Alexander Cass is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Gary Beane is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation for 21 years. In addition to his advisory work, he is involved in real estate sales and rentals in Scarsdale, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kenneth Lindner is a financial advisor with LPL Financial based in Brookfield, CT, holding Series 63, 65, and 66 credentials and bringing 29 years of industry experience. He has been with LPL Financial and Webster Services Inc. since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Nicholas Drew is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized wealth management guidance to help clients build, preserve, and transition their assets. He focuses on understanding each client's financial goals, risk tolerance, and priorities to deliver disciplined strategies based on long-term planning and sound investment principles. Nicholas leverages Merrill Lynch's research, resources, and technology to design customized portfolios, support retirement and tax-efficient planning, and assist clients in navigating complex financial decisions. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Nicholas earned a Bachelor's Degree from Keene State College. His client focus areas include college education planning, legacy planning, personal retirement planning, tax minimization, and retirement income. Outside of his professional work, Nicholas is involved with St. Jude's and enjoys a variety of personal interests such as basketball, football, gardening, golfing, hiking, skiing, soccer, spending time with family, and woodworking.

Joshua Heimann is a financial advisor with UBS Financial Services in Bridgewater, CT, holding a Series 66 designation and bringing 26 years of industry experience. He has been with UBS since 2013. Heimann serves on the board of a housing cooperative, involving general administration and management responsibilities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and provides a broad range of financial services including custody, underwriting, and securities-backed lending.

Jared White is a financial advisor with LPL Financial and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at Cetera Advisor Networks LLC and Kestra Advisory. White is also an investment adviser representative at Kestra Advisory Services and operates Compass Capital Management, a registered representative firm under Kestra. 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 discretionary and non-discretionary management supported by internal and third-party research.

Richard Fabian is a Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive financial planning and investment management. With over 10 years of experience, he provides tailored strategies to help clients achieve goals across areas such as college education planning, family wealth management, retirement income, and socially responsible investing. Richard leverages Merrill's extensive resources and research alongside his industry expertise to develop customized solutions aligned with each client's unique needs and aspirations. Richard holds a Bachelor's Degree from Lehman College and a Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish, enabling him to effectively communicate with a diverse client base. His professional approach emphasizes transparency and trust, focusing on building long-term relationships to support clients and their families in securing their financial futures. Outside of his professional role, Richard enjoys adventure sports, baseball, basketball, biking, dancing, and music. He values spending quality time with his family and engages in community service events to contribute to the well-being of others.

Leila Larijani is a financial advisor with UBS Financial Services in Sherman, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, Larijani serves as Treasurer for the King Hussein Cancer Foundation USA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor solutions to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Nancy Dobrzanski is a financial advisor at Ameriprise with 22 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate since 2010. Outside of her advisory role, she has been involved in real estate ownership. Ameriprise is a large institutional firm that offers retirement-income planning services for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Steven Sax is a financial advisor at Merrill with Series 63 and Series 66 credentials and 38 years of industry experience. He has worked at Merrill since 1987 and has been affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a consultant for a nonprofit organization in Connecticut. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Conto is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and joined Merrill in 1993 after moving back to his home state of Connecticut. In his role, he provides personalized financial advice and asset management to high net worth clients, focusing on helping them achieve their financial goals and aspirations. Christopher’s areas of expertise include college education planning, employee benefits planning, family wealth management strategies, legacy planning, retirement income, philanthropic planning, portfolio management services, tax minimization, and managing new wealth. He employs a goals-based planning approach and offers support with insurance and estate planning services. As a qualified Portfolio Manager, he builds and manages personalized or defined strategies to support his clients’ objectives. He holds a Bachelor of Science degree in Business Management from Springfield College and the Certified Investment Management Analyst® (CIMA®) designation, sponsored by the Investments & Wealth Institute™ at the Wharton School of Business. Christopher resides in Woodbury, Connecticut, with his wife Amy and their three children. Outside of work, he enjoys spending time with family, traveling, coaching youth sports, staying active, and volunteering at local charitable organizations.

Joseph Cullen Jr. is a financial advisor with Ameriprise in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Ameriprise since 2018 and previously at J.P. Morgan Securities from 2012 to 2018. Outside of his advisory role, he has been involved with Trinity Catholic High School since 2018. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific 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 to deliver tailored advice through a centralized consulting team.

Ian Calle is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Before joining Charles Schwab in 2023, he worked in education from 2013 to 2023 and had a brief association with Providence College in 2022. Charles Schwab serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

John Deleo is a Resident Director and Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping individuals, families, and businesses with retirement planning, asset management, and administration of retirement plans for organizations. His client focus areas include divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, defined benefit plans, liquidity management, portfolio management, investment strategy, tax minimization, and retirement income. John holds a Bachelor's Degree in Finance from Central Connecticut State University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes developing personalized financial strategies tailored to clients' long-term goals. He is a member of the Ansonia Volunteer Fire Department and engages in community service. Outside of work, John enjoys camping, cooking, fishing, hiking, spending time with his family, traveling, and watching movies.

Gianna De Angelis is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2026, she worked at Kestra Advisory Services, LLC and Kestra Investment Services, LLC, among other roles in the financial services sector. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, incorporating model portfolios, research, and various management options.

Paul Mariano is a financial advisor with MassMutual Investors Services who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, having been with MassMutual Investors Services since 1982 and affiliated with MassMutual Life Insurance Company since 1978. Mariano also works as an insurance agent, providing life, disability, long-term care, health insurance, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and provide written recommendations.

David Long is a CFP®-designated financial advisor at LPL Financial with 40 years of industry experience. His prior roles include positions at Founders Financial Securities LLC, Securities America Advisors, and National Planning Corporation. Outside of advisory work, he serves as president of Personal Tax Systems, Inc., where he provides tax preparation and planning support. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and uses both discretionary and non-discretionary management supported by research from LPL and third-party sources.

Ronald Molles Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Dean Aita is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, and has 34 years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously led Aita Financial Group, Inc. from 2010 to 2021. He serves as a trustee for Our Lady of Perpetual Help Parish, overseeing its merger and transition in accordance with directives from the Archdiocese of Hartford. Cetera Investment Advisers LLC is an SEC-registered advisor that offers services through a large national network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a multi-manager platform that allows advisors to implement model portfolios, third-party managers, or bespoke strategies.

Mackenzie Kusch is a financial advisor with Equitable Advisors in Brookfield, CT, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Outside of finance, she is a commercial pilot and flight instructor, involved with Tradewinds Aviation and serves as a trustee for the Ted Alex Memorial Inc. nonprofit. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored and other endorsed platforms, managing both discretionary and non-discretionary assets and providing various advisory and ERISA services.