Vincent Camera is a financial advisor with LPL Enterprise holding a Series 66 license and two years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he coaches youth baseball clinics and teams through Integrated Sports Training. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various managed portfolios and brokerage products through an integrated platform.

Oksana Glasser is a Series 66 licensed advisor at Merrill with nine years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she works as a consultant for Uber and is pursuing a New Jersey real estate license for potential personal use. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, and other institutional investors.

Michael Taylor is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Alicia Whearty is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Daniel Ortoli is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 credentials and bringing 34 years of industry experience. He previously worked at Metlife Securities Inc. for 28 years before joining Mass Mutual entities. Outside of his advisory role, he serves as an assistant football coach at Shelton High School and is a notary public. 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 offers tailored planning using firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

Kevin Kocovic is a financial advisor with Ameriprise Financial Services holding a Series 66 designation. He has been with Ameriprise since 2026 and has prior experience at Mioym Equities and involvement in the restaurant industry. Kocovic’s background also includes time spent at Fordham University and Salesian High School. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice, utilizing proprietary research and tools within a defined investment framework.

Nancy Liebermann is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 34 years of industry experience. Her career includes long-term roles at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1989, as well as positions at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. She is also an independent insurance agent offering a range of insurance products including dental, group disability income, and Medicare-related products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational programs, employing collaborative, software-supported analysis to deliver written recommendations tailored to client goals.

Richard Clifford is a CFP®-designated financial advisor with 36 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 12 years with Lincoln Financial Securities. Clifford is involved with Strategic Wealth Partners, LLC, a business related to his LPL activities and insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Ana Backa is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2009. Outside of her advisory role, she is a 50% owner of a clothing store called Sabrina's Style in Sandy Hook, Connecticut. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services with tailored recommendations based on Wells Fargo research, covering areas such as retirement, education, and specialized planning needs.

James Olivo is a financial advisor with Merrill in Ridgefield, CT, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, Olivo is involved with Ledley Food Service in a non-investment capacity. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ronald Molles Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

John Morris is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he operates a DBA named Sikorsky Financial Services Group in Stratford, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jennifer Tunnell is a financial advisor with Merrill in Fairfield, CT, holding a Series 66 designation and 8 years of industry experience. She has been with Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Joseph Divestea is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Raymond James since 2016 and previously held roles at Bank of America and Merrill. Outside of his advisory work, he is the owner of MDJM LLC, a business through which he leases commercial office space to Raymond James. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a notable focus on public finance and municipal work alongside its wealth advisory and institutional consulting services.

Luke Gowargy is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working at Shorehaven Golf Club and in the food service industry. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Raquel Torres is a financial advisor at Merrill with 8 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Bank of America, Wells Fargo Clearing, J.P. Morgan Securities, and Santander Securities. Outside of her advisory role, she serves as a consultant and independent contractor focused on full-service shopping. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jeffrey Hyman is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 65 designations and 15 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2020 before joining RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies based on each client’s risk profile and utilizes a combination of in-house and third-party investment managers.

Robert Guere is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has spent his entire career in financial services, focusing on helping clients solve complex financial issues and achieve their goals. Robert works closely with clients to develop personalized financial strategies that align with their long-term objectives. Robert's expertise includes college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, sports and entertainment, and retirement income. His approach emphasizes understanding each client's unique financial situation and creating tailored plans to help manage investment risk and pursue financial goals. He holds a Bachelor's Degree from Western Connecticut State University and has earned professional designations including Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). Robert is also active in his community as a member of the Rotary Club of Monroe. In his personal time, Robert enjoys baseball, golfing, music, reading, soccer, and spending time with his family.

Maria Frattaroli is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 1991. Merrill offers managed account services through its Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates model-based, discretionary, and related investment strategies within Bank of America’s platform, providing access to a wide range of products and services.

Gary Avidon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently affiliated with JPMorgan Chase Bank since 2007. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary process. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.