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.

Stacey Sankow is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and five years of industry experience. Her prior roles include positions at Ameriprise, MacKinstry Financial & Investments LLC, and YellowBrickRoad Financial Advisors. She has also been involved in operating Sankows Beaver Brook Farm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by LPL Research and third-party resources.

Daniel Dunn is a financial advisor with Mass Mutual Investors Services in Waterford, CT, holding a Series 65 license and bringing 41 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory work, Dunn serves as Chairman of the Town of Montville Youth Advisory Board and operates as an independent insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and supports a variety of event-driven planning programs.

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.

Ashley Humphreys is a financial advisor with Ameriprise in Old Lyme, CT, holding a Series 66 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

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.

Mark Coletta is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 27 years of industry experience. He has worked previously at Raymond James Financial Services Advisors and Financial Services, and he is a partner at Coletta & Coletta LLC, where he has been involved in accounting and tax preparation since 1991. He also serves as a board member of Friends of Lake Williams, Inc., a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client goals.

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.

Steven Degraff is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has worked at multiple firms including Guardian Life Insurance Company and Park Avenue Securities, and operates his own financial services practice, DeGraff Financial. In addition to his advisory work, Degraff provides pro-bono financial counseling through the Women and Family Life Center and teaches part-time at Gateway Community College. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services utilizing both affiliated and third-party managers, with a multi-manager platform supporting diverse investment strategies.

James Noonan is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. He brings extensive expertise to his role, helping clients identify, prioritize, and achieve meaningful financial goals by applying a multi-faceted strategy tailored to individual circumstances. Jim holds the Certified Plan Fiduciary Advisor (CPFA) designation, as well as credentials as a Personal Investment Advisor (PIA) and a Retirement Accredited Financial Advisor (RAFA). He earned a Master's degree from the University of New Haven and a Bachelor's degree from Ohio State University. He is an active member of the USCGA Alumni Association and regularly contributes to his community through music, performing guitar and singing in the choir at St. Thomas More Church.