Cathy Frausini is a financial advisor at Merrill with 34 years of industry experience. She has been with Merrill since 1978 and holds Series 63 and Series 65 credentials. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Todd Gestrich is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2022. Prior to that, he was affiliated with Cuna Brokerage Services, Inc. and CUNA Mutual Group starting in 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research to support both discretionary and non-discretionary management approaches.

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 worked at firms including Cetera, Voya Financial Advisors, and Charles Schwab. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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 at Merrill with a Series 66 designation and three years of industry experience. She previously worked for six years at Chelsea Groton Bank before joining Merrill. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Antonio Giuliani is a financial advisor with Morgan Stanley in Mystic, CT, holding Series 65 and Series 63 credentials 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 individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using approved tools and models but generally acts as an advisor rather than a fiduciary unless separately engaged.

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.

Alexander Kezer is a financial advisor with Ameriprise in Stonington, CT, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, he is associated with Net Flows LLC, through which he manages an advisory business. Ameriprise provides retirement-income planning services targeting individuals with significant investable assets, combining research and modeling techniques to deliver non-discretionary, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Thomas McBride is a Wealth Management Advisor with Merrill Lynch Wealth Management. He is a Portfolio Manager who manages his own Personalized or Defined Strategies on a discretionary basis. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mr. McBride joined Merrill Lynch in 1995 after completing a submarine tour as a Lieutenant in the United States Navy. He holds a Bachelor of Science degree in Economics from the United States Naval Academy. He also holds the Certified Private Wealth Advisor (CPWA) designation, Personal Investment Advisor (PIA) designation, as well as Series 7, 63, 65, and 31 FINRA registrations and Life & Health Insurance Licenses. His client focus areas include corporate benefits, corporate executive services, divorce transition planning, executive compensation, equity compensation services, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Thomas McBride lives with his wife and two children in Mystic.

Ryan Doherty is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network and operated Doherty Financial Services LLC since 2019. Outside of financial advising, he has served in the CT National Guard and has experience as a notary. 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 range of advisory programs and services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and access to research and alternative strategies.

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.

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 in New York, NY, with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors and its affiliated entities since 2009. Ackler is a member of the New York Society of Security Analysts' Private Wealth Management Committee. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using proprietary research and planning tools to deliver tailored recommendations. The firm integrates advisory services with other financial products and provides planning options for clients meeting specific net-worth thresholds.

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.

Robert Sampson is a CFP®-certified financial advisor with 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2021 and previously spent seven years at Lincoln Financial Securities Corporation. Outside of financial advising, he serves on the board of Visiting Nurses of the Lower Valley and is treasurer and board member of Always Home. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, using various custody platforms and both proprietary and third-party investment strategies.

Dwayne Stallings is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds the Series 66 designation and has worked with Liberty Bank and Raymond James Financial Services since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Robert Patten is a financial advisor with Morgan Stanley in Mystic, CT, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves on the investment committee of St. James Episcopal Church and the finance committee of Mystic Aquarium - Sea Research Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.