Yogesh Kamdar is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies that help clients pursue their long-term financial goals. Since joining Merrill in 1993, Yogesh has worked with both individuals and businesses to develop customized financial plans focused on retirement planning, portfolio management, tax minimization, and executive compensation, among other areas. His approach emphasizes understanding each client’s full financial picture and maintaining focus on personal objectives regardless of market fluctuations. Originally from India, Yogesh earned Bachelor's degrees from Saurashtra University and Gujarat University before relocating to the United States in 1988. He began his career as a business manager for the City of Worcester, Massachusetts, and subsequently joined Prudential Insurance Company, where he gained experience in insurance, investment products, and wealth planning. Yogesh holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English, Hindi, and Gujarati. In addition to his professional work, Yogesh participates in community volunteering consistent with Merrill’s traditions. His personal interests include badminton, bowling, chess, pickleball, reading, table tennis, traveling, and yoga.

John Occhipinti is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2018. In his role, he collaborates with clients to build, implement, and monitor individualized financial plans. He has over a decade of experience in the financial services industry, having previously worked as a Financial Advisor at Barnum Financial Group from 2015 to 2018 and at Merrill Lynch from 2011 to 2015. Prior to that, he was an Associate at Fortress Investment Group from 2006 to 2011. Outside of his professional work, John has interests in baseball, football, golf, traveling, and exploring culinary experiences.

Matthew Silva is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Enterprise, he worked in various roles including at Northwestern Mutual and BJ's Wholesale Club. Silva is active as a sports coach with several local organizations including the Connecticut State Referee Program and Danbury Public Schools. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

David Rosenthal is a financial advisor with LPL Financial in Westport, CT, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining LPL Financial in 2026, he worked at UBS Financial Services for six years and Raymond James & Associates for four years. Outside of his advisory role, he is involved as a partner in several small businesses, including a lifestyle brand owned by his wife, Kerri Rosenthal, where he oversees financial reviews. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Eric Gerhard is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He previously worked at MetLife Securities Inc. for nine years and has been with Mass Mutual and its affiliated companies since 2016. Outside of his advisory role, he is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software and offers specialized planning services such as estate settlement and employer-sponsored programs.

Kevin Brown is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 designations and has 42 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is also the owner of Southport Harbor Wealth Advisor, a separate investment advisory business. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer advisory programs.

Gabriel Giusto is a financial advisor at LPL Enterprise with Series 66 registration and less than one year of industry experience. His prior background includes roles outside the financial sector and attendance at the University of Connecticut. He is also involved in non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, brokerage products, and insurance through an integrated platform that combines adviser programs with active product sales.

Karl Moosburger is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes four years at Northwestern Mutual Life Insurance Company before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a large nationwide network of advisors and branch offices.

Michael Fulton is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.

Derek Ciampini is a financial advisor with Raymond James & Associates in New Haven, CT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Outside of his advisory role, Ciampini owns and maintains rental real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad adviser network and comprehensive research resources.

Thanh Tran is a financial advisor at J.P. Morgan Securities with 12 years of industry experience and a Series 66 designation. Prior to joining J.P. Morgan, Thanh worked at Park Avenue Securities, Northwestern Mutual, The Guardian Life Insurance Company, and Prudential. Outside of his advisory role, he is involved with Property Prep LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services through a select group of Wealth Advisors, with a focus on funds and strategies approved through internal review processes.

Kelley Hart is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he serves as a member of the Town of Orange Historic District Commission. 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 recommendations on a non-discretionary basis while clients retain final decision-making authority.

Gina Douvas serves as the Senior Resident Director at Merrill Lynch Wealth Management in Fairfield, Connecticut, a position she has held since 2009. She manages a team that provides financial strategies tailored to high-net-worth individuals, families, entrepreneurs, and endowments. Leveraging resources from Merrill and the Bank of America Private Bank, she supports clients in pursuing their financial goals and managing risk. Gina began her career in financial services in 1991, joining Merrill Lynch in 2007 after thirteen years at Smith Barney in New York City. There, she contributed to the firm's largest stock-option planning team, focusing on strategies for C-Suite executives. Her earlier experience includes work as a portfolio analyst on investment strategies for institutional, corporate retirement, and private pension plans. She holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gina earned a Bachelor of Arts in Psychology from Stony Brook University and an MBA in Finance from Pace University's Lubin School of Business. Active in her community, Gina serves on the Advisory Board of the Charles F. Dolan School of Business at Fairfield University and supports organizations such as the Girl Scouts of Connecticut, Norma Pfriem Breast Center, Paulie Strong Foundation, and The Smilow Cancer Hospital. Born in Astoria, New York, she is fluent in Greek and enjoys activities including biking, cooking, football, golfing, music, photography, tennis, traveling, volleyball, and spending time with her family.

Micaela Walsh is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Prior to joining Fidelity, she held various roles including positions at Bucknell University and Essex Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods, and serves multiple registered investment companies with formally established governance and oversight procedures.

Karen Knettel is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 66 designations and 29 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory work, she operates a YouTube cooking show focused on art and culture. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.

Nicholas Francia is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. Francia is a member of the Advisory Committee on Finance Issues for The ESOP Association, a peer-sharing group focused on ESOP-related developments and best practices. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client strategies.

Casey Odo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Cadaret Grant & Co., Inc., Securities America, and Investacorp Advisory Services Inc. Outside of his advisory work, he is involved in a non-investment business activity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products within an integrated platform.

Paul Blanco is a Series 66-licensed financial advisor with Mass Mutual Investors Services. He has been in the financial services industry since 2023, with prior experience at Barnum Financial Group and MassMutual Life Insurance Co. Blanco is also active as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. 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, delivering collaborative, goal-based recommendations without discretionary authority.

Brian Parmelee is a CFP®-certified financial advisor with 13 years of industry experience. He has worked with MassMutual Investors Services since 2017 and has additional experience with Massachusetts Mutual Life Insurance Company and Metlife Securities. Outside his advisory role, he acts as a broker for Risk & Insurance Associates, selling fixed life insurance and related products, and assists clients with life settlement transactions. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning engagements.

Tristan Lawrie is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. He has been with LPL Financial since 2012. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.