Elizabeth Nelson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She previously worked at People's Securities, Inc. for over two decades and at People's United Advisors, Inc. before joining LPL Financial. Nelson is also associated with Wilmington Advisors at M&T Bank as a financial consultant. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and advanced operational tools.

Emma Leibell is a financial advisor with UBS Financial Services in Westport, CT, holding a Series 66 designation and six years of industry experience. She has been with UBS Financial Services since 2019 and previously worked at the University of Connecticut from 2015 to 2019. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Betty Basilone is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of her advisory work, she serves as a power of attorney for her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

John Culhane is a financial advisor at Cetera with 29 years of industry experience and holds the PFS™ designation along with Series 63 and Series 65 licenses. His work history includes roles at Avantax Advisory Services and Cincinnati Insurance Co, and he has operated his own CPA practice since 1994. Outside of advising, he is involved in tax preparation and serves as an insurance sales agent. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

William Nolan is a financial advisor at Wells Fargo Advisors with Series 65 and Series 63 credentials. He has one year of industry experience and previously worked at Deloitte and Greysteel. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, using proprietary research and tools to develop customized recommendations.

Connor Odell is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and First Republic Bank. He is also associated with Nancy S. Daoud & Associate LLC as an associate financial advisor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jason Pollack is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 63 and Series 66 credentials. Outside of his advisory role, he is also active as a real estate agent at ERA Blanchard in Manchester, CT. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment strategies developed by internal and third-party research teams and offers access to third-party asset managers and financial planning services.

Ross Mannino is a financial advisor with Ameriprise in Wilton, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise-managed accounts.

Guy Schoepfer is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services and Wells Fargo Clearing. Outside of his advisory role, he owns and operates Global Blog LLC, an internet-based affiliate marketing business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, providing clients with flexible options for implementation through brokerage or advisory programs.

Edward Banks Jr. is a financial advisor at Osaic with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, National Planning Corporation, and Waddell & Reed. He is also involved in insurance sales through Banks Wealth Management LLC. Osaic Wealth serves a broad range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with options for discretionary managed accounts, third-party managers, and proprietary strategies.

Gregory Romatzick is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in helping clients develop customized wealth planning strategies tailored to their individual circumstances. His focus includes college education planning, family wealth management strategies, liquidity management, personal retirement planning, philanthropic planning, and retirement income. Gregory holds the CERTIFIED FINANCIAL PLANNER (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a Bachelor of Science degree in Finance from the Charles F. Dolan School of Business at Fairfield University, where he was a member of the rowing team. He resides in Shelton, Connecticut, with his wife, Lizette, and their two children, Oliver and Elodie. Outside of work, Gregory enjoys a variety of activities including swimming, biking, football, racquetball, scuba diving, skiing, soccer, volleyball, and woodworking.

Jeremy Taubman is a financial advisor with LPL Enterprise LLC and holds a Series 66 designation. He has one year of industry experience, including a prior role at Northwestern Mutual Investment Services LLC. His background also includes work in education and physical therapy. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable entities. The firm uses model-driven portfolios and offers access to third-party asset managers, along with affiliated insurance and trust services.

Janice Lorenzetti is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in New Canaan, CT. She has 15 years of industry experience, including roles at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2009. 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 through a non-discretionary program. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

John Grayeski is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2022, following prior roles at People's United Advisors, Inc. and People's Securities, Inc. He has also been affiliated with Sacred Heart University since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Velazquez is a financial advisor with LPL Financial in Ansonia, CT, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Ameriprise from 2005 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, retirement plan participants, and banks. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Kemka is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on delivering customized financial strategies to help clients pursue their short- and long-term goals. His approach includes addressing a wide range of client needs such as estate planning, investments, tax minimization, wealth transfer, and retirement income. Joseph leverages extensive experience in financial services to advise clients, including those who have recently undergone business sales or liquidity events. He emphasizes understanding clients’ priorities to develop strategies tailored to their unique financial circumstances. He also integrates access to banking services focused on strategic and personalized financial guidance. Joseph holds a Bachelor's Degree from Marist College and holds the designation of Personal Investment Advisor (PIA).

Raymond Passero is a financial advisor with LPL Enterprise who holds a Series 63 designation and has 30 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and David Lerner Associates. Outside of his advisory work, he is a licensed CPA providing tax preparation and accounting services. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and various advisory wrap programs.

Meghan Annunziato is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Woodbridge International and the University of Connecticut. She has been with Merrill since 2021 and concurrently associated with Bank of America since 2025. 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. The firm offers a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Hurwitz is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at Ameriprise Financial Services Inc. and David Lerner Associates, Inc. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual reviews, using proprietary research and algorithmic tools within a defined investment framework.

Jacklyn Hart is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and six years of industry experience. Her work history includes roles at LPL Financial, FIN Compliance as a Compliance Manager, and Nia Impact Advisors LLC. She is also involved with FIN Compliance outside of her advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.