Brian Skinner is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and 17 years of industry experience. His prior work includes roles at Milford Bank, Milford Hospital, and Waddell & Reed, Inc. He has served on the board of a nonprofit associated with Milford Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives, offering a range of financial planning and advisory services with both discretionary and non-discretionary management options.

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.

Eric Schod is a financial advisor with LPL Financial in Bridgeport, CT, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Cadaret, Grant & Co. Inc. and ongoing involvement with Corporate Benefit Enterprises and RemSept LLC. Outside of finance, he is active as a bassist and booking artist with RemSept LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

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.

Steven La Chance is a Series 66 licensed financial advisor at Merrill with one year of industry experience. He has previously worked at Bank of America and served in the United States Army for three years. He also has experience working at Naugatuck Valley Community College. Merrill 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, institutions, and charitable organizations.

Charles Mcmanus III is a CFP® professional with 28 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2023 and previously worked within other Wells Fargo entities beginning in 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

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.

Jeremy Mc Hale is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. He has worked at MassMutual Life Insurance Company and MassMutual/Team Ironwood in multiple roles since 2020. Prior to his finance career, he was employed at Sacred Heart University and Hamden High School. 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 provides comprehensive financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Sharon Daly is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent 21 years at Metlife Securities Inc. Outside of her advisory role, she also works as an insurance agent specializing in life, health, fixed annuities, and long-term care 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 ongoing financial planning, asset management, and educational seminars, structuring client engagements as annual collaborative relationships that utilize advanced software tools to analyze goals and deliver written recommendations.

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.

Nicholas Hall is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes roles at Guilford Savings Bank and operating Huskies Bar & Restaurant. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Adam Usinger is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advisory, he has activity related to non-variable insurance through Prudential. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolios, third-party asset management, brokerage, and insurance products. The firm’s integrated platform combines advisory programs with insurance sales and collateralized lending offerings.

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.

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.

Kazi Hossain is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. Prior to joining Equitable Advisors, Kazi held various roles, including positions at Steel Fitness Premier and Walmart, and studied at Penn State University. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Mark Tutino is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1992. Outside of his advisory role, he operates a non-variable insurance business under Tutino Financial, LLC, which offers life insurance and fixed annuity products not handled through LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities nationally. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage, supported by proprietary and third-party research.

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.