Nicholas Russillo Jr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Janney Montgomery Scott in various capacities since 2007. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Basia Pietrzak is currently serving as a Branch Leader at Fidelity Investments. In this role, she is responsible for delivering customer service and leading her team through coaching, feedback, and recognition. She focuses on creating a workplace culture that empowers and motivates her team members to achieve their potential. Basia's professional experience includes positions at Fidelity Investments such as Client Services Team Leader, OBTL, and CRM, as well as roles at Fairbanks Wealth Management and Janney Montgomery Scott, where she served as an Account Executive and Assistant Branch Manager respectively. This background reflects her broad experience in financial services and leadership. Outside of her professional career, Basia enjoys activities such as cooking and baking, fitness, spending time with pets, reading, and traveling.

Rachel Sorrentino is a CFP® with 28 years of experience in the financial services industry. She is currently with RBC Capital Markets and has held prior roles at Janney Montgomery Scott and Commonwealth Financial Network. Outside of her advisory work, she is active as a driver for ride-sharing services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment and advisory programs utilizing both in-house and third-party managers, with capabilities in discretionary portfolio management, financial planning, and integrated capital markets services.

Lori Simoncelli is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She previously worked at Merrill for 13 years before joining LPL Financial in 2017. In addition to her advisory role, she is a commissioned notary public in Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and supporting diversified investment strategies through proprietary and third-party research.

Shane Breen is a financial advisor at Wells Fargo Clearing with one year of industry experience. Prior to joining Wells Fargo, he worked in the funeral home industry at Bailey Funeral Home, D'Esopo Funeral Chapels, and Hoyt Funeral Home. He holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

William Cholawa is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 10 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations.

Julio Hernandez Achury is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS, he worked at Restoration 1 of Fairfield County for four years and held positions at Newtown High School and Liceo Matovelle. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a wide range of capital markets and research resources.

Jeffrey Candelora is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Marketsource and Nashua Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with specialized capabilities such as commodity pool operations and formal advisory roles to multiple registered investment companies.

Matthew Mardirosian is a financial advisor at UBS Financial Services with 10 years of industry experience. He previously worked at Merrill for nine years before joining UBS in 2023. He holds a Series 66 designation and is based in Hartford, CT. UBS Financial Services serves individual, corporate, and institutional clients through a variety of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing access to proprietary research, market-making activities, and affiliated lending programs.

George Silvester is a Financial Advisor with Merrill Lynch Wealth Management, serving as a member of the Boston Executive Services Team since 2017. He works primarily with founders, executives, and key associates at both privately held and publicly traded companies, focusing on the intricacies of equity ownership and equity compensation. George's approach begins with understanding what is most important to his clients and assessing their current position relative to their goals, ultimately developing customized financial strategies that align with their evolving life needs, resources, and aspirations. George began his career at Merrill Lynch Wealth Management as a Summer Analyst in 2016, where he developed an understanding of the client-advisor relationship and the collaborative pursuit of clients’ life goals. He holds a Bachelor of Science in Management with a concentration in Finance from Tulane University’s A.B. Freeman School of Business. Additionally, George has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by the College for Financial Planning, as well as the Personal Investment Advisor (PIA) designation. Outside of his professional work, George’s personal interests include biking, bowling, chess, cooking, golfing, hiking, and reading.

Max Leopold is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Honor, Townsend & Kent and Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in tax preparation and accounting services as part of Leopold Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research and multiple portfolio management strategies.

Travis Meyers is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 17 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Financial and its related entities from 2012 to 2019. Outside of his advisory work, he serves as a director and board member of Coach Pitch at Portland Little League, where he manages team participation, coaching, and scheduling. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering access to multiple investment strategies and program structures.

Carl Saponare is a financial advisor with Merrill, holding a Series 66 designation and 23 years of industry experience. He has worked with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2002 and Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, offering a range of model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Robert Jermine Jr. is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2008 in Hartford, CT. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets, custody, and underwriting services.

Philip Ludwig is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Securities America Advisors, Inc., and Investacorp Advisory Services, Inc. He is also the owner of Accounting Matters, LLC, a payroll services company based in Farmington, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management options supported by research and model portfolios.

Nolan Glenn is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at M Holdings Securities, Inc., FactSet Research Systems, and Rocaton Investment Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Richard Rapp is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as a committee member on the investment committee of Asylum Hill Congregational Church in Hartford, CT. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, offering tailored portfolio management, financial planning, custody, and brokerage services through various advisory programs.

Paul Leeming is a financial advisor with UBS Financial Services in Hartford, CT, holding a Series 66 designation and bringing 20 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, he serves on the audit committee of The Williams School, an independent day school in New London, CT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Scott Stimson is a financial advisor with Ameriprise in South Windsor, CT, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Voya Financial and its affiliates from 2014 to 2025 before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations through a centralized consulting team.

David McMahon is a CFP® professional at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Voya Financial and Voya Financial Advisors, INC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and tax-efficient services through a large network of financial advisors and branch offices nationwide.