Sandra Senich is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2009. Prior to that, she worked at Bank of America, N.A. since 2004. Outside of her advisory role, she serves on several nonprofit boards, including as Director of THE UCONN CLUB and Vice Chair of the Mattatuck Historical Society, and is involved in charitable fundraising and community arts organizations. 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 model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, and various institutional clients.

Franco Piscitelli is a ChFC® credentialed financial advisor with 21 years of industry experience. He has worked at MassMutual Investors Services since 2017 and concurrently at Massachusetts Mutual Life Insurance Company since 2016, following a prior 12-year tenure at Metlife Securities Inc. Outside of his advisory role, he is an agent involved in outside insurance sales and is a partner or owner of several LLCs managing pass-through compensation and business operations. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized planning services including divorce planning and estate settlement.

Gerald Janosko is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2011 to 2017. Janosko also works as an independent insurance agent, selling various insurance and Medicare-related products. Mass Mutual 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 ongoing financial planning, asset management, and educational seminars, structuring financial planning as annual, collaborative engagements using firm-approved software and tools.

Christian Foxen is a financial advisor at UBS Financial Services in New Haven, CT, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2021, he was involved with Clube do Povo de Esgueira and Guifoes Sport Club, as well as entrepreneurial ventures including Pine and Iron Axe Throwing and Bluestone Landscapes LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and also offers custody, underwriting, and capital markets solutions.

Peter Cowen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes roles at VOYA Financial Advisors and Waddell & Reed, and he has operated his own advisory and tax preparation businesses since 2003 and 2008, respectively. Cowen is also active as an insurance agent specializing in life, long-term care, and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. It offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools, while also maintaining extensive non-advisory financial services and oversight of significant discretionary assets.

Kieran Doherty is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Snowden Lane Partners and Morgan Stanley. He serves on the Board of Directors for The Madison Jaycees in Madison, Connecticut. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Dante D'amore is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and with approximately one year of industry experience. Prior to his current role, he was affiliated with MassMutual Life Insurance Company and spent four years at Sacred Heart University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, with a focus on collaborative, annual planning engagements that utilize firm-approved analytical tools.

Joseph Mccarthy is a financial advisor with LPL Financial in Hamden, CT, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is a co-owner of Smedley Aerial Lifts LLC and Smedley Industrial Services, Inc., businesses unrelated to investment management. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with diverse investment strategies and advanced operational tools.

Michael Ganci is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Ganci is involved in a family-owned retail business operated by his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Meghan Mills is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and four years of industry experience. She has worked at LPL Financial since 2024 and previously held roles at Sound Generational Wealth, Inc., The O.N. Equity Sales Company, and Diastole Wealth Management, Inc. In addition to her advisory work, she is a commissioned notary public in the state of 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 institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting investment advisers with a range of strategies and operational tools.

Dylan Slade is a financial advisor with LPL Financial and holds a Series 66 designation. He has one year of industry experience and previously worked at Webster Bank, N.A. for eight years and Dunkin Donuts for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on customized strategies supported by research and technology.

Frank Germano is a CFP®-credentialed financial advisor with 34 years of industry experience, currently practicing at OSAIC since 2025. Prior to joining OSAIC, he spent nine years at Lincoln Financial Securities Corporation. He is also involved in offering insurance products and tax preparation services through several business entities he owns or manages. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment strategies, utilizing proprietary tools and third-party money managers.

Alexander Boehm is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including roles at MassMutual Life Insurance Co and Travelers Insurance. Outside of finance, he works as a bartender at WeHa Brewing in West Hartford, CT. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, employing collaborative, goal-based planning supported by advanced analytical tools.

James Combs is a CFP® professional with six years of industry experience, currently serving at Cetera and Cartier Wealth. His career includes roles at Ameriprise, National Life Group, and PricewaterhouseCoopers LLP. Outside of finance, he managed Good Neighbor Lawn Care for over a decade. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management and financial planning services. The firm supports a variety of investment strategies and program structures with over 10,000 advisors and more than $256 billion in assets under management.

Skyler Agresti is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to his current role, he worked in education at Joseph A. Foran High School and Harborside Middle School. He is also involved with the Small Business Development Center. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering model-based investment recommendations through a large network of advisors.

Alyssa Zito is a financial advisor at Mass Mutual Investors Services with four years of industry experience. She holds Series 63 and Series 66 designations and previously worked with Prudential Annuities Distributors and Prudential Insurance Company of America. Outside of her advisory role, Alyssa coaches youth female basketball with the Ridgefield Basketball Association. Mass Mutual Investors Services 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, employing firm-approved tools to analyze client goals and provide collaborative, ongoing advice.

Amanda Lesmes is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. She has been with MassMutual and its affiliated firm since 2025. Prior to entering the industry, she worked at Bryant University and Eyes Physicians & Surgeons. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative annual financial planning engagements using firm-approved analytical tools and offers specialized planning programs including divorce and estate settlement planning.

James Bauer is a financial advisor at LPL Enterprise with Series 66 credentials and one year of industry experience. His prior roles include positions at PRUCO Securities, LLC and work under Jeff Bauer. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and an affiliated insurance agency.

Nicholas Cyr is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant I. Prior to joining Fidelity, he worked as an Insurance Representative at Mutual of Omaha in 2020. In his current role, Nicholas partners with clients to develop comprehensive financial plans tailored to their individual goals. His approach emphasizes educating clients to simplify complex financial topics and enhance their understanding. Nicholas holds a California Insurance License. Outside of his professional work, he enjoys activities such as beach outings, golf, and skiing.

Jodi Polick is a financial advisor with Merrill in New Haven, CT, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Merrill since 2009 and also has a longstanding affiliation with Bank of America. 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 various institutional investors.