Mario Bartoli is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. His prior experience includes over two decades at People's Securities, Inc. and four years with People's United Advisors, Inc. 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 other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Joshua Kampf is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The GKH Group, a three-generation family advisory team. He joined Merrill in 2004, working alongside his father and grandfather. Joshua focuses on integrating all aspects of clients' financial lives, including wealth management planning, lending through Bank of America, estate planning services, and insurance. His approach aligns with The GKH Group's core principles of integrity, honesty, and dedication to addressing clients' financial challenges. Joshua has been recognized on the Forbes Best-in-State Wealth Advisors list from 2020 to 2025 and on Barron's Top 1,200 Financial Advisors list during the same period. He emphasizes Modern Portfolio Theory in investment strategy, aiming to optimize risk-adjusted returns and diversify client portfolios. Joshua holds a bachelor's degree from Johns Hopkins University, where he majored in Economics with a concentration in Psychology and participated as a varsity baseball player for four years. Beyond his professional duties, Joshua founded Journey for America, a non-profit organization focused on raising money and awareness for victims of terrorism. He resides in Cheshire, Connecticut with his wife and two children, and he enjoys coaching youth sports as well as participating in baseball, golf, reading, tennis, skiing, and continual learning.

Brandon Gannon is a financial advisor with Primerica Advisors in Milford, CT, holding Series 63 and Series 65 designations. He has three years of industry experience and has held roles at firms including Coldwell Banker Realty and PFS Investments Inc. Outside of financial advising, he has worked in real estate and has experience in the restaurant and vending service industries. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports accounts through BNY Mellon Advisors and Pershing custody services.

Julian Falcioni is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has professional experience including roles at ARK Investment Management and Preqin. Outside of his advisory work, he is involved in insurance brokerage, focusing on life, disability, long-term care, fixed annuities, and health 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 seminars, utilizing firm-approved software tools to develop customized investment strategies.

Daniel Kikosicki is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Janney Montgomery Scott and Anthem BCBS. He is also a commissioned notary in 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 other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nicara Enright Alves is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. Her career includes roles at Cetera and Foresters Financial Services prior to joining LPL Financial. Alves is also a commissioned notary in Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Lewis Green is a financial advisor with LPL Financial in Trumbull, CT, holding a Series 63 designation and bringing 44 years of industry experience. His prior roles include positions at SECURITIES AMERICA, Inc., KMS Financial Services, Northstar Wealth Partners, and Mass Mutual Investors Services. He also maintains an outside activity in non-variable insurance related to his investment practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Karis Curtis is a financial advisor with UBS Financial Services in New Haven, CT, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, Curtis worked in educational roles at Lehigh University and Hamden Hall Country Day School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering research-driven, model-based investment approaches tailored to clients' goals and risk tolerances.

Shan Diao is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory work, he is a board member of Overton Development Corporation. Equitable Advisors serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party program sponsors to deliver investment solutions covering mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Frank Metrusky is a CFP® credentialed advisor at OSAIC with 32 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. He is the owner and manager of Metrusky Retirement Services, LLC, and serves as president of a referral group called Trumbull Business Network. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and various investment programs.

Miranda Mauriello is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015, alongside a tenure at Bank of America, N.A. since 2019. 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 institutional investors.

Steven Tuchband is a CFP® certificant with 32 years of industry experience, currently affiliated with LPL Financial since 1995. He has operated as a self-employed advisor since 1994 and has maintained a role at Demapac, Inc. since 1986. 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 financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both proprietary and third-party strategies across diverse asset classes.

Antonio Persampieri is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Cetera and American Stimulus Funding. He is also involved in managing Soundway Financial, a business activity related to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives, offering a range of financial planning and investment management services.

Brian Moles is a CFP® professional with 13 years of experience at Edward Jones, where he has practiced since 2013. He holds the Series 66 designation and is based in Milford, CT. Outside his advisory role, he is involved with Black Hog Brewing LLC, a craft beer brewery in Oxford, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment options through a nationwide network of financial advisors and branch offices.

Patrick Boutilier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Waddell & Reed, Inc. and operated Stevens & Boutilier Financial Advisors LLC. Boutilier was involved with the Hamden Rotary for nine years. 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 provides advisory and brokerage services with a variety of investment options, including model portfolios, third-party asset management, and customized strategies.

Alec Frione is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 registrations and one year of industry experience. His prior roles include positions with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He has also worked in education for several years before entering the financial sector. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm typically uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Joshua Taormina is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior roles include work at Dark Storm Industries LLC and Powertech Controls Co Inc, as well as a position at Stony Brook University. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs.

James Czajkowski is a financial advisor at Equitable Advisors with 40 years of industry experience. He has been with Equitable Advisors since 1999, having previously worked at Axa Advisors, LLC. His professional designations include Series 63 and Series 65 licenses. Equitable Advisors serves a broad client base including individuals ranging from non-high-net-worth to high-net-worth, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

James Dorney is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and model-based asset allocations to tailor investment strategies.

Michael Bogardus is a CFP® professional with 13 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to that, he worked at MetLife Securities Inc. for five years. He maintains an active role as an insurance agent specializing in various life and health insurance products. Bogardus also serves as Vice President of Harbor Oak Professional Services, LLC, a firm focused on shared operational infrastructure and expense management. Mass Mutual 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, charitable organizations, and employers. The firm offers a range of programs including wrap accounts and educational seminars, emphasizing collaborative, annual financial planning engagements.