Robert Walsh is a financial advisor with Centaurus Financial, Inc. in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Centaurus Financial since 2017 and is also president of the CT Institute of Finance, where he provides property and casualty insurance services and tax preparation. Additionally, Walsh is involved with Sound Coaching Inc., where he coaches clients and small businesses, serves as a keynote speaker, and hosts a radio show. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs various investment approaches and provides both discretionary and non-discretionary portfolio management through platforms such as CLASSIC Plus.

David Kania is a financial advisor with Sanctuary Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His prior roles include positions at UMB Distribution Services, LLC, First Pacific Advisors, Bragg Financial Advisors, Edward Jones, Sentinel Financial Services Company, Transamerica Investment Management, and Dana Investment Advisors. He serves as a non-compensated member of the Board of Directors for St. Vincent DePaul Mission of Waterbury, Inc., a nonprofit organization supporting individuals in challenging situations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop tailored investment strategies under firm supervision, offering various managed account solutions and acting as a fiduciary when a written advisory agreement is in place.

Zachary Bova is a financial advisor at Osaic Wealth, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Osaic, he worked in various roles including positions at Ski Butlers and Champlain Valley Equipment. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by technology and discretionary or third-party managed strategies.

Kersten Vamvakas is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Vamvakas worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of finance, Vamvakas coaches gymnastics at the Children's Studio for the Performing Arts in Shelton, Connecticut. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

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 with OSAIC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Securities America Advisors and IC Advisory Services. Michitsch also owns Brass City Financial LLC, a DBA through which he conducts securities-related business. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a broad range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, operating a large multi-advisor platform with multiple affiliated entities.

Achyuta Nidadavolu is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP®, ChFC®, PFS™, and Series 66 credentials and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

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 credentials and nine years of industry experience. He has worked at Wells Fargo Clearing for seven years and Wells Fargo Bank NA for fourteen years. Outside of his advisory role, he is involved in 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 in Naugatuck, CT, holding a Series 63 designation and 37 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1993. Outside of his advisory role, he conducts eBay sales as a home business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jon Laroche is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including one year at LPL Financial prior to joining Cambridge in 2011. Outside of his advisory work, Laroche is active with Kiwanis International and provides advice and strategic support to the Danbury Area Salvation Army. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides both discretionary and non-discretionary management across multiple platforms and custodians, and offers proprietary and third-party model strategies.

Ethan Sullivan is a Series 66-credentialed financial advisor with 14 years of industry experience, currently with J.P. Morgan Securities in Monroe, CT. He previously worked at Bank of America and Merrill from 2011 to 2024. Outside of his advisory role, he serves as a part-time seasonal youth alpine ski racing coach at Berkshire East Mountain Resort. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Its advisory process combines quantitative and qualitative research, with recommendations that incorporate ESG criteria and broader derivatives capabilities.

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.

Steffanie Arduini is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2026, she worked at Commonwealth Financial Network for four years and Boronski & Associates for fifteen years. She is also involved in fixed insurance sales and owns Arduini Adamowski Associates, LLC, a private entity facilitating securities, advisory, and insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals, employing analytical tools and risk profiling, and supports municipal and public-finance work through a unique municipal advisor affiliation.

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.