James Pazareskis is a financial advisor with Equitable Advisors in Wallingford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Equitable Advisors and its affiliated entities since 2007 and previously held positions at Uvest Financial Services Group, Webster Investment Services, and American Skandia Advisory Services. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of investment models and third-party managers and offers services through a network of Investment Adviser Representatives.

Zachary Brown is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His prior roles include positions at Newport Healthcare, Labonne's Market, and the University of Connecticut. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides personalized planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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 at LPL Enterprise with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with Pruco Securities, LLC and his own CPA practice since 1985. Levine has a background that spans both advisory and accounting roles. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and various institutional clients through a large network of investment adviser representatives. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of affiliated financial services.

Brianna Gambacini is a CFP® and Series 66-registered financial advisor with Ameriprise in Waterbury, CT, bringing two years of industry experience. Her background includes roles at Gentle Care Animal Hospital and academic positions at the University of Connecticut and North Carolina State University. She is also involved in managing her own advisory business, Honey Badger Management. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Meagan Dejesus is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 13 years of industry experience, including prior roles at Ohio National Financial Services and O.N. Equity Sales Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and operational tools.

Rosario Pulino is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and serves as Vice President at Liberty Bank, where he has worked since 2015. Pulino has also been involved with Liberty Bank Investment Services since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Cassandra Quintiliano is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and over four years of industry experience. Her career includes roles at Barnum Financial Group and Hubbell Inc., where she worked as a supply chain analyst. MassMutual Investors Services is a broker‑dealer and SEC‑registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-based financial planning supported by firm-approved analytical tools and a range of investment programs.

Beth Botti is a financial advisor with Equitable Advisors in Milford, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Equitable Advisors and its predecessor Axa Advisors since 2003. Outside of her advisory role, she serves as a liaison with American Field Service, working with exchange students and their host families. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of third-party and proprietary advisory programs, with an emphasis on risk assessment and client-specific model matching, covering mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Slade Yancy is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He supports clients through the financial planning process aimed at educating them and helping bring clarity and peace of mind to their families. Prior to his current position, Slade served as a Financial Consultant at Fidelity Investments from 2020 to 2023 and as Assistant Branch Manager from 2016 to 2020. His earlier experience includes roles at Merrill Edge Bank of America as Market Sales Manager from 2013 to 2015 and Financial Solutions Advisor from 2011 to 2013, as well as Financial Advisor at Merrill Lynch from 2008 to 2010. Slade holds a California Insurance License. Further educational background and personal interests were not provided.

Jordan Sullivan is a financial advisor with LPL Financial based in Bethany, CT, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes roles at People's United Advisors, Inc. and People's Securities, Inc. He is also involved with Wilmington Advisors at M&T as a financial professional. 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 a large network of investment adviser representatives and advanced operational tools.

Tiffany Lyga is a financial advisor at Raymond James Financial with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Liberty Bank and Raymond James since 2016. Tiffany also works as a financial advisor with Liberty Bank Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.

Alexandra Brinkerhoff is a Series 66-credentialed financial advisor with 16 years of industry experience, all of which she has spent at Merrill 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 and supports individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Zimmerman is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 26 years of industry experience. His prior firms include Securities America Advisors, Securities America, Inc., and National Planning Corporation. Outside of his advisory work, he is involved in local sports as a soccer referee and coach and serves as a ticket seller and timekeeper for high school sports events. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, with a range of portfolio management options supported by asset-allocation tools and third-party platforms.

Steven Crabtree is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015. Outside of his advisory role, he is a member of the band Cartwheel and serves on committees at the First Church of Christ in Middletown, CT, including chairing the church’s endowment subcommittee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Shane Henderson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previous experience working at hospitality and recreation-related businesses, including Fresh Salt: Saybrook Point Inn Resort & Marina and Waters Edge Resort and Spa. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and offers advisory services to multiple registered investment companies and fund-of-funds.

Steven Baklas is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to understand their unique financial objectives and develop personalized strategies to pursue these goals. His approach focuses on building long-lasting relationships and providing guidance on various areas including family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, and tax minimization. Steven holds a Master's of Business Administration (MBA) and a Bachelor's Degree, both from the University of Connecticut. He also holds the designation of Personal Investment Advisor (PIA). He communicates fluently in Greek, Spanish, and English. Outside of his professional work, Steven has interests that include adventure sports, baseball, basketball, chess, cooking, football, gardening, pickleball, traveling, and watching movies.

Celeste Barham is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.