Rodney Pierresaint is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities 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.

John Koterbay III is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he manages client relationships through Array Services, LLC. 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 recommendation reports and ongoing planning advice focused on retirement income strategies and tax-aware withdrawals.

Kelly Collins is a financial advisor at Ameriprise in Trumbull, CT, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored, non-discretionary recommendations.

Joshua Mcmahon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and VOYA Financial Advisors. Outside of finance, he operates George McMahon's Lawn Service, a lawn care and snow removal business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by in-house research, model portfolios, and third-party asset managers.

Eugene Harris is a Series 63 licensed financial advisor at OSAIC with 42 years of industry experience. He has worked at Lincoln Financial Securities Corporation since 2008 and joined OSAIC in 2025. Outside of his advisory role, he owns and operates a tax preparation firm and serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing advanced asset-allocation tools and multiple advisory platforms.

Joseph Matthew Jr. is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank. He serves as an investment committee member for the CCSU Foundation. 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 a range of brokerage and advisory solutions backed by research and analytics.

Brad Mcbrair is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has concurrently worked at Wells Fargo Bank, N.A. since 2015. 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 broader range of investment options that include insurance-related products and bank deposit sweep programs.

Ryan Taylor is a financial advisor with Mass Mutual Investors Services and MassMutual Life Insurance Co, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Metlife from 2015 to 2017. In addition to his advisory role, Taylor acts as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, long-term care, and Medicare-related products. 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 and asset management through collaborative, annual engagements using firm-approved tools to analyze client goals, with implementation of recommendations offered separately.

Jennee Blanco is a financial advisor at Mass Mutual Investors Services with six years of industry experience. She holds the CFP® and ChFC® designations, and has worked at Mass Mutual Life Insurance Company and MML Investors Services since 2019, following prior roles at Barnum Benefit Advisors and Barnum Financial Group. Outside of her advisory role, she works as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance, and assists with life settlement cases. Mass Mutual 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 offers collaborative, goal-based planning using firm-approved software and delivers written recommendations while clients maintain discretion over implementation.

Anders Hebeler is a financial advisor with Cetera, holding Series 63 and Series 65 licenses. He has been with Cetera Advisors LLC since 2025 and has prior experience at Mannes Financials and Newport Classic Cruises. He has also worked in various roles at 360 Main, the University of Rhode Island, the Town of Trumbull, and Trumbull High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Joseph Marino is a financial advisor at OSAIC Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has a diverse work background including roles in education consulting and the hospitality sector. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs advanced portfolio construction tools and supports multiple advisory platforms, with a focus on managing portfolios that include a broad array of asset types.

Carlos Martinez Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Bank, Keller Williams Prestige Properties, Geico, and self-employment. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kenneth Heiser is a financial advisor with Mass Mutual Investors Services in Westport, CT, holding Series 63 and Series 65 designations and over 35 years of industry experience. His career includes roles at Mass Mutual Life Insurance Company, MetLife Securities Inc., and Baystate Wealth Management. Heiser has been with Mass Mutual Investors Services since 2017. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual planning engagements using firm-approved analytical tools, with implementation requiring separate brokerage or insurance arrangements.

Roger Madero is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through its integrated platform.

Erik Scaranuzzo serves as Senior Resident Director at Merrill, specializing in integrated planning-based wealth management services for high net worth individuals and investment consulting for institutions. With over 26 years of experience, he focuses on areas including college education planning, corporate executive services, endowments, foundations, non-profits, retirement income, and portfolio management. Since joining Merrill in 1999, Erik has developed expertise in retirement plan design, implementation, and compliance, supported by his professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA®), and Chartered Retirement Plans Specialist™ (CRPS™). He holds a Bachelor of Science in Finance from Southern Connecticut State University, a Master of Science in Management, and an MBA from Albertus Magnus College. Erik is actively involved in the Greater New Haven community, serving on the boards of the Boys & Girls Clubs of Greater New Haven, the Greater New Haven Chamber of Commerce, and the Shubert Theatre. He is also a member of the North Haven Rotary Club, Wallingford Country Club, and the Walter Camp Football Foundation. His professional recognition includes listings on Forbes and SHOOK Research's Best-In-State Wealth Advisors and Wealth Management Teams from 2023 to 2025.

Matthew Sargent is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and eight years of industry experience. He has been employed at Morgan Stanley Private Bank, N.A. since 2018 and has been with Morgan Stanley since 2017, with prior experience at North Elm Capital and Marvel Assets Holdings. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, combining tailored financial planning and investment services supported by firm-approved tools and methodologies.

Thomas Hunt is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 2021. Outside of his advisory role, he is also involved in insurance sales as a broker, focusing on individual life, disability insurance, fixed annuities, and health 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 offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements that use firm-approved software and tailored recommendations.

Miles Saunders is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2016. Saunders is also the owner of MNS Wealth Management, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Maria Garcia Nuesi is an International Wealth Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2001 after earning a bachelor's degree in Economics from Boston University. In 2010, Maria obtained her Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™. She also holds the Personal Investment Advisor (PIA) designation and is fluent in English and Spanish. With over two decades of experience, Maria specializes in guiding a select group of wealthy families through goals-based wealth management. She builds personal relationships with clients to understand their risk tolerance and provide comprehensive financial services tailored to their entire financial needs. Maria works closely with her clients through various market cycles, helping them focus on long-term objectives while capitalizing on current market opportunities aligned with their aspirations and risk profiles. She leverages Merrill’s investment resources and the banking strength of Bank of America to deliver customized strategies. Outside of her professional role, Maria enjoys cooking, dancing, music, reading, watching movies, and spending time with her family. She values community involvement and participates in local charitable activities. Maria’s approach centers on integrity, respect, and understanding, supporting clients with personalized financial strategies designed to pursue their long-term goals.

Lori Jensen is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018. Prior to joining Schwab, she was employed at Texas Roadhouse for one year. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios supported by Schwab Center for Financial Research and a formal alternative-investment process.