Christopher Andrews is a financial advisor with Mass Mutual Investors Services in Armonk, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Outside of advisory work, Andrews is involved in retail book production through True Gentlemen Holdings, LLC, and operates Compass Point Capital LLC, providing recruiting and management services for financial firms. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved tools and provides specialized programs such as divorce planning and employer-sponsored planning services.

Donald Henry is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at Citigroup Global Markets for 11 years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports more than 14,000 financial advisors with both brokerage and advisory solutions.

Noah Eberhart is a financial advisor with LPL Financial based in Mohegan Lake, NY. He holds a Series 66 designation and has been in the financial industry for two years. Prior to his current role, he was employed at Hudson Valley Credit Union and has experience in the insurance sector and customer service. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and technological tools.

Hyman Glasman is a financial advisor with LPL Financial in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Citizens Securities, Inc. and TD Ameritrade. 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 large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and employs technologies such as machine learning in its investment approach.

James Mcintosh is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over twenty years of experience in the financial services industry, focusing on helping clients pursue their long-term personal and investment goals through personalized financial strategies. His client services include education planning, legacy planning, personal retirement planning, portfolio management, tax minimization, retirement income, and services for endowments, foundations, and non-profits. James began his career in 2000 and has held positions at Prudential Financial, Citigroup Asset Management, and UBS Financial Services before joining Merrill in 2009. He holds Series 7 and 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. James is a Phi Beta Kappa graduate of the University of Connecticut Honors Program, where he earned his bachelor's degree. Residing in Greenwich, Connecticut, James is active in community and cultural organizations, including the Connecticut Ancestry Society, Fairfield County Gaelic America Club, and the University of Connecticut Alumni Association. He enjoys genealogical research, hiking, music, reading, singing, spending time with his family, traveling, and writing.

David Langhorne is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Merrill and Bank of America, as well as multiple positions within Morgan Stanley entities since 2009. Morgan Stanley Wealth Management provides advisory programs for individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and emphasizes advisory services without individual security recommendations in its standalone planning programs.

Seera Walter is a financial advisor at Merrill with 7 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2014 and at Bank of America, N.A. since 2019. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates into Bank of America’s platform, providing access to a wide range of products and services.

David Lewson is a Senior Financial Advisor at the Ridgefield Merrill Lynch Wealth Management office. He works with a select group of families and businesses to develop strategies aimed at creating, growing, preserving, and managing their wealth. David combines the personalized service of a small financial advisory boutique with the extensive resources and capabilities of one of the world's leading financial institutions. With over two decades of experience in the financial services industry, David specializes in areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, individual and corporate investment strategy, and retirement income. He holds multiple professional designations including the Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David earned a Bachelor of Science degree from Rensselaer Polytechnic Institute in 1986. David resides in Redding, Connecticut with his wife, Beth. He has been active in his community, serving as a member of the Redding Board of Education and the Redding Board of Ethics, as well as a trustee of the Western Connecticut Academy of International Studies Magnet School and a board member of Education Connection.

Donald Amoruso Sr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he is involved in educational consulting and writing, and serves as a trustee on the boards of Cabrini Housing Development Corporation and Cabrini of Westchester Nursing Home. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Attila Balla is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Taylor is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 15 years of industry experience, including previous roles at FSC Securities. Taylor serves as a board member for the nonprofit Dream Come True of Western Connecticut and acts as treasurer and board member for the Danbury Rugby Football Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

David Toapanta is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Prudential Insurance Company of America and LPL Enterprise. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, futures commission merchant, and commodity pool operator registrations.

Nicole Mazzei is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, Morgan Stanley, JPMorgan, and Wells Fargo. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Karl Anderson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its advisory services.

Bryn Doyle is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Doyle is also an independent insurance agent specializing in disability, fixed annuities, life/accident/health, long-term care, and property & casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm’s planning engagements involve collaborative, annual relationships with clients, using firm-approved analysis tools to develop written recommendations.

Luigi Muccitelli is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at firms including Ameriprise Financial Services, Inc., Boston Harbor Wealth Advisors, and currently leads Fondi Wealth Management, Inc. as CEO and President. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Richard Cossa is an Investment Consultant currently working at Fidelity Investments since 2023. He has accumulated over 17 years of experience in the financial industry, having held various financial advisory roles at firms such as Mahoney Asset Management, Lincoln Financial, Chase Investments, Oppenheimer & Co., Wells Fargo Advisors, and Morgan Stanley. Throughout his career, Richard has developed expertise in navigating different market cycles with a focus on asset allocation and delivering customer service aimed at guiding clients through their retirement planning. His professional journey reflects a consistent commitment to supporting clients in achieving their financial goals. Outside of his professional work, Richard has interests in baseball, fitness, football, golf, and yoga.

Neal Siena is a financial advisor with Raymond James Financial Services Advisors, Inc. in Valhalla, NY, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His prior roles include positions at Ameriprise and Federated Securities Corp. He is also president of QuantumView Wealth Management, a financial planning and advisory support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using asset-allocation analysis and firm research to tailor recommendations while allowing clients to retain final decision authority.

Daniel Lariccia is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Northwestern Mutual, and several automotive dealerships. Outside of financial services, he works as a consultant and independent contractor for Amazon Flex. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Noah Littin is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at BlackRock Investments, HSBC Securities USA, and the HSBC Private Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 both discretionary and non-discretionary management supported by research and model portfolios.