George Ameer is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Ameer serves as a member of the United States Army Reserve. 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 nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Joseph Dedo is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. His career includes 20 years with Waddell & Reed, Inc. and various insurance carriers affiliated with W & R Insurance Agencies. He is also involved in insurance sales through these agencies in Southbury, CT. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, employing a range of discretionary and non-discretionary investment strategies.

Jason Castaldi is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with MassMutual and its affiliated entities since 2005. Outside of his advisory role, he is the managing member of Wealth Building LLC, an S-Corp he formed in 2024, and he also works as an insurance agent specializing in life, disability, fixed annuities, and long-term care products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and collaborative, annual planning engagements tailored to client goals.

Michele Wyatt is a financial advisor at Fisher Investments with Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at Lincoln Financial Distributors for 11 years before joining Fisher Investments in 2024. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios.

Derek Packett is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, he serves on the Board of Assessment Appeals and volunteers with the Flanders Nature Center & Land Trust. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focusing on income sources and tax-aware withdrawal strategies.

Christopher Howard is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including PFS Investments Inc. and Primerica Financial Services since 2019. Outside of advisory work, he owns and operates Greenleaf Birch, Inc., a non-investment related business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jennifer Cremin is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she works as part of a team serving affluent individuals focused on long-term wealth accumulation and retirees relying on income from their assets. She specializes in developing personalized wealth management strategies by thoroughly understanding her clients’ financial situations, including assets, liabilities, and portfolio structures. Jennifer has expertise in assisting women who take full responsibility for their finances under various circumstances, such as divorce or widowhood, providing guidance through asset transfers and liquidation. Additionally, she supports clients with retirement transitions by designing strategies to preserve wealth and navigate complex withdrawal options from corporate retirement plans. Jennifer holds a bachelor’s degree in Speech Communication from Ithaca College and has earned the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Outside of her professional role, Jennifer contributes to the community by volunteering with youth sports programs. Her personal interests include cooking, golfing, hiking, reading, running, spending time with her family, traveling, and watching movies.

Eric Feingold is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior work includes over two decades at Citigroup and six years at Prime Franchise Consulting. Outside of finance, he owns a part-time residential and commercial construction business, which is currently being sold. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options within an integrated platform.

Patricia Anderson is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Merrill since 1994. Outside of her advisory role, she serves as a representative on the Branford, Connecticut Town Meeting, participating in local government matters related to her district. 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 a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional investors.

Barbara McMahon is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2008 and Bank of America since 2010. 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, pension plans, corporations, and charitable organizations.

Filiz Hoops is a financial advisor with Ameriprise in Redding, CT, holding Series 63 and Series 66 credentials and eight years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Ceccherelli is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2024, following prior roles at E*TRADE Securities LLC/Morgan Stanley Smith Barney, Morgan Stanley, and Dillon Hill Capital LLC. He also has a background in management at Fairview Country Club. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and alternative investment due diligence in its investment approach.

Jeffrey Cole is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Stifel since 2019. His prior experience includes roles at Bank of America and Merrill Lynch, each spanning a decade. Cole is also the owner of a rental property outside of his securities trading hours. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Edward Zapson is a CFP®-certified financial advisor with Edward Jones in Mt Kisco, NY, where he has worked since 2002. He has 23 years of industry experience. Outside of his advisory role, he volunteers approximately 12 hours per month as an emergency medical technician with the Hopewell Junction Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Katherine Bernardi is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Wells Fargo Advisors LLC since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions that are IPS-driven and grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Monaco is a financial advisor with Cetera, holding the PFS™ designation and Series 63 license, and has 26 years of industry experience. His prior experience includes over two decades at Avantax in various advisory and insurance roles, and he also operates an accounting and bookkeeping practice as president of John R. Monaco, CPA PC. Additionally, he is appointed as a health insurance sales representative for MVP Health Care. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, providing access to both affiliated and third-party managers across discretionary and non-discretionary programs.

Carolina Reynolds is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley since 2020 and previously held positions at Aquarion Water Company and Southern Connecticut State University. 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, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Steven Green is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background in emergency services, including roles with the Norwalk Police Department, Rocky Hill Police Department, Baltimore Police Department, and American Medical Response. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and a large network of advisors.

Christian Morgan is a financial advisor with Ameriprise in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he owns and manages a business called Tip Top Corp. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Lewis Green is a financial advisor with LPL Financial in Trumbull, CT, holding a Series 63 designation and bringing 44 years of industry experience. His prior roles include positions at SECURITIES AMERICA, Inc., KMS Financial Services, Northstar Wealth Partners, and Mass Mutual Investors Services. He also maintains an outside activity in non-variable insurance related to his investment practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.