Patricia Walsh is a financial advisor at Stifel with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2012. Outside of her advisory work, she is a licensed notary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and asset allocation guidance.

John Sack is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2015 and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is involved in estate administration as an executor. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Michael Sondak is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked at Ameriprise since 2009 in various roles within the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Timothy Cunningham is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1979. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mickey Goldberg is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. He previously worked at Bard Financial Services Inc. and Sagepoint Financial, Inc. Outside of his advisory role, he occasionally sells personal sports memorabilia and sports cards on eBay. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach uses model-based asset allocation and portfolio optimization with discretionary and advisor-managed strategies complemented by third-party managers and proprietary models.

Bradley Nelsen is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including New York Life Insurance Company, NYLIFE Securities LLC, and Allstate Financial. Nelsen is also affiliated with Eugene Cohen Insurance Agency. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and multiple investment management options across a large, multi-advisor platform.

Stephen Adeletti is a financial advisor with Ameriprise Financial Services LLC, holding a Series 63 designation and over 38 years of industry experience. He previously worked at UBS Financial Services from 1987 to 2024. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm employs a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by algorithmic automation and oversight committees.

Carrie O'neil is the Resident Director and Wealth Management Advisor at Merrill, where she has been a member of the Merrill Lynch Wealth Management team since 2010. She holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. In addition, Carrie holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), with FINRA Series 7, 9, 10, and 66 registrations and Life and Variable Life insurance licenses. Carrie specializes in customized wealth planning tailored to each client's unique financial goals and objectives. Her expertise encompasses a range of integrated strategies including wealth transfer, tax minimization, lending, philanthropic strategies, and support for client needs such as divorce transition planning, family wealth management, services for endowments and non-profits, managing new wealth, socially responsible investing, retirement income, and investment strategies for individuals and corporations. She takes an individualized approach that considers clients' financial needs alongside their lives, family, and interests. She holds a Bachelor's Degree from Central Connecticut State University and has completed an accredited certificate program from the American College. Carrie is a member of Elm City BNI. Outside of her professional work, she enjoys camping, music, painting, reading, traveling, and spending time with her husband, Patrick, and their four children in Clinton.

Beat Ryff is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior firms include People's United Advisors, People's Securities, Edward Jones, and Merrill. 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, utilizing a broad mix of investment strategies and operational tools, and oversees more than $819 billion in discretionary assets through a network of over 22,800 advisors.

Adam Novak is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, BNY Mellon, and Columbia Threadneedle. His other business activities include independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with algorithmic automation to deliver these services, emphasizing assets held in Ameriprise-managed accounts.

Cameron Rice is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Waddell & Reed. He is also registered as a non-variable insurance agent. 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 portfolios, third-party asset management, and institutional platforms.

Hilary Donofrio Lawton is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at firms including Westport Capital Markets, Merrill, Wells Fargo Clearing, and Prudential Equity Group. She also oversees Impact Financial Wealth Management, LLC, a business related to her LPL activities. 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 portfolio programs, and institutional platforms, combining broad non-advisory financial services with oversight of substantial discretionary assets.

Kenneth Spitzbard is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. for 14 years and Bard Financial Services for 41 years, where he also serves as president. He is a member of the Jewish Foundation of Greater New Haven Investment Oversight Committee. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities. The firm offers brokerage and advisory services with a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management across various platforms and strategies.

David Laughran is a CFP®-designated financial advisor with 12 years of industry experience, currently practicing at Edward Jones in Branford, CT. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Keri Walsh is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. since 2026. Between 2016 and 2017, she was a homemaker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market projections.

Darrell Fox is a financial advisor with Ameriprise in Old Saybrook, CT, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he serves as Vice President of Public Relations on the Board of Directors for the nonprofit Light For All. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, written recommendations delivered through a centralized consulting team.

Logan Reed is a financial advisor at LPL Financial with 19 years of industry experience. He holds the CFP® designation and has previously worked at Janney Montgomery Scott and Merrill. Reed is based in Branford, CT. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment options including model portfolios, third-party asset management, and customized strategies supported by advisor-facing technology tools.

Joseph Raymond is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012, following two years at Edward Jones. Outside of his advisory role, he is involved in managing several rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with forward-looking capital market assumptions to support its advisory process.

John Capece is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Voya Financial Advisory and Waddell & Reed. In addition to his financial advisory work, he serves as a substitute teacher at Grammer School in North Haven, CT. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Lassen is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Voya Financial Advisors and Equitable Advisors. In addition to his advisory role, he is involved with Brokers Service Marketing Group, focusing on non-variable insurance. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.