Christina Lake is a financial advisor at Ameriprise with 24 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she has involvement in real estate ownership. Ameriprise is a large institutional firm that offers a specialized retirement-income planning service for individuals nearing or in retirement with substantial investable assets. The firm provides comprehensive written recommendations using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools.

William Giaquinto Jr. is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 16 years at Lincoln Financial Securities Corporation and over 18 years with Nutmeg Advisory Group LLC. Outside of advisory work, he is involved with Nutmeg Advisory Group LLC in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, leveraging research and model portfolios to support diversified investment strategies.

Carl Marchitto is a financial advisor with LPL Financial in Orange, CT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior career includes over two decades with Waddell & Reed, Inc. and various insurance carriers. Marchitto also dedicates time to working with Sampson West & Associates, Inc., an investment-related business entity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and a broad platform of investment and insurance products.

James Pazareskis is a financial advisor with Equitable Advisors in Wallingford, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Equitable Advisors and its affiliated entities since 2007 and previously held positions at Uvest Financial Services Group, Webster Investment Services, and American Skandia Advisory Services. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of investment models and third-party managers and offers services through a network of Investment Adviser Representatives.

Joan Zorena is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and has been with UBS since 2014. Outside of her advisory role, she is involved with Second Saturday Divorce Workshops. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.

Meagan Dejesus is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at Ohio National Financial Services since 2010 and at O.N. Equity Sales Company from 2009 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs supported by various model portfolios, research resources, and technology-driven solutions.

Slade Yancy is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He supports clients through the financial planning process aimed at educating them and helping bring clarity and peace of mind to their families. Prior to his current position, Slade served as a Financial Consultant at Fidelity Investments from 2020 to 2023 and as Assistant Branch Manager from 2016 to 2020. His earlier experience includes roles at Merrill Edge Bank of America as Market Sales Manager from 2013 to 2015 and Financial Solutions Advisor from 2011 to 2013, as well as Financial Advisor at Merrill Lynch from 2008 to 2010. Slade holds a California Insurance License. Further educational background and personal interests were not provided.

Jordan Sullivan is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 18 years of industry experience. His work history includes roles at People's United Advisors, Inc. and People's Securities, Inc. Sullivan is also associated with Wilmington Advisors at M&T in an investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, using both discretionary and non-discretionary management supported by proprietary and third-party research.

Alexandra Brinkerhoff is a Series 66-credentialed financial advisor with 16 years of industry experience, all of which she has spent at Merrill in New Haven, CT. 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 and supports individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Zimmerman is a financial advisor with OSAIC who holds Series 63 and Series 66 credentials and has 26 years of industry experience. His prior firms include Securities America Advisors, Securities America, Inc., and National Planning Corporation. Outside of his advisory work, he is involved in local sports as a soccer referee and coach and serves as a ticket seller and timekeeper for high school sports events. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, with a range of portfolio management options supported by asset-allocation tools and third-party platforms.

Shane Henderson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previous experience working at hospitality and recreation-related businesses, including Fresh Salt: Saybrook Point Inn Resort & Marina and Waters Edge Resort and Spa. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and offers advisory services to multiple registered investment companies and fund-of-funds.

Steven Baklas is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to understand their unique financial objectives and develop personalized strategies to pursue these goals. His approach focuses on building long-lasting relationships and providing guidance on various areas including family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, and tax minimization. Steven holds a Master's of Business Administration (MBA) and a Bachelor's Degree, both from the University of Connecticut. He also holds the designation of Personal Investment Advisor (PIA). He communicates fluently in Greek, Spanish, and English. Outside of his professional work, Steven has interests that include adventure sports, baseball, basketball, chess, cooking, football, gardening, pickleball, traveling, and watching movies.

Celeste Barham is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical for large institutional advisers.

Danielle La Riviere is a financial advisor at Merrill with 17 years of experience at the firm and seven years in the industry. She holds a Series 66 designation. Outside of her advisory work, she is a member of DEUX ELLES, LLC, an inactive management consulting LLC. 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 strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

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.

Wayne Card is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital markets expertise.

Christopher Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes roles at Private Advisor Group, LLC, PFS Investments Inc, and Primerica Financial Services. Outside of advisory work, he has experience in education with Hamden Public Schools and operates a business called Rocky's Aqua. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party research, and technology-driven tools.

David O'Connor is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Theodore Davis is a financial advisor at Ameriprise with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Ameriprise and its related entities since 2011. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with its financial advisors.

Fay Sheppard is a financial advisor with Wells Fargo Clearing in Orange, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she manages power of attorney responsibilities for her spouse, including selecting caregivers and overseeing related administrative tasks. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.