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.

Kevin Morin is a CFP®-designated financial advisor with 39 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked for Ic Advisory Services, Inc. and The Investment Center, Inc. for 19 years each and has operated Morin Associates, LLC since 1983. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, retirement plan consulting, and brokerage services, supported by proprietary and third-party research and technology.

Raymond Mortali is a Financial Advisor with Merrill Lynch Wealth Management, focusing on helping clients and their families navigate complex financial decisions. He works with The Holloway Pirruccello Group, emphasizing collaborative financial planning strategies that align with each client's specific goals, values, and priorities. With more than eight years in the financial services industry, Raymond's client focus areas include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER® designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Personal Investment Advisor (PIA) designation. Raymond earned his bachelor's degree in Finance and International Business from the University of Massachusetts Lowell. His professional approach centers on clear communication, transparency, and building genuine, long-term client relationships to help clients feel confident and informed as they pursue their financial objectives.

Jesse Czaja is a financial advisor with Fidelity Investments in Norwich, CT, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Edward Jones and Voya Financial Advisors. Outside of advisory work, he operates Bodhi Logic LLC, a small business consulting firm focused on retail sales and business operations. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and serves various clients including registered investment companies and charitable funds.

Mark Benedict is a financial advisor at Morgan Stanley with 34 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Benedict holds a Series 63 designation and is based in Mystic, Connecticut. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Daniel Dunn is a financial advisor with Mass Mutual Investors Services and holds a Series 65 designation. He has 42 years of industry experience, including prior roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. Outside of advising, he serves as chairman of the Town of Montville Youth Advisory Board and is a notary public in Connecticut. MassMutual Investors Services, LLC 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 employs collaborative, annual planning processes using proprietary software and offers programs such as educational seminars, wrap accounts, and specialized planning services.

Trevor Anderson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. He has been with Wells Fargo Clearing since 2017 and was previously involved in co-owning a retail clothing shop. Outside of advising, he remains active in managing this small business with his spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Nicholas Pappas is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He has been with UBS Financial Services since 2017 and is based in New London, CT. Outside of his advisory role, he serves as Secretary for the Boston Exit Planning Consortium, an association focused on strategic planning and exit planning for business owners. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets solutions supported by proprietary research and institutional trading capabilities.

Thomas Gardiner is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2018, he worked at The Washington Trust Company, Eli Cannons, and in education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Michael Quirk is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 13 years of industry experience. He has been with Cambridge Investment Research Advisors since 2015 and is also associated with Strategic Financial Services and Cambridge Investment Research, Inc. Outside of advisory work, Quirk serves as a corporator for MountainOne Bank and is a charity authorized signer for the Jared Lewis Quirk "Good Guy" Scholarship. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of investment platforms and strategies.

Emmy Sau is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2021. Outside of her advisory role, she assists occasionally as a manager in a restaurant hospitality business in Huntington, NY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Thomas Dittmeier is a financial advisor with LPL Financial in Waterford, CT, holding Series 63 and Series 65 registrations and 11 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 10 years before joining LPL Financial in 2024. In addition to his advisory role, he also operates an insurance agency specializing in fixed annuities and traditional life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios, third-party research, and various investment strategies.

Bryan Rodgers is a financial advisor with Charles Schwab in Mystic, CT, holding a Series 66 designation and five years of industry experience. Prior to joining Schwab in 2021, he worked for General Dynamics Electric Boat from 2009 to 2021. He serves as a board member of the Estate & Tax Planning Council of Eastern Connecticut, where he contributes to increasing club membership. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary SMAs, supported by multi-asset model portfolios and centralized operational infrastructure.

Jesse Perrault is a CFP® and holds a Series 66 license with nine years of experience in the financial services industry. He is currently an advisor at Edward Jones, where he has worked since 2022, and previously held roles at Franklin Distributors LLC, Legg Mason Investor Services LLC, and ClearBridge Investments. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Craig Taliento is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at UBS Financial Services for 12 years prior to 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles supported by affiliated research and model managers.

Nicholas Bosco is a financial advisor with Merrill in Mystic, CT, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked at Bank of America and Merrill since 2017 and previously was employed with Citizens Bank and Citizens Securities. Outside of his advisory role, he holds a Power of Attorney position for a non-investment related entity in Niantic, Connecticut. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies designed by internal and third-party teams for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.