition to his work at Merrill Lynch, Jorge works with seniors at a local retirement community, providing him insight into retirement needs. A lifelong resident of Connecticut, Jorge graduated from Central Connecticut State University in 2002 with a Bachelor of Science degree in Management Information Systems. He is actively involved in his community and enjoys activities such as biking, dancing, gardening, genealogy, spending time with his family, traveling, watching movies, and yoga.

Khuong Ho is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual planning focused on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Dwight Wildman is a financial advisor with J.P. Morgan Securities in Cheshire, CT, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015, following a year at LPL Financial. Outside of his advisory role, he owns DL Wilde LLC, an e-commerce business specializing in dropshipping home goods. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Joseph Hooper is a Financial Advisor with Merrill Lynch Wealth Management, where he is responsible for working closely with clients to meet their financial goals. He focuses on helping clients calculate risk appropriately to both preserve and grow their capital. Joseph takes time to understand what matters to his clients and their families, creating strategies to pursue their short-, mid-, and long-term financial objectives. As a member of The Hooper Group, Joseph specializes in serving growing families by providing guidance on areas such as education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He works to enable clients to focus on their daily lives while securing their retirement and other important financial goals. Joseph holds a Bachelor's Degree from Central Connecticut State University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In his personal time, he enjoys activities such as golfing, pickleball, fishing, hiking, boating, camping, playing chess, watching football, skiing, and visiting new breweries.