Sebastiano La Rosa is a financial advisor with Ameriprise in Portland, CT, holding Series 63 and Series 66 licenses and having two years of industry experience. His career includes roles at Bank of America, Merrill, Wells Fargo Securities, and other firms. Outside of finance, he coaches youth soccer through Soccer XS, LLC and serves as a consultant for Connecticut Rush Select. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service, which provides tailored retirement planning through a centralized team delivering written recommendation reports and ongoing advice.

George Stambouloglou is a financial advisor with LPL Financial in Branford, CT, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Webster Bank, Liberty Bank, Raymond James Financial Services, Infinex Investments, and United Bank. 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 investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Ryan Pearl is a financial advisor with LPL Financial in Hamden, CT, holding a Series 66 credential and eight years of industry experience. He has worked at LPL Financial and Warner Group since 2017. Pearl is also involved in tax preparation through his work with Southern CT Tax Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to proprietary and third-party research.

Daniel Comastra is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he collaborates closely with individuals and families to develop financial plans that aim to strengthen their financial outlook and provide peace of mind. He emphasizes building relationships based on trust and respect while leveraging unique strategies to help clients pursue their financial goals. Daniel has been with Fidelity Investments since 2021, progressing through roles including Investment Consultant, Investment Solutions Representative II, Investment Solutions Representative, High Net Worth, and Customer Relationship Advocate. His experience encompasses various aspects of investment consultation and client relationship management. He holds an Arkansas Insurance License and has personal interests in cars, fitness, football, golf, and skiing.

Thomas Cosgriff is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at Barnum Financial Group and Parkview Advance LLC. He is also an independent insurance agent specializing in the sales and service of life insurance, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing collaborative, goal-focused strategies supported by firm-approved analytical tools.

Raymond Powell Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 33 years of industry experience, including roles at Cambridge Investment Research, Inc. since 2011 and operating Rw Powell Enterprises Inc. since 1987. Outside of investment advisory, he manages Powells Income Tax Services, where he prepares income taxes. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Deborah Moore is a financial advisor with Merrill in New Haven, CT, holding Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with Merrill since 1990 and also worked at Bank of America N.A. starting in 2020. Outside of her advisory role, she operates a sole proprietorship as a Life/Happiness Coach. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Matthew Kissh is a financial advisor with Equitable Advisors in Cheshire, CT, holding a Series 66 designation and 18 years of industry experience. He has worked at Equitable Advisors since 2008, including its predecessor AXA Advisors. Outside of his advisory work, he operates a sole proprietorship selling art online through Life of Light LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC-registered investment adviser and broker-dealer and works extensively with program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

Liliya Carlage is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo and Fidelity Investments since 2015. Outside of her advisory role, she serves as an officer for the Cheshire Robotics Explorers Foundation, a nonprofit organization supporting youth robotics programs. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a diverse client base including registered investment companies and charitable funds.

Donald Boyce is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at MetLife Financial and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as Treasurer for the Knights of St. Patrick Charitable Foundation and holds leadership positions on local nonprofit boards, including a church. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative planning engagements using firm-approved analytical tools to develop written recommendations tailored to client goals.

Nolan Cleary is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 11 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is an agent for individual life and disability insurance through Charter Oak Financial and owns Clear World Financial LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers programs including wrap accounts and money-manager options.

Jason Merker is a financial advisor with Cetera, holding Series 66 and Series 63 credentials and one year of industry experience. He has previously worked with Hilltop MHC LLC, Hilltop Investors LLC, Cetera Wealth Services, LLC, and Wells Fargo Advisors. Outside of his advisory role, Merker is a licensed attorney in New York State, currently non-practicing. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes a multi-manager platform with a range of discretionary and non-discretionary investment program options.

William Newman is a financial advisor with Raymond James & Associates in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2008. Newman is also a partner in NEWMAST LLC, an investment-related business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Thomas Saltalino is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He previously worked for Avantax Advisory Services and Avantax Investment Services for over two decades. Outside of advising, he serves as Head Moderator for election results in New Britain, CT, and acts as a consultant following the sale of his accounting and tax practice. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with diverse program structures and custodial relationships.

Daniel Waldron is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, David Lerner Associates, and Brescome Barton. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tressan Quinn is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Marcus Devito is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has held roles at firms including Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Outside of his advisory work, Marcus serves on the Branford Fair Rent Commission and is a board member of the Quinnipiac Chamber of Commerce. Cetera Investment Advisers LLC supports a large nationwide network of independent advisors and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kristina Daoud is a financial advisor with Ameriprise in Middletown, CT, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been with Ameriprise since 2012, including its affiliated entities. Outside of her advisory role, she is involved with Nancy S. Daoud & Associates, LLC in a non-investment capacity. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations focused on income sources, tax strategies, and Social Security options. The firm combines algorithmic tools with professional oversight and provides a broad array of advisory, brokerage, and insurance services typical of large institutional firms.

Crissel Lopez is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, she collaborates with clients to develop financial plans that address their needs, goals, and concerns, aiming to help them feel comfortable and confident about their financial future. Her professional experience includes positions as a Wealth Management Advisor at TIAA from 2017 to 2020, Retirement Counselor and Assistant Director of Sales Execution at Prudential Retirement between 2013 and 2017, and various roles in financial services dating back to 1995. Over the years, she has gained expertise in wealth management, retirement planning, sales execution, and business development within the financial sector. Outside of her professional career, Crissel enjoys spending time at the beach, cooking and baking, participating in family activities, watching football, solving puzzles, and attending theater events.

Angela Roy is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, with prior experience at State Farm and roles outside finance including Chili's Grill & Bar and Southern Connecticut State University. Roy is also employed as a Client Service Manager at Watermark Management Partners. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.