Paul Schott is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 25 years of industry experience. His prior roles include positions at Edward Jones, Wealthvest, and Broker's Central. He is also the owner of Seaview Wealth Advisors LLC, a business entity for tax and investment purposes. 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 plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

Jack Murray is a Financial Advisor at Merrill Lynch Wealth Management based in New Haven, Connecticut. Since beginning his career in wealth management in 2018 after graduating from Quinnipiac University, he has worked with a broad range of families and clients. He particularly focuses on serving physicians and healthcare workers. Jack holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He provides guidance across a variety of areas such as college education planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of his professional work, Jack enjoys spending time boating, playing hockey, exercising, and being outdoors. He strives to build relationships based on integrity, loyalty, and objectivity to help clients achieve their financial goals.

Frank Navario is a financial advisor with LPL Financial who has 51 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 16 years. In addition to his role at LPL, he provides financial planning and consulting services through Summit Planning Group LLC, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research from LPL Research and third-party subadvisors, and a variety of portfolio management tools.

George Simmons is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their individual goals and adapt to changing market conditions. Through his role, George provides access to Merrill's investment insights and the banking and lending solutions of Bank of America, supporting a comprehensive approach to wealth management. George holds a Master’s Degree from the University of New Haven and a Bachelor’s Degree from the University of Massachusetts System. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). George is also committed to community involvement, dedicating time to volunteer with organizations in the communities served by Merrill Lynch.

Jessie Morotto is a financial advisor at LPL Financial with eight years of industry experience. Morotto holds the Series 66 designation and has previously worked with firms including Brian Skinner and Waddell & Reed, Inc. Outside of advising, Morotto also serves as a public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and services, combining discretionary and non-discretionary management with research-supported model portfolios.

Ryan Nuzzo Sr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to his current role, he worked at Long View Investments LLC and has experience in educational settings including the University of Connecticut and Amity Regional High School. He is also involved with Long View Investments LLC, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through various advisory programs and maintaining a focus on technology and compliance.

Allen Bellantoni is a financial advisor at Edward Jones in Branford, CT, holding a Series 66 designation. He has experience working with Edward Jones since 2023, as well as prior roles at Guilford Savings Bank, Nike, and Ohio State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Kusick is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities. Kusick is a licensed independent insurance agent offering products including dental, disability, life, and Medicare-related insurance. He also serves as a trustee responsible for executing the wishes of a trust. 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 tools and programs designed to support collaborative, client-focused planning and event-driven services such as divorce and estate-settlement planning.

Bosmat Cohen is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to her role in finance, she worked with the Cheshire Board of Education and Lincoln College of New England. Outside of her advisory duties, she is a spinning instructor at the Southington-Cheshire YMCA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Kevin Gargano is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior work includes roles at Prudential Insurance Co of America, Prudential Annuities Distributors, Raymond James Financial Services, Liberty Bank, and Vantis Life Insurance Co of CT. Outside of finance, he is the president and owner of RoGar Pharma, a non-investment-related business. 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 financial planning and advisory programs, leveraging research and model portfolios from various sources to support both discretionary and non-discretionary management strategies.

Patrick Skelly is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2016. Outside of his advisory role, he is involved in fiduciary activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning with written recommendation reports and annual advice on income sources and tax-aware withdrawal strategies.

Jeffrey Knight is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Edward Jones and Cantella & Co Inc. Outside of his advisory work, he is the owner of Plunderchess, a business he has operated since 2005. 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, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Robert Ceccarelli is a financial advisor with Ameriprise in Fairfield, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily for clients with assets managed within Ameriprise.

Marc Zanghi is a CFP® with 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and operates his own public accounting firm, Zanghi Tax & Business Services, specializing in tax preparation, accounting, bookkeeping, and business consultation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of portfolio management strategies across multiple platforms.

Luke Derose is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2024, he worked at Cetera and Cetera Investment Services from 2020 to 2024. Outside of his advisory roles, he was involved with Mecha Noodle Bar from 2016 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Michael Riley is a CFP®-certified financial advisor at LPL Financial with 36 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for over three decades before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, serving both discretionary and non-discretionary management needs.

Robert Steczkowski is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. As a Board CERTIFIED FINANCIAL PLANNER™, he partners with high net worth clients to implement financial strategies designed to provide peace of mind. He has extensive experience in financial planning and consulting, having worked at various firms since 2005. His previous roles include Financial Planner positions at Merrill Lynch Pierce Fenner Smith and Chase Investment Securities Corporation, Senior Account Executive at Fidelity Investments, Associate Director of Financial Planning at Sanders Morris Harris LLC and EF Legacy Securities, and a Financial Planner at TIAA-CREF Individual & Institutional Services. Outside of his professional work, Robert has interests in fitness and skiing.

Nicholas Porter is a financial advisor with Merrill in Guilford, CT, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America and Merrill Lynch since 2018 and previously spent a year at Brenton Point Wealth Management. He also held a role at Marist College from 2014 to 2018. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kevin Wheeler is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Wheeler has been with Liberty Bank and its investment services division since 2011, serving as Vice President and financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools for risk profiling and outcome modeling.

Matt Paulsen is a financial advisor with Mass Mutual Investors Services, holding a Series 66 license and over 22 years of industry experience. His career includes roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved in insurance sales and manages several LLCs related to personal property and pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers comprehensive financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative annual planning engagements using firm-approved analytical tools and provides specialized programs such as divorce planning and estate-settlement services.