Henry Self II is a financial advisor with Morgan Stanley in Madison, CT, holding a Series 66 designation and one year of industry experience. He previously served nine years in the United States Navy before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning using a structured discovery process and various analytical tools, managing approximately $2.74 trillion in client assets.

Alexander Potocsny is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His career includes roles at Morgan Stanley and International Assets Advisory, LLC. 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, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Alan Williams is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Avantax Insurance Agency and Avantax Investment Services, as well as self-employment since 1993. Outside of advising, he owns and operates a tax preparation and accounting business and serves as treasurer and comptroller for a construction company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party model portfolios.

Corey Sea Quist is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including within Morgan Stanley Private Bank. Prior to that, he was employed at Bank of America, Merrill, and the State of Connecticut Office of the State Treasurer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Robert Richard is a financial advisor at Stifel with 24 years of industry experience. He has held his current position at Stifel Nicolaus & Co. Inc. since 2012. Richard also serves as Deputy Treasurer for the Vista Endowment Fund, an organization that helps adults with disabilities. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Frank Adams III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at VOYA Financial Advisors and co-owns CFP Associates, where he has been involved for over a decade. He also conducts business as a non-variable insurance agent, specializing in term insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research from LPL and third-party subadvisors.

Cheryl Smith is a financial advisor with LPL Financial in Branford, CT, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with LPL Financial since 2016 and also works with Webster Bank during the same period. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and various institutional services.

Tyler Jacques is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he held roles in the roofing and mechanical industries and has also worked in educational settings. He serves as an administrative assistant at Lighthouse Financial, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

Jeffrey Rice is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Metlife Securities Inc. before joining MassMutual in 2016. In addition to his advisory role, he is also licensed as an insurance agent, selling individual and group life, health, and property/casualty insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements supported by firm-approved analytical tools and provides a range of event-driven and estate-related planning programs.

Keith Elis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2014. Elis is a 50% owner and partner of Smith and Elis, LLC, a support company related to his Raymond James branch. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Spencer Rogers is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Deloitte, Bryant, Morgan Stanley, and Times Microwave Systems. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Glen Ketchian is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to help them navigate significant financial decisions and develop strategies aligned with their long-term objectives. His approach centers on building trust and clear communication to understand each client's unique goals. With over 30 years of business experience, Glen provides advice on various areas including retirement planning, wealth management, college education planning, managing new wealth, and tax minimization. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Glen earned a Bachelor's Degree from Rochester Institute of Technology. Outside of his professional work, he enjoys biking, boating, camping, skiing, spending time with his family, and traveling.

Joel Blum is a financial advisor with Ameriprise in Old Saybrook, CT, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, Blum owns Blum Operational Support LLC, which facilitates payroll and office expenses. Ameriprise offers retirement-income planning services tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports. As a large institutional firm, Ameriprise also delivers a broad array of advisory, brokerage, and insurance solutions through affiliated entities.

Daniel Buzzanca is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and People's United Advisors. He also serves as a Senior Wealth Manager at Economic Planning Group, a financial planning firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a network of over 10,000 advisors.

Catherine Arnold is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 credential and has previously worked at Franklin Distributors, LLC and Putnam Investment Management. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Rob Cassella is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he owns a private office space in Wallingford, CT, which he shares with other advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Michael Deskin is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Outside of his advisory role, he owns Destiny Fishing Charters in Clinton, Connecticut. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Daniel Kikosicki is a financial advisor with LPL Financial in Branford, CT, holding the Series 66 credential and two years of industry experience. Prior to joining LPL Financial, he worked at Janney Montgomery Scott and has experience with other businesses including Hot Tub Discounts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing various model portfolios and research resources.

Brian Sniffen is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes positions at The Vanguard Group, Private Advisor Group, Canoga Wealth Management, LPL Financial, and David Lerner Associates. Outside of finance, he was involved with fitness-related businesses from 2015 to 2017. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Vincent Martino is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, and Empire Asset Management Company. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves clients with significant investable assets and integrates algorithmic automation with advisor oversight in its planning approach.