William Passarelli is a Series 66-licensed financial advisor with seven years of industry experience, currently with LPL Financial since 2021. His prior roles include positions at MassMutual, Edward Jones, and Sherwin-Williams. Outside of his advisory work, he is employed in an electronics systems server role at Pratt & Whitney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.

Peter Holmquist is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has six years of industry experience, including prior roles at Merrill Lynch and Farther Finance Advisors. His background also includes long-term experience in energy trading at HQ Energy Trading, LLC. 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 ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based financial planning supported by firm-approved analytical tools.

Anthony Maselli is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 credentials and previously worked with USPBL and Evansville Otters LLC. Outside of advising, he is involved in coaching activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Cara Richards Kickham is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds the CFP® and Series 66 credentials and has previously worked at Commonwealth Financial Network and Farmington River Financial Group. Outside of her advisory role, she is involved independently in nutrition supplement distribution and provides yoga and Reiki services at a holistic health center. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs, combining discretionary and non-discretionary portfolio management with financial planning and brokerage services tailored to clients’ Advisory Risk Profiles.

Matthew Stinson is a financial advisor with Equitable Advisors in West Hartford, CT, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Michael Mendillo Jr. is a CFP® professional with 11 years of industry experience, currently with Raymond James Financial. He previously worked at Commonwealth Financial Network and Lobo & Pascale Wealth Management for over a decade. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary investment advice using analytical tools and supports its recommendations through various advisory programs.

Xhoana Dika is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015, also working with JPMORGAN Chase Bank, N.A. since 2012. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by centralized due diligence and ESG processes.

Noemi Rodriguez is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and 21 years of industry experience. She previously worked at Voya Financial Partners and VOYA Financial Advisors. Rodriguez serves as the President of Prospanica Connecticut, a nonprofit organization focused on supporting Hispanic professionals through networking and career development events. She is also a trustee for a special needs trust for a family member. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial planning topics without discretionary trading authority. The firm allows clients to integrate planning with managed accounts under a consolidated billing option while keeping services separate.

Thomas Bivona is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including City National Bank and Wells Fargo Advisors. He serves on the board of directors for the Arthritis Foundation Connecticut, where he helps organize fundraising events. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.

Manuel Negron is a financial advisor with Ameriprise in Cromwell, CT, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, using a centralized consulting team to deliver non-discretionary, algorithm-assisted recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies.

Sherry Olson Lusardi is a financial advisor at UBS Financial Services with 41 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.

Gregory Rufa is a financial advisor with LPL Financial in Cromwell, CT, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked at Santander Securities, LLC and Santander Bank, NA before joining LPL Financial and Webster Bank in 2020. 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 advisors. The firm offers a range of financial planning, advisory programs, and brokerage services, employing both discretionary and non-discretionary management and providing access to diverse model portfolios and research.

Michael Nicoletti is a Series 66-licensed financial advisor at Raymond James Financial with eight years of industry experience. He previously worked at Commonwealth Financial Network for eight years before joining Raymond James in 2025. Outside of his advisory role, he is associated with Capital Wealth Management, LLC, where he serves as a non-variable insurance sales agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public finance work, distinguishing it among large institutional advisors.

Jeremy Bossio is a financial advisor with LPL Financial in North Haven, CT, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles at Securities America, Securities Service Network, and Retirement Planning Partners, where he remains active. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Lucas Van Zandt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with LPL Financial since 2021 and has held roles at Waddell & Reed, Inc. and various insurance carriers through W&R Insurance Agencies from 2009 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Michael Leone is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Cambridge since 2012 and has operated his own Leone Financial Services since 1996. Outside of his advisory work, Leone serves on the board of PLAN OF CT, acts as secretary and treasurer for the Plainville Fish and Game Association, owns a race car business, and is the author of a book on race car setup. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual investors, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Jeremy Beitel is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Osaic and previously worked at Securities America Advisors and LPL Financial. Beitel serves as a board member for MW Chrysalis, a nonprofit providing services to domestic violence victims. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced asset-allocation tools and access to multiple third-party money managers and platforms.

Michael Przygocki is a financial advisor with Ameriprise in Plainville, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm serves clients through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Nicholas Fusco is a financial advisor at Osaic with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cantella & Co., Merrill, and Tauber Asset Management. Outside of advising, he is the sole owner of Osprey Legal, LLC, a law firm. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Michael Nobile is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Cadaret, Grant & Co., Securities America Advisors, and Investacorp Advisory Services, along with over four decades leading Nobile Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.