Justin Staub is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and four years of industry experience. His career includes multiple roles at Janney Montgomery Scott since 2021 and prior experience at Wells Fargo Advisors. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Paulette Retsinas is a CFP® professional with 41 years of industry experience, currently affiliated with OSAIC Institutions, Inc. She has worked at Chelsea Groton Savings Bank and infinex Investments, Inc. since 2006. Outside of her financial advisory role, she is involved in the distribution of essential oils with Young Living. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services and combines adviser and broker-dealer functions through a hybrid structure with a focus on delegated investment management and a broad range of service offerings.

Holly Hedde is a financial advisor at NewEdge Advisors with 19 years of industry experience. She holds a Series 66 designation and has previously worked at firms including MassMutual Life Insurance Company, Mass Mutual Investors Services, Janney Montgomery Scott, Merrill, LPL Financial, and Remote Advisor Resources. Outside of her advisory role, she assists with seasonal property management for a rental property in Stonington, CT. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support diverse client needs.

Corbin Couture is a Series 66-licensed financial advisor with 15 years of industry experience, currently affiliated with OSAIC Institutions, Inc. He has worked at Securities America Advisors and Securities America, Inc. since 2019 and previously at Infinex Investments, Inc. from 2013 to 2019. In addition to his advisory role, he is involved in insurance sales. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment analysis and account management to its representatives.

Branden Findeisen is a financial advisor at SPC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with SPC since 2011 and Parkland Securities since 2014. Outside of his advisory role, he serves as co-trustee of two family trusts benefiting minor children and operates as an independent insurance agent focusing on life, health, and fixed index annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors.

James Carney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has led Carney Financial Group as president since 2005 alongside his role at Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of managed account programs, third-party asset manager access, and comprehensive adviser support services.

Mitchell Glicksman is a CFP® professional with 28 years of industry experience, currently serving at Kestra Advisory since 2025. Prior to joining Kestra, he spent 21 years at Commonwealth Financial Network. He is a member of Evergreen Financial Associates, LLC, an entity through which he conducts his securities and financial planning business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, supporting large institutional investors with a variety of third-party managed solutions and complex investment products.

Raquel Torres is a financial advisor at Stifel with two years of industry experience. She holds a Series 66 designation. Prior to joining Stifel, she worked in various roles across sectors including education at Chaminade University of Honolulu and real estate with Zillow. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analyses and guidance for asset allocation, retirement, insurance, and estate planning.

Jacquelin Rossi is a financial advisor with Merrill in Mystic, CT, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill Lynch since 2008. Outside of her advisory role, she is also employed as a retail associate at TJ Maxx. Merrill, along 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 a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Michael Mondello is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2019 and previously spent six years with Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research, and technology solutions.

Leah Goldenthal is a financial advisor at Stifel with seven years of industry experience. She has held positions at Stifel since 2018, as well as roles at GroupeConnect and Digitas prior to that. She holds the Series 66 designation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Viola Hubert is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Brian Cacace is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2008 and is currently associated with Bank of America, N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies primarily for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Holloway is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the positions of Senior Vice President, Senior Financial Advisor, and Portfolio Advisor, focusing on creating personalized financial plans for clients to achieve their long-term goals. He holds a Bachelor's Degree from Salve Regina University and has earned the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Christopher serves on various professional and community boards, including the Catholic Charities of SE CT Advisory Board, East Lyme Babe Ruth Baseball Board of Directors, Junior Achievement of CT Advisory Board, and Old Lyme Little League Baseball Board of Directors. His commitment extends to community involvement as a manager and coach for East Lyme Babe Ruth Baseball and Old Lyme Little League Baseball, a volunteer for Junior Achievement, Lyman Allyn Museum, Old Lyme Youth Soccer, and the Salvation Army.

Lisa Fratoni is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She previously worked for Stifel Nicolaus & Co Inc for 20 years. Outside of her advisory role, she is a commissioned notary. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice with an IPS-driven approach grounded in modern portfolio theory.

Santino Funaro is a Financial Advisor at Merrill Lynch Wealth Management based in the Mystic, CT office. He joined Merrill Lynch in 2022 after four years of experience in the financial services industry in East Greenwich, Rhode Island. Santino works with families and businesses using a relationship-first approach, providing consistent and transparent financial guidance aligned with their personal goals. He creates tailored financial plans designed to help clients grow and preserve their wealth, focusing on areas such as college education planning, family wealth management strategies, and personal retirement planning. Santino holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from Roger Williams University, where he was a member of Beta Alpha Psi and Beta Gamma Sigma honor societies. In his professional role, he collaborates with clients' accountants, attorneys, and other advisors to ensure a coordinated and comprehensive planning process. Outside of his professional life, Santino enjoys basketball, boxing, hiking, interior decorating, music, traveling, watching movies, writing, and spending time with his family.

Joseph Mariani Jr. serves as a Senior Resident Director and Financial Advisor with Merrill Lynch Wealth Management. He specializes in capital preservation and growth strategies, including wealth-management services, asset allocation, investment selection, options and hedging, and income tax minimization for both individuals and business owners. Joe also focuses on asset management through the utilization of top managers worldwide. His client focus areas include divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and small business strategies. Joe earned a Bachelor's Degree in Political Science from Providence College in 1989. He began his career as a Naval Aviator, flying two different carrier-based aircraft before joining Merrill Lynch Wealth Management. In 2007, he earned the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. He also holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Joe has been named to the Forbes "Best-in-State Wealth Advisors" list multiple times, as well as the Forbes "Best-in-State Wealth Management Teams" list as a member of the McBride Mariani Group. Residing in Waterford, Connecticut, Joe lives with his wife, Gwen, and their two sons, Joe and Nicholas. He is involved in the community through participation in Waterford American Legion Baseball, serving on the Mitchell College Board of Trustees, and membership in the VFW and American Legion. His personal interests include baseball, cooking, and skiing.

Daniel Spring is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He previously worked for Stifel Nicolaus & Co Inc for 20 years before joining Wells Fargo Clearing in 2025. He holds Series 63 and Series 65 licenses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, and it includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Paul Sheinkopf is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Sheinkopf is based in Charlestown, RI. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a combination of advisory and brokerage services, utilizing model portfolios, third-party management, and a range of financial products through an integrated platform.

Francis Nuzzolo is a Series 66-licensed financial advisor with UBS Financial Services, based in Charlestown, RI, and has three years of industry experience. He has worked with UBS since 2021 and previously held positions at FN Builders, Symmetry Partners, and Advanced Property Management. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.