Xhoana Dika is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015. She also has been affiliated with JPMORGAN Chase Bank, N.A. since 2012. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation supported by affiliated investment management entities.

Nicholas De Brizzi is a financial advisor at Morgan Stanley in New Haven, CT, holding a Series 66 designation with two years of industry experience. His prior work includes roles outside finance such as at Pawn Haven, Golds Gym Burlington, At&T, New Haven Country Club, and educational positions from 2015 to 2023. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Thomas Kelly is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2008. LPL Enterprise serves a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm offers financial planning, access to third-party asset managers, and a model-driven investment approach, alongside affiliated trust custody, insurance services, and a collateralized lending program.

Scott Zavatkay is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Securities America Advisors, National Planning Corporation, and Equitable Advisors. Outside of his advisory work, he is a partner at RetirementPlus Financial Solutions LLC, providing retirement, college, and investment planning advice. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization tools across various investment programs.

Patrick Naughton is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked at LPL Financial since 2011 and was previously with Webster Investment Services, Inc. from 1999 to 2007. 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 provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a large network of investment adviser representatives.

Kimberly Saja is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has been with Ameriprise Financial Services since 2019, following roles at Massachusetts Mutual Life Insurance Company, MML Investors Services, Barnum Financial Group, and Connecticut Children's Medical Center. Kimberly is also involved with Honey Badger Management, an S Corporation connected to her Ameriprise employment. 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 tailored retirement-income planning and ongoing advice, utilizing both proprietary research and third-party data.

Roy Johansen Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Ast Investment Services, Inc. and American Skandia Advisory Services, Inc. Johansen is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment advisers with a variety of strategies and operational tools.

Craig Platt is a CFP®-designated financial advisor with six years of industry experience, currently associated with Cetera Wealth Services LLC. His prior experience includes roles at Prudential Insurance Company of America and LPL Enterprise. He is also a wealth advisor at Wooster Square Advisors, where he provides financial services full time. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary programs.

Kyle Showstead is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been with the firm since 2026 and has previously worked at Neal Dorf CPA and Roger Williams University. Outside of finance, he has experience working at Camp Taconic. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

Roger Ciriello is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Pacific Select Distributors, Pacific Life Insurance, Primerica Advisors, and Prudential Annuities Distributors. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of advisors.

Jeremy Bossio is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc. and Securities Service Network. In addition to his advisory role, he is involved in non-variable insurance services. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joseph Todice Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 15 years at Metlife Securities Inc. Todice also operates an independent insurance business, focusing on disability, fixed annuities, life, accident, health, long-term care, and medical-related insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm emphasizes ongoing financial planning engagements using firm-approved software and provides various programs including asset management, wrap fee programs, and educational seminars.

Christopher Baudouin is a financial advisor at Ameriprise with 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he owns and manages Ascend Coastal, Inc. and is involved in buying and selling sports memorabilia through Bodes Cards. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kevin Peel is a financial advisor with Wells Fargo Clearing in New Haven, CT, holding a Series 66 designation and 20 years of industry experience. His prior work includes positions at A. G. Edwards & Sons, Inc., Merrill, and Ameriprise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Andrew Champagne is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he provides commercial hardware bids for Kelley Bros Hardware Corp. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to external asset managers, and participation in a wrap fee program.

Brian Noe is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at SagePoint Financial, Lincoln Financial Advisors, and Guardian Life. Brian and his wife Shelby co-authored a book about Hammonasset Beach State Park. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization within a multi-advisor platform supported by a complex affiliate network and private-equity ownership.

Glen Maleri is a financial advisor at OSAIC with 36 years of industry experience and holds a Series 65 designation. He has worked at OSAIC since 2024 and previously spent seven years at Securities America Advisors and three years at National Planning Corporation. Maleri is also the owner-manager of The Maleri Group LLC, which provides sales and services in fixed products, employee benefits, and various insurance lines. Additionally, he serves as an uncompensated board member for The Children's Community Programs of CT. OSAIC Wealth serves a wide range of clients, including retail investors, high-net-worth households, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with model-based asset allocation and portfolio optimization tools, and it is notable for its scale, affiliate network, and private-equity ownership.

Jeremy Beitel is a CFP® professional with 28 years of industry experience, currently affiliated with OSAIC since 2024. His prior experience includes roles at Securities America Advisors, LPL Financial, Merrill, and Wells Fargo Clearing. He serves as a board member of MW Chrysalis, a nonprofit organization providing services for domestic violence victims. OSAIC operates a multi-advisor platform serving retail and institutional clients, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a range of client types, including high-net-worth individuals, retirement plans, charities, and corporations.

Benjamin Williams is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and has worked at several firms including LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he is involved with The Lighthouse Sober Living and Recovery 365, where he has been active for four years. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and various managed portfolio programs. The firm’s investment process incorporates model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and third-party due diligence.

Charles Lombardi Jr. is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a board member of the Orange Board of Finance and chairs the Orange Republican Town Committee, both in Orange, Connecticut. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including customized financial planning supported by advanced analytical tools and investment research.