John Wostbrock is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has previously spent 28 years with Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he is the owner of a tax preparation and accounting firm. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and retirement services through a nationwide network of independent advisors.

Ryan Breen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing seven years of industry experience. His prior roles include positions at Edward Jones, PartnerRe Asset Management, and White Mountains Advisors LLC. Breen is also active as an independent insurance agent for various agencies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent financial professionals, utilizing multiple custody platforms and proprietary as well as third-party model strategies.

Michael Taverner is a financial advisor with LPL Financial, holding a Series 66 credential and 20 years of industry experience. Prior to joining LPL in 2019, he worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Outside of advisory work, he is the owner of Global Beaute LLC, a bathroom remodeling business. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Ratineri is a Senior Financial Advisor with over 25 years of experience at Merrill Lynch Wealth Management. He focuses on serving business owners, physicians, and multigenerational families by providing guidance on personal retirement planning and managing workplace 401(k) plans. As a Portfolio Manager within Merrill's Investment Advisory Program, he manages personalized investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill Lynch model portfolios, ETFs, and third-party investment strategies. Christopher holds several professional designations, including Certified Plan Fiduciary Advisor® (CPFA®), Certified 401(k) Professional (C(k)P®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his High School Diploma from Eli Whitney. A U.S. Navy and Desert Storm Veteran, Christopher carries the values of service, discipline, and integrity into his financial career. His approach to financial readiness emphasizes education and simplification, providing clients with clear guidance throughout each step of their financial planning. Christopher works alongside a seven-person team, including Trust and Mortgage Specialists, offering a combined experience of over 125 years. Outside of his professional work, he is involved with community organizations such as the Connecticut Food Bank, Red Cross through regular blood donations, Take a Vet Fishing, and the Wounded Warrior Project. He is also a husband, father, martial artist, and enthusiast of pop culture art, technology, reading, behavioral economics, and market technical analysis.

Tessa Bridges is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. She previously worked at UBS Financial Services and has experience outside finance, including a role at Gusto Trattoria Italian Restaurant. 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 for individuals, high-net-worth clients, and institutional investors.

Darryl Zebrowski is a financial advisor at Edward Jones with 25 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2000. 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 through a large network of advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mark Wingfield is a financial advisor at Morgan Stanley in Madison, CT, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at LPL Financial, The Investment Center, Inc., and Northwestern Mutual. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

John Barnes is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1998. Outside of his advisory role, Barnes serves on the finance committee at St. John's Episcopal Church and is a member of the nominating committee at the Hartford Golf Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad 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 employs a structured, tool-based planning process supported by its Global Investment Committee’s research.

Michael Moran is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Minnesota Life and Securian Financial Services Inc. for 20 years, as well as ownership of The Hired Brush, a residential interior painting business. Outside of finance, he is an artist and a football official. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with options ranging from model portfolios to bespoke strategies.

Tanya Parker is the Branch Leader at Fidelity Investments' New Haven Investor Center. In this role, she focuses on delivering wealth planning strategies that help clients understand their financial goals, develop and maintain their relationship with Fidelity, and work towards a confident financial future. She has held the position of Branch Leader at Fidelity since 2023. Prior to this, Tanya worked as a Registered Wealth Management Client Associate at Merrill Lynch from 2018 to 2023, and as a Senior Regional Sales Consultant at Prudential Annuities from 2008 to 2016. Her professional experience spans wealth management, client relationship development, and financial planning. Outside of her professional work, Tanya enjoys activities such as spending time at the beach, gardening, hiking, and traveling.

Jay Pinto is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials, and has 31 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years. He also provides financial planning and consulting services through Summit Planning Group LLC, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services supported by research and a variety of portfolio management options.

Harold Hartmann Jr. is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses, with 17 years of industry experience. His prior roles include positions at OSAIC and Sagepoint Financial, Inc., and he has led Hartmann & Company Inc. since 2006, which provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

John La France is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior work history includes roles at MassMutual Life Insurance Company and several other firms. Outside of advising, he is also engaged in insurance brokerage, focusing on life, 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 offers financial planning, asset management, and educational seminars through structured, annual planning engagements using firm-approved analytical tools.

Noah Baskin is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works with individuals and families to navigate important financial decisions, focusing on early wealth building through the transition into retirement. Noah emphasizes the importance of clear planning and provides personalized guidance using a disciplined approach to long-term investing. Prior to his current role, Noah served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as a Financial Representative at the same firm from 2022 to 2023. His experience at Fidelity Investments spans several roles, allowing him to develop expertise in financial consulting and investment strategies. Outside of his professional work, Noah has interests in fitness, museums, pets, skiing, and traveling.

William Little is a financial advisor at Edward Jones in Woodbridge, CT, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2018 and previously worked as a high school soccer coach. Outside of advisory work, he has managed rental properties, including tenant relations and property maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Stambouloglou is a financial advisor with LPL Financial in Branford, CT, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Webster Bank, Liberty Bank, Raymond James Financial Services, Infinex Investments, and United Bank. 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, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Ryan Pearl is a financial advisor with LPL Financial in Hamden, CT, holding a Series 66 credential and eight years of industry experience. He has worked at LPL Financial and Warner Group since 2017. Pearl is also involved in tax preparation through his work with Southern CT Tax Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to proprietary and third-party research.

Daniel Comastra is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he collaborates closely with individuals and families to develop financial plans that aim to strengthen their financial outlook and provide peace of mind. He emphasizes building relationships based on trust and respect while leveraging unique strategies to help clients pursue their financial goals. Daniel has been with Fidelity Investments since 2021, progressing through roles including Investment Consultant, Investment Solutions Representative II, Investment Solutions Representative, High Net Worth, and Customer Relationship Advocate. His experience encompasses various aspects of investment consultation and client relationship management. He holds an Arkansas Insurance License and has personal interests in cars, fitness, football, golf, and skiing.

Thomas Cosgriff is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at Barnum Financial Group and Parkview Advance LLC. He is also an independent insurance agent specializing in the sales and service of life insurance, disability, long-term care, fixed annuities, and health insurance. Mass Mutual 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 ongoing financial planning, asset management, and educational seminars, employing collaborative, goal-focused strategies supported by firm-approved analytical tools.

Deborah Moore is a financial advisor with Merrill in New Haven, CT, holding Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with Merrill since 1990 and also worked at Bank of America N.A. starting in 2020. Outside of her advisory role, she operates a sole proprietorship as a Life/Happiness Coach. 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 individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.