William Fusco is a financial advisor at Stifel with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2012. In addition to his advisory role, he is the managing partner of a family investment partnership, High Ground Partners FLP. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Alexander Boehm is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including roles at MassMutual Life Insurance Co and Travelers Insurance. Outside of finance, he works as a bartender at WeHa Brewing in West Hartford, CT. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, employing collaborative, goal-based planning supported by advanced analytical tools.

Jeffrey Harrison is a financial advisor with Equitable Advisors in Chester, CT, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors since 2012 and previously held roles at Axa Advisors and Guardian Life. His other business activities include involvement in insurance. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Kenneth Chmielewski is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Paul Schott is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Edward Jones for six years and has held roles at several other firms including Wealthvest and Broker's Central. He is also the owner of Seaview Wealth Advisors LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with a range of offerings including financial planning, model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Frank Navario is a financial advisor at LPL Financial with 52 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Osaic FS, Inc. Since 2024, he has also provided financial planning and consulting services through Summit Planning Group LLC, an independent investment advisory firm. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Adam Richwine is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, LLC, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and advanced operational tools.

Steven Banaletti is a financial advisor at LPL Financial with 34 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Janney Montgomery Scott from 2006 to 2009. He holds Series 63 and Series 66 credentials. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, utilizing models, third-party subadvisors, and customized strategies.

Allen Bellantoni is a financial advisor with Edward Jones in Branford, CT, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Guilford Savings Bank and has held positions at Nike and Ohio State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Tyler Potts is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Connecticut Wealth Management, Northstar Wealth Partners, Essex Financial Services, and Fidelity. He is trustee of a family revocable trust and involved with a business entity for tax and investment purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic and tactical investment options.

Jeffrey Knight is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Edward Jones, Cantella & Co Inc, and Morgan Stanley DW Inc. Outside of his advisory role, he is the business owner of Plunderchess. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a variety of financial planning, model portfolio programs, and institutional platforms, supporting both discretionary and non-discretionary strategies.

Nicholas Porter is a financial advisor with Merrill in Guilford, CT, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America and Merrill Lynch since 2018 and previously spent a year at Brenton Point Wealth Management. He also held a role at Marist College from 2014 to 2018. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

Kevin Wheeler is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Wheeler has been with Liberty Bank and its investment services division since 2011, serving as Vice President and financial advisor. 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 utilizes analytical tools for risk profiling and outcome modeling.

Matt Paulsen is a financial advisor with Mass Mutual Investors Services, holding a Series 66 license and over 22 years of industry experience. His career includes roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved in insurance sales and manages several LLCs related to personal property and pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers comprehensive financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative annual planning engagements using firm-approved analytical tools and provides specialized programs such as divorce planning and estate-settlement services.

Kristen Garnett is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as an executor for her mother’s estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Susan Dowling is a CFP® with 43 years of industry experience. She is currently with Ameriprise Financial Services LLC and previously spent 41 years at UBS Financial Services. She serves on the Board of Trustees for the Williams School. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Gary Helbling is a financial advisor with Ameriprise in Durham, CT, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He previously worked at Oppenheimer from 2014 to 2019 before joining Ameriprise Financial Services Inc. and Ameriprise in 2019 and 2020, respectively. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Larry Esposito is a Series 66-credentialed financial advisor with Edward Jones in Wallingford, CT, and has two years of industry experience. Prior to joining Edward Jones, he worked for ten years at Wallingford Buick-GMC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of advisors and branch offices.

Robert Ginsberg is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Woodbury Financial Services and Investors Capital Corp. Ginsberg is also involved in non-variable insurance activities as a licensed agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Richard Hughes is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non‑discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG eligibility frameworks.