Rossarin Gaetano is a financial advisor with Merrill in New Haven, CT, holding a Series 66 designation and 15 years of industry experience at Merrill. Outside of his advisory role, he is a managing member and general partner of AboveandBeyond LLC, a family restaurant business based in Wallingford, Connecticut. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Patrick Nolan is a financial advisor with Wells Fargo Advisors in Westport, CT, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and ICR. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients with various planning needs, including niche areas such as business-owner transition and special-needs analysis.

Wyndsor Doyle is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 65 credentials and having approximately four years of industry experience. Prior to joining Mass Mutual, Doyle worked with Northwestern Mutual in various capacities from 2021 to 2024. Outside of finance, Doyle has engaged in entrepreneurial ventures including roles at Coa Agaveria and Cocina and Eddies Calzones. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative annual planning relationships and uses technology-driven analysis tools to support client goal assessment.

Andrew Roselli is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 20 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with Mass Mutual Life Insurance Company dating back to 2016. Outside of his advisory work, he volunteers at a local high school, assisting with a stock market club. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.

Suzanne Lichtman is a financial advisor with Wells Fargo Advisors in Westport, CT, holding Series 63 and Series 65 licenses. She has 33 years of industry experience and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and services.

Richard Moran Jr. is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securian Financial Services and Allied Wealth Partners. Outside of his advisory role, he is involved as a board member of the New Haven Football Official Association and the Orange Players Theater Group, and he volunteers as a radio host and participates in local performing arts as a vocalist and actor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary accounts across diverse strategies and custodial relationships.

Ian Calle is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Before joining Charles Schwab in 2023, he worked in education from 2013 to 2023 and had a brief association with Providence College in 2022. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Joseph Norvish is a financial advisor with Equitable Advisors in Hamden, CT, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Thomas Belden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. His career has been focused within the Wells Fargo organizations for over a decade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a broader set of investment options including insurance-related vehicles and bank deposit sweep programs.

Scott Solloway is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at various Fidelity entities since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it serves in advisory roles less commonly held among large institutional peers.

Gianna De Angelis is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2026, she worked at Kestra Advisory Services, LLC and Kestra Investment Services, LLC, among other roles in the financial services sector. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, incorporating model portfolios, research, and various management options.

Mark Bilski is a financial advisor with RBC Capital Markets based in Westport, CT. He holds the Series 63, 65, and 66 licenses and has 41 years of industry experience. Prior to joining RBC Capital Markets in 2020, he worked at UBS Financial Services from 2012 to 2020. He serves as a director of the Littauer Foundation, a charitable nonprofit focused on Jewish philanthropy and public health, and holds an honorary board position with Blue Card Inc., a philanthropic organization supporting indigent Holocaust survivors. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s capital-markets capabilities and integrated financial services.

Eric Sappington is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. from 2010 to 2022 before joining J.P. Morgan Securities in 2022. 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, distribution, and investment management capabilities.

Wu Yan is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, Wu collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Leveraging the resources of Merrill and Bank of America, Wu provides clients with investment insights alongside banking and lending solutions. Wu holds a Doctorate from the Medical College of Ohio, a Master's Degree from Quinnipiac University, and a Bachelor's Degree from Wuhan University in China. Wu is also designated as a Personal Investment Advisor (PIA). Committed to community involvement, Wu volunteers with local organizations, reflecting the Merrill tradition of community participation.

Melissa Naumann is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she supports Fidelity's clients and their families in achieving their personal financial goals. Melissa has been with Fidelity Investments since 2014, progressing through several positions including Financial Representative (2014-2015), Private Client Relationship Manager (2015-2017), Wealth Management Relationship Manager (2017-2020), and her current role as Wealth Management Planning Consultant since 2020.

Robert Daly is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at People's United Advisors and People's Securities since 2000 and joined LPL Financial in 2022. 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 brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Juan Carlos Riera is a Financial Advisor with the GTZ Group at Merrill Lynch Wealth Management. Since joining the team in 2019, he has worked with both international and domestic high to ultra-high net worth individuals, their families, and businesses. His role involves developing personalized financial strategies that align with clients’ goals and priorities, focusing on areas such as family wealth management, international wealth management, portfolio management services, individual and corporate investment strategies, and retirement income planning. Juan Carlos holds a bachelor's degree in finance from the University of Arizona, Eller College of Management. He is registered with FINRA, holding Series 7 and 66 licenses, and has earned the Personal Investment Advisor (PIA) designation. Fluent in both English and Spanish, he aims to educate clients about investing and the financial planning process to help them understand the market challenges and opportunities that impact their overall financial lives. Outside of his professional work, Juan Carlos enjoys football, spending time with his family, and traveling.

Mark Monteiro is a CFP® professional with seven years of industry experience, currently serving with MML Investors Services, LLC, a subsidiary of MassMutual. His work history includes roles at LPL Financial and Securities America Advisors, among others. Outside of his advisory role, he is also an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance products. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using advanced analytical tools and also features specialized programs including divorce planning and estate-settlement services.

Parker Dellaquila is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he is active as an insurance broker specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning engagements.

Zhihui Wang is a financial advisor at LPL Enterprise with three years of industry experience. Prior to joining LPL Enterprise, Wang worked at Merrill and Bank of America N.A. Wang has also been involved in homemaking and spent six years at HFT Investment Management Co., Ltd. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides advisory and brokerage services using an integrated platform that combines model portfolios, third-party management, and various financial products, including insurance through an affiliated agency.