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.

Steven Jacques is a CFP® with 26 years of experience in the financial industry. He is currently with Cetera, having been with Cetera Wealth Services, LLC since 2021, and has operated Lighthouse Financial, LLC since 2005. His prior experience includes seven years at VOYA Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and both affiliated and third-party managers.

Richard Eng is a financial advisor with UBS Financial Services in Wallingford, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he is involved with nonprofit organizations associated with the University of New Haven and Grand Canyon University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research-supported advisory solutions.

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.

Scott Staschke is a CFP® professional with 26 years of experience in the financial services industry. He currently works with LPL Financial, having joined in 2022, and previously spent 18 years at Guilford Financial Group, Inc. Staschke is also licensed as an insurance agent, selling Medicare Advantage, Medicare Supplement, life, and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

David Sack is a financial advisor with Morgan Stanley in Killingworth, Connecticut, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

Sylvia Guinan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. Her prior work includes six years at Citigroup Global Markets before joining Wells Fargo in 2016. Outside of advising, she designs jewelry through a personal venture and authored a book titled *The Richness of Divorce...How to Separate with Love and Grace*. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages significant assets and offers both brokerage and advisory solutions, relying on research and analytics to support diversified investment approaches.

Diego Arbelaez Doncel is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with ETI Sales for 15 years and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2003. Outside of his advisory role, he is involved with Isla's Business Services LLC, which provides tax preparation and bookkeeping services. Primerica Advisors serves primarily individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

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 prior roles include positions at North Cove Capital of Ameriprise Financial and involvement with Montano Wellness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage mutual funds, ETFs, and ETPs. The firm maintains oversight of sub-advisers and employs AI-driven research methods while serving institutional and retail investors.

Christopher Pascale is a CFP® professional with 29 years of industry experience. He currently works at Raymond James Financial and previously spent 24 years with Commonwealth Financial Network. He is also co-founder and president of Lobo & Pascale Wealth Management, LLC. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Anthony Mazzucco is a financial advisor with LPL Financial, holding a Series 66 designation and based in Clinton, CT. He has been with LPL Financial since 2026 and also operates Mazzucco Insurance Solutions LLC since 2023. Prior to his advisory career, he worked at BJ’s Wholesale Club for eight years. 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 variety of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

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.

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.

Todd Zeidenberg is a financial advisor at Cetera with over 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His career includes long tenures at Minnesota Life Insurance Co and Securian Financial Services Inc, and he currently serves as principal of Z Wealth Management LLC and MDZ Wealth Management LLC. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of over 10,000 advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and access to both affiliated and third-party managers.