David Chapin is the Vice President, Wealth Planner at Fidelity, a role he has held since 2025. In this position, he partners with individuals and their families to co-create financial plans tailored to their unique needs. Prior to this, he worked as a Financial Consultant at Fidelity Investments in 2025. His experience also includes serving as a Senior Wealth Advisor at Citizens Securities from 2023 to 2024 and as a VP Financial Consultant at Charles Schwab from 2017 to 2023. David's professional background encompasses roles focused on wealth planning and financial consulting, reflecting his expertise in developing financial plans that simplify clients' financial lives. Outside of his work, he enjoys camping, family activities, fitness, hiking, and outdoor adventures.

Nicholas Hall is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at Guilford Savings Bank and operating Huskies Bar & Restaurant. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Adam Usinger is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory, he has activity related to non-variable insurance through Prudential. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolios, third-party asset management, brokerage, and insurance products. The firm’s integrated platform combines advisory programs with insurance sales and collateralized lending offerings.

Joseph Hudson is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021 and Morgan Stanley Private Bank, N.A. since 2025. Prior to entering the financial industry, he was employed at The Boxoffice Company for five years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm utilizes structured planning tools and scenario modeling to develop financial plans, while clients remain responsible for implementation and updates.

Jessica Fanelli is a financial advisor at Merrill in New Haven, CT, holding a Series 66 designation with 5 years of industry experience. She has been with Merrill since 2015. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Matthew Incitti is a financial advisor at Merrill with 17 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2008. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Ransom is a financial advisor with Mass Mutual Investors Services in Hamden, CT, holding Series 63 and Series 66 designations and having 20 years of industry experience. She has been with Mass Mutual Investors Services since 2006 and has been affiliated with MassMutual life Insurance Co since 2003. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including wrap accounts, money-manager programs, and educational seminars.

Kazi Hossain is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Equitable Advisors, Kazi held various roles, including positions at Steel Fitness Premier and Walmart, and studied at Penn State University. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Mark Tutino is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1992. Outside of his advisory role, he operates a non-variable insurance business under Tutino Financial, LLC, which offers life insurance and fixed annuity products not handled through LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities nationally. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage, supported by proprietary and third-party research.

Dara Moon is a financial advisor at Morgan Stanley in New Haven, CT, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2022, Dara worked at Raymond James, Merrill, and Bank of America. Dara also has experience working at the University of Connecticut in dining services and other roles from 2013 to 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and corporate financial planning agreements.

Stuart Pearl is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with LPL Financial since 2004. In addition to his advisory role, he operates a tax preparation business through Southern CT Tax Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches.

David Desanti is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 18 years of industry experience. His background includes roles at MetLife, Webster Bank, and LPL Financial before his current position at Mass Mutual. In addition to his advisory work, Desanti has experience as an independent insurance agent specializing in fixed insurance products. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring planning as collaborative annual relationships that use firm-approved tools to analyze client goals.

Nicholas Quagliani is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding a CFP® designation and Series 63 and 65 licenses. He has five years of experience at MassMutual Life Insurance Company and Mass Mutual Investors Services and previously spent five years working with Eli's Restaurant Group. Outside of his advisory role, he operates as an independent insurance agent selling life, fixed annuities, disability, 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 offers ongoing financial planning, asset management, and educational seminars, using technology-driven tools to support goal analysis and written recommendations.

Matthew Mazotas is a financial advisor with LPL Financial, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Blue Horizon Tax Advisors LLC, MB&A LLC, Wolf & Company, and ALL CPAs. He also has experience as a builder from 2021 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Jordan Iannone is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2016, concurrently affiliated with Bank of America during much of that time, and had a brief role at InsurBanc in 2016. 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.

Nicholas Vamvakas is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at MassMutual Life Insurance Company and MassMutual Investors Services since 2017 and was previously with METLIFE Securities Inc from 2012 to 2017. In addition to his advisory role, he owns a consulting firm that provides software guidance for financial advisors and works as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm emphasizes annual collaborative financial planning engagements supported by firm-approved software and offers specialized services including divorce planning and estate-settlement assistance.

Tracy Rotman is a Series 66-registered advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, she operated Elite Lawn Maintenance, LLC for sixteen years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products.

Kenneth Carone is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and National Planning Corporation. Carone is also the managing partner of Clearview Wealth Management, LLC, an insurance sales business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and uses various tools to construct portfolios with multiple asset classes, supporting both discretionary and non-discretionary account management.

Andrew Boone is a Series 66-credentialed financial advisor with 23 years of industry experience. He has worked at Raymond James & Associates since 2024 and previously spent 21 years with UBS PaineWebber Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs and drawing on a range of portfolio management styles and affiliated research.

Paul Aquila is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Raymond James Financial since 2009 and has worked with Raymond James Financial Services, Inc. since 1999. Aquila is also the owner of Shoreview Wealth Management, a business where he dedicates significant time. 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 institutions. The firm employs a non-discretionary approach tailored to client goals and supports various advisory programs and specialized services, including public finance and SIMPLE IRA consulting.