Thomas La Pointe is a financial advisor with LPL Financial in Waterbury, CT, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Securities America Advisors, Ameriprise Financial Services, Equitable Advisors, and MSI Financial Services. He is also commissioned as a notary in Connecticut. 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 asset management solutions, including model portfolios and third-party subadvisors, supported by advanced operational tools and a large network of over 22,800 advisors.

Latifa Kolarevic is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Bank of America and Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kiran Suresh Mirpuri is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL and Webster Investments in 2023, Kiran worked at Northeastern University and held roles at International Money Matters Private Limited, Finscholarz Wealth Managers LLP, and KPMG India Private Limited. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning and portfolio management solutions, supported by various institutional platforms and advanced technology tools.

Emily Savage is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliate since 1990. Outside of her advisory role, she serves as a Notary Public and is involved with Honey Badger Management. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm provides written, research-based recommendation reports that integrate tax-smart strategies and probability modeling, delivered through a centralized consulting team in partnership with its financial advisors.

Steven Sax is a financial advisor at Merrill with Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Merrill since 1987 and has been affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a consultant for a nonprofit organization in Connecticut. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edwin Toth is a CFP®-certified financial advisor with 45 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Sagepoint Financial, OSAIC, Citigroup Global Markets, and UBS Financial Services. He is also involved in selling non-variable insurance products through Integrity Financial Service. 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, and institutional platforms, supported by extensive operational and research tools.

Daniel Dominello is a financial advisor with RBC Capital Markets in Farmington, CT, holding a Series 66 designation and seven years of industry experience. His previous work includes roles at PricewaterhouseCoopers, LLP, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on clients’ Advisory Risk Profiles and integrates in-house and third-party managers while providing access to alternative investments and tax-management options.

Mike Wiggins is a Financial Consultant at Fidelity Investments, where he has been working since 2021. In this role, he collaborates with clients to develop, implement, and maintain financial plans aimed at achieving their goals through a holistic and team-based approach. He focuses on building long-lasting and trusting relationships to provide meaningful support aligned with what matters to his clients. Prior to joining Fidelity, Mike held several roles in the financial services industry. He served as Operations Manager at Voya Financial Advisors from 2017 to 2021, and as a Financial Planning Consultant there from 2015 to 2017. His earlier experience includes positions as a Senior Compliance Analyst at Voya Financial Advisors, Compliance Specialist at Lincoln Financial Group, and Investment Advisor Representative roles at Metlife and Axa Advisors. Mike's career in financial services began in 2001 as a Registered Sales Associate at Suntrust Securities.

Cynthia Guertin Gileau is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry since 2000, focusing on developing financial strategies for high-net-worth individuals, families, and businesses to help them achieve both short- and long-term financial goals. Her areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Cynthia holds the Personal Investment Advisor (PIA) designation and earned her Bachelor's Degree from the Florida Institute of Technology. She also completed her high school education at Plainfield High School.

Christopher Conto is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and joined Merrill in 1993 after moving back to his home state of Connecticut. In his role, he provides personalized financial advice and asset management to high net worth clients, focusing on helping them achieve their financial goals and aspirations. Christopher’s areas of expertise include college education planning, employee benefits planning, family wealth management strategies, legacy planning, retirement income, philanthropic planning, portfolio management services, tax minimization, and managing new wealth. He employs a goals-based planning approach and offers support with insurance and estate planning services. As a qualified Portfolio Manager, he builds and manages personalized or defined strategies to support his clients’ objectives. He holds a Bachelor of Science degree in Business Management from Springfield College and the Certified Investment Management Analyst® (CIMA®) designation, sponsored by the Investments & Wealth Institute™ at the Wharton School of Business. Christopher resides in Woodbury, Connecticut, with his wife Amy and their three children. Outside of work, he enjoys spending time with family, traveling, coaching youth sports, staying active, and volunteering at local charitable organizations.

Jon Kehl is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Questar Capital Corporation. Outside of his advisory role, he serves on the Finance Committee of the Connecticut Humane Society, assisting with oversight and management of the organization’s endowment and capital campaign investments. OSAIC is a multi-advisor platform serving retail and institutional clients with brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, and it is notable for its scale, affiliate network, and recent consolidation activity.

Nicholas Provera is a financial advisor with Edward Jones in Southington, CT. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Newcountry Mercedes Benz and operated his own business, The Bumper Pros, for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Anthony Smith is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Northwestern Mutual Wealth Management Company and American Airlines, where he worked part-time as a ramp service agent. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios, including model portfolios for intermediary platforms, and is registered as a commodity pool operator with the CFTC.

Christopher Perry is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley and related entities since 1991, with prior experience at Citigroup Global Markets. Outside of his advisory role, he is a partner in Perkin Holdings LLC, which owns land mineral interests in Avon, Connecticut. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and firm-approved tools, offering tailored plans without individual security recommendations as part of standalone planning.

Joseph Cullen Jr. is a financial advisor with Ameriprise in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Ameriprise since 2018 and previously at J.P. Morgan Securities from 2012 to 2018. Outside of his advisory role, he has been involved with Trinity Catholic High School since 2018. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Daniel Civiello is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise Financial Services, LLC since 2021. Outside of his advisory role, he has experience as an associate financial advisor with Watermark Management Partners. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, using a combination of research, modeling, and tax-efficiency analysis to deliver personalized retirement-income recommendations.

Johanna Cefaretti is a financial advisor with Wells Fargo Clearing in Watertown, CT, holding Series 63 and Series 65 credentials and three years of industry experience. She has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities and has been involved with Jo's Toy Box LLC since 2020. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with modern portfolio theory to evaluate investment options and provides a range of brokerage and advisory solutions.

Keith Pelkey is a financial advisor with Charles Schwab based in West Hartford, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank SSB since 2005. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a comprehensive due diligence process.

Jason Henry is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Buffalo Wild Wings and Bethel High School. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation in its advisory process while offering a broad range of advisory, brokerage, and insurance solutions.

Clifford Jarvis Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 43 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research since 2018 and was previously with Ohanesian/Lecours, Inc. for nine years. Outside of his advisory role, he has been an independent insurance agent since 1990. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.