Steffanie Arduini is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2026, she worked at Commonwealth Financial Network for four years and Boronski & Associates for fifteen years. She is also involved in fixed insurance sales and owns Arduini Adamowski Associates, LLC, a private entity facilitating securities, advisory, and insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals, employing analytical tools and risk profiling, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Christopher Greco is a financial advisor with Morgan Stanley in Madison, CT. He holds a Series 66 designation and has been in the financial industry since 2023, including prior experience at Interactive Brokers. Outside of finance, he has worked in a variety of roles across industries including hospitality and automotive. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services through its broad retail and institutional platform.

Daniel Asiedu is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has been with Primerica Advisors since 2015 and has been involved with related Primerica entities since 2013. Outside of his advisory role, he serves as the medical director for Caregivers RI, LLC, a home care business he co-founded with his wife. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, along with corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Michael Desi is a financial advisor at Stifel with 19 years of industry experience. He has been with Stifel since 2012 and holds a Series 66 designation. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

John Hursh is a financial advisor with Ameriprise in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Ameriprise since 2012, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing tailored recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, focusing on clients with significant assets under management.

Christopher Raymond is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Cambridge Investment Research Advisors. 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, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports its recommendations through various advisory programs and specialized services.

Dawn Rosa is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has been with LPL Financial since 2011. Rosa is also associated with Webster Investment Services, where she has worked since 2008. 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 advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Steve Tortora is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill Lynch, Pierce, Fenner & Smith since 1999. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Chapin is the Vice President, Wealth Planner at Fidelity, a role he has held since 2025. In this position, he partners with individuals and their families to co-create financial plans tailored to their unique needs. Prior to this, he worked as a Financial Consultant at Fidelity Investments in 2025. His experience also includes serving as a Senior Wealth Advisor at Citizens Securities from 2023 to 2024 and as a VP Financial Consultant at Charles Schwab from 2017 to 2023. David's professional background encompasses roles focused on wealth planning and financial consulting, reflecting his expertise in developing financial plans that simplify clients' financial lives. Outside of his work, he enjoys camping, family activities, fitness, hiking, and outdoor adventures.

Joseph Hudson is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021 and Morgan Stanley Private Bank, N.A. since 2025. Prior to entering the financial industry, he was employed at The Boxoffice Company for five years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm utilizes structured planning tools and scenario modeling to develop financial plans, while clients remain responsible for implementation and updates.

Jessica Fanelli is a financial advisor at Merrill in New Haven, CT, holding a Series 66 designation with 5 years of industry experience. She has been with Merrill since 2015. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Matthew Incitti is a financial advisor at Merrill with 17 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2008. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Frank Santi is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients’ individual financial goals and adapt to changing market conditions. Leveraging the investment insights of Merrill and the banking and lending solutions of Bank of America, he aims to provide comprehensive financial guidance. Frank holds a Bachelor's Degree from Western Connecticut State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He actively participates in community organizations such as the Washington Nationals Dream Foundation and Maryland Special Olympics. Outside of work, Frank enjoys biking, camping, golfing, skiing, and spending time with his family.

Ronald Vaill is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, Chimera Securities, and Boars Head, East Coast Provisions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Michelle Ransom is a financial advisor with Mass Mutual Investors Services in Hamden, CT, holding Series 63 and Series 66 designations and having 20 years of industry experience. She has been with Mass Mutual Investors Services since 2006 and has been affiliated with MassMutual life Insurance Co since 2003. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including wrap accounts, money-manager programs, and educational seminars.

Christopher Fry is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he serves as CEO and CFO of Watermark Management Partners, LLC, a non-investment-related business. Ameriprise provides a retirement-income planning service aimed at clients approaching or in retirement who meet certain asset thresholds. The firm offers a range of advisory, brokerage, and insurance solutions and utilizes a centralized consulting team that delivers non-discretionary, research-driven retirement income recommendations.

Edward Riley is a financial advisor at Wells Fargo Clearing in Madison, CT, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dara Moon is a financial advisor at Morgan Stanley in New Haven, CT, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2022, Dara worked at Raymond James, Merrill, and Bank of America. Dara also has experience working at the University of Connecticut in dining services and other roles from 2013 to 2017. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and corporate financial planning agreements.

Stuart Pearl is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with LPL Financial since 2004. In addition to his advisory role, he operates a tax preparation business through Southern CT Tax Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches.

David Desanti is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 18 years of industry experience. His background includes roles at MetLife, Webster Bank, and LPL Financial before his current position at Mass Mutual. In addition to his advisory work, Desanti has experience as an independent insurance agent specializing in fixed insurance products. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring planning as collaborative annual relationships that use firm-approved tools to analyze client goals.