Michail Borisov is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2011 and Bank of America, N.A. since 2016. 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 and profit-sharing plans, corporations, and charitable organizations.

Erin Candler is a financial advisor at LPL Financial with 37 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at People's Securities, Inc. for 30 years and People's United Advisors, Inc. for 4 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Miklos Gudricza Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Mass Mutual, Waddell & Reed, Inc., and various insurance carriers related to W&R insurance agencies. Outside of advisory services, he is involved with JorMik Capital Holdings, LLC, a business entity used for tax and investment purposes. 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 and access to model portfolios and third-party asset management, supported by a network of over 22,800 advisors.

Achyuta Nidadavolu is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP®, ChFC®, PFS™, and Series 66 credentials and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Sabrina Angiolillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 26 years of industry experience. She previously worked at People's United Advisors, Inc. and People's Securities, Inc. Outside of advising, she participates in product testing and mystery shopping for restaurants and retail stores. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Tara O'Connor is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Her prior work includes positions at Goodwin Procter LLP and CDM Smith, as well as roles at Northeastern University and Victoria's Secret & Co. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Scott Torello is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Torello is a partner at MPL II LLC, providing consulting services exclusively for Blue Cross/Blue Shield in the self-insurance market. MassMutual Investors Services 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, utilizing firm-approved tools to develop collaborative, annual planning relationships.

Sedigheh Nowrouzzadeh is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. She holds the Series 66 designation and has been with Cambridge since 2009, previously working at Mass Mutual Investors Services from 2004 to 2009. Outside of advisory work, she prepares tax returns for nonprofit organizations serving low-income families. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms, supporting access to third-party advisers and proprietary model strategies.

Aaron Hall is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at UBS Financial Services and JPMorgan Securities. He serves as a board member for the New Canaan Veterans of Foreign War Post 653. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Jane Griffith is a financial advisor with LPL Financial, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 24 years of industry experience, including ten years at Cetera Advisor Networks and over three decades running her own law practice. In addition to her advisory work, she maintains an active law practice and provides tax preparation and accounting services. 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 financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Matthew Cavalier is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He has accumulated a decade of experience in the financial planning industry, focusing on providing holistic guidance to clients and their families to help them build and maintain comprehensive financial plans aimed at pursuing their goals. Prior to his current position, Matthew served as a Client Relationship Manager at Symmetry Wealth Advisory Group from 2021 to 2023. He also gained extensive experience at The Ayco Company LP - Goldman Sachs Personal Wealth Management, where he worked as an Associate from 2018 to 2021, an Analyst from 2015 to 2018, and an Intern Level II from 2014 to 2015.

David Yaffee is a financial advisor with LPL Enterprise holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His career has included roles at The Prudential Insurance Company of America, Pruco Securities, LPL Financial, and Webster Bank. Outside of finance, he owns Yaffee & Associates, a business focused on sales and training for musical instruments. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning and access to third-party asset managers.

Joseph Goett is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing and Wells Fargo Advisors since 2016. He is a part-owner of ENTITY 3 LLC and the Rich, McManus & Goett Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and special-needs clients.

Joel Ford is a financial advisor at Merrill in Fairfield, CT, holding Series 63 and Series 66 licenses. He began his industry career in 2025, with prior roles including time at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, he was involved with Joel Ford Music Production from 2009 to 2025. Merrill, along 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 individual and institutional clients.

Ethan Sullivan is a Series 66-credentialed financial advisor with 14 years of industry experience, currently with J.P. Morgan Securities in Monroe, CT. He previously worked at Bank of America and Merrill from 2011 to 2024. Outside of his advisory role, he serves as a part-time seasonal youth alpine ski racing coach at Berkshire East Mountain Resort. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Its advisory process combines quantitative and qualitative research, with recommendations that incorporate ESG criteria and broader derivatives capabilities.

Colin Nardi is a Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill for five years, applying his expertise to assist individuals and families in managing their wealth and making informed financial decisions. Since graduating with a Bachelor's Degree in Finance from Providence College in 2021, Colin has developed customized financial plans, implemented tax-efficient wealth strategies, and aligned investment portfolios with clients' long-term goals. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Colin’s mission centers on building lasting relationships based on trust and personalized advice to help clients pursue their financial goals and long-term well-being. Outside of work, he enjoys activities such as basketball, cooking, football, golfing, music, pickleball, spending time with family, table tennis, traveling, and watching movies.

Martin Wollack is a Series 66-licensed financial advisor at Morgan Stanley with 16 years of experience. He has worked at several firms, including Principle Wealth Partners LLC, Essex Financial Services, Inc., Della Porta Financial Advisors, and Bbva Compass. He is based in New Haven, CT. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and modeling techniques as part of its financial planning process.

Derek Slovak is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

Thomas Martin is a financial advisor with Cetera in North Haven, CT, holding Series 63 and Series 66 licenses and having 13 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation, Independent Financial Group, and Penn Mutual Life Insurance Company. He is the sole owner of Martin Strategic Wealth LLC, which focuses on continuity and succession planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and investment strategies.

Corey Donovan is a financial advisor with MassMutual Investors Services holding a Series 66 designation and beginning his industry experience in 2026. His prior background includes roles at MassMutual Life Insurance Company and Bryant University. Outside of his advisory work, he has experience related to Orange Hills Country Club. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships and offers specialized programs including Divorce Planning and employer-sponsored planning services.