Mary Mattke is a financial advisor with Osaic Wealth, Inc. She holds a Series 63 designation and has 48 years of industry experience. Prior to joining Osaic in 2025, she worked at Lincoln Financial Advisors for 24 years. Outside of her advisory role, she provides coaching services focused on helping individuals identify their dreams, purpose, mission, and vision. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms, offering integrated brokerage, investment advisory, financial planning, and access to third-party money managers. The firm employs tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Adam Soklow is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to achieve their personal and financial goals. He focuses on developing engagement strategies that align with each client's specific planning needs to foster comfort and confidence throughout the process. Adam's professional experience includes roles as an Investment Consultant at Fidelity Investments from 2023 to 2026 and as a Financial Solutions Advisor at Merrill Lynch between 2019 and 2023. This background has provided him with experience in financial planning and investment consulting. Outside of his professional work, Adam's personal interests include family activities, fitness, and spending time with pets.

Paul Rohner is a financial advisor with Ameriprise in Bristol, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, algorithm-supported advice primarily for assets managed within Ameriprise.

Anna Gaudet is a financial advisor with Cetera who holds a Series 66 credential and has six years of industry experience. She previously worked at BNY Mellon Asset Management for six years and has been involved with Shiman Partners LLC since 2019, where she serves as Operations and Communications Manager. Outside of finance, Gaudet is a part owner of Gauvo Studios LLC, a voice-over services business, and serves as Treasurer on the Board of Canton Little League. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Daniel Chapin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he collaborates with clients and their families to develop and refine financial plans aimed at achieving their financial goals. He emphasizes maintaining open communication and regularly monitors and adjusts plans in response to market changes and client circumstances. Daniel has been with Fidelity Investments since 2013, progressing through roles including Retirement Relationship Manager, Investment Consultant, and Financial Consultant. His experience encompasses various aspects of financial consulting and retirement planning, supporting clients in identifying strategies to enhance their financial plans. Outside of his professional responsibilities, Daniel's personal interests include family activities, fitness, football, movies, and traveling.

Marissa Saponare is a financial advisor at Merrill with 27 years of industry experience and holds Series 63 and Series 65 licenses. She has worked at Merrill since 2012. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Brianna Gambacini is a CFP® and Series 66-registered financial advisor with Ameriprise in Waterbury, CT, bringing two years of industry experience. Her background includes roles at Gentle Care Animal Hospital and academic positions at the University of Connecticut and North Carolina State University. She is also involved in managing her own advisory business, Honey Badger Management. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Melia Chung is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Cetera and its related entities since 2017, with prior experience at Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

George Dominello is a financial advisor at RBC Capital Markets with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as treasurer on the board of directors for Esprit, a charitable foundation focused on supporting local community initiatives. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Rosario Pulino is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and serves as Vice President at Liberty Bank, where he has worked since 2015. Pulino has also been involved with Liberty Bank Investment Services since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ryan Bagley is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2009 and holds Series 63, Series 65, and Series 66 licenses. Outside of his advisory role, Bagley coaches youth ski racing at Berkshire East Ski Resort in Massachusetts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets services.

Michael De Corleto is a financial advisor at UBS Financial Services with 25 years of industry experience. He has held positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. prior to joining UBS. De Corleto holds Series 63 and Series 65 designations. UBS Financial Services supports individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets and research resources to tailor investment strategies.

Matthew Dupont is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments since 2023, progressing through roles including Financial Services Representative and Planning Consultant before becoming a Financial Consultant in 2026. Prior to joining Fidelity, he worked at Voya Financial as a Product Development Specialist and Client Relationship Manager from 2017 to 2023. Matthew collaborates closely with clients and their families to understand their unique financial planning needs. He and his team develop comprehensive financial plans tailored to individual goals, aiming to simplify clients' lives and help them focus on their priorities. Outside of his professional work, Matthew enjoys personal activities such as camping, family activities, golf, movies, and skiing.

Ryan Kubasek is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2016, following a brief period at Neuberger Berman LLC. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michelle Foley is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked with Mass Mutual Investors Services since 2017, following stints at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Scott Miller is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and over 27 years of industry experience. He has worked with Liberty Bank and Liberty Investment Services since 2012, serving clients primarily in Newington, CT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary planning and analytical tools to support client goals.

Hannah Verdi is a financial advisor at LPL Financial with two years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at MetLife Group, Raven Capital Management, and FactSet. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.

Phyllis Puckette is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2014. She is based in Canton, CT, and has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gilbert Garceau is a financial advisor with UBS Financial Services in Torrington, CT, holding a Series 63 designation and 39 years of industry experience. He has been with UBS Financial Services since 1986. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor client plans.

William Micari is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he serves on investment committees for the Main Street Community Foundation and St. Paul Catholic High School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management and platform options.