Mia Wallack is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked at Webster Bank and LPL Financial since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, using model portfolios, third-party subadvisors, and customized strategies across various asset allocations.

David Dinatali is a financial advisor with Ameriprise in Cheshire, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he worked at DDK Capital LLC for eight years. He is also involved in managing an advisory business through Centurion Holdings LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Armand Fisher is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and at Sii from 2013 to 2018. In addition to his advisory role, he is involved in life insurance sales and holds a leadership position as president of a life insurance company. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, combining proprietary and third-party investment solutions.

Gene Callahan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Thomas Riedy is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of Riedy & Associates. He has been recognized on Forbes Magazine's "Best-in-State Wealth Advisors" list multiple times, including in 2019, 2022, 2023, 2024, 2025, and 2026. He holds several professional designations including the Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), and the Merrill Lynch Wealth Management title of Wealth Management Advisor (WMA). Additionally, he is an approved Merrill Lynch Wealth Management Discretionary Portfolio Manager and holds FINRA Series 7, 8, 9, 63, and 65 registrations, along with life and health insurance licenses. His areas of expertise include college education planning, corporate executive services, divorce transition planning, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, socially responsible investing, individual and corporate investment strategy, tax minimization, and retirement income planning. He earned a Certificate of Professional Development from the Wharton School of Business and holds a High School Diploma from Smithtown High School. Thomas serves on the Board of Trustees for the Cradle of Aviation Museum and is a member of the Advisory Board for the Town of Islip-MacArthur Airport. He is a past board member of ADDAPT and a member of the TPC River Highlands Golf Club. He is also an instrument rated private airplane pilot. In addition to his professional commitments, Thomas mentors new employees at Merrill Lynch. His personal interests include baseball, cooking, golfing, ice hockey, music, and skiing.

Leonard Lye is a financial advisor with LPL Financial in Kensington, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior employment includes roles at Citigroup, Santander Bank, KeyBank, and Wells Fargo Clearing. Currently, he also serves as a Private Client Relationship Manager at Webster Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management through a large network of investment adviser representatives.

Richard Branchaud is a financial advisor at Your Choice Financial, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several manufacturing firms, including Connecticut Spring & Stamping, where he serves as a senior design engineer. Branchaud has been with Your Choice Financial since 2007. Your Choice Financial, LLC serves a small number of individual clients, primarily providing investment recommendations on a non-discretionary basis. The firm does not offer portfolio management, focusing instead on consultative advisory services.

Bruce Filingeri is a financial advisor at Glastonbury CPA's Financial Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and has been a tax partner at SRC, Certified Public Accountants, P.C. since 1989. Outside of his advisory role, he serves as an investment advisor representative and partial owner of Glastonbury Financial Advisors, LLC. Glastonbury CPA's Financial Advisors, LLC provides portfolio management and related advisory services to individual investors and a limited number of institutional clients. The firm combines a formal CPA affiliation with portfolio management, offering services at a modest scale.

Wayne Connors is a financial advisor at Black Swan Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including 3D Asset Management and Symmetry Partners. Connors is also a managing partner of Retirement Investor LLC, an online educational content business related to investments. Black Swan Wealth Management serves individual clients primarily through the selection and referral of third-party investment advisers rather than direct portfolio management. The firm focuses on modern portfolio theory and monitoring outside managers, without discretionary authority over client accounts.

Brendan Donahue is a financial advisor at Sovereign Financial Services with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ing Financial Partners, Inc. since 2011. Sovereign Financial Services provides investment advisory and financial planning primarily to individual and high-net-worth clients, offering portfolio management services with ongoing portfolio oversight and periodic account reviews. The firm also coordinates investment advice with tax and insurance considerations as part of its client services.

Ryan Groves is a financial advisor at Black Swan Wealth Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Black Swan Wealth Management since 2013, with a brief tenure at 3 D Asset Management in 2016. Outside of advisory services, he is a licensed real estate broker and insurance agent in Massachusetts and is a partner in an online educational content business for do-it-yourself investors. Black Swan Wealth Management provides advisory guidance primarily through selecting and referring third-party investment advisers rather than direct portfolio management. The firm focuses on vetting and monitoring outside managers using modern portfolio theory and does not have discretionary authority over client accounts.

Mark Mazzone is a financial advisor with Sovereign Financial Services, holding a Series 65 designation and possessing 22 years of industry experience. He is also a 50% owner and member of D'Agostino & Mazzone, LLC, a CPA firm providing tax planning, tax compliance, and financial planning services. He has been with D'Agostino & Mazzone since 2000. Sovereign Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm emphasizes ongoing portfolio oversight and coordination of investment advice with tax and insurance considerations.