Neha Mehta is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping individuals and families develop personalized wealth management strategies. With nearly a decade of experience in the financial services industry, she focuses on providing tailored financial solutions that align with her clients' unique goals. Her areas of expertise include college education planning, family wealth management, retirement planning, portfolio management, and liquidity management. Neha holds a Bachelor's Degree from Jai Hind College and is a Personal Investment Advisor (PIA). She is fluent in English and Hindi. Her professional approach emphasizes transparency, trust, and simplifying complex financial decisions to empower clients in confidently managing their financial futures. Outside of work, Neha enjoys running, yoga, and spending time with her family.

Michael Hillgen Santa is a financial advisor at LPL Financial with 19 years of industry experience and holds the Series 66 designation. He previously worked at Grove Point Investments, LLC and Grove Point Advisors, LLC, and has also been involved with Lorraine's Antiques, a business he owns. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and diverse portfolio options.

Jeffrey Adelglass is a financial advisor with LPL Financial in Ansonia, Connecticut, holding a Series 66 designation and six years of industry experience. He has been associated with LPL Financial and Adelglass Wealth Management since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research from LPL and third-party sources.

Richard Martin is a financial advisor with Fidelity, holding CFP® and ChFC® designations and over 27 years of industry experience. His career includes roles at New York Life Insurance Company, MassMutual Life Insurance Company, and various broker-dealers before joining Fidelity. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Fernando Rosa is a financial advisor with Merrill in New Haven, CT, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Bank of America, Citizens Bank, Citizens Securities Inc., People's United Bank, and teaching positions at Western Connecticut State University and Housatonic Community College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Glenn Ufland is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Gavin720 Holdings LLC, through which he manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its broad institutional platform.

Mina Sedrak is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Prior to joining Raymond James in 2024, she worked at JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo Clearing, Wells Fargo Bank, and HSBC. Outside of her advisory role, she performs mystery shopping as an independent contractor for Market Force Information. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including high-net-worth individuals, pension plans, corporations, and government entities. The firm offers wealth advisory planning and investment consulting on a non-discretionary basis, incorporating firm-sponsored wrap fee programs and institutional consulting services.

Pedro Tecla is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked with MassMutual Life Insurance Company starting in 2016. Outside of his advisory role, he is also engaged in outside insurance sales, focusing on life, accident, health, fixed annuities, long-term care, and disability insurance. MassMutual Investors Services, LLC 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 programs, emphasizing collaborative, annual planning engagements without investment discretion by advisers.

Patrick Colligan is a financial advisor with Ameriprise in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Oppenheimer and has been with Ameriprise since 2019. Outside of his advisory role, Colligan serves on the Board of Directors for the Fairfield Republican Town Committee and is Assistant Director of the FBI New Haven Citizen's Academy Alumni Association. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement, utilizing a centralized consulting team to deliver non-discretionary, research-based recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Michael Cataldo is a Financial Advisor at Merrill Lynch Wealth Management, where he works closely with clients to define their financial goals and develop portfolio strategies tailored to help achieve them. He provides ongoing advice and adjusts portfolio strategies to align with clients' changing circumstances. Michael holds the Personal Investment Advisor (PIA) designation. He completed his high school education at New Milford High School and attended Western Connecticut State University without obtaining a degree. His approach involves helping clients identify what matters most to them and their families to create strategies aimed at pursuing their financial objectives.

Christina Lake is a financial advisor at Ameriprise with 24 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she has involvement in real estate ownership. Ameriprise is a large institutional firm that offers a specialized retirement-income planning service for individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive written recommendations using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

William Giaquinto Jr. is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nutmeg Advisory Group LLC and Lincoln Financial Securities Corporation. Outside of advisory services, he is involved with Nutmeg Advisory Group, LLC, providing tax preparation and accounting services in North Haven, CT. 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 financial planning services, advisory programs, retirement plan consulting, and brokerage solutions, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Carl Marchitto is a financial advisor with LPL Financial in Orange, CT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior career includes over two decades with Waddell & Reed, Inc. and various insurance carriers. Marchitto also dedicates time to working with Sampson West & Associates, Inc., an investment-related business entity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and a broad platform of investment and insurance products.

James Pazareskis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked with AXA Advisors and related entities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk profiles.

Joan Zorena is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and has been with UBS since 2014. Outside of her advisory role, she is involved with Second Saturday Divorce Workshops. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.

Gina Magaudda is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 20 years of industry experience. She previously worked at METLIFE Securities Inc for 16 years before joining Mass Mutual Life Insurance Company and Mass Mutual Investors Services. In addition to her advisory role, she is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Lucas Gifford is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at American Portfolios Financial Services Inc. and Jacob Gifford & Associates. He is also an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance on a part-time basis. 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, emphasizing collaborative annual planning engagements.

Ira Levine is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked with Pruco Securities, LLC since 2003 and operates a CPA practice under his own name since 1985. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

Cassandra Quintiliano is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has experience working at multiple firms including MassMutual Life Insurance Company and Barnum Financial Group, as well as a background in supply chain analysis at Hubbell Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements supported by firm-approved analytical tools and a range of educational seminars.

Beth Botti is a financial advisor with Equitable Advisors in Milford, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Equitable Advisors since 2003 and previously worked with Axa Advisors, LLC. Outside of her advisory role, she serves as a liaison for the American Field Service, connecting exchange students with their host families. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a variety of program sponsors and third-party managers to provide advisory and brokerage solutions.