Michael Deskin is a financial advisor with Morgan Stanley in Madison, Connecticut, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Morgan Stanley and its affiliates since 2001. Outside of his advisory work, he is the owner of Destiny Fishing Charters in Clinton, Connecticut. Morgan Stanley Wealth Management provides a wide range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and approved planning tools, with a focus on advisory services and varied investment offerings.

Daniel Kikosicki is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Janney Montgomery Scott and Anthem BCBS. He is also a commissioned notary in Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Debra Flint is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2017, following nine years at UBS Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement-income planning advice focused on income sources, tax-aware withdrawal strategies, and Social Security options.

Maura Ryan is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as treasurer of the Wallingford Rod and Gun Club in Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process.

Arthur Gallant is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds the ChFC® designation and has previously worked at MetLife Securities Inc. In addition to his advisory role, he operates two LLCs focused on wealth management and insurance brokerage services for clients. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, and charitable organizations, with a focus on collaborative, goal-based planning.

William Pello is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and creates personalized wealth management strategies that reflect their unique investment personalities and life priorities. He provides access to investment insights and banking solutions to pursue clients' long-term financial objectives. William's expertise spans education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, tax minimization, and retirement income. He serves as a personal advisor, investment manager, and retirement planner, emphasizing a collaborative and client-centered approach. He holds a Bachelor's Degree from Bentley College and professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). William also participates in community activities and spends time volunteering with local organizations. His personal interests include baseball, biking, bowling, cooking, golfing, hiking, music, and spending time with his family.

Jordan True is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2017 to 2025. Additionally, he has a non-investment-related business, Lobo Pascale Wealth Management LLC, based in Wallingford, CT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to help clients understand potential outcomes.

William Passarelli is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including MassMutual and Edward Jones. In addition to his advisory role, he is employed outside the investment industry as an Electronics Systems Server at Pratt & Whitney. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alice Reitz is a financial advisor with LPL Financial in Madison, CT, holding CFP®, ChFC®, and Series 66 designations. She has 23 years of industry experience, including 10 years at Thrivent Investment Management and 2 years at INVEST Financial Corporation. Outside of her advisory role, she is CEO and member of The Reitz Group, LLC. 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 a range of financial planning and investment management solutions delivered through a large network of advisors using various model portfolios, third-party subadvisors, and customized strategies.

Matthew Fleming is a CFP® licensed financial advisor with 20 years of industry experience. He currently works at LPL Financial and has previous experience at Janney Montgomery Scott LLC and Prudential Insurance Company of America. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Susanna Ganci is a financial advisor with Edward Jones in Madison, CT, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Matthew Naarden is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America (Merrill Lynch) and involvement in the UMass Lowell Masters Program. Outside of finance, he has participated in community sports events, such as War at the Shore Baseball. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and providing centralized custody and operational support.

Lucas Mainiero is a Series 66-licensed financial advisor with Raymond James Financial, based in Branford, CT, with 12 years of industry experience. He has worked at various Raymond James entities since 2017. Outside of his advisory role, he is the CEO of Shoreline Financial LLC, a support company he manages as sole proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consultative services using analytical tools and supports a wide advisor network with specialized municipal and public-finance capabilities.

Theodore Koppy is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds the Series 66 designation and has worked at MassMutual Life Insurance Co. and MML Investors Services, LLC since 2023. Prior to this, he held positions at WVIT-TV, Daniel Guerra, and Waddell & Reed, Inc. Additionally, he is involved in outside insurance sales as an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to develop written recommendations tailored to client goals.

Michael Mendillo Jr. is a CFP® professional with 12 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked for Commonwealth Financial Network and Lobo & Pascale Wealth Management, LLC for 11 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network with specialized municipal and retirement plan advisory services.

Laura Palumbo is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. She has 42 years of industry experience and has been with Cetera and its affiliates since 2013. Outside of her advisory work, she is also an artist who paints and distributes her work through local stores. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that allows advisors to tailor investment strategies using affiliated and third-party managers.

Brett Dolan is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His prior roles include positions at Securities America Advisors, Securities America Inc., National Planning Corporation, and Osaic FS, Inc. Outside of advising, he serves as a trustee and executor for family trusts and estates, and also works as an insurance agent providing insurance-related advice and products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and programs, and is notable for its scale, complex affiliate structure, and recent consolidation activity.

Sherry Olson Lusardi is a financial advisor at UBS Financial Services with 41 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor plans and portfolio management to clients’ goals and risk tolerances.