Philip Overton Jr. is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has worked at Prudential Insurance Company of America since 1983 and joined LPL Enterprise in 2024. Outside of his advisory work, he serves on the Westerly Town Council and is a member of the Westerly Republican Town Committee. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Leland Wilcox III is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, Securities America Advisors, Inc., Securities America, Inc., and Investacorp Advisory Services, Inc. His career spans a range of advisory roles over more than two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Seth Panucci is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he collaborates with a team of financial professionals dedicated to serving affluent and high-net-worth individuals and families across the United States. He focuses on developing customized strategies aimed at achieving both short- and long-term financial goals for his clients. Seth advises on retirement and wealth planning, investment guidance and risk management, as well as wealth transfer strategies. He works closely with clients during significant life transitions that have financial implications, such as promotions, job changes, divorce, retirement, and inheritance events. Seth holds the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute at the Wharton School and is also a member of the Investments & Wealth Institute. He is a qualified Portfolio Manager, capable of building and managing personalized strategies that include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Seth graduated from the University of Connecticut. Outside of his professional work, Seth serves on the boards of the Noank Community Support Services Group and the Mystic Lions Club, contributing to community initiatives. He enjoys boating, fishing, golfing, ice hockey, and spending time with his family.

Jeffrey Fazio is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 1989 and joined Merrill Lynch in 1994. He holds a Bachelor's Degree in Finance from New York University and holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). With over 25 years of experience, Jeffrey focuses on providing proactive advice and guidance in areas such as professional investment management, liability structuring, philanthropic planning, trust and estate strategies, education planning, family wealth management strategies, and managing new wealth. He designs integrated wealth planning initiatives tailored to clients’ investment preferences, time frames, cash-flow needs, and life priorities. Jeffrey and his wife live in Brooklyn, NY, where they raised their two daughters. Outside of work, he enjoys sailing on Fisher’s Island Sound, playing bass guitar in a cover band in New York City, boating, golfing, music, and traveling.

Seth Adams is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Raymond James in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kristie Gavitt is a Series 66-credentialed financial advisor with UBS Financial Services, based in New London, CT. She has 21 years of industry experience and has been with UBS since 2000. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Jonathan Daly is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Voya Financial Advisors, Inc., Citizens Securities Inc., and Cco Investment Services Corp. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party investment options.

Kathleen Walsh is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. She has been associated with Bank of America and Merrill for over 21 years. Outside of her advisory role, Walsh serves as a board member for the Westerly High School Music Boosters, where she helps plan events and fundraisers to support music programs and scholarships. Merrill 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, pension plans, corporations, and charitable organizations.

Heather Brissette is a CFP® professional affiliated with Wells Fargo Clearing, with 12 years of industry experience. She has been with Wells Fargo since 2016. Outside of her advisory role, Heather serves as president of the Yantic Landing Condo Association and participates on the finance committees for V.E.T.S. Equine Therapeutic Services and United Way of Southeastern Connecticut. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with diversification and modern portfolio theory to develop investment solutions, while also facilitating various financial products through bank and insurance affiliates.

Rodney Campopiano is a Series 66-credentialed financial advisor with 25 years of industry experience, currently with Ameriprise in Norwich, CT. He has been with Ameriprise and its affiliate since 2009. Outside of his advisory role, he serves on the Board of Directors for Lifestream. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations in partnership with clients’ advisors.

Joan Coleman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Ryan Joelson is a CFA® charterholder with 15 years of industry experience. He has worked at Ameriprise since 2021 and previously held roles at Movo Cash, Marc J. Lane Investment Management, Sagepoint Financial, and Nuveen Investments. Joelson is also the COO of Hub and Spoke Operational Support, LLC, where he manages operational support, client management, business development, accounting, and HR functions. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Erika Christine D'atri is a financial advisor with Ameriprise in Colchester, CT, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 1999. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Linda Lee is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She has previously worked at Cetera and Voya Financial Advisors. Outside of her advisory role, she is involved in selling fixed annuities and term life insurance through Lee Investment Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by extensive research and model portfolio options.

David Schrage is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Merrill since 1983 and also worked at Bank of America, N.A. for 15 years. 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, pension plans, corporations, and charitable organizations.

Lori Christensen is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and 23 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. Christensen is also the Director of Client Development and Relationship Management at ClearPath Financial Solutions, LLC, where she is involved in marketing and client relationship management. MassMutual 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 collaborative, annual financial planning engagements using firm-approved software tools and provides event-driven planning services such as divorce and estate-settlement planning.

Wayne Lagasse is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked with Cuna Mutual Group and Cuna Brokerage Services for 19 years and has been with LPL Financial since 2022. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Philip Aronoff is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and joined Morgan Stanley Private Bank, National Association in 2015. Aronoff also holds a role related to a trust as noted in his business activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that employs structured discovery conversations and firm-approved planning tools.

Alan Sylvestre is a CFP® credentialed financial advisor with 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he serves on the finance committee of Inclusion, A Sylvestre Foundation, where he reviews the organization’s financials and budget. 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 advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Keith Noyes Jr. is a financial advisor with LPL Financial based in Norwich, CT. He holds a Series 66 designation and has two years of industry experience, including prior roles at CorePlus Federal Credit Union and Enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from internal and third-party sources.