James Comerford is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has been with Oppenheimer & Co since 2009. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment products to construct client solutions.

Paul Casali is a financial advisor with Oppenheimer based in Litchfield, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has spent his entire career at Fahnestock & Co., Inc., beginning in 1988. Outside of his advisory work, he serves as a trustee for multiple family and charitable trusts and is a board member and house chair of the Torrington Country Club. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, and retirement planning. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and use of mutual funds, ETFs, and fixed-income and equity strategies, with accounts regularly reviewed to align with client objectives.

Christopher Woodhouse is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Torrington Savings Bank, Infinex Investments, Inc., LPL Financial, LLC, and Webster Bank. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm is known for its extensive network of investment adviser representatives and its predominately non-discretionary asset management approach.

David Kania is a financial advisor with Sanctuary Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. His career includes roles at Umb Distribution Services, LLC, First Pacific Advisors, Bragg Financial Advisors, Inc., Edward Jones, and Sentinel Financial Services Company. He serves as a non-compensated member of the Board of Directors for St. Vincent DePaul Mission of Waterbury, Inc., a nonprofit organization focused on supporting individuals in challenging situations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, retirement plan consulting, and utilizes various investment strategies and third-party platforms while acting as a fiduciary under written agreements.

Donald Debiase Jr. is a financial advisor with Stifel who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, he serves as a board member overseeing scholarship funds at Holy Cross High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Barry Michitsch is a financial advisor at OSAIC with 23 years of industry experience and a Series 66 designation. His prior experience includes roles at Securities America Advisors and IC Advisory Services. He is the owner of Brass City Financial LLC, a securities-related business. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with various portfolio management options that include both discretionary and non-discretionary accounts.

David Omeri is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank NA since 2012. Outside of financial advising, he is involved with ROYALTY Construction and Masonry LLC, a residential masonry and construction business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

James Odonnell Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1993. Outside of his advisory work, he operates an eBay sales business on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Joan Buonocore is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2011. 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 strategies designed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dirk Feather is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation and Series 63 license. He has 13 years of industry experience, having worked previously at NYLIFE Securities LLC and NYLIFE Distributors, LLC. Outside of his advisory role, he serves as a volunteer firefighter and EMT with the Bridgewater Fire Department, is president of a local business networking group, and consults for a micro farm. 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, focusing on collaborative, annual financial planning engagements.

Francesca Debonis is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her advisory career in 2025. She has prior experience with Bergamo Tax & Accounting Services LLC and UBS Realty Investors LLC. In addition to her advisory role, she is a business owner of FD Realty LLC and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by proprietary research and third-party subadvisors.

Suzanne Macero is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has been with Merrill since 2010. Outside of advising, she works as a banquet server with Vyne LLC. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides a range of model-based and discretionary investment strategies supported by internal and third-party managers serving individuals, high-net-worth clients, and institutional investors.

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.

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.

Jonathan Haulenbeek is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 2002. 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 advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.