Donald Page III is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized financial strategies to high-net-worth individuals and families, emphasizing a consultative approach to wealth management. Donald has been active in the financial services industry since 2005. His experience includes managing portfolios and developing customized strategies covering areas such as portfolio management, investment allocation, education funding, tax minimization, business solutions, credit, and lending. He joined Merrill Lynch in 2014 after three years with UBS and six years with T. Rowe Price Investment Services. He is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Donald holds a Bachelor's Degree from St. Lawrence University in Canton, New York. Outside of his professional responsibilities, he spends time traveling, hiking, and fly fishing with his family. He is active in his church and volunteers in his local Capitol Hill community.

Linda Brophy is a Series 66-licensed financial advisor with Edward Jones in Essex, CT, where she has worked since 2008. She has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Stuart Steckler is a financial advisor with MassMutual Investors Services holding a Series 66 license and five years of industry experience. He has worked at Merrill Lynch and LPL Financial, among other firms. Steckler is also licensed as an insurance broker, offering life, disability, long-term care, fixed annuities, and health insurance products. MassMutual 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 emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and estate-settlement services.

Ashley Smelser is a financial advisor with Ameriprise in Old Saybrook, CT, holding Series 63, 65, and 66 designations and six years of industry experience. Prior to joining Ameriprise in 2025, she worked at Sullivan Financial, Delta Wealth Management, Connecticut Wealth Management, and LPL Financial. She is also an associate financial advisor at Netflows, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Mark Catullo is a financial advisor with Raymond James Financial in Waterford, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2001 and with Raymond James Financial since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Deborah Tata is a financial advisor with Ameriprise in Woodbury, CT, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Ameriprise since 2005, including its affiliated entity Ameriprise Financial Services, Inc. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Owen O Donnell is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill from 2019 to 2021 and has a varied work history including roles at East Carolina University and the Old Lyme Police Department. Outside of his advisory work, he is involved with Hub and Spoke Operational Support LLC, assisting clients with financial planning, and owns a property management business, Shore Estates LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning through a combination of research, algorithmic tools, and a centralized service team.

Kyle Nelson is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for seven years before joining Merrill in 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Kenneth Page is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at MML Investors Services LLC, MassMutual Life Insurance Company, and Bryant University, along with managing an entrepreneurial venture, Big Green Truck Pizza, for seven years. He is also licensed to sell life, disability, long-term care insurance, fixed annuities, and health insurance as an insurance broker. 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, and charitable organizations. The firm offers structured annual financial planning engagements using advanced analytical tools and serves a broad client base, including high-net-worth clients.

Diane Davis is a financial advisor at Merrill with 31 years of industry experience. She has been with Merrill since 1995 and concurrently with Bank of America, N.A. since 2010. Diane holds Series 63 and Series 65 licenses. Outside of her advisory role, she is the sole owner of two rental property businesses in Essex, Connecticut, and Miami, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Bria Gilbert is a financial advisor with LPL Financial based in Chester, CT, holding a Series 66 designation and 17 years of industry experience. Her work history includes multiple roles at LPL Financial as well as positions at Strategic Wealth Advisors Group, MBSC Securities Corporation, and Voya Investment Management. 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 and third-party asset management, utilizing various portfolio strategies and technological tools to support advisors.

Deborah Swarr is a Series 66-licensed financial advisor with Morgan Stanley in Madison, CT, where she has worked since 2013. She has 19 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of investment programs, managing approximately $2.74 trillion in client assets.

David Sack is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Sylvia Guinan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of her advisory work, she owns a jewelry design business and is the author of a book titled *The Richness of Divorce...How to Separate with Love and Grace*. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Matthew Corrigan is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and the Series 66 license. He has 10 years of industry experience and previously worked at MetLife before joining MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of advisory work, he is also licensed as an insurance agent providing life, disability, long-term care, health, and fixed annuity products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning engagements.

Kevin Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes positions at Merrill, Wells Fargo Clearing, and Webster Investments. He is based in Essex, CT. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Brendan Montano is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His background includes roles at North Cove Capital of Ameriprise Financial and entrepreneurial activities such as Montano Wellness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Joe Celotto is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1997 and holds the designation of Chartered Retirement Planning Counselor (CRPC) as well as Personal Investment Advisor (PIA). Joe specializes in goals-based wealth management, working with affluent families, accomplished professionals, and business owners to develop personalized strategies that address retirement planning, managing new wealth, and retirement income. Throughout his career, Joe has focused on helping clients navigate the complexities of financial planning by aligning investment decisions with their personal priorities and life stages. He leads a team of specialists to provide customized advice and disciplined investing approaches, emphasizing collaboration and long-term relationship building. Joe’s approach includes addressing retirement lifestyle funding, education planning, and managing potential healthcare costs, with attention to the changes clients experience over time. Joe earned a Bachelor’s degree from Quinnipiac University and a Master’s degree from the University of New Haven, in addition to his high school diploma from Hamden High School. Outside of his professional work, Joe’s personal interests include skydiving, table tennis, and tennis.

Michael Gula is a financial advisor with Cambridge Investment Research Advisors in Niantic, CT, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2010. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Charles Trapani is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planning Board of Standards, Inc., and has been in the financial services industry since 2001. Charles focuses on serving high net worth individuals and their families, including professional athletes and coaches, providing a broad range of services including investment management, retirement planning, estate and tax planning, risk management, and financial planning related to significant liquidity events. Charles’s expertise encompasses college education planning, family wealth management strategies, legacy planning, philanthropic planning, socially responsible and ESG investing, small business strategies, and special needs planning. His wealth management approach is consultative and objective, emphasizing a comprehensive understanding of each client's financial situation and personal goals. He develops customized strategies, regularly reviews progress, and integrates resources from Merrill Lynch and Bank of America to support clients’ evolving needs. He earned a Bachelor of Science degree in Business Administration from the University of Vermont and a Master of Business Administration from Fairleigh Dickinson University. Charles brings over 25 years of experience from roles in both small businesses and large corporations, including owning and operating two small businesses. Beyond his professional work, he is involved in community organizations such as Habitat for Humanity, Community Dining Room, and Rotary. His personal interests include basketball, biking, bowling, fishing, golfing, hiking, music, marathon running, and writing.