Christopher Gavin is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of experience in the industry. He has been with LPL Financial since 2019 and also operates Squareknot Advisory Partners LLC. Outside of his advisory work, he is involved in several business ventures including a food company and a consulting group. LPL Financial serves a wide range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services supported by extensive research and diverse portfolio management options.

Michael Prior is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1991, providing financial planning and wealth management services. His client base includes high-net-worth families, individuals, and not-for-profit institutions. Michael attended Notre Dame West Haven High School and The Williston Northampton School. He holds a Bachelor's degree from The University of Connecticut and has earned the Personal Investment Advisor (PIA) designation. He is a long-time resident of North Haven, where he lives with his wife, Sue.

Mark Meotti is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2017. Prior to that, he spent time at CDW and took a year for extended travel. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and planning tools, using methodologies such as Monte Carlo simulations to model outcomes.

Stacy Capobianco is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and 11 years of industry experience. She previously worked at Janney Montgomery Scott from 2007 to 2017 before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of financial advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Paul Schott is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 25 years of industry experience. His prior roles include positions at Edward Jones, Wealthvest, and Broker's Central. He is also the owner of Seaview Wealth Advisors LLC, a business entity for tax and investment purposes. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

Jack Murray is a Financial Advisor at Merrill Lynch Wealth Management based in New Haven, Connecticut. Since beginning his career in wealth management in 2018 after graduating from Quinnipiac University, he has worked with a broad range of families and clients. He particularly focuses on serving physicians and healthcare workers. Jack holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He provides guidance across a variety of areas such as college education planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of his professional work, Jack enjoys spending time boating, playing hockey, exercising, and being outdoors. He strives to build relationships based on integrity, loyalty, and objectivity to help clients achieve their financial goals.

Frank Navario is a financial advisor with LPL Financial who has 51 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 16 years. In addition to his role at LPL, he provides financial planning and consulting services through Summit Planning Group LLC, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research from LPL Research and third-party subadvisors, and a variety of portfolio management tools.

George Simmons is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their individual goals and adapt to changing market conditions. Through his role, George provides access to Merrill's investment insights and the banking and lending solutions of Bank of America, supporting a comprehensive approach to wealth management. George holds a Master’s Degree from the University of New Haven and a Bachelor’s Degree from the University of Massachusetts System. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). George is also committed to community involvement, dedicating time to volunteer with organizations in the communities served by Merrill Lynch.

Jessie Morotto is a financial advisor at LPL Financial with eight years of industry experience. Morotto holds the Series 66 designation and has previously worked with firms including Brian Skinner and Waddell & Reed, Inc. Outside of advising, Morotto also serves as a public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and services, combining discretionary and non-discretionary management with research-supported model portfolios.

Adam Richwine is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at City National Bank, RBC Capital Markets, LLC, and Edward Jones. 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, including discretionary and non-discretionary management supported by model portfolios and research.

Ryan Nuzzo Sr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Raymond James, he worked at Long View Investments LLC and has a background that includes roles at the University of Connecticut and Amity Regional High School. He is also involved in a non-investment-related business, Long View Investments LLC, based in North Haven, CT. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers both customized advice and institutional consulting solutions, with a focus that includes municipal and public finance clients.

Allen Bellantoni is a financial advisor at Edward Jones in Branford, CT, holding a Series 66 designation. He has experience working with Edward Jones since 2023, as well as prior roles at Guilford Savings Bank, Nike, and Ohio State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors. The firm 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.

Kevin Gargano is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior work includes roles at Prudential Insurance Co of America, Prudential Annuities Distributors, Raymond James Financial Services, Liberty Bank, and Vantis Life Insurance Co of CT. Outside of finance, he is the president and owner of RoGar Pharma, a non-investment-related business. 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 range of financial planning and advisory programs, leveraging research and model portfolios from various sources to support both discretionary and non-discretionary management strategies.

Patrick Skelly is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2016. Outside of his advisory role, he is involved in fiduciary activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning with written recommendation reports and annual advice on income sources and tax-aware withdrawal strategies.

Jeffrey Knight is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Edward Jones and Cantella & Co Inc. Outside of his advisory work, he is the owner of Plunderchess, a business he has operated since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Robert Ceccarelli is a financial advisor with Ameriprise in Fairfield, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily for clients with assets managed within Ameriprise.

Marc Zanghi is a CFP® with 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and operates his own public accounting firm, Zanghi Tax & Business Services, specializing in tax preparation, accounting, bookkeeping, and business consultation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent professionals, offering a range of portfolio management strategies across multiple platforms.

Luke Derose is a financial advisor with LPL Financial, holding the Series 66 designation and five years of industry experience. He previously worked at Cetera and its affiliate from 2020 to 2024. Outside of financial services, he was involved with Mecha Noodle Bar for five years. 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, financial planning, and retirement consulting services supported by research and model portfolios.

Robert Steczkowski is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. As a Board CERTIFIED FINANCIAL PLANNER™, he partners with high net worth clients to implement financial strategies designed to provide peace of mind. He has extensive experience in financial planning and consulting, having worked at various firms since 2005. His previous roles include Financial Planner positions at Merrill Lynch Pierce Fenner Smith and Chase Investment Securities Corporation, Senior Account Executive at Fidelity Investments, Associate Director of Financial Planning at Sanders Morris Harris LLC and EF Legacy Securities, and a Financial Planner at TIAA-CREF Individual & Institutional Services. Outside of his professional work, Robert has interests in fitness and skiing.

Nicholas Porter is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018. Prior to that, he spent a year at Brenton Point Wealth Management and four years at Marist College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.