Meagan Dejesus is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Ohio National Financial Services since 2010 and at O.N. Equity Sales Company from 2009 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs supported by various model portfolios, research resources, and technology-driven solutions.

James Oliver III is a financial advisor at Raymond James Financial Services Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors and through his own firm, Oliver Asset Advisors LLC. He serves as president of the 123 Elm Street Association, a commercial condominium board in Old Saybrook, CT. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through its affiliation with a municipal advisor.

Ethan Reid is a financial advisor with Morgan Stanley in Madison, Connecticut, holding a Series 66 credential and having 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner in Reid Family LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without providing individual security recommendations as part of standalone planning.

Christopher Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes roles at Private Advisor Group, LLC, PFS Investments Inc, and Primerica Financial Services. Outside of advisory work, he has experience in education with Hamden Public Schools and operates a business called Rocky's Aqua. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party research, and technology-driven tools.

David O'Connor is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Wostbrock is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously spent 28 years with Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he is the owner of a tax preparation and accounting firm. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and retirement services through a nationwide network of independent advisors.

Ryan Breen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing seven years of industry experience. His prior roles include positions at Edward Jones, PartnerRe Asset Management, and White Mountains Advisors LLC. Breen is also active as an independent insurance agent for various agencies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent financial professionals, utilizing multiple custody platforms and proprietary as well as third-party model strategies.

Michael Taverner is a financial advisor with LPL Financial, holding a Series 66 credential and 20 years of industry experience. Prior to joining LPL in 2019, he worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Outside of advisory work, he is the owner of Global Beaute LLC, a bathroom remodeling business. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Christopher is a financial advisor with LPL Financial in Durham, CT, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2000. Outside of his advisory role, he is involved with Financial Benefits Unlimited, a non-variable insurance business. 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 model portfolios and retirement plan consulting, supporting both discretionary and non-discretionary management with access to research and diverse investment strategies.

Mark Wingfield is a financial advisor at Morgan Stanley in Madison, CT, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at LPL Financial, The Investment Center, Inc., and Northwestern Mutual. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

John Barnes is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1998. Outside of his advisory role, Barnes serves on the finance committee at St. John's Episcopal Church and is a member of the nominating committee at the Hartford Golf Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad 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, tool-based planning process supported by its Global Investment Committee’s research.

Ashmal Baig is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials. Baig has been with Wells Fargo since 2022 and previously worked in retail and education sectors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Jay Pinto is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials, and has 31 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years. He also provides financial planning and consulting services through Summit Planning Group LLC, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services supported by research and a variety of portfolio management options.

Harold Hartmann Jr. is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 17 years of industry experience. His prior roles include positions at OSAIC and Sagepoint Financial, Inc., and he has led Hartmann & Company Inc. since 2006, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Ronald Gallant is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Sagepoint Financial Inc., Cambridge Investment Research, and TD Bank. Outside of his advisory work, he is involved in real estate through ownership and partnership in several LLCs focused on property acquisition and management. OSAIC serves a diverse range of clients, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes a variety of asset-allocation tools and supports discretionary and non-discretionary portfolios spanning stocks, bonds, mutual funds, ETFs, and alternative investments.

John La France is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior work history includes roles at MassMutual Life Insurance Company and several other firms. Outside of advising, he is also engaged in insurance brokerage, focusing on life, disability, long-term care, fixed annuities, and health products. MassMutual 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 financial planning, asset management, and educational seminars through structured, annual planning engagements using firm-approved analytical tools.

Jonathan Ingalls is a financial advisor with Ameriprise in Essex, CT, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory work, he serves as a director of multi-sport activities for triathlons. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

George Stambouloglou is a financial advisor with LPL Financial in Branford, CT, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Webster Bank, Liberty Bank, Raymond James Financial Services, Infinex Investments, and United Bank. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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.

Daniel Waldron is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, David Lerner Associates, and Brescome Barton. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.