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® with 40 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at Ic Advisory Services, Inc. and The Investment Center, Inc. He also operates Morin Associates, LLC, a firm he has been involved with since 1983. 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 and access to various investment platforms, supported by a large network of investment adviser representatives.

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 at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Edward Jones and Voya Financial Advisors. Outside of his advisory role, he operates Bodhi Logic LLC, a small business consulting firm based in Norwich, Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

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 63 and Series 65 licenses and five years of industry experience. Her career includes roles at Ameriprise, MacKinstry Financial & Investments LLC, YellowBrickRoad Financial Advisors, and Dahlke Financial Group. She has also been involved with Sankows Beaver Brook Farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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.

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.

Maria Coffey is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has been with Edward Jones Investments since 2024. Prior to joining Edward Jones, she had ten years of experience in an unspecified role. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory and investment strategies supported by a large nationwide network of financial advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

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.

Stephen Adeletti is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and over 38 years of industry experience. He previously worked at UBS Financial Services from 1987 to 2024. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by algorithmic automation and oversight committees.

Alexander Stringer is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise Financial Services LLC, General Dynamics Electric Boat, and Ed Bartelli Inc. Outside the financial sector, he has experience working in the restaurant industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Thomas Dittmeier is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 12 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 10 years before joining LPL Financial in 2024. In addition to his advisory role, he operates an insurance agency focused on fixed annuities and traditional life insurance. 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 financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

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.

Darrell Fox is a financial advisor with Ameriprise in Old Saybrook, CT, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he serves as Vice President of Public Relations on the Board of Directors for the nonprofit Light For All. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations delivered through a centralized consulting team.

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.