Corbin Couture is a financial advisor with OSAIC Institutions, Inc. He holds a Series 66 designation and has 15 years of industry experience. His prior roles include positions at Securities America, Inc., Securities America Advisors, Infinex Investments, Inc., and Harvest Capital Advisors, LLC. Outside of advising, he is also involved in insurance sales. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management.

Kelly Gorreck is a financial advisor at First Command Advisory Services with eight years of industry experience. She holds the Series 66 designation and has worked exclusively within the First Command family of companies since 2018. Outside of her advisory role, Gorreck owns and operates KG Services LLC, which serves as the tax and liability protection entity for her financial advisory business. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, delivering discretionary portfolio management through a centralized Investment Management Team and Wealth Portfolio Managers.

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.

Allyson Baroni is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2011, following a two-year tenure at Eaton Vance Management. 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, pension plans, corporations, and charitable organizations.

Joseph Markim is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Capitol Securities Management, Raymond James Financial Services, and Santander Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, portfolio management programs, and institutional platforms, supported by a large network of investment adviser representatives and a range of strategic and tactical investment options.

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 in New London, CT, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 15 years with Metlife Securities and Metropolitan Life Insurance Company, as well as six years at Ameriprise. Berling is also the managing partner and owner of Berling & Associates since 2016. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using advanced tools and emphasizes tailored investment strategies without discretionary authority.

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 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, Edward Jones, and A.G. Edwards & Sons, Inc. Outside of his advisory work, he is involved with Mystic Financial Group LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, and access to institutional platforms, supported by a large network of investment adviser representatives.

Ryan Pellegrini is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Commonwealth Financial Network and Chelsea Groton Bank. Pellegrini also operates Doherty Financial Services, LLC, an entity related to his advisory business. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Jane Cohen is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2019. Prior to that, she was employed by the Town of Norwell for twelve 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Holloway is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on connecting clients with tailored financial plans that support their personal goals, including education funding, retirement planning, and long-term family objectives. He emphasizes transparency and simplicity in navigating the complexities of investing and wealth planning. Christopher holds a Bachelor's Degree from Salve Regina University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise encompasses senior vice president responsibilities, portfolio advising, and comprehensive financial advisory services. Beyond his professional duties, Christopher is active in his community through various roles such as a baseball manager and coach for East Lyme Babe Ruth and Old Lyme Little League Baseball. He volunteers with organizations including Junior Achievement, Lyman Allyn Museum, Old Lyme Youth Soccer, and the Salvation Army. He also serves on several advisory boards, reflecting his commitment to community involvement.

Sandra Cross is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has been with Merrill since 2016. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Lisa Fratoni is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 34 years of industry experience. She worked at Stifel Nicolaus & Co Inc for 20 years prior to joining Wells Fargo. Outside of her advisory role, she is a commissioned notary in Oakdale, Connecticut. 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 both brokerage and advisory solutions.

Santino Funaro is a Financial Advisor at Merrill Lynch Wealth Management based in the Mystic, CT office. He joined Merrill Lynch in 2022, bringing experience from four years in the financial services industry in East Greenwich, Rhode Island. Santino works with families and business owners, focusing on retirement planning, college education planning, and family wealth management strategies. He adopts a relationship-first approach, providing consistent and transparent financial guidance tailored to clients' personal goals. As a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA), Santino collaborates with clients’ accountants, attorneys, and other advisors to ensure a coordinated and comprehensive planning process. He leverages the full range of resources available at Merrill Lynch to develop customized strategies that help grow and preserve client wealth. Santino earned his bachelor's degree from Roger Williams University, where he was a member of Beta Alpha Psi and Beta Gamma Sigma honor societies. Outside of his professional work, he enjoys basketball, boxing, hiking, interior decorating, music, traveling, spending time with his family, watching movies, and writing.