Philip Overton Jr. is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 42 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the Westerly Town Council and is a member of the Westerly Republican Town Committee. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and other services while also engaging in non-securities products such as affiliated trust custody, insurance, and lending programs.

Leland Wilcox III is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His career includes long tenures at Investacorp, Inc. and Investacorp Advisory Services, Inc., as well as roles at Securities America and OSAIC before joining LPL Financial. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Seth Panucci is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the team at Noonan, Gilmore, Panucci & Associates. He works alongside five other financial professionals to deliver services and investment solutions to affluent and high-net-worth individuals and families across the United States. Seth collaborates with clients to develop strategies aimed at achieving both short and long-term financial goals. Seth advises clients on retirement and wealth planning, investment guidance, risk management, and wealth transfer strategies. He focuses on understanding clients' unique situations and objectives to create customized, goals-based strategies. He is also a qualified Portfolio Manager capable of building and managing personalized investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party strategies. His expertise includes family wealth management, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He holds the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute at the Wharton School and is a member of the Investment & Wealth Institute. Seth earned a bachelor's degree from the University of Connecticut. Outside of his professional role, he resides in Stonington, Connecticut with his wife and daughter. Seth serves on the boards of the Noank Community Support Services Group and the Mystic Lions Club. His personal interests include 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.

Heather Brissette is a CFP® professional affiliated with Wells Fargo Clearing, with 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously was with LPL Financial. Outside of her advisory role, she serves as president of the Yantic Landing Condo Association and participates on finance committees for V.E.T.S. Equine Therapeutic Services and the United Way of Southeastern Connecticut. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

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.

Linda Lee is a financial advisor at LPL Financial with 15 years of industry experience and a Series 66 designation. Her prior roles include positions at Cetera, Voya Financial Advisors, Raymond James Financial, and Morgan Stanley. She is also involved in a fixed annuities and term life insurance business through Lee Investment Management, LLC. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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 Series 66-credentialed financial advisor at LPL Financial with two years of industry experience. He has worked at LPL Financial since 2023 and has held positions at CorePlus Federal CU and other firms in prior years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolio programs, third-party asset management access, and institutional platforms.

Thomas Burrows Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at VOYA Financial Advisors and running his own firm, T.M. Burrows Associates, LLC. He also operates as an independent insurance agent specializing in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers various portfolio management and financial planning services through a multi-manager platform, leveraging a large network of independent advisors and multiple investment program options.

Matthew Delaney is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2017 and previously worked at UBS Financial from 2015 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Roderick Duxbury is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds a Series 66 designation and has been with Raymond James Financial Services Advisors and Liberty Bank since 2010. In addition to his advisory role, he is an associate at Liberty Bank Investment Services, where he provides planning, wealth management, and portfolio guidance. Raymond James Financial Services Advisors offers financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports its clients through advisory programs and institutional consulting services.

Rebecca Rice is a Series 66 licensed advisor at Merrill with nine years of industry experience. She has worked at Merrill since 2017 and previously spent seven years at VisionIT. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.