Brandon Gannon is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He has a diverse background that includes roles in real estate and the restaurant industry alongside his financial services career. Gannon currently works as a real estate agent with Coldwell Banker Realty in addition to his advisory role. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party managers and custodians.

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 in Branford, CT, holding the Series 66 credential and two years of industry experience. Prior to joining LPL Financial, he worked at Janney Montgomery Scott and has experience with other businesses including Hot Tub Discounts. 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, and retirement consulting, utilizing various model portfolios and research resources.

Nicara Enright Alves is a financial advisor with LPL Financial in North Haven, CT, holding Series 63 and Series 66 credentials and accumulating 10 years of industry experience. Her prior work includes roles at Cetera and Foresters Financial Services. She is also a commissioned notary in Connecticut. 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 consulting, and brokerage services with discretionary and non-discretionary management options supported by in-house and third-party research.

Lewis Green is a financial advisor with LPL Financial, holding a Series 63 designation and 44 years of industry experience. His prior roles include positions at Securities America, Inc., KMS Financial Services, Northstar Wealth Partners, and earlier tenure at LPL Financial. He is also involved in a non-variable insurance business in Trumbull, CT. 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, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

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 28 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory work, he serves as a board member and officer of Overton Development Corporation. 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 a variety of third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Frank Metrusky is a CFP® with 32 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America, Inc. and National Planning Corporation. He is also the president of the Trumbull Business Network, a local referral group. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with access to various third-party managers and utilizes firm-provided tools to construct diversified portfolios.

Miranda Mauriello is a financial advisor with Merrill, holding a Series 66 designation and having 10 years of industry experience. She has worked at Bank of America, N.A. since 2019 and has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Tuchband is a Certified Financial Planner® with over 32 years of industry experience. He has been associated with LPL Financial since 1995 and has worked as a self-employed advisor since 1994. Additionally, he has a long-standing role with Demapac, Inc. spanning more than 40 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside research-supported model portfolios and various investment strategies.

Antonio Persampieri is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Cetera and American Stimulus Funding among other firms. Outside of his advisory role, he has operated a financial services business under the name Soundway Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Brian Moles is a financial advisor at Edward Jones in Stratford, CT, holding the CFP® and Series 66 designations with 13 years of industry experience. He has been with Edward Jones for his entire advisory career since 2013. Outside of 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, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of financial advisors and branch offices.

Patrick Boutilier is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 20 years of industry experience. His career includes roles at Waddell & Reed, Inc. and ownership of Stevens & Boutilier Financial Advisors LLC. He was also involved with the Hamden Rotary for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Alec Frione is a financial advisor at LPL Enterprise LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Northwestern Mutual and Steven Zirolli. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage services.

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 with Equitable Advisors in Milford, CT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC from 1999 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers tailored advisory services based on client goals, risk tolerance, and time horizon.

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.

William Prather III is a financial advisor with Ameriprise in Stratford, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team.

Peter Haupt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is a part-time counselor with Hart United. 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 and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.