James Carney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has led Carney Financial Group as president since 2005 alongside his role at Commonwealth. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of managed account programs, third-party asset manager access, and comprehensive adviser support services.

Miles Joyner is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with Bankers Life in various capacities since 2024. Prior to his financial services career, he worked in media and marketing roles, including positions at iHeartMedia and Apollo Solution Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Mitchell Glicksman is a CFP® professional with 28 years of industry experience, currently serving at Kestra Advisory since 2025. Prior to joining Kestra, he spent 21 years at Commonwealth Financial Network. He is a member of Evergreen Financial Associates, LLC, an entity through which he conducts his securities and financial planning business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, supporting large institutional investors with a variety of third-party managed solutions and complex investment products.

Joseph Markim is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Capitol Securities Management, Raymond James Financial Services, and Liberty Bank. 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. The firm provides financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Raquel Torres is a financial advisor at Stifel with two years of industry experience. She holds a Series 66 designation. Prior to joining Stifel, she worked in various roles across sectors including education at Chaminade University of Honolulu and real estate with Zillow. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing analyses and guidance for asset allocation, retirement, insurance, and estate planning.

Michael Berling is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at MassMutual and its affiliates since 2016, and previously spent 15 years at MetLife Securities and Metropolitan Life Insurance. Berling is also the managing partner and owner of Berling & Associates. Mass Mutual Investors Services operates as 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 uses software-driven analysis to develop written recommendations and offers specialized planning programs including divorce and estate-settlement planning.

Jacquelin Rossi is a financial advisor with Merrill in Mystic, CT, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill Lynch since 2008. Outside of her advisory role, she is also employed as a retail associate at TJ Maxx. 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 offers a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Michael Mondello is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2019 and previously spent six years with Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research, and technology solutions.

Ryan Pellegrini is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with LPL Financial since 2023 and previously worked at Commonwealth Financial Network and Chelsea Groton Bank. Pellegrini is also involved with Doherty Financial Services, LLC, an investment-related business. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Leah Goldenthal is a financial advisor at Stifel with seven years of industry experience. She has held positions at Stifel since 2018, as well as roles at GroupeConnect and Digitas prior to that. She holds the Series 66 designation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Viola Hubert is a financial advisor at Fidelity with 20 years of industry experience. She holds the Series 66 designation and previously worked at Stifel Nicolaus & Co Inc for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Brian Cacace is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2008 and is currently associated with Bank of America, N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies primarily for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dominic Carfora is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Bank of America, Corbin Advisors, and Delphian Trading, as well as various engagements with Quinnipiac University and involvement with the Conny Lacrosse Tournament. 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, offering model-based and discretionary investment strategies for a range of client types including individuals, high-net-worth clients, and institutions.

Utpal Parekh is a financial advisor with LPL Financial in Colchester, CT. He holds the CFP® and ChFC® designations and has 17 years of industry experience. Prior to joining LPL Financial in 2022, he worked at People's United Advisors and People's Securities, Inc. from 2014 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Christopher Holloway is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on developing personalized financial plans that align with clients' individual goals, such as funding education, retirement planning, and addressing potential healthcare costs. He works closely with clients to provide transparent and straightforward wealth management services. Christopher holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. He earned a Bachelor's Degree from Salve Regina University. His expertise includes serving as a Senior Vice President and Portfolio Advisor. Beyond his professional work, Christopher is involved in various community and professional organizations. He has held board positions with Catholic Charities of SE CT, East Lyme Babe Ruth Baseball, Junior Achievement of CT, Old Lyme Little League Baseball, and the Salvation Army of New London. He also volunteers as a coach and manager for youth baseball and soccer, and supports fundraising efforts for Junior Achievement, the Lyman Allyn Museum, and the Salvation Army.

Lisa Fratoni is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She previously worked for Stifel Nicolaus & Co Inc for 20 years. Outside of her advisory role, she is a commissioned notary. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice with an IPS-driven approach grounded in modern portfolio theory.

David Cormier is a financial advisor with LPL Financial in Westwood, MA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He previously worked at Janney Montgomery Scott for 16 years before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Santino Funaro is a Financial Advisor at Merrill Lynch Wealth Management, joining the firm in 2022. He serves as the main point of contact for clients' financial goals and leverages a range of resources and specialists available at the firm to provide tailored financial plans. Santino works with families and businesses, employing a relationship-first approach that emphasizes consistent and transparent financial guidance aligned with clients' personal goals. Santino's expertise includes college education planning, family wealth management strategies, and personal retirement planning. He holds the Certified Plan Fiduciary Advisor (CPFA) designation and is a Personal Investment Advisor (PIA). His experience includes collaborating with clients' accountants, attorneys, and other advisors to ensure coordinated and comprehensive planning. He earned a Bachelor's degree from Roger Williams University and is a member of professional organizations including Beta Alpha Psi and Beta Gamma Sigma. Outside of his professional work, Santino enjoys basketball, boxing, hiking, interior decorating, music, spending time with his family, traveling, watching movies, and writing.

Joseph Mariani Jr. serves as a Senior Resident Director and Financial Advisor with Merrill Lynch Wealth Management. He specializes in capital preservation and growth strategies, including wealth-management services, asset allocation, investment selection, options and hedging, and income tax minimization for both individuals and business owners. Joe also focuses on asset management through the utilization of top managers worldwide. His client focus areas include divorce transition planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and small business strategies. Joe earned a Bachelor's Degree in Political Science from Providence College in 1989. He began his career as a Naval Aviator, flying two different carrier-based aircraft before joining Merrill Lynch Wealth Management. In 2007, he earned the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. He also holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Joe has been named to the Forbes "Best-in-State Wealth Advisors" list multiple times, as well as the Forbes "Best-in-State Wealth Management Teams" list as a member of the McBride Mariani Group. Residing in Waterford, Connecticut, Joe lives with his wife, Gwen, and their two sons, Joe and Nicholas. He is involved in the community through participation in Waterford American Legion Baseball, serving on the Mitchell College Board of Trustees, and membership in the VFW and American Legion. His personal interests include baseball, cooking, and skiing.

Daniel Spring is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He previously worked for Stifel Nicolaus & Co Inc for 20 years before joining Wells Fargo Clearing in 2025. He holds Series 63 and Series 65 licenses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, and it includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.