Scott Torello is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Torello is a partner at MPL II LLC, providing consulting services exclusively for Blue Cross/Blue Shield in the self-insurance market. 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, and educational seminars, utilizing firm-approved tools to develop collaborative, annual planning relationships.

Nicholas Soares is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 a combination of brokerage and advisory solutions supported by extensive research and analytics.

Sedigheh Nowrouzzadeh is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. She holds the Series 66 designation and has been with Cambridge since 2009, previously working at Mass Mutual Investors Services from 2004 to 2009. Outside of advisory work, she prepares tax returns for nonprofit organizations serving low-income families. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms, supporting access to third-party advisers and proprietary model strategies.

Aaron Hall is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at UBS Financial Services and JPMorgan Securities. He serves as a board member for the New Canaan Veterans of Foreign War Post 653. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Matthew Cavalier is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He has accumulated a decade of experience in the financial planning industry, focusing on providing holistic guidance to clients and their families to help them build and maintain comprehensive financial plans aimed at pursuing their goals. Prior to his current position, Matthew served as a Client Relationship Manager at Symmetry Wealth Advisory Group from 2021 to 2023. He also gained extensive experience at The Ayco Company LP - Goldman Sachs Personal Wealth Management, where he worked as an Associate from 2018 to 2021, an Analyst from 2015 to 2018, and an Intern Level II from 2014 to 2015.

David Yaffee is a financial advisor with LPL Enterprise holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His career has included roles at The Prudential Insurance Company of America, Pruco Securities, LPL Financial, and Webster Bank. Outside of finance, he owns Yaffee & Associates, a business focused on sales and training for musical instruments. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, while also offering financial planning and access to third-party asset managers.

Joseph Goett is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing and Wells Fargo Advisors since 2016. He is a part-owner of ENTITY 3 LLC and the Rich, McManus & Goett Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and special-needs clients.

Joel Ford is a financial advisor at Merrill in Fairfield, CT, holding Series 63 and Series 66 licenses. He began his industry career in 2025, with prior roles including time at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, he was involved with Joel Ford Music Production from 2009 to 2025. 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 investment strategies for a range of individual and institutional clients.

Ethan Sullivan is a Series 66-credentialed financial advisor with 14 years of industry experience, currently with J.P. Morgan Securities in Monroe, CT. He previously worked at Bank of America and Merrill from 2011 to 2024. Outside of his advisory role, he serves as a part-time seasonal youth alpine ski racing coach at Berkshire East Mountain Resort. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Its advisory process combines quantitative and qualitative research, with recommendations that incorporate ESG criteria and broader derivatives capabilities.

Colin Nardi is a Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill for five years, applying his expertise to assist individuals and families in managing their wealth and making informed financial decisions. Since graduating with a Bachelor's Degree in Finance from Providence College in 2021, Colin has developed customized financial plans, implemented tax-efficient wealth strategies, and aligned investment portfolios with clients' long-term goals. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Colin’s mission centers on building lasting relationships based on trust and personalized advice to help clients pursue their financial goals and long-term well-being. Outside of work, he enjoys activities such as basketball, cooking, football, golfing, music, pickleball, spending time with family, table tennis, traveling, and watching movies.

Martin Wollack is a Series 66-licensed financial advisor at Morgan Stanley with 16 years of experience. He has worked at several firms, including Principle Wealth Partners LLC, Essex Financial Services, Inc., Della Porta Financial Advisors, and Bbva Compass. He is based in New Haven, CT. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and modeling techniques as part of its financial planning process.

Derek Slovak is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

Corey Donovan is a financial advisor with MassMutual Investors Services holding a Series 66 designation and beginning his industry experience in 2026. His prior background includes roles at MassMutual Life Insurance Company and Bryant University. Outside of his advisory work, he has experience related to Orange Hills Country Club. MassMutual Investors Services, LLC 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 collaborative, annual planning relationships and offers specialized programs including Divorce Planning and employer-sponsored planning services.

Michael Wein is a Series 66 licensed financial advisor with Morgan Stanley, based in Westport, CT, and has 21 years of industry experience. He previously worked at Bank of America and Merrill for nine years before joining Morgan Stanley in 2025. Outside of his advisory role, he serves on the board of The Community Synagogue in Westport and leads its social committee, organizing events and fundraising activities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes.

Robert Guiry is an Investment Consultant at Fidelity Investments, where he works closely with clients to help them achieve their financial goals. With previous roles including Vice President of Investments at David Lerner Associates and Insurance Advisor at Charter Oak Financial, he brings varied experience in investment planning and financial services. Robert applies his background in coaching and education to his professional work, focusing on client education and partnership to facilitate efficient progress towards financial objectives. He is committed to fostering long-term professional relationships to help clients feel confident in their financial plans. Outside of his professional role, Robert has interests in the beach, comedy, food, football, movies, and theater.

Kimberly Dejana is a financial advisor at Ameriprise with 28 years of industry experience. She holds a Series 63 designation and has previously worked at Wealth Strategies of America, Inc. and Raymond James Financial Services, Inc. In addition to her advisory role, she is a notary public in Connecticut. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm utilizes research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Kelley Mcwilliams is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the firm in 2021. She has over 20 years of experience in the financial services industry, focusing on wealth management that considers her clients' priorities, goals, and aspirations. Her approach incorporates an understanding of how life events, both planned and unexpected, can impact finances. Before transitioning to wealth management, Kelley held roles in institutional fixed income on the municipal desk at Lehman Brothers and Barclays Capital, as well as positions in fixed income research at Rocaton Investment Advisors and Goldman Sachs Asset Management. She graduated cum laude from Duke University in 2002 with a Bachelor of Science in Economics. Her professional credentials include FINRA Series 7 and Series 66 registrations and the Chartered Financial Analyst® (CFA®) designation. Kelley lives in Darien, Connecticut with her three children. Her interests include spending time with family, tennis, and traveling.

Sal Sereno is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual needs and goals. He focuses on understanding clients' current financial situations and aspirations to create clear strategies that align with their definitions of success. Sal has been with Fidelity Investments since 2020, initially serving as an Investment Consultant before becoming a Financial Consultant in 2022. Prior to joining Fidelity, he worked as a Financial Representative at National Securities Corporation from 2017 to 2020. Outside of his professional role, Sal has interests that include fishing, fitness, golf, sailing, skiing, and traveling.

Timothy Byrnes is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He previously worked at R. W. Pressprich & Co. for 30 years before joining Fidelity in 2021. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods, supporting a range of client needs through discretionary and non-discretionary management.

Steven Nester is a Series 66 licensed financial advisor with Equitable Advisors in Milford, CT, where he has worked since 2009. He has 17 years of industry experience, including a period with Axa Advisors, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance to match them with program models or discretionary managers, offering a range of investment options through both proprietary and third-party solutions.