Spencer Rogers is an advisor with LPL Financial holding a Series 66 designation and has one year of industry experience. His prior work includes roles at Deloitte, Bryant, Morgan Stanley, and Times Microwave Systems. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, third-party asset management, and institutional platforms.

Richard Curtis Jr. is a Series 66-licensed financial advisor with UBS Financial Services in New Haven, CT, where he has worked since 2002. He has 24 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and a broad range of capital markets services. The firm uses proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Thomas Hutchison is a Wealth Management Advisor at Merrill Lynch Wealth Management in New Haven, Connecticut, and a founding partner of the GKH Group. He has been with Merrill since 1998 and brings over two decades of experience in investment and wealth planning. His practice focuses on areas including wealth transfer strategies, philanthropic giving, educational planning, wealth accumulation plans, executive stock options, estate planning services, portfolio management, education planning, family wealth management, liquidity management, philanthropic planning, sports and entertainment, tax minimization, and retirement income. Mr. Hutchison received his bachelor's degree in sociology from Yale University in 1994. Prior to his career in wealth management, he played professional baseball for two seasons with the Montreal Expos organization and worked for three seasons in the New York Mets front office as assistant director of player personnel. He holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ in conjunction with the Wharton School. Additionally, he has been recognized on Barron's "Top 1,200 Financial Advisors" list from 2019 to 2025 and Forbes' "Best-in-State Wealth Advisors" list from 2020 to 2025. Outside of his professional work, Mr. Hutchison has served as Past President of the Yale Baseball Alumni Association and the Turkey Hill School Fathers Club of Orange, Connecticut. He is involved in coaching and supporting youth sports programs. Personal interests include baseball, basketball, fishing, football, reading, spending time with family, watching movies, and practicing yoga.

Zachary Dugas is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017, following four years at MetLife Securities Inc. He also operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, long-term care, and Medicare-related products. 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 programs, providing collaborative, annual planning engagements that use firm-approved analytical tools without discretionary authority over client investments.

Donald Ciampi is a financial advisor at Cetera with over 25 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2013. In addition to his advisory roles, Ciampi serves as vice chairman on the board of St. Paul Catholic High School, where he assists with the school's direction and endowment investment committee. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Kristina Matwijec is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) with seven years of industry experience. She has worked at Edward Jones since 2019 and previously spent ten years at Consolidated Edison Company of New York Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Christopher Hiza is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 15 years of industry experience, including roles at MetLife Securities Inc. and MassMutual Life Insurance Company. In addition to his advisory work, he operates as an independent insurance agent selling property and casualty, Medicare-related, life, accident, health, fixed annuities, dental, and group disability income products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses analytical tools and collaborative planning to deliver written recommendations, with implementation handled through separate brokerage or insurance arrangements.

Glen Ketchian is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to help them navigate significant financial decisions and develop strategies aligned with their long-term objectives. His approach centers on building trust and clear communication to understand each client's unique goals. With over 30 years of business experience, Glen provides advice on various areas including retirement planning, wealth management, college education planning, managing new wealth, and tax minimization. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Glen earned a Bachelor's Degree from Rochester Institute of Technology. Outside of his professional work, he enjoys biking, boating, camping, skiing, spending time with his family, and traveling.

Zachary Wojtowicz is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations, and has 10 years of industry experience. He previously worked at Metlife Securities before joining Mass Mutual in 2016. In addition to his advisory role, he is licensed as an insurance agent specializing in life, health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers services including asset management, wrap programs, and educational seminars.

Anthony Passarello is a financial advisor at Morgan Stanley with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2009, as well as Citigroup Global Markets from 1993 to 2009. He is based in New Haven, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary investment modeling in its advisory services.

Peter Schutt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Massachusetts Mutual Life Insurance Company, and New York Life Insurance Company. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, 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, and offers access to third-party asset managers and various financial planning services.

Joseph Mcdonagh is a financial advisor with LPL Financial in Hamden, CT, holding a ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including roles at Waddell & Reed, various insurance carriers, and his own practice. He is also involved in his local community as an election worker for the Town of Hamden. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

David Nastri is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has 20 years of industry experience, having worked at LPL Financial since 2011 and previously at Webster Investment Services Inc. from 2006 to 2018. Nastri is also a licensed attorney in Connecticut and provides legal services through the Connecticut Veteran's Legal Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing technology tools.

Wendy Wheeler is a financial advisor at Morgan Stanley with 48 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, previously serving with Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-supported planning process focused on advisory services rather than individual security recommendations.

Steven Green is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background in emergency services, including roles with the Norwalk Police Department, Rocky Hill Police Department, Baltimore Police Department, and American Medical Response. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and a large network of advisors.

Daniel Buzzanca is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and People's United Advisors. He also serves as a Senior Wealth Manager at Economic Planning Group, a financial planning firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a network of over 10,000 advisors.

Jacquelyn Smith is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Mario Bartoli is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. His prior experience includes over two decades at People's Securities, Inc. and four years with People's United Advisors, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Rob Cassella is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he owns a private office space shared with other advisors. LPL Enterprise serves a broad client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, consulting, and access to third-party asset managers.

Joshua Kampf is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of The GKH Group, a three-generation family advisory team. He joined Merrill in 2004, working alongside his father and grandfather. Joshua focuses on integrating all aspects of clients' financial lives, including wealth management planning, lending through Bank of America, estate planning services, and insurance. His approach aligns with The GKH Group's core principles of integrity, honesty, and dedication to addressing clients' financial challenges. Joshua has been recognized on the Forbes Best-in-State Wealth Advisors list from 2020 to 2025 and on Barron's Top 1,200 Financial Advisors list during the same period. He emphasizes Modern Portfolio Theory in investment strategy, aiming to optimize risk-adjusted returns and diversify client portfolios. Joshua holds a bachelor's degree from Johns Hopkins University, where he majored in Economics with a concentration in Psychology and participated as a varsity baseball player for four years. Beyond his professional duties, Joshua founded Journey for America, a non-profit organization focused on raising money and awareness for victims of terrorism. He resides in Cheshire, Connecticut with his wife and two children, and he enjoys coaching youth sports as well as participating in baseball, golf, reading, tennis, skiing, and continual learning.