Daniel Cirino is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2026, he held positions at Valenti Volkswagen of Old Saybrook and AAA Club Alliance. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Sandra Bertrand is a financial advisor with Merrill in Glastonbury, CT, holding a Series 66 designation and 24 years of industry experience. She has been with Merrill since 2006. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s approach involves model-based and discretionary investment strategies implemented by affiliated managers, integrated within the broader Bank of America platform.

Andrew Garstang is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of advising, he serves as Chief Operating Officer and Chief Marketing Officer for Watermark Management Partners and is President of the Southington-Cheshire Community YMCA Board of Managers. He is also a Connecticut-appointed notary public providing free notary services to clients. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory services delivered through a centralized retirement-income consulting team to support its clients.

Ashmal Baig is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials. Baig has been with Wells Fargo since 2022 and previously worked in retail and education sectors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Brennan Mc Mahon is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His prior roles include positions at Lincoln Financial Distributors and Equitable Advisors. He has also worked outside the financial sector in fitness and hospitality. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm employs a centralized consulting team that delivers written, non-discretionary recommendation reports using research-driven and algorithmic methods, alongside a broad range of advisory, brokerage, and insurance solutions.

Susan Banville is a financial advisor at Edward Jones with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 1999. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of investment strategies and affiliated services under a fiduciary standard.

Sherry Turner is a financial advisor with Merrill in Hartford, CT, holding a Series 66 designation and nine years of industry experience. Prior to joining Merrill, she worked at Voya Financial Advisors and Wells Fargo Advisors. Outside of her advisory role, she is an independent affiliate marketer promoting a digital marketing education program called Selling with Confidence. 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 broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Ronald Gallant is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Sagepoint Financial Inc., Cambridge Investment Research, and TD Bank. Outside of his advisory work, he is involved in real estate through ownership and partnership in several LLCs focused on property acquisition and management. OSAIC serves a diverse range of clients, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes a variety of asset-allocation tools and supports discretionary and non-discretionary portfolios spanning stocks, bonds, mutual funds, ETFs, and alternative investments.

Ryan Kennedy is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2022, with prior experience at Cantella and Co., Inc. and RCK Wealth Management, where he is also a principal. Cetera Investment Advisers LLC is an SEC-registered adviser serving a nationwide network of independent advisors and a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Sebastiano La Rosa is a financial advisor with Ameriprise in Portland, CT, holding Series 63 and Series 66 licenses and having two years of industry experience. His career includes roles at Bank of America, Merrill, Wells Fargo Securities, and other firms. Outside of finance, he coaches youth soccer through Soccer XS, LLC and serves as a consultant for Connecticut Rush Select. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service, which provides tailored retirement planning through a centralized team delivering written recommendation reports and ongoing advice.

Srikumar Ramanan is a financial advisor with Morgan Stanley in Hartford, CT, holding a Series 63 designation and 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets beginning in 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning services, managing approximately $2.74 trillion in client assets.

Richard Howell is a financial advisor at Cetera with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Cetera in 2019, he worked at Foresters Financial for seven years. Outside of finance, Howell is involved in historical reenactments and lectures, serving as president of Historic Lectures and Living History, and holds trustee and board positions with several historical societies and organizations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Ryan Cartelli is a financial advisor at Ameriprise Financial Services LLC with one year of industry experience. He holds a Series 66 designation. Prior to joining Ameriprise, he worked at Giraffe Media Group and NewDay USA, and he is a volunteer assistant football coach at Xavier High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on providing written recommendation reports and ongoing retirement-income planning advice using a combination of investment research and algorithmic tools.

Sean Gavin is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Gavin owns Gavin & Dolliver Wealth Management LLC and serves on the Rocky Hill Board of Education. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Raymond Powell Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 33 years of industry experience, including roles at Cambridge Investment Research, Inc. since 2011 and operating Rw Powell Enterprises Inc. since 1987. Outside of investment advisory, he manages Powells Income Tax Services, where he prepares income taxes. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Dan Mayorov is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their family's goals and priorities. He emphasizes building plans, exploring strategies for improvement, and maintaining open communication as clients' needs evolve. He has been with Fidelity Investments since 2021, progressing through roles including Financial Representative and Investment Consultant before becoming a Financial Consultant in 2023. Prior to Fidelity, Dan worked as a Member Consultant II at BECU from 2016 to 2021. Outside of his professional work, Dan has interests in cars, fitness, outdoor adventures, parenthood, and swimming.

Cole Butkovsky is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and three years of industry experience. He has held roles at Charles Schwab Bank SSB since 2024 and Charles Schwab since 2022, with prior experience at Stratford Steel LLC, Olympic Regional Development Authority, Alburg Golf Links, and Clarkson University SAS Center. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment opportunities within an integrated operational structure.

Jason Ellis is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. His prior roles include positions at Valic Financial Advisors, Transamerica Investors Securities Corporation, and Charles Schwab. Ellis is also active in higher education, teaching undergraduate and graduate courses as adjunct and affiliate faculty at institutions including Southern New Hampshire University, Johnson and Wales University, Southwestern College, and Maryville University. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver diverse investment solutions including discretionary and non-discretionary advisory services, fund advisory, and model portfolios.

Anthony Sardo is a financial advisor with RBC Capital Markets in Farmington, CT, holding Series 63 and Series 65 designations and 21 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Chase Beloin is a financial advisor at LPL Financial with a Series 66 designation and no industry experience to date. His prior roles include positions with the University of Massachusetts-Boston, Suffield Academy, Avon Public Schools, and Wood n' Tap in Farmington, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and technology.