Brian Zusi is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and five years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Life Insurance Company, and MML Investors Services. Outside of his advisory work, he consults for GLG Research on topics related to sports coaching, organizational leadership, and management structure. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management programs, and brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

Julian Diaz is a financial advisor with MassMutual Investors Services in Shelton, CT, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He previously worked at MetLife Securities Inc. and has been with MassMutual entities since 2016. In addition to advisory work, he is an independent insurance agent specializing in dental, group disability income, fixed annuities, life/accident/health, and long-term care insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Kenneth Sorrentino is a financial advisor with LPL Financial in Trumbull, CT, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial and Retirement Planning Partners since 2021, and previously was involved with Yale University Athletics and the University of New Haven. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with a wide range of management options and model portfolios supported by LPL Research and third-party subadvisors.

John Corraro is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at MetLife Securities. Outside of his advisory work, Corraro serves as chairman of the board for Center Stage Theatre, is a board member for the Foundation for Life, and sits on the development committee of the Boys and Girls Club of the Lower Naugatuck Valley. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning engagements tailored to client goals.

Lisa Anne Cerbone Montalto is a Wealth Management Advisor at Merrill Lynch Wealth Management in Ridgefield, Connecticut. She leads the MDCL Group and the healthcare professional and Financial Life Benefits initiative for her team. She specializes in providing financial guidance to business owners, executives, multi-generational families, and particularly healthcare professionals, helping them manage their financial lives to support their professional and personal goals. Lisa aims to simplify complex financial matters and assist clients in making informed decisions to achieve their desired outcomes with greater knowledge and confidence. Before joining Merrill Lynch, Lisa had a career in healthcare administration and medical education. She holds a Bachelor's degree with Honors in Government from Wesleyan University and a Master's degree in Health Services Administration from the University of Michigan. She has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), and Chartered Retirement Planning Counselor (CRPC). Lisa is actively involved in her community, including volunteering with the Lions Club of Danbury, Connecticut, Lions Low Vision Centers of Fairfield and New Haven Counties, and participating in the Saint Gregory the Great Choir in Danbury, Connecticut. Her personal interests include biking, boating, music, photography, reading, sewing, singing, and spending time with her family.

Minnampalli Selvaraj is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and John Hancock Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

Justin Getts is a financial advisor with LPL Financial who holds a Series 66 designation and has 15 years of industry experience. His previous roles include positions at Guardian Life and Woodbury Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Allison Mislow is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 66 licenses and has 20 years of industry experience. She previously worked at MetLife Insurance Company for 17 years before joining MassMutual Investors Services in 2017. Outside of her advisory role, she is involved in insurance sales and serves as a power of attorney for her parent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative planning engagements supported by firm-approved software tools and educational seminars.

Michael Frascione is a financial advisor with Wells Fargo Clearing and holds the Series 63 and Series 65 designations. He has experience beginning in 2024 with Wells Fargo Bank and joined Wells Fargo Clearing in 2025. Additionally, he has been involved with Connecticut Weather Center, Inc. since 2007. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Stephen Sayegh is a CFP® with 40 years of industry experience, currently affiliated with LPL Financial since 2022. He has previous experience at People's United Advisors, Inc. and People's Securities, Inc., where he has worked for over three decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs with access to research, model portfolios, and various investment strategies.

Amy C Hessel is a financial advisor with Ameriprise in Shelton, CT, holding a Series 66 designation and four years of industry experience. Before joining Ameriprise in 2022, she worked at WorldCare Pet Transport, Mercy Learning Center of Bridgeport, and Pearson, and spent nine years in education. She also provides technology consulting services to an individual client outside of her advisory work. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies, with recommendations based on internal research and third-party data.

Theodore De Giacomo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). Theodore completed an Accredited Certificate Program from CSU. His expertise focuses on providing investment management and personal advising services to clients.

Mike Card is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has three years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities. Outside of finance, he worked briefly in the hospitality sector at Dive Bar & Restaurant. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

Daniel Hoffmann is a CFP®-certified financial advisor with Mass Mutual Investors Services in Shelton, CT, where he has worked since 2021. He has four years of industry experience and previously held roles at Southern Tide, Vincere Management Group, and Salve Regina University. Hoffmann also works as an independent insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative client relationships and goal-based recommendations.

Tressan Quinn is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Anthony Marchitto is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with LPL Financial in Milford, CT, where he has worked since 2021. His prior experience includes roles at Christopher Gavin and Waddell And Reed, Inc. Outside of finance, he was involved with Prime One Eleven Restaurant for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.

Brian Ward is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory duties, he works as a financial representative providing life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Leonel Calderon is a financial advisor with LPL Financial in Shelton, CT, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with LPL Financial since 2015 and was previously with Northstar Wealth Partners, LLC. Calderon also operates a business entity for tax purposes outside of his advisory role. 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 consulting, and brokerage services, employing both discretionary and non-discretionary management strategies supported by research and technology.

Alan Popowski is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this position, he helps families understand and become comfortable with their relationship with money, serving as an advocate and resource to maximize the full range of Fidelity's offerings. Alan has extensive experience in the financial services industry, having held multiple roles at Fidelity Investments including Vice President, Executive Planning Consultant (2021-2024), Vice President, Branch Office Leader (2017-2021), Assistant Branch Manager (2015-2017), Financial Consultant (2012-2015), and Investment Consultant (2010-2012). Prior to joining Fidelity, he worked as a Financial Consultant at Laidlaw & Company (UK), LTD. in 2010 and as an Investment Consultant at David Lerner Associates from 2009 to 2010.

James Bova is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network Inc. Bova is also involved in insurance sales, including variable annuities, on a commission basis. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses various asset-allocation tools and portfolio management techniques to support client investment needs.