Linda Brophy is a Series 66-licensed financial advisor with Edward Jones in Essex, CT, where she has worked since 2008. She has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Stuart Steckler is a financial advisor with MassMutual Investors Services holding a Series 66 license and five years of industry experience. He has worked at Merrill Lynch and LPL Financial, among other firms. Steckler is also licensed as an insurance broker, offering life, disability, long-term care, fixed annuities, and health insurance products. MassMutual Investors Services 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 emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and estate-settlement services.

Ashley Smelser is a financial advisor with Ameriprise in Old Saybrook, CT, holding Series 63, 65, and 66 designations and six years of industry experience. Prior to joining Ameriprise in 2025, she worked at Sullivan Financial, Delta Wealth Management, Connecticut Wealth Management, and LPL Financial. She is also an associate financial advisor at Netflows, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Magdalena O'doherty is a CFA® charterholder and Series 63 licensee associated with LPL Financial, with two years of industry experience. She previously worked at J.P. Morgan Securities for ten years and is currently involved with AWS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing various investment strategies supported by LPL Research and third-party subadvisors.

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.

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.

Brian Clemente is a financial advisor with Merrill in Guilford, CT, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill since 2007. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations.

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, holding a Series 66 designation and 17 years of industry experience. She has worked at LPL Financial since 2019 and previously at MBSC Securities Corporation. Gilbert is also associated with Strategic Wealth Advisors Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven investment strategies.

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®-designated financial advisor with 26 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following a long tenure at Guilford Financial Group, Inc., and Royal Alliance Associates, Inc. In addition to his advisory role, he holds a non-variable insurance agent license, selling Medicare Advantage, Medicare Supplement, life, and disability insurance. 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, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management options supported by research and model portfolios.

Richard Belanger is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Investment Services and Foresters Advisory Services prior to joining LPL Financial. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios, research, and technology-driven solutions.

David Sack is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Sylvia Guinan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of her advisory work, she owns a jewelry design business and is the author of a book titled *The Richness of Divorce...How to Separate with Love and Grace*. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Wilbur Mann Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial since 2004 and holds Series 63 and Series 65 licenses. In addition to his advisory role, Mann acts as an agent for fixed insurance products on an independent producer basis. LPL Financial is a national investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations, offering various advisory programs, financial planning, and brokerage services.

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.

Michael Bencivengo Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 15 years. Outside of advisory services, he is licensed as an agent offering accident & health, disability, fixed annuities, and traditional life insurance products. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing a range of investment tools and third-party platforms to construct portfolios tailored to client risk profiles and preferences.