Michael Gill is a CFP® with 22 years of industry experience, currently affiliated with LPL Financial. His career includes roles at firms such as National Securities Corp, United Advisors, and Cetera. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced advisor-facing tools.

Timothy Debowes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked for Viking Construction, Inc. and Hathaway Property Management, Inc. for seven years and Compass Corporate Housing, LLC for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate managers and options, emphasizing diversification and modern portfolio theory.

Robert Outtrim III is a Series 66-licensed financial advisor with Merrill in New Haven, CT, bringing 15 years of industry experience. He has worked with Bank of America and Merrill Lynch since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal and third-party managers.

Ketan Shah is a CFP® and holds a Series 66 designation with 23 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. and related entities since 2017, following a four-year tenure at Citizens Investment Services Corp. Shah is also associated with Liberty Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and analytical tools, and supports municipal and public-finance work through an affiliated municipal advisor.

Theodore Koppy is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds the Series 66 designation and has worked at MassMutual Life Insurance Co. and MML Investors Services, LLC since 2023. Prior to this, he held positions at WVIT-TV, Daniel Guerra, and Waddell & Reed, Inc. Additionally, he is involved in outside insurance sales as an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance. MML 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 offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to develop written recommendations tailored to client goals.

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.

Margaret Arndt is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Cambridge since 2010. Outside of her advisory role, she is involved in several entrepreneurial and consulting ventures, including founding Sage Consulting, Inc. and Conscious Evolution Boston, where she engages in coaching, authoring, and speaking. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals and manages a multi-billion dollar asset base.

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.

Patrick Naughton is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked at LPL Financial since 2011 and was previously with Webster Investment Services, Inc. from 1999 to 2007. 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 provides a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a large network of investment adviser representatives.

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.

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.