Thomas D'avanzo is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in client-focused financial planning areas including college education planning, divorce transition planning, employee benefits planning, family wealth management strategies, portfolio management services, small business strategies, women and wealth, and retirement income. Thomas works collaboratively with clients to define and prioritize their financial goals, creating tailored financial roadmaps aimed at minimizing risk, maximizing profitability, preserving assets, and reducing financial uncertainty. Thomas holds a Bachelor of Science and a Bachelor of Business Administration from Manhattan University and is a Personal Investment Advisor (PIA). He is bilingual in Russian and English. His professional involvement includes memberships in the Brookfield Economic Development Commission, Brookfield, CT Lion's Club, Greater Danbury Connecticut Chamber of Commerce, and the Knights of Columbus. Beyond his advisory role, Thomas contributes to his community through participation in the Brookfield Food Bank and the Brookfield, CT Volunteer Fire Department. He pursues personal interests in boxing, golfing, ice hockey, music, rock climbing, surfing, and yoga.

Alison Masopust is a financial advisor with Stifel in Southbury, CT, holding a Series 66 designation and 19 years of industry experience. Her prior work includes roles at Bank of America, Merrill, and UBS Financial Services. Outside of her advisory work, she is involved with the Investment & Wealth Institute as a CIMA® Certification Commission member and participates in maintaining certification standards. Stifel serves a broad client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Paul Fitzpatrick is a financial advisor with OSAIC, holding a Series 66 designation and 25 years of industry experience. He previously worked at Sagepoint Financial, INC for 14 years and has operated Diversified Financial Solutions, P.C., a CPA firm providing accounting and tax preparation services, since 1984. He serves on the board of the YMCA of Naugatuck and has been involved in its capital campaign. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a wide range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

James Atkinson is a Series 66 licensed financial advisor with Merrill in Southbury, CT, and has 8 years of industry experience. He previously worked at Webster Bank for two years before joining Merrill. 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Luis Abella is a financial advisor with Edward Jones in New Milford, CT, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Abella serves on the board of the Visiting Nurses Association of New Milford. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Ivan Shiffman is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018, following prior roles at Ion Bank and Union Savings Bank. Outside of his advisory role, he serves as Vice Chairman of the New Milford Economic Development Corporation, a volunteer position focused on local economic initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 advisors across a broad branch network.

Michael Blaszczak is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at Tower Square Securities, Inc. and Veravest Investment Advisors, Inc. Additionally, he works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform offerings.

Klaus Engstler is a CFA® and ChFC® credentialed financial advisor with seven years of industry experience, currently serving clients at Edward Jones since 2019. His professional background is concentrated at Edward Jones, with a period of unemployment from 2016 to 2019. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm is notable for its extensive advisor and branch network, as well as its fiduciary standards and affiliated capabilities including trust services and securities-based lending.

Cailyn Paradise is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked for Lincoln Financial (formerly Liberty Mutual Benefits) from 2011 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates a nationwide network of financial advisors and branch offices.

James Coleman Sr. is a Series 63 credentialed financial advisor with 36 years of industry experience. He has been with LPL Financial since 2024 and previously operated the Coleman Financial Advisory Group for 18 years. Coleman serves as chairman of the Connecticut chapter of the Society of Financial Awareness and is an author on the topic of educated investing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisory resources and technology.

Wayne Locke Jr. is a CFP® with 39 years of industry experience, currently serving with Cetera. His prior roles include Matson Financial Advisor's, Inc., and Cetera Wealth Services, LLC. He is a board member of the New Milford Chamber of Commerce and owns a business providing expense management services. Cetera Investment Advisers LLC distributes financial services through a nationwide network of independent advisors, serving individual, corporate, and institutional clients. The firm offers diversified portfolio management and financial planning options, operating as a multi-manager platform with access to affiliated and third-party investment strategies.

Zachary Verdi is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, he held positions at Thermo Fisher Scientific, Johnson and Johnson, and Iqvia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment programs and utilizes a combination of model portfolios, third-party subadvisors, and customized strategies.

Matthew Garcia is a financial advisor with Merrill and holds a Series 66 designation. He has seven years of industry experience, including roles at Bank of America and Asset Inventories Inc. Outside of his advisory work, he serves as a consultant and independent contractor for Fortina Harbor Point LLC, where he assists with security and patron management at a rooftop bar in Stamford, Connecticut. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Peck is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities and David Lerner Associates, Inc. Peck’s background includes roles in various sectors prior to his current position. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of investment structures including registered investment companies.

Antonio Ciocca is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Cantella & CO., Inc. and AI Plan Services, Inc. He also provides financial planning and consulting services through Institutional Investment Consulting, an independent registered investment advisor. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Maximo Trama is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked previously with Wealthbuilding LLC, Mariano McGrath and Associates, and Charter Oak Financial. Outside of his advisory work, he has been involved in pizza delivery through a local business. Mass Mutual Investors Services, LLC 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 and money-manager services, with a focus on collaborative, annual financial planning engagements.

Todd Rubsamen is a financial advisor with Raymond James & Associates in Woodbury, CT, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a focus on non-discretionary relationships and a range of portfolio management approaches.

Mary Gray is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior roles include positions at Bank of America, Robert B. Ausdal & Co., Inc., and Probabilities Fund Management, LLC. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Salustro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. His prior work includes tenures at Merrill from 1999 to 2003 and LPL Financial from 2003 to 2004. Since 2016, he has been with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

Joseph Stango is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Merrill and Wells Fargo Clearing prior to joining Ameriprise. Outside of his advisory work, he serves on the Board of Directors for Dora's Voice and contributes commentary on Medicaid issues for local media outlets. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research and algorithmic analysis to provide tailored, tax-aware withdrawal strategies.