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.

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 financial advisor with LPL Financial in Madison, CT, holding CFP®, ChFC®, and Series 66 designations. She has 23 years of industry experience, including 10 years at Thrivent Investment Management and 2 years at INVEST Financial Corporation. Outside of her advisory role, she is CEO and member of The Reitz Group, LLC. 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 financial planning and investment management solutions delivered through a large network of advisors using various model portfolios, third-party subadvisors, and customized strategies.

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.

Robert Sampson is a CFP®-certified financial advisor with 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2021 and previously spent seven years at Lincoln Financial Securities Corporation. Outside of financial advising, he serves on the board of Visiting Nurses of the Lower Valley and is treasurer and board member of Always Home. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers comprehensive financial planning and investment management services through a network of independent professionals, using various custody platforms and both proprietary and third-party investment strategies.

Kevin Morin is a financial advisor with LPL Financial, holding CFP® and Series 63 designations and possessing 39 years of industry experience. He previously worked at IC Advisory Services, Inc. and The Investment Center, Inc. for 19 years each, and he has operated Morin Associates, LLC since 1983. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of financial planning, investment advisory, and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with various investment platforms and tools, managing over $819 billion in discretionary assets across a large network of advisors.

Eleanor Barnes is a financial advisor at Morgan Stanley with 11 years of experience. She holds the Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Barnes serves as a board member for Trustees for Receiving Donations for the Support of the Bishop and is actively involved as a vestry member at St. John's Episcopal Church. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that combine broad retail and institutional offerings with additional investment and trading activities.

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.

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 at LPL Financial with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Ameriprise, MacKinstry Financial & Investments LLC, YellowBrickRoad Financial Advisors, and Dahlke Financial Group. Outside of financial services, she was involved with Sankows Beaver Brook Farm. 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 portfolios, third-party asset management, and institutional platforms.

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.

Nicholas Pappas is a CFP® and holds a Series 66 license with eight years of experience in the financial services industry. He has been with UBS Financial Services since 2017 and is based in New London, CT. Outside of his advisory role, he serves as Secretary for the Boston Exit Planning Consortium, an association focused on strategic planning and exit planning for business owners. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets solutions supported by proprietary research and institutional trading capabilities.

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.