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.

Carrie O'neil is the Resident Director and Wealth Management Advisor at Merrill, where she has been a member of the Merrill Lynch Wealth Management team since 2010. She holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. In addition, Carrie holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), with FINRA Series 7, 9, 10, and 66 registrations and Life and Variable Life insurance licenses. Carrie specializes in customized wealth planning tailored to each client's unique financial goals and objectives. Her expertise encompasses a range of integrated strategies including wealth transfer, tax minimization, lending, philanthropic strategies, and support for client needs such as divorce transition planning, family wealth management, services for endowments and non-profits, managing new wealth, socially responsible investing, retirement income, and investment strategies for individuals and corporations. She takes an individualized approach that considers clients' financial needs alongside their lives, family, and interests. She holds a Bachelor's Degree from Central Connecticut State University and has completed an accredited certificate program from the American College. Carrie is a member of Elm City BNI. Outside of her professional work, she enjoys camping, music, painting, reading, traveling, and spending time with her husband, Patrick, and their four children in Clinton.

Beat Ryff is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has been associated with LPL Financial since 2022 and previously worked with People's United Advisors, Inc. and People's Securities, Inc. He is also involved in Wilmington Advisors @ M&T in an investment-related role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

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.

Hilary Donofrio Lawton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2018, she worked at Westport Capital Markets, LLC for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Kenneth Spitzbard is a financial advisor at Osaic Wealth, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sagepoint Financial, Inc. and Bard Financial Services, where he continues to serve as president. He is a member of the investment oversight committee for the Jewish Foundation of Greater New Haven. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides a range of services including brokerage, investment advisory, financial planning, retirement consulting, and access to third-party managers, using firm-provided tools and multiple advisory platforms.

Keri Walsh is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, including her current role at Morgan Stanley Private Bank, N.A. Since 2016, she took a brief career pause as a homemaker. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning through direct client engagements and corporate financial planning agreements.

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.

Logan Reed is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. He previously worked at Janney Montgomery Scott for eight years. Reed is also involved with Thimble Island Health Insurance LLC, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a broad network of investment adviser representatives.

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.

Eric Lawton III is a financial advisor with LPL Financial in Guilford, CT, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He previously worked at Westport Capital Markets, LLC for five years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with The Keeper LLC, a business offering boat tours in Shoreham, RI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology solutions to support diversified investment strategies.

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.

Daniel Guerra is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 21 years of industry experience. His career includes roles at Waddell & Reed, Inc. and Mass Mutual Life Insurance Company. Outside of finance, he serves as a high school wrestling official. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative planning relationships using analytical tools and offers various investment and planning programs.

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.

Mark Delgrego is a financial advisor with Mass Mutual Investors Services, holding CFP® certification and Series 63 and 65 licenses, with 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent eight years at Metlife Securities Inc. In addition to his advisory role, he operates as an independent insurance agent specializing in property and casualty, life insurance, 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 provides financial planning and asset management services using firm-approved analytical tools and offers event-driven planning programs including estate settlement and divorce planning.

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.