Marcus Hebeler is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes roles at LPL Financial, UBS Financial Services, and several independent firms. Hebeler also operates as an insurance agent selling life, health, and annuities products. Cetera Investment Advisers LLC serves a diverse client base ranging from individual investors to institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 independent advisors. The firm provides access to a multi-manager platform with various discretionary and non-discretionary program options.

Stephen Krizek is a financial advisor with Edward Jones in Fairfield, CT, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Third Bridge and EII Capital Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Lisa Simon is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors such as pension and profit-sharing plans.

Kevin Gargano is a financial advisor with LPL Financial in Hamden, CT, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior work includes roles at Prudential Insurance Co. of America, Raymond James Financial Services, and Liberty Bank. He is also the president and owner of RoGar Pharma, a non-investment-related business. 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.

Patrick Skelly is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2016. Outside of his advisory role, he is involved in fiduciary activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning with written recommendation reports and annual advice on income sources and tax-aware withdrawal strategies.

Edward Soderberg is a financial advisor with LPL Financial in Easton, CT, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 52 years of industry experience, having previously worked at Invest Financial Corporation and Osaic FA, Inc. Outside of his advisory role, he has served as a YMCA instructor since 2001 and is also active as a photographer. 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 portfolios, third-party asset management, and institutional platforms.

Robert Ceccarelli is a financial advisor with Ameriprise in Fairfield, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily for clients with assets managed within Ameriprise.

Marc Zanghi is a CFP® certificant with 30 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. He has also operated his own public accounting firm, Zanghi Tax & Business Services, since 1990, providing tax preparation, accounting, and business consultation. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals and multiple platform options.

Luke Derose is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked previously at Cetera from 2020 to 2024. Outside of finance, he was involved with Mecha Noodle Bar from 2016 to 2021. 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, third-party asset management, and institutional platforms.

Zakariya Doar is a financial advisor with LPL Enterprise holding a Series 66 designation and has been in the industry since 2026. Prior to joining LPL Enterprise, he held positions at Structis Construction Solutions, Energy Spray Systems, KPOT, Chilis, Lindquist, Fedex, and Popeyes. LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Robert Steczkowski is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. As a Board CERTIFIED FINANCIAL PLANNER™, he partners with high net worth clients to implement financial strategies designed to provide peace of mind. He has extensive experience in financial planning and consulting, having worked at various firms since 2005. His previous roles include Financial Planner positions at Merrill Lynch Pierce Fenner Smith and Chase Investment Securities Corporation, Senior Account Executive at Fidelity Investments, Associate Director of Financial Planning at Sanders Morris Harris LLC and EF Legacy Securities, and a Financial Planner at TIAA-CREF Individual & Institutional Services. Outside of his professional work, Robert has interests in fitness and skiing.

Alisa Olsen is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. Her prior experience includes roles at Mass Mutual Life Insurance Company and METLIFE SECURITIES Inc. She is also the treasurer of the Tashua School PTA, where she manages the organization's budget and cash flow. 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 emphasizes collaborative, annual planning engagements using firm-approved software to analyze client goals and generally recommends investment categories and strategies.

James Dunn is a CFP® and ChFC® with 16 years of industry experience. He is currently a financial advisor at Edward Jones and has previously worked at Northwestern Mutual Investment Services LLC, Wells Fargo Advisors, and Fidelity Brokerage Services LLC. Outside of his advisory role, Dunn is the owner and CEO of iReFramify, Inc., a coaching and consulting business focused on conflict resolution for couples and marketing strategies for small businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Joseph Bogardus is a CFP® professional with 16 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Co since 2016, with prior experience at MetLife Securities Inc. from 2009 to 2017. Outside of his advisory role, he serves as president of Harbor Oak Professional Services LLC, a company focused on shared operational infrastructure and expense management. MassMutual 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 a range of planning programs and educational seminars, utilizing firm-approved software and a collaborative annual engagement model.

Steven Tavares is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 19 years of industry experience. He previously worked at Foresters Financial from 2007 to 2019 before joining Cetera Investment Services LLC in 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various investment management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and strategies.

David Snetro is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2011. He is based in New Haven, CT. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process employs structured discovery and firm-approved tools, relying on modeling techniques such as Monte Carlo simulations without providing individual security recommendations as part of standalone plans.

Kurt Lenz is a financial advisor with Equitable Advisors in Hamden, CT, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is a joint owner of a vacation property where he manages contractor hiring for its upkeep. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management services. The firm utilizes a range of advisory programs and third-party managers, offering products including mutual funds, ETFs, separately managed accounts, and alternative investments.

Tomeka Robinson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at various Wells Fargo entities since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Matthew Hecker is a financial advisor with MassMutual Investors Services in Shelton, CT. He holds Series 65 and Series 63 licenses and has eight years of industry experience. Prior to his current role, he worked at General Nutrition Company and Central Connecticut State University. Hecker is also an independent insurance agent, selling life insurance, fixed annuities, disability, long-term care, and health insurance. 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, charitable organizations, and employers. The firm uses firm-approved software tools to deliver written recommendations through annual, collaborative financial planning engagements.

Michael Martin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Michael earned his Bachelor's Degree from Central Connecticut State University. Details regarding his specific areas of expertise, professional experience, or personal interests have not been provided.