Shan Diao is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory work, he serves as a board member and officer of Overton Development Corporation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Frank Metrusky is a CFP® with 32 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America, Inc. and National Planning Corporation. He is also the president of the Trumbull Business Network, a local referral group. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with access to various third-party managers and utilizes firm-provided tools to construct diversified portfolios.

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.

Steven Tuchband is a Certified Financial Planner® with over 32 years of industry experience. He has been associated with LPL Financial since 1995 and has worked as a self-employed advisor since 1994. Additionally, he has a long-standing role with Demapac, Inc. spanning more than 40 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside research-supported model portfolios and various investment strategies.

Antonio Persampieri is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Cetera and American Stimulus Funding among other firms. Outside of his advisory role, he has operated a financial services business under the name Soundway Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Brian Moles is a financial advisor at Edward Jones in Stratford, CT, holding the CFP® and Series 66 designations with 13 years of industry experience. He has been with Edward Jones for his entire advisory career since 2013. Outside of his advisory role, he is involved with Black Hog Brewing LLC, a craft beer brewery in Oxford, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of financial advisors and branch offices.

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.

Alec Frione is a financial advisor at LPL Enterprise LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Northwestern Mutual and Steven Zirolli. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage services.

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 Czajkowski is a financial advisor with Equitable Advisors in Milford, CT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors, LLC from 1999 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers tailored advisory services based on client goals, risk tolerance, and time horizon.

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.

Michael Bogardus is a CFP® professional with 13 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to that, he worked at MetLife Securities Inc. for five years. He maintains an active role as an insurance agent specializing in various life and health insurance products. Bogardus also serves as Vice President of Harbor Oak Professional Services, LLC, a firm focused on shared operational infrastructure and expense management. 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 a range of programs including wrap accounts and educational seminars, emphasizing collaborative, annual financial planning engagements.

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.

Peter Haupt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is a part-time counselor with Hart United. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

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.

Thomas Ellis IV is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Barnum Financial Group and Vitamin Shoppe. Outside of his advisory role, he serves as a brand ambassador for Get Raw Nutrition, promoting sports supplement products. MassMutual 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, and charitable organizations. The firm offers collaborative, goal-oriented planning engagements supported by firm-approved analytical tools.

Jordan True is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2017 to 2025. Additionally, he has a non-investment-related business, Lobo Pascale Wealth Management LLC, based in Wallingford, CT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to help clients understand potential outcomes.

Alex Gonzalez is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this, Alex held the position of Financial Consultant at Equitable Advisors from 2020 to 2021. Alex focuses on collaborating with families to develop financial plans tailored to their needs and long-term goals, aiming to serve as a long-term resource for clients to prepare for their future. Alex's professional experience includes working with clients to build comprehensive financial strategies that address individual circumstances. Outside of his professional work, Alex has interests in cars, fishing, motorcycles, outdoor adventures, and parenthood.

Ernest Montavon is a financial advisor with Wells Fargo Clearing in Ansonia, CT, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has been involved with Millennium Construction and Development, LLC for over two decades. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing 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 supported by research and analytics from Wells Fargo Investment Institute.