Joshua Kampf is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The GKH Group, a three-generation family advisory team. He joined Merrill in 2004, working alongside his father and grandfather. Joshua focuses on integrating all aspects of clients' financial lives, including wealth management planning, lending through Bank of America, estate planning services, and insurance. His approach aligns with The GKH Group's core principles of integrity, honesty, and dedication to addressing clients' financial challenges. Joshua has been recognized on the Forbes Best-in-State Wealth Advisors list from 2020 to 2025 and on Barron's Top 1,200 Financial Advisors list during the same period. He emphasizes Modern Portfolio Theory in investment strategy, aiming to optimize risk-adjusted returns and diversify client portfolios. Joshua holds a bachelor's degree from Johns Hopkins University, where he majored in Economics with a concentration in Psychology and participated as a varsity baseball player for four years. Beyond his professional duties, Joshua founded Journey for America, a non-profit organization focused on raising money and awareness for victims of terrorism. He resides in Cheshire, Connecticut with his wife and two children, and he enjoys coaching youth sports as well as participating in baseball, golf, reading, tennis, skiing, and continual learning.

Michael Deskin is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Outside of his advisory role, he owns Destiny Fishing Charters in Clinton, Connecticut. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

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.

Deborah Putnam is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

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.

Craig Dennis is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Edward Jones, The Leaders Group Inc, Four Seasons Financial Group, Foresters Financial, and Saybrus Partners. Craig is based in Portland, CT. 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 clients with written recommendations and ongoing annual planning advice focused on retirement income strategies and tax-aware withdrawals.

Antonio Persampieri is a financial advisor with LPL Financial and holds the Series 66 designation. He has two years of industry experience, including prior roles at Cetera and American Stimulus Funding. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from multiple sources to support diverse investment strategies.

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.

Jack Argiro is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. He previously worked at BNY Mellon and has held roles at several other firms including 4T Financial and Argonaut Advisors. Argiro serves on the Babson College Alumni Advisory Board and the Beavers of the Last Decade Advisory Board. He is also involved in a ticket resale business as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform offering access to affiliated and third-party managers with a range of program structures and custodial relationships.

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 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.

Maura Ryan is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as treasurer of the Wallingford Rod and Gun Club in Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process.

Khuong Ho is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Dwight Wildman is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2015. Outside of his advisory role, he owns and operates an e-commerce business specializing in dropshipping home goods. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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.

Arthur Gallant is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds the ChFC® designation and has previously worked at MetLife Securities Inc. In addition to his advisory role, he operates two LLCs focused on wealth management and insurance brokerage services for clients. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, and charitable organizations, with a focus on collaborative, goal-based planning.

William Pello is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and creates personalized wealth management strategies that reflect their unique investment personalities and life priorities. He provides access to investment insights and banking solutions to pursue clients' long-term financial objectives. William's expertise spans education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, tax minimization, and retirement income. He serves as a personal advisor, investment manager, and retirement planner, emphasizing a collaborative and client-centered approach. He holds a Bachelor's Degree from Bentley College and professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). William also participates in community activities and spends time volunteering with local organizations. His personal interests include baseball, biking, bowling, cooking, golfing, hiking, music, and spending time with his family.

Chad Cartier is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at Cetera Investment Advisers, LLC since 2017. Cartier also operates Cartier Wealth and has been involved with Pillar Plan Financial since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets across a network of over 10,000 advisors.