Stefano Cacciola is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill, IFMG Securities, People’s Securities, and People’s United Advisors prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nicholas Walsh is a CFP® professional with 27 years of experience, currently with Wells Fargo Advisors since 2018. His prior roles include positions with Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he is involved in a ceramics family business called Jilly's Jubilee, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet certain net-worth requirements, utilizing proprietary research and tools to deliver customized recommendations.

Sean Gilligan is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at firms including UBS Financial Services, USI Securities, and Amundi Asset Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and an ESG eligibility framework. The firm’s Institutional Consulting Services program offers non-discretionary advice delivered by a select group of Wealth Advisors.

Amanda Dibble is a financial advisor with LPL Financial in West Hartford, CT, holding the CFP® designation and Series 66 license. She has seven years of industry experience and previously worked at Morgan Stanley, Charles Schwab, and Walgreens. Outside of her advisory role, she is involved with River Valley Financial LLC, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with an emphasis on combining technology and diverse investment strategies.

William Haberlin is a financial advisor at Ameriprise in West Hartford, CT, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Marist College and Avon High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Guy Beaudoin is a financial advisor with Edward Jones in Farmington, CT, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His career includes eighteen years at Charles Schwab and three years at TD Ameritrade prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and branch offices across the United States.

Gabrielle Finn is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Before joining UBS in 2026, she worked in several roles including positions at the United States Congress Committee on the Budget and The Sunwater Institute. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management services.

Erika Martinez is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and five years of industry experience. She previously worked at Bank of America and Merrill for eleven years. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary capital market insights and research to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management, offering services that include discretionary portfolio management, financial planning, and capital markets solutions.

Eliot Weissberg is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and Raymond James Financial since 2009. In addition to his advisory role, Weissberg owns The Advisors Center, LLC, which holds his intellectual property, and is president of The Investors Center, Inc., where he also works as an insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a range of advisory programs alongside specialized municipal and public-finance services.

Sergio Maffettone is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and four years of industry experience. His work history includes previous roles at SEI Investments and an extended period at Quinnipiac University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

James Curran is a financial advisor with LPL Financial in West Hartford, CT, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Northstar Wealth Partners LLC, Merrill, Morgan Stanley, and Citigroup Global Markets. He also serves as a trustee for a family trust. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced tools but without reliance on automated investment decisions.

Gavin Keane is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Aspen Square Management, Caribbean Clear, and Sodexo Operations LLC. Keane also has experience in the food service industry and has attended the University of Vermont. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and manages approximately $1.01 trillion in assets, supported by a nationwide network of advisors and branch offices.

Thomas Hall is a financial advisor with Wells Fargo Advisors in Avon, CT, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at various Wells Fargo entities since 2009. Outside of his advisory role, Hall is a partial owner of Towermark Wealth Management LLC and fully owns TTH Corp, both involved with his financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services that cover a wide range of planning needs. The firm offers tailored recommendations supported by proprietary research and planning tools, with clients selecting whether to implement these through brokerage or advisory programs.

Josh Oliver is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 63 and Series 65 credentials and has held positions at firms including Morgan Stanley, Lincoln Heritage Life Insurance Company, and Prudential Insurance Company of America. Oliver is also the owner of Oliver Consulting Group, LLC, a noninvestment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a broad platform and technology tools.

Karilynn Domurat is a financial advisor with Merrill in West Hartford, CT, holding a Series 66 designation and 14 years of industry experience. She has been with Bank of America Merrill Lynch since 2011. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Christopher Lundberg is a financial advisor with Wells Fargo Advisors in West Hartford, CT, holding a Series 66 designation and 10 years of industry experience. Prior to his current role starting in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2026. Outside of his advisory work, Lundberg serves as a part-time police officer in Marlborough, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu with tailored recommendations supported by Wells Fargo research and planning tools.

Shawn Torres is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Next Financial Group, Inc. and MML Investors Services, Inc. He is also the owner of Vitae Wealth Management, focusing on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management options and proprietary model strategies.

Cristian Irizarry is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Gilligan is a financial advisor at Edward Jones in Windsor, CT, with nine years of industry experience. He holds a Series 66 designation and previously worked at SAP for one year before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Thomas Grilli is a financial advisor with Ameriprise in East Hartford, CT, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has worked at Ameriprise since 2022 and previously spent 11 years with Riversource Distributors, Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations through a centralized consulting team.