Ernest Asprelli Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He also has a long tenure at Citigroup Global Markets dating back to 1996. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jacklin Ledoux is a financial advisor with Primerica Advisors in Hamden, CT, holding Series 65 and Series 63 certifications and one year of industry experience. Prior to joining Primerica Advisors, Ledoux worked at Amazon.com LLC and Hospitality Staffing Solutions. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of financial advisors utilizing model-based investment strategies supported by third-party asset managers and custodians.

Isaiah Hernandez is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at M&T Bank, Starbucks Coffee, JPMorgan Chase, and Sun Life Financial. Hernandez also has academic experience from Bowdoin College and Taft School. 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 variety of advisory programs and retirement plan consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Connor Carroll is a financial advisor with Ameriprise based in Madison, CT. He holds a Series 66 designation and has been with Ameriprise since 2026. Prior to his advisory role, he has professional experience with Structure Tone and an academic background from Providence College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Paul Keating is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at BOFA Securities, Inc. and Merrill. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning services that incorporate firm-approved tools and modeling techniques while maintaining a broad range of retail and institutional investment solutions.

Kevin Harris is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining Edward Jones in 2017. Harris is also involved with the Nephrology Nursing Certification Commission as a board member and has published books available through Amazon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tracy Mackinstry is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. She has been with LPL Financial since 2001 and previously spent five years at Northstar Wealth Partners LLC. Mackinstry is also involved in senior insurance services and acts as a general agent for term and universal life insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management with access to model portfolios, research, and innovative technologies.

Charles Walz IV is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Morgan Stanley Wealth Management since 2013 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in owning and managing rental real estate properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and supports planning through structured discovery conversations and firm-approved tools.

Brett Amendola is a financial advisor with Cetera in New Haven, CT, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He is the owner of Wooster Square Advisors, LLC and Wooster Square Partners LLC, and chairs the investment committee as an elected board member of Quinnipiac University. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting discretionary and non-discretionary account structures across multiple program options.

Susan Cooper is a CFP® with 42 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. She also acts as president of Susan Cooper Capital Management Inc., where she functions as an independent insurance agent for various companies. Additionally, she holds a Notary Public commission in Hamden, CT. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing tailored strategies across multiple custody platforms and both discretionary and non-discretionary arrangements.

Heidi Whelahan is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop financial plans aimed at enhancing their families' financial well-being. She has held several roles at Fidelity Investments, including Relationship Manager from 2024 to 2025 and Financial Representative from 2023 to 2024. Her experience encompasses client relationship management and financial planning. Outside of her professional responsibilities, Heidi has interests in beach activities, cooking and baking, gardening, skiing, and volunteering.

Thomas J Madigan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2026, he worked at UBS Financial Services Inc. for 18 years. He serves as a board member and treasurer for the Willie & Aikisha Colon Foundation, a charitable organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by extensive research and a variety of investment strategies.

Mark Franco is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Benjamin F. Edwards & Company, Inc. for 11 years before joining LPL Financial in 2021. Outside of advising, he is involved with a non-investment-related business called UGNTERPRISES. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and technology solutions.

Jonathan Root is a financial advisor at Ameriprise with 27 years of industry experience and holds the Series 66 designation. He has been with Ameriprise since 2005. Outside of advising, he co-owns business entities used to support his practice operations and is involved in independent insurance brokering. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, providing structured recommendation reports that incorporate research, modeling, and tax-efficiency analysis. As a large institutional firm, it delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Frederick Cotton is a financial advisor at LPL Financial with 20 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Securities America Advisors, Securities Service Network, and Ameritas Life Insurance. He is also involved with Retirement Planning Partners LLC, which operates as an insurance agency alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Sandra Senich is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2009. Prior to that, she worked at Bank of America, N.A. since 2004. Outside of her advisory role, she serves on several nonprofit boards, including as Director of THE UCONN CLUB and Vice Chair of the Mattatuck Historical Society, and is involved in charitable fundraising and community arts organizations. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, and various institutional clients.

Franco Piscitelli is a ChFC® credentialed financial advisor with 21 years of industry experience. He has worked at MassMutual Investors Services since 2017 and concurrently at Massachusetts Mutual Life Insurance Company since 2016, following a prior 12-year tenure at Metlife Securities Inc. Outside of his advisory role, he is an agent involved in outside insurance sales and is a partner or owner of several LLCs managing pass-through compensation and business operations. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized planning services including divorce planning and estate settlement.

Christian Foxen is a financial advisor at UBS Financial Services in New Haven, CT, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2021, he was involved with Clube do Povo de Esgueira and Guifoes Sport Club, as well as entrepreneurial ventures including Pine and Iron Axe Throwing and Bluestone Landscapes LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, using proprietary capital market research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and also offers custody, underwriting, and capital markets solutions.

Peter Cowen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Voya Financial Advisors and CFP Associates LLC. In addition to his advisory work, he owns a tax preparation and accounting business. 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 financial planning and advisory programs, as well as retirement plan consulting and brokerage services.

Kieran Doherty is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to Ameriprise, he worked for six years at Snowden Lane Partners. He serves on the Board of Directors for The Madison Jaycees, a community organization in Madison, CT. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.