Lorna Burkart is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and Primerica Financial Services since 1990. Her other business activities include part-time involvement in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Michael Doherty Jr. is a financial advisor at LPL Financial with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he was affiliated with Doherty Financial Services, LLC and Commonwealth Financial Network for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, utilizing a variety of investment strategies and operational tools.

Jason Cerniglia is a CFP® professional with 24 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his financial advisory role, he is a silent partner and owner of Newbury Golf Center and is involved with a biotech startup, Astrocyte Pharmaceuticals. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Todd Gestrich is a financial advisor with LPL Financial in Norwich, CT, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior roles include positions at Cuna Mutual Group, CUNA Brokerage Services, and Navy Federal Asset Management. 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 through a large network of investment adviser representatives, utilizing various portfolio strategies and third-party asset management platforms.

Clare Sheridan is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Cetera, Voya Financial Advisors, Charles Schwab, and Morgan Stanley. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Denise Gray is a financial advisor with Merrill, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Merrill since 2014. Denise serves as chair of the New Member Committee for Temple Israel in Sharon, Massachusetts, a volunteer board position. 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 for individuals, high-net-worth clients, and institutional investors. The firm combines internal and third-party management approaches and supports a range of client types, including pension plans and charitable organizations.

Daniel Scheyder is a financial advisor at UBS Financial Services with 9 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. Outside of his advisory role, he coaches the freshman basketball team at East Lyme High School. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Brandi Harrington is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. She previously worked at Chelsea Groton Bank for six years before joining Merrill in 2022. 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 supported by internal and third-party managers for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Antonio Giuliani is a financial advisor with Morgan Stanley in Mystic, CT, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Symmetry Partners, LLC and Tauber Asset Management before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Lizabeth Drega is a financial advisor at Morgan Stanley in Hartford, CT, with 21 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Stifel Nicolaus & Co Inc, LPL Financial, Principle Wealth Partners LLC, and Northstar Wealth Partners, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and manages approximately $2.74 trillion in client assets.

Thomas Mcbride is a financial advisor with Merrill in Mystic, CT, holding Series 63 and Series 65 registrations and over 30 years of industry experience. He has been with Merrill since 1995 and also associated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a board member of the Ocean Community YMCA, contributing to its governance and future planning. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection and tax-efficient implementation, supported by its integration with Bank of America affiliates and a wide range of investment strategies.

Ryan Doherty is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He previously worked at Commonwealth Financial Network and has been involved with Doherty Financial Services LLC since 2019. Outside of advising, he has served as a notary public and is involved in offering non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Minuto is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 10 years of industry experience. Prior to joining Raymond James in 2026, he spent a decade at Edward Jones. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary investment consulting and supports institutional consulting and portfolio management through a large network of advisors.

Mark Rogozinski is a financial advisor at Edward Jones with eight years of industry experience, including two years in healthcare consulting at Theralent Healthcare Consulting LLC. He holds a Series 66 designation and has been with Edward Jones since 2017. Outside of his advisory role, he owns and occasionally sells timeshare weeks to manage maintenance costs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Melissa Derrick is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She has worked at Morgan Stanley since 2017 and previously spent ten years at Retail Services Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Brent Eugenides is a CFP® professional with 29 years of industry experience, currently affiliated with Cetera. His career includes roles at Avantax and various related entities, as well as consulting work through BE Financial LLC, where he assists business owners with strategic planning for business transitions. Outside of financial advising, he serves as treasurer for the Thames River Heritage Park Foundation, a nonprofit that promotes historic sites in Eastern Connecticut. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, featuring multiple program structures and access to both affiliated and third-party investment managers.

Peter Bergendahl Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2009. Outside of his advisory work, he is the owner of Griswold Textile Print, a business involved in the printing of decorative fabric. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through a financial planning process centered on discovery conversations and structured plans.

Harold Rilling is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Rocket Mortgage, Bank of America, Merrill, JPMorgan Securities, and Senteo International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers clients the option to combine planning with managed accounts under a consolidated billing system.

Stephanie Ackler is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to joining Wells Fargo Advisors in 2023, she worked at Wells Fargo Clearing from 2016 to 2023. She serves as a committee member for the New York Society of Security Analysts’ Private Wealth Management Committee. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports and entertainment planning.

Joanne Morton is a CFP® professional with 30 years of experience in the financial industry, currently affiliated with Cetera. Her career includes longstanding roles at Avantax and ownership of Morton & Associates, a tax preparation and planning business she has operated for over 40 years. Outside of her advisory work, she manages tax preparation and individual tax planning services through her sole proprietorship. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporations, charities, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management strategies, financial planning, and retirement services, supported by over 10,000 advisors and more than $250 billion in assets under management.