Nicholas Vamvakas is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at MassMutual Life Insurance Company and MassMutual Investors Services since 2017 and was previously with METLIFE Securities Inc from 2012 to 2017. In addition to his advisory role, he owns a consulting firm that provides software guidance for financial advisors and works as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm emphasizes annual collaborative financial planning engagements supported by firm-approved software and offers specialized services including divorce planning and estate-settlement assistance.

Tracy Rotman is a Series 66-registered advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, she operated Elite Lawn Maintenance, LLC for sixteen years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

Alexander Bauer is a financial advisor with Merrill in Fairfield, CT, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. 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 managed by internal teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lisa Nekrich is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2014. Outside of her advisory role, she serves as a board member of the Willow Ridge Condominium Association. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and portfolio management services, utilizing both in-house and third-party investment managers, with tailored strategies based on each client’s risk profile.

Fabrizio Fabrizio is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has previously worked at People's United Advisors, Inc. and People's Securities, Inc. Fabrizio is based in Fairfield, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Andrew Boone is a Series 66-credentialed financial advisor with 23 years of industry experience. He has worked at Raymond James & Associates since 2024 and previously spent 21 years with UBS PaineWebber Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs and drawing on a range of portfolio management styles and affiliated research.

Gerald Mcginley is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with UBS since 2015 and serves as a trustee for Camp Tecumseh, a not-for-profit educational organization for boys. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

John Mc Elroy is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2021. His prior experience includes roles at the University of Connecticut and Trumbull High School. 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, and various institutional investors.

Maura O Brien is a financial advisor at Ameriprise Financial Services LLC with one year of industry experience. She has previously worked at Northwestern Mutual and has experience outside finance with roles at Amore Cucina and Jackass Brewing Company. 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 ongoing retirement income planning advice through a written Recommendation Report and focuses on dependable income sources and tax-aware withdrawal strategies.

Richard Cacciapaglia is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He previously worked at UBS Financial Services for 22 years and City National Bank for six years. Outside of his advisory role, he serves on the board of directors for Soteria, a cybersecurity company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Steven Miranda is a financial advisor at LPL Enterprise with one year of experience in the industry. He holds the Series 66 designation and has a background that includes roles at Quattros and Connecticut Pest Elimination. Outside of his advisory work, he is involved with non-variable insurance through his own insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various advisory programs. The firm utilizes a platform that integrates adviser programs with brokerage and insurance product sales, supported by LPL’s research and model portfolios.

Nicholas Wells is a financial advisor with Mass Mutual Investors Services in Shelton, CT. He holds Series 65 and Series 63 licenses and began his advisory career in 2026. Prior to joining Mass Mutual, he held various roles including positions at Elite Income Advisors, Inc. and Allegis Group, as well as academic roles at the University of Maryland and Anne Arundel Community College. Mass Mutual Investors Services 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 provides structured, collaborative planning engagements supported by firm-approved analytical tools and offers a range of investment and event-driven planning programs.

Steven Nussbaum is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 38 years of experience in the financial services industry, specializing in personalized retirement income planning, active portfolio management, and wealth preservation strategies. His areas of focus include college education planning, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, socially responsible investing, and retirement income. Steven holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's degree from Washington University in Saint Louis and a Master's degree from Boston University. Steven resides in Westport, Connecticut with his wife, Susan. He is involved in the community as a member of the Westport Rotary Club. In his free time, he enjoys biking, golfing, and hiking.

Nolan Menachemson is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Sterling National Bank, Private Advisor Group, Hornor Townsend & Kent Inc, and Penn Mutual Life. In addition to his advisory work, he is involved in tax preparation and accounting as a CPA and sells non-variable insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced portfolio management techniques.

Nikhil Kapoor is a Financial Consultant currently working at Fidelity Investments since 2021. He has over a dozen years of experience in financial planning, having previously served as a Financial Planning Consultant at Barnum Financial Group from 2011 to 2021. As a Certified Financial Planner, Nikhil focuses on providing clients with the knowledge and guidance necessary to make informed decisions to support their aspirational goals. Throughout his career, Nikhil has developed expertise in financial planning, assisting clients in navigating their financial futures. His professional background equips him to address a range of financial needs and objectives. Outside of his professional work, Nikhil has personal interests that include the beach, cars, comedy, football, tennis, and traveling.

Norman Leslie is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with related firms including Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1993. Outside of his advisory role, he operates as an independent insurance agent offering a range of insurance products including dental, disability, annuities, life, and long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that focus on investment categories and strategies, alongside services such as educational seminars and specialized planning programs.

John Picard is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, Picard serves on multiple boards, including as Chairman of the Tweed New Haven Airport Board of Directors and as a member of the Town of Madison Board of Finance. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering tailored, research-supported recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions within a large institutional framework.

Robert Tuzza is a Senior Financial Advisor and a partner of The K,B,T&J Group within Merrill Lynch Wealth Management. He leads a team that provides integrated wealth advisory solutions for institutions, families, and business founders and executives. Robert focuses on retirement plan consulting, collaborating with committees, HR leaders, and finance teams to support investment oversight, fiduciary practices, plan design, and employee education. His approach emphasizes simplifying complex decisions and enhancing the effectiveness and sustainability of retirement programs. Robert's expertise extends to comprehensive personal financial planning, investment management, and advising entrepreneurial families and executives through business transitions such as growth, succession, and liquidity events. This allows him to coordinate institutional benefits with personal financial goals, supporting clients through various life and business phases. His mission centers on helping institutions thrive, employees build financial confidence, and families and founders achieve enduring outcomes. He started his career with Merrill Lynch Wealth Management in 2008 while completing his Bachelor of Science at Fairfield University's Charles F. Dolan School of Business, becoming a Financial Advisor in 2010. Robert holds the Certified Plan Fiduciary Adviser (CPFA) designation, Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) certifications. He is actively involved with his alma mater as a mentor in the Dolan School of Business Professional Development Series Program. Robert resides in Fairfield, Connecticut, with his wife and daughter and enjoys golfing and fishing.

Scott Langlais is a CFP®-designated financial advisor with 27 years of industry experience, currently with Fidelity. He has previously worked at LPL Financial and MONECO Advisors and has spent multiple years with Fidelity Investments and its brokerage services. Outside of finance, Langlais is a partner in an indoor golf simulator business in Fairfield, Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Kenneth Lindner is a financial advisor with LPL Financial based in Brookfield, CT, holding Series 63, 65, and 66 credentials and bringing 29 years of industry experience. He has been with LPL Financial and Webster Services Inc. since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.