Richard Belanger is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2024, he worked at Cetera Investment Services and Foresters Advisory Services. 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 financial planning and investment services through a large network of advisors using both proprietary and third-party strategies.

David Sack is a financial advisor with Morgan Stanley in Killingworth, Connecticut, holding Series 63 and Series 65 licenses and possessing 46 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and research.

Matthew Cooper is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley since 2016. Outside of his advisory role, Cooper is involved with the Town of Wethersfield Parks and Recreation as a recreation specialist running an elementary school ski club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and methodologies.

Wilbur Mann Jr. is a financial advisor at LPL Financial with 31 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Main Street Management Company. He holds Series 63 and Series 65 credentials and is based in Cheshire, CT. Mann also acts as an independent agent for fixed insurance products. 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, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.

Mark Massa is a financial advisor with Equitable Advisors in Hamden, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999 and prior to that was affiliated with Axa Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching clients to appropriate program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Theodore Earl Jr. is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., John Hancock Mutual Life Insurance Company, and Minnesota Mutual Life. He also operates a sole proprietorship focused on insurance sales. OSAIC serves a diverse client base including retail and institutional investors through a multi-advisor platform offering brokerage and advisory services, comprehensive financial planning, and various portfolio management programs. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization supported by technology and risk analysis tools.

Diego Arbelaez Doncel is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with ETI Sales for 15 years and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2003. Outside of his advisory role, he is involved with Isla's Business Services LLC, which provides tax preparation and bookkeeping services. Primerica Advisors serves primarily individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Zachary Green is a financial advisor with Wells Fargo Advisors in Cheshire, CT, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Wells Fargo Bank NA, Wells Fargo Clearing Services LLC, and Wells Fargo Advisors since 2017, with earlier experience in retail. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients’ needs using proprietary research and planning tools.

Drescott Thompson III is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset requirements. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, utilizing a combination of research, modeling, and tax-efficiency analysis.

Matthew Corrigan is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and the Series 66 license. He has 10 years of industry experience and previously worked at MetLife before joining MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of advisory work, he is also licensed as an insurance agent providing life, disability, long-term care, health, and fixed annuity products. 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 offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning engagements.

Michael Bencivengo Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Lincoln Financial Advisors and Morgan Stanley DW Inc. Outside of his advisory role, he is also licensed as an agent offering accident and health, disability, fixed annuities, and traditional life insurance products. OSAIC serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through multiple programs, emphasizing model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Wiktor Wozniak is a financial advisor at UBS Financial Services in New Haven, CT, holding a Series 66 designation with nine years of industry experience. Prior to joining UBS in 2018, he worked at AXA Advisors, LLC from 2016 to 2018. Outside of advisory work, Wozniak is involved in real estate as an owner and landlord. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside fee-based financial planning and portfolio management.

David Brown is a financial advisor at Ameriprise with 26 years of industry experience. He has held roles at Raymond James Financial and in insurance prior to joining Ameriprise in 2021. His credentials include Series 63 and Series 65 licenses. Outside of advising, he is involved in independent insurance brokering focused on fixed annuities. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to support its advisory approach.

Stacy Skeete is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has held roles at Amazon and New England College of Business. 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, and institutions.

Christopher Pascale is a CFP® professional with 29 years of industry experience. He currently works at Raymond James Financial and previously spent 24 years with Commonwealth Financial Network. He is also co-founder and president of Lobo & Pascale Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Burton Caldwell is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to develop personalized financial plans. He focuses on understanding clients' goals and financial situations to create strategies that aim to provide confidence and peace of mind. Prior to his current role, Burton worked as a Financial Representative at Fidelity Investments from 2023 to 2025. He also has experience as an Account Executive and Mortgage Loan Originator at NewDay USA in 2022. His professional background centers on investment consulting and financial representation. Outside of his professional work, Burton enjoys golf, skiing, and traveling.

Yogesh Kamdar is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies that help clients pursue their long-term financial goals. Since joining Merrill in 1993, Yogesh has worked with both individuals and businesses to develop customized financial plans focused on retirement planning, portfolio management, tax minimization, and executive compensation, among other areas. His approach emphasizes understanding each client’s full financial picture and maintaining focus on personal objectives regardless of market fluctuations. Originally from India, Yogesh earned Bachelor's degrees from Saurashtra University and Gujarat University before relocating to the United States in 1988. He began his career as a business manager for the City of Worcester, Massachusetts, and subsequently joined Prudential Insurance Company, where he gained experience in insurance, investment products, and wealth planning. Yogesh holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English, Hindi, and Gujarati. In addition to his professional work, Yogesh participates in community volunteering consistent with Merrill’s traditions. His personal interests include badminton, bowling, chess, pickleball, reading, table tennis, traveling, and yoga.

Margaret Guzman is a financial advisor with LPL Financial in Waterbury, CT, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. Her career includes roles at Wells Fargo Bank, Wells Fargo Clearing Services, and Wells Fargo Securities. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Christian Rausch is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Voya Financial Advisors, Inc. and Scottrade. He is currently based in Berlin, CT. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors, utilizing multiple program structures and third-party managers.

Edward Graham Handley is a financial advisor with Edward Jones in Southington, CT. He holds a Series 66 designation and has 10 years of industry experience, including 11 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.