Justin Vescovi is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at institutions including M&T Bank, Webster Bank, and People's United Bank. He also serves as a notary public in Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, 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.

Sonia Caban is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has been with Cambridge Investment Research Advisors since 2013. Outside of her advisory role, she serves as president of Caban Financial, LLC, where she is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent financial professionals, providing tailored investment strategies across multiple platforms and custody arrangements.

John Hufnagel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Pruco Securities, LLC for 12 years and has been a business owner and partner at Amedeo Marano & Hufnagel PC since 2008. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing services through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with product sales.

Michael Becque is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His career includes roles at Merrill since 2020 and Bank of America from 2020 to 2024, as well as prior experience at Hallmark. Merrill, together 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Caraglior is a CFP®-certified financial advisor with 31 years of industry experience. He has worked at Ameriprise since 2017, including its affiliated entities, and previously spent over a decade at MetLife Resources. Outside of advisory work, he is involved in independent insurance brokering focused on universal life products. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Sarah White is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2026. She has been with Fidelity since 2019, previously serving as Vice President Wealth Planner and Financial Consultant. Prior to joining Fidelity, Sarah held various roles including Wealth Strategy Associate at UBS Financial Services Inc., Financial Consultant Vice President at Santander Investments Services LLC, Wealth Advisor at Gupta Wealth Management, and Senior Registered Client Service Associate at UBS Financial Services Inc. Throughout her career, Sarah has focused on financial planning and wealth management, helping families work toward life fulfillment through structured financial plans. She emphasizes the importance of planning to anticipate both the joys and challenges of life. Outside of her professional work, Sarah enjoys golf and traveling.

Edward Fredericks is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at Equitable Advisors since 2005 and previously held positions at AXA Advisors, Trusted Securities Advisors Corp., and Mony Securities Corporation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers its services through a network of Investment Adviser Representatives and utilizes a variety of third-party and proprietary advisory programs.

William Collins is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has four years of experience in the financial services industry, including roles at MassMutual Life Insurance Co. and Barnum Financial Group. Prior to his advisory career, he gained diverse experience across several industries and attended Sacred Heart University. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning with a range of asset management and educational offerings.

Christopher Maciejak is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 23 years of industry experience. He has been with Ameriprise since 2006, including six years at the current firm. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Haddam Killingworth Little League. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

Guillermo Torres Jr. is a financial advisor with Merrill in New Haven, CT, holding a Series 66 designation and six years of industry experience. He has been with Merrill and its parent company Bank of America since 2015. Prior to his current role, he worked for Luxury Brand Holdings / Ross-Simons for seven years. Merrill, together 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 offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients, including individuals, high-net-worth investors, and institutions.

John Capece is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Voya Financial Advisory for seven years and has been with LPL Financial since 2021. Outside of his advisory role, he works as a substitute teacher at Grammer School in North Haven, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Timothy Lassen is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at VOYA Financial Advisors for seven years before joining LPL Financial. Outside of his advisory role, Lassen is involved with Brokers Service Marketing Group, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a national network of investment adviser representatives.

Jarrod Slater is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a corporator for Milford Hospital, helping to organize charity events. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Bryan Duffy is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual. Outside of his advisory role, he assists clients with Medicare coverage options through a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by in-house research and third-party portfolio managers.

Michael Massa is a financial advisor with Equitable Advisors in Hamden, CT, holding a Series 66 designation and four years of industry experience. Prior to his current role beginning in 2022, he worked at Del Mar Union School District for six years and at Point Loma Nazarene University for three years. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers. The firm’s approach includes matching clients to advisory models and discretionary managers, utilizing a range of investment vehicles and fiduciary services for qualified plans.

Erin Smith is a Series 65–licensed financial advisor with Edelman Financial Engines, based in Oakville, CT. She has three years of industry experience, including roles at Financial Engines Advisors L.L.C. since 2022 and Bank of America from 2015 to 2022. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Victor Garra is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of his advisory role, he works as an independent insurance agent specializing in life insurance, disability, long-term care, fixed annuities, and health insurance. MassMutual 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, focusing on collaborative, goal-driven planning with optional implementation of recommendations through brokerage or insurance arrangements.

Raymond Goskowski is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and 14 years of industry experience. His previous roles include positions at Guardian Life Insurance Company and Northwestern Mutual Wealth Management Company. He is based in Shelton, CT. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and offers event-driven planning programs such as estate settlement and employer-sponsored planning.

Richard Wolf is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Woodbury Financial Services, Infinex Investments, Newtown Savings Bank, and Prudential. He serves as a board member for several nonprofit organizations in Trumbull, CT, including the Tashua Fathers Club and local soccer clubs. 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, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Michael Blaszczak is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Blaszczak has been with Cambridge Investment Research Advisors since 2007 and also works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, delivering customized strategies across multiple platforms and a mix of discretionary and non-discretionary management options.