Amish Jhaveri is a financial advisor at Merrill with 22 years of industry experience and holds a Series 66 designation. He previously worked at Deutsche Bank Securities Inc., Deutsche Bank Trust Company Americas, and Citigroup, accumulating extensive experience across major financial institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers.

Michael Lucas is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Foresters Financial and Foresters Advisory Services, LLC. He is a 41% owner of New View Wealth Management LLC, which operates as a dba for Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with various program structures and custodial relationships.

John Difederico Jr. is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Lincoln Financial Securities Corporation and Investors Capital Corp. Outside of his advisory role, he manages a local bowling alley through an ownership position in Wolcott Lanes, Inc. OSAIC Wealth serves a broad range of clients, including individual investors and institutional entities, offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, with multiple program options and a platform supported by a complex affiliate network.

Mark Delgrego is a financial advisor with Mass Mutual Investors Services, holding CFP® certification and Series 63 and 65 licenses, with 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent eight years at Metlife Securities Inc. In addition to his advisory role, he operates as an independent insurance agent specializing in property and casualty, life insurance, disability, long-term care, fixed annuities, and health products. 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 provides financial planning and asset management services using firm-approved analytical tools and offers event-driven planning programs including estate settlement and divorce planning.

Maxwell Mclenna is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial and Webster Bank for 10 years each. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program platforms and third-party managers.

Justin Williams is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. Prior to joining Cetera, he worked for Protiviti as a consultant for eight years. Outside of his advisory role, he operates Williams Tax & Financial Services, providing client relationship support and administrative services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Ethan McMahon is an Investment Consultant at Fidelity Investments. In his current role, he partners with individuals and families to design personalized investment strategies that align with their unique financial goals, risk tolerance, and life vision. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before becoming an Investment Consultant. This experience has provided him with a comprehensive understanding of client relationship management and investment consulting. Further details about his education, credentials, personal interests, or community involvement have not been provided.

Ralph Minichino is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has worked at multiple firms including Securities America Advisors and Veravest Investment Advisors, and he operates Minichino Financial Group, LLC. Additionally, he serves as a director of The Amity Club of New Haven and is involved in a thoroughbred horse partnership. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and offers a range of platforms and proprietary model strategies.

Daniel Lupacchino is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has a background that includes service in the United States Army from 2017 to 2025. Outside of his advisory work, he serves as president of Reconnect, an organization supporting young veterans transitioning to civilian life in Connecticut. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

James Coleman Sr. is a Series 63 credentialed financial advisor with 36 years of industry experience. He has been with LPL Financial since 2024 and previously operated the Coleman Financial Advisory Group for 18 years. Coleman serves as chairman of the Connecticut chapter of the Society of Financial Awareness and is an author on the topic of educated investing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisory resources and technology.

Nicholas Pelaccia is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside finance, such as at Dick's Last Resort and Auto Repairs Unlimited, alongside a period of full-time education. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate personalized recommendations.

Richard Zorena is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the Board of Directors for the Orange Chamber of Commerce and is a board member of the Rotary Club of Orange. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering a range of services including portfolio management, financial planning, and capital markets solutions.

Emily Medrek is a financial advisor with LPL Financial in Waterbury, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. She previously worked at People's Securities, Inc. for 24 years and has been with Webster Bank since 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services employing various strategies and advisor-support tools.

Robert Heagney is a financial advisor with Ameriprise Financial Services in New Haven, CT, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Cetera Advisor Networks LLC and Savona Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual advice. The firm’s approach includes asset allocation, tax-aware withdrawal strategies, and Social Security claiming options, supported by proprietary research and third-party data.

Lee Hoffman is a financial advisor at Edward Jones in Berlin, CT, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at LoopMe, Quantcast, and Match Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Justin Knickerbocker is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Ameriprise and Ameriprise Financial Services since 2014. Outside of his advisory role, he participates as a swimming meet official for USA Swimming and is involved with Doolittles of America, an organization for descendants of Abraham Doolittle. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Leonard Whitlock Jr. is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at Citigroup Global Markets, Bank of America, Merrill, and Wells Fargo. He is also associated with Webster Bank in a financial institution capacity. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad range of non-advisory financial products.

Tyler Naumann currently serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he gained extensive experience at Fidelity in various capacities, including Financial Consultant from 2021 to 2026, Planning Consultant from 2021 to 2022, Workplace Financial Consultant from 2016 to 2021, and Financial Representative from 2014 to 2016. Throughout his career at Fidelity, Tyler has supported clients through a disciplined process aimed at helping them become confident and comfortable in their financial planning and investment strategies. He focuses on educating clients about their options and guiding them in making financial decisions that align with their individual situations, goals, and preferences. His approach emphasizes proper financial planning and implementation to help clients manage their assets effectively and live life on their own terms.

Jeffrey Bruneau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics guided by diversification principles and modern portfolio theory.

Anthony Sorrentino Jr. is a financial advisor with LPL Financial, holding a Series 65 credential and nearly five decades of industry experience. His career includes roles at Securities America, Securities Service Network, and Financial Underwriters, where he has worked since 1976. He is also involved with Retirement Planning Partners LLC, which operates as a related business. 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 and access to third-party asset management, and supports advisors with model portfolios, customized strategies, and technology tools.