Daniel Adams Jr. is a CFP® professional with 14 years of industry experience, currently advising at Raymond James & Associates. His prior roles include seven years at UBS Financial Services Inc. and five years at Natixis Global Asset Management. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Jennette Tario is a financial advisor at Morgan Stanley with 11 years of industry experience. She has worked with Morgan Stanley since 2015, including time at Morgan Stanley Private Bank, N.A. Her credentials include Series 63 and Series 65 licenses. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and modeling techniques.

William Mills is a financial advisor with Morgan Stanley, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2010 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Michael Doherty Jr. is a financial advisor at LPL Financial with over 40 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. Prior to joining LPL in 2023, he worked for Commonwealth Equity Services, Inc. from 2001 to 2023 and has operated Doherty Financial Services, LLC since 2001. He is also involved in life insurance, fixed annuity, and long-term care sales through his own firm. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management supported by in-house and third-party research.

Henry Self II is a financial advisor with Morgan Stanley in Madison, CT, holding a Series 66 designation and one year of industry experience. He previously served nine years in the United States Navy before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning using a structured discovery process and various analytical tools, managing approximately $2.74 trillion in client assets.

Corey Sea Quist is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including within Morgan Stanley Private Bank. Prior to that, he was employed at Bank of America, Merrill, and the State of Connecticut Office of the State Treasurer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Robert Richard is a financial advisor at Stifel with 24 years of industry experience. He has held his current position at Stifel Nicolaus & Co. Inc. since 2012. Richard also serves as Deputy Treasurer for the Vista Endowment Fund, an organization that helps adults with disabilities. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Daniel Scheyder is a financial advisor at UBS Financial Services with 9 years of industry experience. He holds a Series 66 designation and has been with UBS since 2016. Outside of his advisory role, he coaches the freshman basketball team at East Lyme High School. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Ryan Doherty is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked previously at Commonwealth Financial Network and operated Doherty Financial Services LLC since 2019. Outside of financial advising, he has served in the CT National Guard and has experience as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and access to research and alternative strategies.

Joel Blum is a financial advisor with Ameriprise in Old Saybrook, CT, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, Blum owns Blum Operational Support LLC, which facilitates payroll and office expenses. Ameriprise offers retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports. As a large institutional firm, Ameriprise also delivers a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Catherine Arnold is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 credential and has previously worked at Franklin Distributors, LLC and Putnam Investment Management. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Deskin is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Outside of his advisory role, he owns Destiny Fishing Charters in Clinton, Connecticut. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Brian Sniffen is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at The Vanguard Group, Private Advisor Group, Canoga Wealth Management, LPL Financial, and David Lerner Associates. Outside of finance, he was involved with fitness-related businesses from 2015 to 2017. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Vincent Martino is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and Empire Asset Management Company. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients with significant investable assets and integrates algorithmic automation with advisor oversight in its planning approach.

Debra Flint is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2017, following nine years at UBS Financial Services. 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 with written recommendation reports and ongoing retirement-income planning advice focused on income sources, tax-aware withdrawal strategies, and Social Security options.

Maura Ryan is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as treasurer of the Wallingford Rod and Gun Club in Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process.

Arthur Gallant is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds the ChFC® designation and has previously worked at MetLife Securities Inc. In addition to his advisory role, he operates two LLCs focused on wealth management and insurance brokerage services for clients. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, and charitable organizations, with a focus on collaborative, goal-based planning.

Brent Eugenides is a CFP® professional with 29 years of industry experience, currently affiliated with Cetera. His career includes roles at Avantax and various related entities, as well as consulting work through BE Financial LLC, where he assists business owners with strategic planning for business transitions. Outside of financial advising, he serves as treasurer for the Thames River Heritage Park Foundation, a nonprofit that promotes historic sites in Eastern Connecticut. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, featuring multiple program structures and access to both affiliated and third-party investment managers.

Alice Reitz is a CFP®, ChFC®, and holds a Series 66 license with 23 years of industry experience. She has worked at LPL Financial since 2018 and previously spent two years at INVEST Financial Corporation. Outside of her advisory role, she serves as CEO and member of The Reitz Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

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.