Avery Lacourciere is a Series 66-licensed advisor with LPL Financial and has two years of industry experience. Prior to joining LPL Financial, Avery worked at Delta Wealth Management and has a background that includes roles in education from 2013 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

Kevin Kitt is a financial advisor at Ameriprise with 16 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2025, he worked at UBS Financial Services Inc. for 15 years. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm provides tailored Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, supported by a centralized consulting team using research, modeling, and tax-efficiency analysis.

Salvatore Farrauto is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at CIT Bank, NewRez LLC, and Washington Equities Mortgage Corp. He is also involved with Pizza Launcher. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG eligibility within a non-discretionary program.

William Squarciafico is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and JPMorgan Chase in various capacities. Outside of his advisory role, he serves as treasurer for a condominium association in East Lyme, CT. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Alyssa Smith is a financial advisor at Ameriprise in Westbrook, CT, holding a Series 66 designation. She joined Ameriprise in 2024, following four years of academic experience at Western New England University and The Morgan High School. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, utilizing a combination of internal research, third-party data, and algorithmic tools.

Diana Chaney is a financial advisor with Morgan Stanley in Clinton, CT, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was employed at Citigroup Global Markets from 2004 to 2009. Chaney serves as a director for Provident Holdings, a real estate development company, and holds director roles at PHTHA Holdings, Inc. and PHOLS, Inc. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and broad investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

Bartley Damon is a financial advisor with Ameriprise in Clinton, CT, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2017, following two years at UBS Financial Services. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver non-discretionary, customized retirement income recommendations.

Peter Volmert is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2025, he held roles at Uber, DoorDash, and Rockhurst University. He has also been involved in educational and theatrical activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, managing approximately $1.01 trillion in assets.

Christopher Palmieri is a financial advisor at UBS Financial Services with 24 years of industry experience. He has worked at UBS since 2009 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Sharon Dufresne is a CFP®-designated financial advisor with 22 years of industry experience, currently with Cetera. She has an extensive background with Avantax Insurance and Advisory Services, spanning nearly two decades, and has operated her own firm, Dufresne & Associates, since 1979. Outside of her advisory work, she is the owner and sole proprietor of a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a nationwide network of over 10,000 independent advisors.

R. Damon is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc. Damon is also involved in independent insurance brokering, specifically offering whole life insurance through Ameritas. Ameriprise provides retirement-income planning services tailored to individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies delivered by a centralized consulting team in partnership with client advisors.

Ashley Smelser is a financial advisor with Ameriprise in Old Saybrook, CT, holding Series 63, 65, and 66 designations and six years of industry experience. Prior to joining Ameriprise in 2025, she worked at Sullivan Financial, Delta Wealth Management, Connecticut Wealth Management, and LPL Financial. She is also an associate financial advisor at Netflows, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jordan Mayer is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 39 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and also has been employed by JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates quantitative and qualitative research with an ESG eligibility framework and broader derivatives and commodities capabilities.

Sylvia Guinan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. Her prior work includes six years at Citigroup Global Markets before joining Wells Fargo in 2016. Outside of advising, she designs jewelry through a personal venture and authored a book titled *The Richness of Divorce...How to Separate with Love and Grace*. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages significant assets and offers both brokerage and advisory solutions, relying on research and analytics to support diversified investment approaches.

Brendan Montano is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at North Cove Capital of Ameriprise Financial and involvement with Montano Wellness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm maintains oversight of sub-advisers and employs AI-driven research methods while serving institutional and retail investors.

James Cook is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2021. His prior roles include positions at Mass Mutual Life Insurance Co. and various real estate and insurance firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s investment approach combines quantitative and qualitative research to deliver non-discretionary, customized asset allocation advice and performance reporting.

Anthony Mazzucco is a financial advisor with LPL Financial, holding a Series 66 designation and based in Clinton, CT. He has been with LPL Financial since 2026 and also operates Mazzucco Insurance Solutions LLC since 2023. Prior to his advisory career, he worked at BJ’s Wholesale Club for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

John Sullivan Jr. is a Series 66-registered financial advisor with 16 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2017, following prior roles at CitiGroup, Chase Investment Services Corp., and Obsidian Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process integrates quantitative and qualitative research, incorporates ESG considerations, and offers a broad range of derivatives and commodities capabilities.

Joseph Stone is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Connecticut Investment Management, Newalliance Investments, Inc., and Morgan Stanley Dw Inc. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and diversification principles.

James Miller is a Series 66 registered financial advisor with UBS Financial Services in Westport, CT, bringing 18 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Miller works as a kayak and stand-up paddleboarding instructor for the L.L. Bean Outdoor Discovery School. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a range of capital markets services.