Matthew Naarden is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America (Merrill Lynch) and involvement in the UMass Lowell Masters Program. Outside of finance, he has participated in community sports events, such as War at the Shore Baseball. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and providing centralized custody and operational support.

Edward Caufield is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 1991. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

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.

Laura Palumbo is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. She has 42 years of industry experience and has been with Cetera and its affiliates since 2013. Outside of her advisory work, she is also an artist who paints and distributes her work through local stores. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that allows advisors to tailor investment strategies using affiliated and third-party managers.

Eleanor Barnes is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 credential and has been with Morgan Stanley and its affiliated private bank since 2014 and 2015, respectively. Eleanor serves as a board member for both the Trustees for Receiving Donations for the Support of the Bishop in Wallingford, Connecticut, and St. John's Episcopal Church in West Hartford, Connecticut, where she participates in church programs and budget decisions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory services to individuals and institutional clients. The firm provides tailored financial planning supported by firm-approved tools and a structured discovery process, managing approximately $2.74 trillion in client assets.

Michelle Norbeau is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following prior roles at Citizens Bank and Citizens Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kimberly Chorney is a CFP® professional with 29 years of industry experience, currently serving as an advisor at LPL Financial since 2000. Based in Madison, CT, she holds Series 63 and Series 65 licenses and dedicates a small portion of her time to writing term and permanent insurance for Transamerica. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Jeffrey Meotti is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in trust business management and accounting activities in Old Saybrook, CT. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

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.

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.

Joshua Penfield is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he held positions at Girard Motors, Vista Lounge At Wombie Rock, and Brustolon Buick GMC Inc. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Brett Cavalieri is a financial advisor with Morgan Stanley in Madison, CT, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Patricia Walsh is a financial advisor at Stifel with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2012. Outside of her advisory work, she is a licensed notary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and asset allocation guidance.

John Sack is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2015 and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is involved in estate administration as an executor. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

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.

Beat Ryff is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior firms include People's United Advisors, People's Securities, Edward Jones, and Merrill. He is based in Ivoryton, CT. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Adam Novak is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, BNY Mellon, and Columbia Threadneedle. His other business activities include independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with algorithmic automation to deliver these services, emphasizing assets held in Ameriprise-managed accounts.