Karis Curtis is a financial advisor with UBS Financial Services in New Haven, CT, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, Curtis worked in educational roles at Lehigh University and Hamden Hall Country Day School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering research-driven, model-based investment approaches tailored to clients' goals and risk tolerances.

Shan Diao is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory work, he is a board member of Overton Development Corporation. Equitable Advisors serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes various advisory models and third-party program sponsors to deliver investment solutions covering mutual funds, ETFs, separately managed accounts, and selected alternative investments.

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 CFP® certificant with 32 years of industry experience, currently affiliated with LPL Financial since 1995. He has operated as a self-employed advisor since 1994 and has maintained a role at Demapac, Inc. since 1986. 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 financial planning and portfolio management services through a large network of investment adviser representatives, utilizing both proprietary and third-party strategies across diverse asset classes.

Antonio Persampieri is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Cetera and American Stimulus Funding. He is also involved in managing Soundway Financial, a business activity related to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives, offering a range of financial planning and investment management services.

Brian Moles is a CFP® professional with 13 years of experience at Edward Jones, where he has practiced since 2013. He holds the Series 66 designation and is based in Milford, CT. Outside 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. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment options through a nationwide network of financial advisors and branch offices.

Patrick Boutilier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Waddell & Reed, Inc. and operated Stevens & Boutilier Financial Advisors LLC. Boutilier was involved with the Hamden Rotary for nine 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 provides advisory and brokerage services with a variety of investment options, including model portfolios, third-party asset management, and customized strategies.

Alec Frione is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 registrations and one year of industry experience. His prior roles include positions with Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He has also worked in education for several years before entering the financial sector. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm typically uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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.

Jorge Dias is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management in Southbury, Connecticut. He has been with Merrill Lynch since 2003 and holds the designation of Personal Investment Advisor (PIA). Jorge speaks both Portuguese and English and is involved with professional organizations including the Knights of Columbus in Middlebury, the LIONS Club of Middlebury, and the Southbury Heritage BNI. Jorge assists a diverse clientele including business owners, families, individuals, retirees, and seniors. He employs the Merrill Lynch Wealth Management Process to help clients identify financial goals, develop strategies, implement appropriate solutions tailored to their risk tolerance and investment objectives, and monitor progress towards financial security. In addition to his work at Merrill Lynch, Jorge works with seniors at a local retirement community, providing him insight into retirement needs. A lifelong resident of Connecticut, Jorge graduated from Central Connecticut State University in 2002 with a Bachelor of Science degree in Management Information Systems. He is actively involved in his community and enjoys activities such as biking, dancing, gardening, genealogy, spending time with his family, traveling, watching movies, and yoga.

James Czajkowski is a financial advisor at Equitable Advisors with 40 years of industry experience. He has been with Equitable Advisors since 1999, having previously worked at Axa Advisors, LLC. His professional designations include Series 63 and Series 65 licenses. Equitable Advisors serves a broad client base including individuals ranging from non-high-net-worth to high-net-worth, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

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.

Dwight Wildman is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2015. Outside of his advisory role, he owns and operates an e-commerce business specializing in dropshipping home goods. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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 at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he serves part-time as a counselor with Hart United. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

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.

Alberto Bernardez is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Merrill Edge and Bank of America, each spanning seven years. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary services through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.