Brett Cavalieri is a financial advisor with Morgan Stanley in Madison, CT, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Patricia Walsh is a financial advisor at Stifel with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2012. Outside of her advisory work, she is a licensed notary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and asset allocation guidance.

John Sack is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2015 and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is involved in estate administration as an executor. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Stephen Adeletti is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and over 38 years of industry experience. He previously worked at UBS Financial Services from 1987 to 2024. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by algorithmic automation and oversight committees.

Beat Ryff is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Edward Jones and Merrill before joining People's Securities, Inc. and People's United Advisors, Inc. Ryff has been with LPL Financial since 2022. 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, model portfolios, third-party asset management, and institutional platforms.

Adam Novak is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, BNY Mellon, and Columbia Threadneedle. His other business activities include independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with algorithmic automation to deliver these services, emphasizing assets held in Ameriprise-managed accounts.

Michael Ventura is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following previous roles at Wells Fargo Clearing and WELLS FARGO Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Thomas Dittmeier is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 12 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 10 years before joining LPL Financial in 2024. In addition to his advisory role, he operates an insurance agency focused on fixed annuities and traditional life insurance. 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 financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Keri Walsh is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. since 2026. Between 2016 and 2017, she was a homemaker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market projections.

Darrell Fox is a financial advisor with Ameriprise in Old Saybrook, CT, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he serves as Vice President of Public Relations on the Board of Directors for the nonprofit Light For All. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations delivered through a centralized consulting team.

Jesse Perrault is a CFP® and holds a Series 66 license with nine years of experience in the financial services industry. He is currently an advisor at Edward Jones, where he has worked since 2022, and previously held roles at Franklin Distributors LLC, Legg Mason Investor Services LLC, and ClearBridge Investments. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joseph Raymond is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a tenure at JPMorgan Chase Bank starting in 2011. Outside of his advisory role, he is involved in managing residential rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management functions.

Timothy Cashman is a financial advisor with Morgan Stanley in Madison, CT, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services before joining Morgan Stanley. He serves as a board member on the Finance Committee for the United Way of Greater New Haven. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides advisory services through structured planning tools and a broad set of retail and institutional offerings.

Eric Tashlein is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with Cambridge Investment Research Advisors and has held various positions within the Cambridge organization since 2011, along with owning Connecticut Benefits Group, an insurance and benefits firm. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple portfolio management strategies and emphasizes both proprietary and third-party model solutions.

Craig Taliento is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at UBS Financial Services for 12 years prior to joining Raymond James in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles supported by affiliated research and model managers.

Steven Degraff is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has worked at multiple firms including Guardian Life Insurance Company and Park Avenue Securities, and operates his own financial services practice, DeGraff Financial. In addition to his advisory work, Degraff provides pro-bono financial counseling through the Women and Family Life Center and teaches part-time at Gateway Community College. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services utilizing both affiliated and third-party managers, with a multi-manager platform supporting diverse investment strategies.

Josephine Ferriola is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 credential and previously worked at Bank of America, Merrill, Wells Fargo, and the Madison Police Department. Outside of her advisory role, she serves as a trustee and executrix for family trust and estate accounts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs structured planning tools and manages approximately $2.74 trillion in client assets.

Jack Giegerich is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Synchrony Financial and held roles at Fairfield University. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of financial advisors and branch offices.

Mark Mohan is a financial advisor at Edward Jones with 34 years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms, including UBS Financial Services, Brookstone Capital Management, FOUNDATIONS INVESTMENT ADVISORS, LLC, and Pruco Securities, LLC. He joined Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branches.

Ryan Busby is a financial advisor with Charles Schwab in Old Saybrook, CT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked at Scottrade, Inc. for 16 years and spent time at TD Ameritrade Investment Management and TD Ameritrade, Inc. before joining Schwab in 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services with a multi-asset model portfolio approach and centralized operational structure.