Diana Chaney is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Chaney serves as a director for several investment-related entities. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by structured discovery and firm-approved planning tools.

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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.

William Smith is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Raymond James since 2014. Outside of advising, he is the owner of the Thimble Islands Ferry Company, which operates ferry boats serving residents near Branford, CT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports a wide network of advisors with various advisory programs and consulting services.

Mark Fezza is a CFP®-certified financial advisor with 23 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Brook Wealth Management LLC for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and employs both discretionary and non-discretionary management strategies.

Randy Rosario is a financial advisor at Merrill with Series 66 and Series 63 credentials and three years of industry experience. He has previously worked 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

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 financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and previously worked at RBC Capital Markets LLC for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

John Laggis Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has worked at Cetera and its related entities since 2019 and previously spent 33 years at Foresters Financial Services. Laggis is a 59% owner of New View Wealth Management LLC, which operates for Cetera business, continuity, and succession purposes. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customized strategies across various program structures and custodial relationships.

Christian Loban is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years, as well as roles at The Nielsen Company and The Npd Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting.

Eugene Harris is a Series 63 licensed financial advisor at OSAIC with 42 years of industry experience. He has worked at Lincoln Financial Securities Corporation since 2008 and joined OSAIC in 2025. Outside of his advisory role, he owns and operates a tax preparation firm and serves as a notary public. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing advanced asset-allocation tools and multiple advisory platforms.

Erika Pape is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has nine years of industry experience. Her prior work includes positions at KeyBank and Essex Financial Services. She is currently associated with Liberty Bank and Liberty Bank Investment Services, where she focuses on financial advising and investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains unique affiliations and advisory programs in the municipal and public finance sectors.

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.

Joseph Marino is a financial advisor at OSAIC Wealth, Inc. with one year of industry experience. He holds a Series 66 designation and has a diverse work background including roles in education consulting and the hospitality sector. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs advanced portfolio construction tools and supports multiple advisory platforms, with a focus on managing portfolios that include a broad array of asset types.

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.

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.

Michael Thompson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Foresters Financial Services and Foresters ADVISORY SERVICES LLC prior to joining LPL Financial in 2019. Thompson is also a Notary Public and holds an insurance agent role in exclusive insurance brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with offerings that include discretionary and non-discretionary management, model portfolios, and various technology-enhanced investment strategies.

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.

Alexander Fennell is a CFP® and ChFC® with 17 years of experience in the financial industry. He currently works at LPL Enterprise and has held positions at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform that combines adviser programs with financial products and lending solutions.