Norman Leslie is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with related firms including Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1993. Outside of his advisory role, he operates as an independent insurance agent offering a range of insurance products including dental, disability, annuities, life, and long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that focus on investment categories and strategies, alongside services such as educational seminars and specialized planning programs.

Scott Berney is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Securities for nine years. Berney is also involved with the Nutmeg Advisory Group and the Berney Insurance Group, both related to investment and insurance 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

John Picard is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, Picard serves on multiple boards, including as Chairman of the Tweed New Haven Airport Board of Directors and as a member of the Town of Madison Board of Finance. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering tailored, research-supported recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions within a large institutional framework.

Robert Tuzza is a Senior Financial Advisor and a partner of The K,B,T&J Group within Merrill Lynch Wealth Management. He leads a team that provides integrated wealth advisory solutions for institutions, families, and business founders and executives. Robert focuses on retirement plan consulting, collaborating with committees, HR leaders, and finance teams to support investment oversight, fiduciary practices, plan design, and employee education. His approach emphasizes simplifying complex decisions and enhancing the effectiveness and sustainability of retirement programs. Robert's expertise extends to comprehensive personal financial planning, investment management, and advising entrepreneurial families and executives through business transitions such as growth, succession, and liquidity events. This allows him to coordinate institutional benefits with personal financial goals, supporting clients through various life and business phases. His mission centers on helping institutions thrive, employees build financial confidence, and families and founders achieve enduring outcomes. He started his career with Merrill Lynch Wealth Management in 2008 while completing his Bachelor of Science at Fairfield University's Charles F. Dolan School of Business, becoming a Financial Advisor in 2010. Robert holds the Certified Plan Fiduciary Adviser (CPFA) designation, Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) certifications. He is actively involved with his alma mater as a mentor in the Dolan School of Business Professional Development Series Program. Robert resides in Fairfield, Connecticut, with his wife and daughter and enjoys golfing and fishing.

Scott Langlais is a CFP®-designated financial advisor with 27 years of industry experience, currently with Fidelity. He has previously worked at LPL Financial and MONECO Advisors and has spent multiple years with Fidelity Investments and its brokerage services. Outside of finance, Langlais is a partner in an indoor golf simulator business in Fairfield, Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

David Lalich is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, supported by a centralized consulting team and a structured oversight process.

Jonathan Farens is a financial advisor with LPL Financial in Stratford, CT, holding Series 66 and Series 63 credentials and possessing 11 years of industry experience. He has been with LPL Financial since 2014. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its expansive network of over 22,900 advisors.

Mario Sclafani is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at Pruco Securities LLC, State Farm, The Prudential Insurance Company of America, and Allstate Insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a wide network of investment adviser representatives. The firm employs a model-driven investment approach using portfolios developed by its research department and third-party strategists, and it also offers affiliated insurance and trust services.

William Debille is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Cuna Mutual, CUNA Brokerage Services, Citigroup Global Markets, and People's Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Zahya Beall is a financial advisor at LPL Financial with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Edward Jones and Legg Mason. In addition to her advisory role, she is an owner and producer at an insurance agency affiliated with Arthur J Gallagher & Co. 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 provides a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Melinda Lee is a Series 66 licensed financial advisor with J.P. Morgan Securities, where she has worked for 14 years. She has 18 years of industry experience, also holding a long tenure at Jpmorgan Chase Bank, N.A. since 1993. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

Daniel Figuly is a CFP® professional with 26 years of industry experience. He is currently an advisor at Wells Fargo Clearing, where he has worked since 2022, following six years at JPMorgan Securities LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hannah Kleinbeck is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various positions, including a front desk and sales role at a cycling studio. She also has a background in education, having worked at Roger Ludlowe Middle School and Fairfield Ludlowe High School for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, and employs a systematic investment approach that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Joseph Persempere is a financial advisor at LPL Enterprise with 29 years of industry experience. He has held roles at Prudential Insurance Company of America since 1997 and worked with Pruco Securities, LLC. from 1997 to 2024. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. Its investment approach is typically model-driven, offering access to third-party asset managers and wrap programs alongside affiliated insurance and trust services.

Kenneth Bernheim is a Financial Advisor at Merrill Lynch Wealth Management. With more than 25 years of experience, he advises families, entrepreneurs, financial professionals, and senior corporate executives on comprehensive wealth management, financial planning, and customized lending solutions. He focuses on integrating banking, investment management, and fiduciary capabilities to bring clarity to important financial decisions. Ken structures and implements strategies across liquidity management, fixed income and equity markets, and alternative investments. In his role, he coordinates access to Merrill Lynch Wealth Management's commercial and investment banking teams as well as the firm's global markets platform. His areas of expertise include investment management, wealth transfer planning, and credit solutions. He holds a Bachelor's Degree from Ithaca College and the Personal Investment Advisor (PIA) designation. Ken lives in Wilton, Connecticut, with his wife and their two college-aged children. He is actively involved in his community and serves as Vice Chairman of the Norwalk Community College Foundation. Outside of work, he enjoys traveling, skiing, and spending time on Cape Cod.

Randy Makles is a financial advisor with Equitable Advisors in Milford, CT, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2015 and was previously with Axa Advisors, LLC. Outside of his advisory role, he is involved in direct carrier appointments. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs through its network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Alanis McNier is a Financial Consultant at Fidelity Investments, where she partners with clients to empower their relationship with the firm and assist them in making educated decisions about their family's financial future. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Her experience at Fidelity Investments spans several years, during which she has gained expertise in client relationship management and financial planning. Alanis's work focuses on helping clients navigate their financial options and develop strategies aligned with their goals. Outside of her professional role, Alanis enjoys spending time at the beach, engaging in family activities, exploring culinary interests as a foodie, and embracing parenthood.

William James III is a financial advisor with Merrill, holding a Series 66 credential and nine years of industry experience. He has worked at Bank of America, N.A., including the U.S. Trust and Private Wealth Management divisions, since 2013. Outside of his advisory role, he serves as executor for two estate matters. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, and charitable organizations.

Alfred Zappulla is a Series 66-licensed financial advisor with LPL Enterprise, bringing three years of industry experience. His prior roles include positions at Pruco Securities LLC, Nylife Securities LLC, New York Life Insurance Company, Confluence Global Capital, and TIAA. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.

Charles Falzone is a CFP® professional with 13 years of experience in the financial services industry. He is currently affiliated with Charles Schwab & Co., Inc., where he has worked since 2023. His prior roles include positions at Fidelity Investments, Bank of America, Merrill, and Wells Fargo, among others. Outside of traditional advisory roles, he was involved with Pulse4Pulse LLC and Sanuwave Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment platform.