Taylor Flotre is a financial advisor with Ameriprise in Madison, CT, holding a Series 66 designation and bringing five years of industry experience. Prior to joining Ameriprise in 2020, he worked for NOV from 2011 to 2020. He is involved in business ownership through Flintlock Management, where he manages practice operations and regulatory reporting. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research and modeling to provide tailored, non-discretionary recommendations through a centralized consulting team. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christopher Greco is a financial advisor with Morgan Stanley in Madison, CT. He holds a Series 66 designation and has been in the financial industry since 2023, including prior experience at Interactive Brokers. Outside of finance, he has worked in a variety of roles across industries including hospitality and automotive. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through its broad retail and institutional platform.

Daniel Asiedu is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has been with Primerica Advisors since 2015 and has been involved with related Primerica entities since 2013. Outside of his advisory role, he serves as the medical director for Caregivers RI, LLC, a home care business he co-founded with his wife. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, along with corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Michael Desi is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel since 2012 and holds a Series 66 designation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Joseph Markim is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Capitol Securities Management, Raymond James Financial Services, and Liberty Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Frank Santi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients’ individual financial goals and adapt to changing market conditions. Leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America, he aims to provide comprehensive financial guidance. Frank holds a Bachelor's Degree from Western Connecticut State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He actively participates in community organizations such as the Washington Nationals Dream Foundation and Maryland Special Olympics. Outside of work, Frank enjoys biking, camping, golfing, skiing, and spending time with his family.

Edward Riley is a financial advisor at Wells Fargo Clearing in Madison, CT, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Avery Lacourciere is a financial advisor with LPL Financial holding a Series 66 designation. Avery has two years of industry experience, including time at Delta Wealth Management. Prior to entering the financial industry, Avery worked in education at several schools and at The University of Tampa. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with discretionary and non-discretionary management options.

David Desanti is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 18 years of industry experience. His background includes roles at MetLife, Webster Bank, and LPL Financial before his current position at Mass Mutual. In addition to his advisory work, Desanti has experience as an independent insurance agent specializing in fixed insurance products. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring planning as collaborative annual relationships that use firm-approved tools to analyze client goals.

Matthew Mazotas is a financial advisor with LPL Financial, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Blue Horizon Tax Advisors LLC, MB&A LLC, Wolf & Company, and ALL CPAs. He also has experience as a builder from 2021 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Kenneth Carone is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and National Planning Corporation. Carone is also the managing partner of Clearview Wealth Management, LLC, an insurance sales business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and uses various tools to construct portfolios with multiple asset classes, supporting both discretionary and non-discretionary account management.

John Dusza is a financial advisor with Wells Fargo Advisors, holding a CFP® designation and multiple securities licenses (Series 63, 65, 66). He has 27 years of industry experience and has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as Secretary and Commissioner on the Town of Madison Planning & Zoning Commission. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning solutions, including retirement, education, and specialized services such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

David Adams is a financial advisor with Morgan Stanley in Madison, Connecticut, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, Adams serves in several appointed government positions in Clinton, Connecticut, including Harbor Commissioner and Deputy Harbor Master. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, utilizing structured financial planning tools and offering comprehensive investment programs.

William Squarciafico is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and JPMorgan Chase in various capacities. Outside of his advisory role, he serves as treasurer for a condominium association in East Lyme, CT. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Lynn Scully is a financial advisor at Stifel with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide forward-looking asset allocation and financial planning analyses.

Dataram Narain is a financial advisor with Primerica Advisors in Madison, CT, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is involved in selling home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and provides services via a tiered wrap-fee structure rather than fixed fees.

Alyssa Smith is a financial advisor at Ameriprise in Westbrook, CT, holding a Series 66 designation. She joined Ameriprise in 2024, following four years of academic experience at Western New England University and The Morgan High School. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, utilizing a combination of internal research, third-party data, and algorithmic tools.

Jeffrey Wolf is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial services industry, focusing on providing tailored wealth management and retirement planning solutions. Jeff works with clients of the PWS Wealth Management Group, developing strategies that consider risk tolerance, time horizon, liquidity needs, and overall investment goals. His areas of expertise include annuity products, portfolio management, college education planning, divorce transition planning, family wealth management, retirement income, and defined benefit and contribution plan consulting. Jeff holds several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's degree from Eastern Connecticut State University and completed an Accredited Certificate Program at the University of Southern California. Throughout his career, Jeff has been recognized for his dedication, including being named a top advisor in Connecticut by Forbes in 2021. Outside of his professional work, Jeff is a father to three children and stays active through CrossFit training and endurance racing. He is involved with organizations focused on rare diseases, including the Association for Rare Diseases and the Association for Creatine Deficiencies, supporting fundraising and awareness efforts. Jeff’s commitment to his family and community complements his client-centered financial advisory practice.

Diana Chaney is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Chaney serves as a director for several investment-related entities. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved planning tools.

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