Taylor Flotre is a financial advisor with Ameriprise in Madison, CT, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Ameriprise in 2020, he worked for NOV from 2011 to 2020. He is involved in business ownership through Flintlock Management, where he manages practice operations and regulatory reporting. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research and modeling to provide tailored, non-discretionary recommendations through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christopher Greco is a financial advisor with Morgan Stanley in Madison, CT. He holds a Series 66 designation and has been in the financial industry since 2023, including prior experience at Interactive Brokers. Outside of finance, he has worked in a variety of roles across industries including hospitality and automotive. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through its broad retail and institutional platform.

Joseph Markim is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Capitol Securities Management, Raymond James Financial Services, and Santander Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, portfolio management programs, and institutional platforms, supported by a large network of investment adviser representatives and a range of strategic and tactical investment options.

Edward Riley is a financial advisor at Wells Fargo Clearing in Madison, CT, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Avery Lacourciere is a Series 66-licensed advisor with LPL Financial and has two years of industry experience. Prior to joining LPL Financial, Avery worked at Delta Wealth Management and has a background that includes roles in education from 2013 to 2025. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a broad network of over 22,800 advisors.

David Adams is a financial advisor with Morgan Stanley in Madison, Connecticut, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, Adams serves in several appointed government positions in Clinton, Connecticut, including Harbor Commissioner and Deputy Harbor Master. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, utilizing structured financial planning tools and offering comprehensive investment programs.

William Squarciafico is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and JPMorgan Chase in various capacities. Outside of his advisory role, he serves as treasurer for a condominium association in East Lyme, CT. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Lynn Scully is a financial advisor at Stifel with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide forward-looking asset allocation and financial planning analyses.

Alyssa Smith is a financial advisor at Ameriprise in Westbrook, CT, holding a Series 66 designation. She joined Ameriprise in 2024, following four years of academic experience at Western New England University and The Morgan High School. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, utilizing a combination of internal research, third-party data, and algorithmic tools.

Diana Chaney is a financial advisor with Morgan Stanley in Clinton, CT, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was employed at Citigroup Global Markets from 2004 to 2009. Chaney serves as a director for Provident Holdings, a real estate development company, and holds director roles at PHTHA Holdings, Inc. and PHOLS, Inc. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and broad investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

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Bartley Damon is a financial advisor with Ameriprise in Clinton, CT, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2017, following two years at UBS Financial Services. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver non-discretionary, customized retirement income recommendations.

Peter Volmert is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2025, he held roles at Uber, DoorDash, and Rockhurst University. He has also been involved in educational and theatrical activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, managing approximately $1.01 trillion in assets.

Elisabeth Keohane is a Series 66 licensed financial advisor at LPL Financial with 12 years of industry experience. She previously worked at RBC Capital Markets LLC for 12 years before joining LPL Financial in 2025. 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.

James Stuart is a financial advisor with Ameriprise in Madison, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Putnam Mutual Funds Corp./Putnam Retail Management for 27 years before joining Ameriprise Financial Services LLC in 2024. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team.

Roger Mason is a financial advisor with Morgan Stanley in Madison, CT, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Mason is a minority owner in a family business. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery and firm-approved tools, with clients responsible for implementing and updating their plans.

Sharon Dufresne is a CFP®-designated financial advisor with 22 years of industry experience, currently with Cetera. She has an extensive background with Avantax Insurance and Advisory Services, spanning nearly two decades, and has operated her own firm, Dufresne & Associates, since 1979. Outside of her advisory work, she is the owner and sole proprietor of a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a nationwide network of over 10,000 independent advisors.

R. Damon is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc. Damon is also involved in independent insurance brokering, specifically offering whole life insurance through Ameritas. Ameriprise provides retirement-income planning services tailored to individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies delivered by a centralized consulting team in partnership with client advisors.

David Cikatz is a Series 66-licensed financial advisor with Edward Jones, based in Waterford, CT. He has seven years of industry experience, all with Edward Jones, where he has worked since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Linda Brophy is a Series 66-licensed financial advisor with Edward Jones in Essex, CT, where she has worked since 2008. She has 17 years of industry experience. 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 supported by a large nationwide network of financial advisors and branch offices.