Donald Debiase Jr. is a financial advisor with Stifel who holds Series 63 and Series 65 designations and has 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010. Outside of his advisory role, he serves as a board member overseeing scholarship funds at Holy Cross High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Barry Michitsch is a financial advisor at OSAIC with 23 years of industry experience and a Series 66 designation. His prior experience includes roles at Securities America Advisors and IC Advisory Services. He is the owner of Brass City Financial LLC, a securities-related business. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with various portfolio management options that include both discretionary and non-discretionary accounts.

Donald Henry is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at Citigroup Global Markets for 11 years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports more than 14,000 financial advisors with both brokerage and advisory solutions.

David Omeri is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Wells Fargo Clearing since 2017 and Wells Fargo Bank NA since 2012. Outside of his advisory role, he is involved with a residential masonry and construction business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a range of investment strategies supported by technology and a broad suite of financial services.

Ralph Sgammato is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica since 2002 and previously worked at Hamilton Connections and ASML. Outside of advising, he serves as Operational Excellence Lead at Coca Cola Refreshment in Hartford, CT. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

Hyman Glasman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Citizens Securities, TD Ameritrade, Edward Jones, and Fisher Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

James Odonnell Jr. is a financial advisor with LPL Financial, holding the Series 63 designation and bringing 36 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1993. Outside of his advisory work, he operates a small eBay sales business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional services.

Jon Laroche is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Cambridge since 2011. Outside of advising, he is active in Kiwanis International and provides strategic guidance and community relations support for the Danbury Area Salvation Army. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and access to both proprietary and third-party strategies.

Joan Buonocore is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2011. 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 strategies designed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dirk Feather is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation and Series 63 license. He has 13 years of industry experience, having worked previously at NYLIFE Securities LLC and NYLIFE Distributors, LLC. Outside of his advisory role, he serves as a volunteer firefighter and EMT with the Bridgewater Fire Department, is president of a local business networking group, and consults for a micro farm. Mass Mutual Investors Services 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 a range of programs including wrap accounts and educational seminars, focusing on collaborative, annual financial planning engagements.

Philip Bensley is a financial advisor with Ameriprise in Southbury, CT, holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Bensley is also affiliated as an AFA with Nancy S Daoud & Associates. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement, generally requiring at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, offering a wide range of advisory, brokerage, and insurance solutions.

Dawn Rosa is a financial advisor with LPL Financial in Wolcott, CT, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has worked at LPL Financial since 2011 and Webster Investment Services since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services through a large network of investment adviser representatives and utilizes various strategies including model portfolios and third-party subadvisors.

Timothy Blankenship is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer and is a member of the Board of Directors for CT Storm. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide non-discretionary retirement income recommendations, delivered through a centralized consulting team in partnership with financial advisors.

Francesca Debonis is a financial advisor with LPL Financial in Middlebury, CT, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked with Bergamo Tax & Accounting Services and UBS Realty Investors. She is a business owner of FD Realty LLC and serves as a notary in addition to her tax preparation and accounting work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Nicholas Guiditta III is a financial advisor at Ameriprise with 27 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns two real estate businesses in Connecticut. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Suzanne Macero is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has been with Merrill since 2010. Outside of advising, she works as a banquet server with Vyne LLC. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides a range of model-based and discretionary investment strategies supported by internal and third-party managers serving individuals, high-net-worth clients, and institutional investors.

Alexander Cass is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Alexander Bauer is a financial advisor at Merrill with 14 years of industry experience. He has held his current position at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Bauer holds the Series 63 and Series 65 designations and is based in Southbury, CT. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Lariccia is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Northwestern Mutual, and several automotive dealerships. Outside of financial services, he works as a consultant and independent contractor for Amazon Flex. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gary Beane is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Lincoln Financial Advisors Corporation for 21 years and Veravest Investment Advisors, Inc. for one year. Outside of advising, he is involved in real estate sales and rentals as well as insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset managers.