Michele Blanchard is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2005. She holds the Series 66 designation and is based in Danbury, CT. Michele is a partner and co-owner of Prosperity, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, operational support, and investment management services. The firm offers various program structures and discretionary model portfolios while delivering technology, compliance, and practice-management resources to its affiliated advisors.

Christopher Kachur is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. He has been with Benjamin F. Edwards since 2010. His credentials include Series 63 and Series 66 registrations. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies supported by an Investment Strategy Committee.

Zachary Pumerantz is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Gympass, and FanDuel. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a combination of proprietary and third-party investment strategies and supports various account-level services, managing approximately $15 billion in regulatory assets under management.

Yenny Cesse Perdomo is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personal retirement planning, women and wealth, and retirement income strategies. She focuses on helping individuals and families build and protect their wealth through clear communication and tailored advice. Yenny guides clients to make confident and informed financial decisions that align with their goals by simplifying complex financial concepts and empowering them to take control of their financial future. Yenny holds a Bachelor's Degree from Florida International University and maintains professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in both English and Spanish, she brings expertise in financial planning and investment needs to her role. Outside of her professional work, Yenny’s personal interests include adventure sports, biking, dancing, ice hockey, reading, traveling, watching movies, and writing.

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.

Jason Murtagh is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining LPL Enterprise in 2026, he worked with NYLIFE Securities LLC and New York Life Insurance from 2022 to 2026. In addition to his advisory role, he is employed as a police officer with the Town of Fishkill and serves as a teacher at Dutchess Community College. 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, and a range of brokerage and insurance products via an integrated platform.

Gina Mann is a CFP®-designated financial advisor with 23 years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked at Lincoln Financial Advisors for 10 years. In addition to her advisory role, Mann co-owns Freedom Financial Solutions LLC, a tax services business. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions.

Hyman Glasman is a financial advisor with LPL Financial in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and TD Ameritrade. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and employs technologies such as machine learning in its investment approach.

James Mcintosh is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over twenty years of experience in the financial services industry, focusing on helping clients pursue their long-term personal and investment goals through personalized financial strategies. His client services include education planning, legacy planning, personal retirement planning, portfolio management, tax minimization, retirement income, and services for endowments, foundations, and non-profits. James began his career in 2000 and has held positions at Prudential Financial, Citigroup Asset Management, and UBS Financial Services before joining Merrill in 2009. He holds Series 7 and 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. James is a Phi Beta Kappa graduate of the University of Connecticut Honors Program, where he earned his bachelor's degree. Residing in Greenwich, Connecticut, James is active in community and cultural organizations, including the Connecticut Ancestry Society, Fairfield County Gaelic America Club, and the University of Connecticut Alumni Association. He enjoys genealogical research, hiking, music, reading, singing, spending time with his family, traveling, and writing.

David Langhorne is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Merrill and Bank of America, as well as multiple positions within Morgan Stanley entities since 2009. Morgan Stanley Wealth Management provides advisory programs for individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and emphasizes advisory services without individual security recommendations in its standalone planning programs.

Seera Walter is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Walter has worked at Bank of America, N.A. since 2019 and has been with Merrill since 2014. 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 a range of clients including individuals, high-net-worth clients, and institutions.

David Lewson is a Senior Financial Advisor at the Ridgefield Merrill Lynch Wealth Management office. He works with a select group of families and businesses to develop strategies aimed at creating, growing, preserving, and managing their wealth. David combines the personalized service of a small financial advisory boutique with the extensive resources and capabilities of one of the world's leading financial institutions. With over two decades of experience in the financial services industry, David specializes in areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, individual and corporate investment strategy, and retirement income. He holds multiple professional designations including the Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David earned a Bachelor of Science degree from Rensselaer Polytechnic Institute in 1986. David resides in Redding, Connecticut with his wife, Beth. He has been active in his community, serving as a member of the Redding Board of Education and the Redding Board of Ethics, as well as a trustee of the Western Connecticut Academy of International Studies Magnet School and a board member of Education Connection.

Attila Balla is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Taylor is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 15 years of industry experience, including previous roles at FSC Securities. Taylor serves as a board member for the nonprofit Dream Come True of Western Connecticut and acts as treasurer and board member for the Danbury Rugby Football Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Karl Anderson is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley since 2014, working with both Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Suhair Marji is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. She holds Series 63 and Series 66 designations and has been with JPMorgan Chase and its affiliates since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Daniel Lariccia is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Northwestern Mutual, and several automotive dealerships. Outside of financial services, he works as a consultant and independent contractor for Amazon Flex. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kenneth Lindner is a financial advisor with LPL Financial based in Brookfield, CT, holding Series 63, 65, and 66 credentials and bringing 29 years of industry experience. He has been with LPL Financial and Webster Services Inc. since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

William Settembrino is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 30 years of industry experience. He previously worked at Professional Financial Consultants for 25 years and at Cadaret, Grant & Co., Inc. for 28 years. Outside of his advisory role, he is the president and owner of Allset Consultants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Kjersten Lazar is a CFP® professional with 33 years of industry experience, currently serving at Raymond James & Associates since 2007. She holds Series 63 and Series 65 registrations and is based in Somers, NY. Lazar is also a trustee and secretary for Player'e Eye Football Club, contributing to board meeting documentation. 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 diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.