Thomas Cosgriff is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at Barnum Financial Group and Parkview Advance LLC. He is also an independent insurance agent specializing in the sales and service of life insurance, disability, long-term care, fixed annuities, and health insurance. 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 provides ongoing financial planning, asset management, and educational seminars, employing collaborative, goal-focused strategies supported by firm-approved analytical tools.

Kristina Daoud is a financial advisor with Ameriprise in Guilford, CT, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Ameriprise since 2012. Outside of her advisory role, she is involved with Nancy S. Daoud & Associates, LLC in a non-investment-related capacity. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income and tax-aware withdrawal strategies through a structured, non-discretionary service model.

Connor Carroll is a financial advisor with Ameriprise based in Madison, CT. He holds a Series 66 designation and has been with Ameriprise since 2026. Prior to his advisory role, he has professional experience with Structure Tone and an academic background from Providence College. 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 written recommendation reports and ongoing retirement-income planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Kevin Harris is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Edward Jones in 2017. Harris is also involved with the Nephrology Nursing Certification Commission as a board member and has published books available through Amazon. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Evan Wilke is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in consulting and held roles in international education, including at the Korean International School in Jeju and the American Nicaraguan School. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tracy Mackinstry is a financial advisor with LPL Financial in Clinton, CT, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has worked at LPL Financial since 2001 and was previously with Northstar Wealth Partners LLC from 2014 to 2019. Her other business activities include senior insurance services and serving as a general agent for term and universal life insurance and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutional clients. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms supported by extensive operational and research tools.

Charles Walz IV is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Morgan Stanley Wealth Management since 2013 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in owning and managing rental real estate properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and supports planning through structured discovery conversations and firm-approved tools.

Janice Reed is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017, following nine years at UBS Financial Services. Ameriprise provides a retirement-income planning service designed for clients approaching or in retirement with specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports through a centralized consulting team.

Jonathan Root is a financial advisor at Ameriprise with 27 years of industry experience and holds the Series 66 designation. He has been with Ameriprise since 2005. Outside of advising, he co-owns business entities used to support his practice operations and is involved in independent insurance brokering. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, providing structured recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, it delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Franco Piscitelli is a ChFC® credentialed financial advisor with 21 years of industry experience. He has worked at MassMutual Investors Services since 2017 and concurrently at Massachusetts Mutual Life Insurance Company since 2016, following a prior 12-year tenure at Metlife Securities Inc. Outside of his advisory role, he is an agent involved in outside insurance sales and is a partner or owner of several LLCs managing pass-through compensation and business operations. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized planning services including divorce planning and estate settlement.

Christine Vogt is a Series 66 licensed financial advisor with Edward Jones in Old Saybrook, CT, with three years of industry experience. Prior to joining Edward Jones, she worked for MindEdge and SkyeLearning for nine years and has experience co-managing softball camps through Goin' Yard LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Ann Pellegrini is a Series 66 credentialed financial advisor with Edward Jones in Clinton, CT, with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Ganci is a financial advisor at Edward Jones with 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Ganci is involved in a family-owned retail business operated by his spouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Meghan Mills is a financial advisor at LPL Financial with Series 65 and Series 63 licenses and four years of industry experience. She has worked at LPL Financial since 2024 and previously held roles at Sound Generational Wealth, Inc., The O.N. Equity Sales Company, and Diastole Wealth Management, Inc. In addition to her advisory work, she is a commissioned notary public in the state of Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting investment advisers with a range of strategies and operational tools.

William Fusco is a financial advisor at Stifel with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2012. In addition to his advisory role, he is the managing partner of a family investment partnership, High Ground Partners FLP. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Alexander Boehm is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including roles at MassMutual Life Insurance Co and Travelers Insurance. Outside of finance, he works as a bartender at WeHa Brewing in West Hartford, CT. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, employing collaborative, goal-based planning supported by advanced analytical tools.

Jeffrey Harrison is a financial advisor with Equitable Advisors in Chester, CT, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors since 2012 and previously held roles at Axa Advisors and Guardian Life. His other business activities include involvement in insurance. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Kenneth Chmielewski is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Paul Schott is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Edward Jones for six years and has held roles at several other firms including Wealthvest and Broker's Central. He is also the owner of Seaview Wealth Advisors LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Adam Richwine is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, LLC, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and advanced operational tools.