Charles Rousseau is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including roles at MassMutual Life Insurance Company and MetLife Securities. He is also a broker and agent for ClearPath Financial Solutions LLC, specializing in individual and group health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to client goals.

Owen O Donnell is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill from 2019 to 2021 and has a varied work history including roles at East Carolina University and the Old Lyme Police Department. Outside of his advisory work, he is involved with Hub and Spoke Operational Support LLC, assisting clients with financial planning, and owns a property management business, Shore Estates LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning through a combination of research, algorithmic tools, and a centralized service team.

Matthew Spring is a CFP® professional with 10 years of industry experience. He joined Wells Fargo Clearing in 2025 after a decade at Stifel Nicolaus & Co Inc. Spring serves on several nonprofit boards, including the Mystic YMCA and the Stonington Historical Society, where he participates in governance and fundraising activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products and acts as an ERISA fiduciary when advising clients.

Kariann Walker is a financial advisor with Merrill in Mystic, CT, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. She has been with Merrill since 2009. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Alexandre Demetrio is a financial advisor with UBS Financial Services in New London, CT, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with UBS Financial Services since 2011. He serves as finance chair and board member for Madison A Better Chance of Connecticut, a nonprofit focused on supporting talented young men of color through education and leadership development. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Erika Campbell is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2005, working in Mystic, CT. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Sloan is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 15 years combined prior to joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities, using a model-driven investment approach and offering access to third-party asset managers and insurance products through affiliated entities.

James Burns is a financial advisor with LPL Financial in Westerly, RI, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 28 years of industry experience, including prior roles at Northstar Wealth Partners LLC, Dime Bank, Securities America Advisors, Inc., Brecek & Young Advisors, Inc., and CUNA Brokerage Services, Inc. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Richia Allen is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2021. Allen has also been associated with Westerly Community Credit Union since 2016. She is a certified notary in Waverly, RI. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wayne Devoe is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 1988 and has been serving clients and their families for more than 30 years. In his role, Wayne assists clients in building wealth management strategies tailored to their individual needs, focusing on delivering a comprehensive approach that starts with listening and helping clients make informed decisions. Wayne's areas of expertise include college education planning, family wealth management strategies, personal retirement planning, and women and wealth. He holds a Bachelor's degree from the University of Connecticut and a Master's degree from the University of Hartford. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He currently resides in Old Saybrook with his wife, Patty, and has three grown children. Outside of his professional work, Wayne enjoys biking, hiking, and swimming.

Seth Burzycki is a financial professional with Cetera, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at Cetera and affiliated entities since 2025 and has been involved with Guided Financial Strategies LLC since 2020. Outside of financial advising, he serves as a board member for a retail appliance business and works as a staff pharmacist for a medication delivery service. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Derek Pirruccello is a Wealth Management Advisor and Senior Vice President with the Holloway Pirruccello Group at Merrill. He has been with Merrill Lynch Wealth Management since 2007 and focuses on providing tailored financial planning and wealth management services. Derek holds several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Financial Planning Association and served as the President of the Estate and Tax Planning Council of Eastern Connecticut. Derek also contributes to his community as a board member and officer for the Child and Family Agency of Southeastern Connecticut. He earned a Master's degree from the University of Michigan and a Bachelor's degree from the University of North Texas, graduating magna cum laude. Outside of his professional commitments, Derek enjoys golfing, hiking, music, reading, skiing, and spending time with his family. He resides in Waterford, CT with his wife and two children and is active in his local parish church.

Brian Bishop is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and has been with Wells Fargo Clearing since 2016. 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.

Robert Tassone is a financial advisor with Morgan Stanley in Mystic, CT, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Michael Gula is a financial advisor with Cambridge Investment Research Advisors in Niantic, CT, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2010. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Richard Strickley is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2009, previously working at Bank of America. Outside of his advisory role, he is a co-owner of a family rental property business in Mystic, Connecticut. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party managers.

Daniel Wilson is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Wilson is a manager and partner at Net Flows, LLC, a consulting business. Ameriprise provides retirement-income planning services for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Laura Saborio is a financial advisor at UBS Financial Services with 21 years of industry experience. She has previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, where she spent over two decades. Laura holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Joseph Kotula is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His career includes 23 years at MetLife Securities Inc. and ongoing roles at Mass Mutual Investors Services and MassMutual Life Insurance Co. He is also active as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, LTC, Medicare-related products, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning and a range of specialized services such as divorce and estate settlement planning.

Thomas Robarge is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 credentials and 27 years of industry experience. He has worked at LPL Financial since 2019 and previously spent five years with Cambridge Investment Research. Robarge also operates a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by proprietary research and technology tools.