Julia Strickland is currently a Branch Leader, leveraging her experience to guide clients in achieving financial stability and success. In her role, she collaborates closely with local individuals, families, and small businesses to develop and implement personalized financial strategies that align with their unique goals. Julia focuses on simplifying complex financial concepts to empower clients to make informed decisions about their financial futures. She has held various positions in the financial sector, including Financial Consultant at Fidelity Investments since 2023, Financial Solutions Advisor and Assistant Vice President at Merrill from 2020 to 2023, and ADP Relationship Manager at Bank of America between 2019 and 2020. Outside of her professional career, Julia has interests in art, fitness, music, traveling, and volunteering.

Robert Hoffman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Ameriprise Financial Services and Ameriprise Financial Services, LLC for a combined 12 years before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to diverse model portfolios and research.

Bernard Reidy Jr. is a financial advisor with Merrill who holds Series 63, 65, and 66 licenses and has 21 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he serves as a trustee for the St. Patricks Day Parade Foundation in New York City, primarily involved in fundraising activities. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Steiger is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has work experience with Instacart and held various roles unrelated to finance prior to his advisory career. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third‑party asset management arrangements, and a range of brokerage and insurance products, utilizing an integrated platform combining advisory programs with active sales of other financial products.

Michael Tiefenthaler is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 license and six years of industry experience. His career includes positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. He has also worked in roles outside the financial industry, including at Augusta National Golf Club and Shore and Country Club. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutional clients, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Laura Haynes is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at LPL Financial and Webster Bank since 2019 and has prior experience with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MSI Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Robert Mueller is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets starting in 2003. Outside of his advisory role, he manages a rental property in Ridgefield, Connecticut. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through various channels, including its Financial Advisors and Estate Planning Strategies Group.

Elizabeth Nelson is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 25 years of industry experience. She has worked at LPL Financial since 2022 and previously spent over two decades at People's Securities, Inc., including its affiliate People's United Advisors. Nelson is also affiliated with M&T Bank in her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning services, and retirement consulting, supported by research and model portfolios covering diversified and alternative strategies.

Marc Ciociola is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Outside of his advisory work, he serves as a trustee and financial overseer for Wooster Lodge #79, a charitable organization in New Haven, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing a range of services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Richard Fabian is a Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive financial planning and investment management. With over 10 years of experience, he provides tailored strategies to help clients achieve goals across areas such as college education planning, family wealth management, retirement income, and socially responsible investing. Richard leverages Merrill's extensive resources and research alongside his industry expertise to develop customized solutions aligned with each client's unique needs and aspirations. Richard holds a Bachelor's Degree from Lehman College and a Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish, enabling him to effectively communicate with a diverse client base. His professional approach emphasizes transparency and trust, focusing on building long-term relationships to support clients and their families in securing their financial futures. Outside of his professional role, Richard enjoys adventure sports, baseball, basketball, biking, dancing, and music. He values spending quality time with his family and engages in community service events to contribute to the well-being of others.

Brendan Birdsey is a financial advisor with Wells Fargo Advisors in New Haven, CT, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes over a decade at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining his current firm. Birdsey owns and operates two financial planning and investment-related businesses, including Birdsey Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with an emphasis on discrete planning engagements across various specialized areas.

Emma Leibell is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 66 designation and six years of industry experience. She has been with UBS Financial Services since 2019 and previously worked at the University of Connecticut from 2015 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Betty Basilone is a financial advisor with Wells Fargo Advisors in Westport, CT, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her tenure at Wells Fargo includes roles with Wells Fargo Advisors Financial Network since 2026, Wells Fargo Clearing since 2016, and Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she serves as a power of attorney for her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

John Culhane is a financial advisor at Cetera with 29 years of industry experience and holds the PFS™ designation along with Series 63 and Series 65 licenses. His work history includes roles at Avantax Advisory Services and Cincinnati Insurance Co, and he has operated his own CPA practice since 1994. Outside of advising, he is involved in tax preparation and serves as an insurance sales agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

William Nolan is a financial advisor at Wells Fargo Advisors with Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Deloitte and Greysteel. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and tools to develop tailored recommendations delivered through meetings and written reports.

Connor Odell is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and First Republic Bank. He is also associated with Nancy S. Daoud & Associate LLC as an associate financial advisor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jason Pollack is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 designations and 11 years of industry experience. Prior to joining LPL Enterprise in 2025, he worked at Reliant Realty from 2019 to 2022. He is also active as a real estate agent affiliated with ERA Blanchard in Manchester, CT. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to managed portfolios through an integrated platform combining advisory programs with brokerage and insurance solutions.

Edward Banks Jr. is a financial advisor at Osaic Wealth, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Securities America Advisors and National Planning Corporation. He is also involved in insurance sales through Banks Wealth Management LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing a range of portfolio construction tools and multiple platform solutions.

Gregory Romatzick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop customized wealth planning strategies tailored to their individual circumstances. His focus includes college education planning, family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, and retirement income. Gregory holds the CERTIFIED FINANCIAL PLANNER (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a Bachelor of Science degree in Finance from the Charles F. Dolan School of Business at Fairfield University, where he was a member of the rowing team. He resides in Shelton, Connecticut, with his wife, Lizette, and their two children, Oliver and Elodie. Outside of work, Gregory enjoys a variety of activities including swimming, biking, football, racquetball, scuba diving, skiing, soccer, volleyball, and woodworking.

Jackson Seward is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and operates through Wooster Square Advisors, providing financial services. His prior roles include positions at Southern Connecticut State University and YMCA. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management, financial planning, and consulting services, delivering investment solutions through a multi-manager platform supported by over 10,000 advisors nationwide.