Joseph Mccarthy is a financial advisor with LPL Financial in Hamden, CT, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is a co-owner of Smedley Aerial Lifts LLC and Smedley Industrial Services, Inc., businesses unrelated to investment management. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with diverse investment strategies and advanced operational tools.

Michael Ganci is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Ganci is involved in a family-owned retail business operated by his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Meghan Mills is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and four years of industry experience. She has worked at LPL Financial since 2024 and previously held roles at Sound Generational Wealth, Inc., The O.N. Equity Sales Company, and Diastole Wealth Management, Inc. In addition to her advisory work, she is a commissioned notary public in the state of Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting investment advisers with a range of strategies and operational tools.

Frank Germano is a CFP®-credentialed financial advisor with 34 years of industry experience, currently practicing at OSAIC since 2025. Prior to joining OSAIC, he spent nine years at Lincoln Financial Securities Corporation. He is also involved in offering insurance products and tax preparation services through several business entities he owns or manages. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment strategies, utilizing proprietary tools and third-party money managers.

Alexander Boehm is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including roles at MassMutual Life Insurance Co and Travelers Insurance. Outside of finance, he works as a bartender at WeHa Brewing in West Hartford, CT. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, employing collaborative, goal-based planning supported by advanced analytical tools.

Skyler Agresti is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to his current role, he worked in education at Joseph A. Foran High School and Harborside Middle School. He is also involved with the Small Business Development Center. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering model-based investment recommendations through a large network of advisors.

Alyssa Zito is a financial advisor at Mass Mutual Investors Services with four years of industry experience. She holds Series 63 and Series 66 designations and previously worked with Prudential Annuities Distributors and Prudential Insurance Company of America. Outside of her advisory role, Alyssa coaches youth female basketball with the Ridgefield Basketball Association. 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 financial planning, asset management, and educational seminars, employing firm-approved tools to analyze client goals and provide collaborative, ongoing advice.

Amanda Lesmes is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. She has been with MassMutual and its affiliated firm since 2025. Prior to entering the industry, she worked at Bryant University and Eyes Physicians & Surgeons. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative annual financial planning engagements using firm-approved analytical tools and offers specialized planning programs including divorce and estate settlement planning.

James Bauer is a financial advisor at LPL Enterprise with Series 66 credentials and one year of industry experience. His prior roles include positions at PRUCO Securities, LLC and work under Jeff Bauer. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and an affiliated insurance agency.

Nicholas Cyr is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant I. Prior to joining Fidelity, he worked as an Insurance Representative at Mutual of Omaha in 2020. In his current role, Nicholas partners with clients to develop comprehensive financial plans tailored to their individual goals. His approach emphasizes educating clients to simplify complex financial topics and enhance their understanding. Nicholas holds a California Insurance License. Outside of his professional work, he enjoys activities such as beach outings, golf, and skiing.

Jodi Polick is a financial advisor with Merrill in New Haven, CT, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Merrill since 2009 and also has a longstanding affiliation with Bank of America. 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, and various institutional investors.

Todd Cody is a financial advisor at Merrill with 22 years at the firm and 10 years of industry experience. He holds the Series 66 designation and is based in New Haven, CT. 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 and profit-sharing plans, corporations, and charitable organizations.

Anne Debowes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2011. 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 both brokerage and advisory solutions.

Pingan Geng is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, Geng focuses on helping clients manage their wealth by developing personalized strategies that adapt to changing market conditions. Utilizing investment insights from Merrill and the banking and lending services of Bank of America, Geng works to assist clients in pursuing their financial goals. Geng holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Hubei University of Chinese Medicine. Committed to community involvement, Geng participates in volunteer activities with local organizations as part of Merrill’s tradition of serving the communities in which they operate.

Christopher Gavin is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked with LPL Financial since 2021 and is also involved with Squareknot Advisory Partners LLC. Outside of his advisory work, he owns and operates several non-investment-related businesses including The Sweets Pond Food Company, Sweets Pond Camps, and TrailIntel. 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 advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Philip Allopenna is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activity includes involvement in non-variable insurance through Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporations, and charitable entities. The firm utilizes model-driven investment approaches and also offers affiliated insurance, trust, and lending services.

Michael Prior is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1991, providing financial planning and wealth management services. His client base includes high-net-worth families, individuals, and not-for-profit institutions. Michael attended Notre Dame West Haven High School and The Williston Northampton School. He holds a Bachelor's degree from The University of Connecticut and has earned the Personal Investment Advisor (PIA) designation. He is a long-time resident of North Haven, where he lives with his wife, Sue.

Mark Meotti is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2017. Prior to that, he spent time at CDW and took a year for extended travel. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and planning tools, using methodologies such as Monte Carlo simulations to model outcomes.

Stacy Capobianco is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and 11 years of industry experience. She previously worked at Janney Montgomery Scott from 2007 to 2017 before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of financial advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gavin Esposito is a financial advisor with Mass Mutual Investors Services and holds the Series 66 credential. He has two years of industry experience, including roles at MassMutual Life Insurance Co and Barnum Financial Group. Outside of advising, he is also licensed as an insurance broker, specializing in life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, event-driven planning tailored to client goals.