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.

Theodore Earl Jr. is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., John Hancock Mutual Life Insurance Company, and Minnesota Mutual Life. He also operates a sole proprietorship focused on insurance sales. OSAIC serves a diverse client base including retail and institutional investors through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and various portfolio management programs. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization supported by technology and risk analysis tools.

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.

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.

Dashaun James is a financial advisor with Ameriprise in Manchester, CT, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked for seven years at Saldamarco's Deli. He is also involved with Brownstone Management of CT LLC, managing an advisory business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations through a centralized consulting team.

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.

Joseph Stone is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Connecticut Investment Management, Newalliance Investments, Inc., and Morgan Stanley Dw Inc. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and diversification principles.

John Bloomfield is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2018, following eight years at INVEST Financial Corp. He also operates as an insurance agent specializing in health, Medicare, and life insurance. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

James Ian is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of advising, he manages an LLC and operates as an insurance agent offering various life and health insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using collaborative, technology-driven analysis and offers specialized planning services including divorce and estate-settlement planning.

Meagan Dejesus is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 13 years of industry experience, including prior roles at Ohio National Financial Services and O.N. Equity Sales Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and operational tools.

Rosario Pulino is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and serves as Vice President at Liberty Bank, where he has worked since 2015. Pulino has also been involved with Liberty Bank Investment Services since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.

Daniel Kearney is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Karn, Couzens & Associates, Royal Alliance, and Voya Financial. Mass Mutual Investors Services 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, using firm-approved tools to provide collaborative, goal-based recommendations.

Steven Crabtree is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes roles at LPL Financial, Merrill, Banc of America Investment Services, and Ameriprise. Outside of his advisory work, he is a band member and serves on the committee for the First Church of Christ in Middletown, CT, where he also chairs the church’s endowment subcommittee. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

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.