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.

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 been with Merrill Lynch and its predecessor firms since 1999, marking over 25 years in the financial industry. Throughout his career, Jeffrey has worked directly with clients to develop comprehensive financial strategies that consider their risk tolerance, time horizons, liquidity needs, and overall investment goals. His expertise includes managing annuity products and overseeing the PWS Group model portfolios. Jeffrey's professional credentials include designations such as 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 holds a Bachelor's Degree from Eastern Connecticut State University and completed an Accredited Certificate Program at the University of Southern California. Jeffrey has been recognized by Forbes on the "Best-in-State Wealth Advisors" list multiple times, including 2021 and from 2024 to 2026. Beyond his professional work, Jeffrey is a father of three children, including children with special needs, which informs his commitment to his clients and community. He is involved with fundraising efforts for organizations focused on rare diseases and participates in adventure sports, fitness, golf, and spending time with his family.

Diana Chaney is a financial advisor with Morgan Stanley in Clinton, CT, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was employed at Citigroup Global Markets from 2004 to 2009. Chaney serves as a director for Provident Holdings, a real estate development company, and holds director roles at PHTHA Holdings, Inc. and PHOLS, Inc. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and broad investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling techniques.

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Bradford Porter is a Senior Financial Advisor with Merrill Lynch Wealth Management, operating out of the West Hartford office. He is a member of the Porter Wolf Wealth Management Group and has dedicated over 25 years to providing wealth management strategies to his clients. Bradford focuses on equity management and option strategies and works closely with his team to ensure a client-first approach. His expertise covers a range of areas including college education planning, divorce transition planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, portfolio management, and individual and corporate investment strategy. Bradford holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He has earned an Associate's Degree from Mitchell College as well as Bachelor's Degrees from both the University of New Hampshire and the University of Connecticut. Bradford lives in Westbrook, Connecticut with his wife Melissa and their four children: Nicholas, Lexie, Braden, and London. Outside of work, he enjoys boating, coaching sports, pickleball, skiing, snowmobiling, and sailing competitively in the North East with his racing sailboat named XLR8. He is also passionate about sharing his knowledge and experience in financial markets with his clients.

Bartley Damon is a financial advisor with Ameriprise in Clinton, CT, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise since 2017, following two years at UBS Financial Services. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver non-discretionary, customized retirement income recommendations.

Erika Osbeck is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds the Series 66 designation and has worked at firms including Wells Fargo Clearing Services and Liberty Bank. At Liberty Bank, she has supported client service operations alongside her advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Randy Rosario is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. His previous roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Bank of America. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, supporting trading, account administration, and custody.

Peter Volmert is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2025, he held roles at Uber, DoorDash, and Rockhurst University. He has also been involved in educational and theatrical activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products, managing approximately $1.01 trillion in assets.

Elisabeth Keohane is a Series 66 licensed financial advisor at LPL Financial with 12 years of industry experience. She previously worked at RBC Capital Markets LLC for 12 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Stuart is a financial advisor with Ameriprise in Madison, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Putnam Mutual Funds Corp./Putnam Retail Management for 27 years before joining Ameriprise Financial Services LLC in 2024. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team.

Roger Mason is a financial advisor with Morgan Stanley in Madison, CT, holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Mason is a minority owner in a family business. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery and firm-approved tools, with clients responsible for implementing and updating their plans.

Sharon Dufresne is a CFP®-designated financial advisor with 22 years of industry experience, currently with Cetera. She has an extensive background with Avantax Insurance and Advisory Services, spanning nearly two decades, and has operated her own firm, Dufresne & Associates, since 1979. Outside of her advisory work, she is the owner and sole proprietor of a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a nationwide network of over 10,000 independent advisors.

R. Damon is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services Inc. Damon is also involved in independent insurance brokering, specifically offering whole life insurance through Ameritas. Ameriprise provides retirement-income planning services tailored to individuals with substantial investable assets, combining research, modeling, and tax-efficient strategies delivered by a centralized consulting team in partnership with client advisors.

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.