Michael Mendillo Jr. is a CFP® professional with 12 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked for Commonwealth Financial Network and Lobo & Pascale Wealth Management, LLC for 11 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network with specialized municipal and retirement plan advisory services.

Jeremy Hus is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 21 years of industry experience. He previously worked at METLIFE Securities Inc for 12 years before joining Mass Mutual in 2016. He is also the CEO of Holistic Planning Support, a company that provides data entry services for financial planners. Mass Mutual Investors Services, LLC 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.

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.

Brett Dolan is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc., National Planning Corporation, and Osaic FS, Inc. Outside of advising, he serves as a trustee and executor for family trusts and estates, and also works as an insurance agent providing insurance-related advice and products. 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’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and programs, and is notable for its scale, complex affiliate structure, and recent consolidation activity.

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.

Gregory Rufa is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Santander Securities and Webster Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

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.

Curtis Meyer is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and three years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2022. Prior to his finance career, Curtis worked at Deep River Elementary School for seven years. He also engages in outside insurance sales specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual 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 financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Diego Montoya is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Metlife Securities Inc. In addition to his advisory role, he is also engaged in life, disability, long-term care, health, and fixed annuities insurance sales. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced analytical tools and also conducts educational seminars.

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.

Michael Leone is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge since 2012. Additionally, he has operated Leone Financial Services since 1996. Outside of financial advising, Leone serves on the board of PLAN of CT, acts as secretary and treasurer of the Plainville Fish and Game Association, owns a race car business, works as a tax preparer, and is an author of a book on race car setup. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple management platforms, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.