Maria Laviola is a financial advisor at Morgan Stanley in New Haven, CT, with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models such as Monte Carlo simulations in its financial planning process.

Robert Brito is a financial advisor with Mass Mutual Investors Services and holds Series 66 and Series 63 licenses. He has 10 years of industry experience, including prior roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. He also works as an independent insurance agent, specializing in life, disability, long-term care, fixed annuities, 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 offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual financial planning engagements.

Ryan Orvis is a CFP®-certified financial advisor with nine years of industry experience. He is currently with MassMutual Investors Services and MassMutual Life Insurance Company, where he has worked since 2022. Prior to this, he was affiliated with The Prudential Insurance Company of America and Pruco Securities, LLC for five years. Outside of his advisory role, he operated an independent insurance agency offering life, disability, long-term care, and property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative planning engagements and a range of event-driven services.

Brian O'Connor is a financial advisor with Merrill in Fairfield, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith since 2007 and has been affiliated with Bank of America, N.A. since 2011. Outside of advisory work, he is the sole owner of a rental property business in Long Beach Township, New Jersey. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michael Delgallo is a financial advisor with Ameriprise in Stratford, CT, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior experience includes roles at MetLife Resources, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services before joining Ameriprise in 2017. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports covering income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis to assist clients.

Robert Panza is a financial advisor at Morgan Stanley with 43 years of industry experience. He has held positions at Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association, where he has worked since 2015. He holds Series 63 and Series 65 credentials and is based in Westport, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kersten Vamvakas is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Vamvakas worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of finance, Vamvakas coaches gymnastics at the Children's Studio for the Performing Arts in Shelton, Connecticut. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Axel Lara is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he held positions at JPMorgan Chase Bank and Equitable Financial Life Insurance. Before entering the financial industry, he worked in various roles including childcare and telecommunications. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured program that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nicholas Di Falco is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining Raymond James in 2026, he spent 15 years at Ameriprise. He is also an owner and advisor at Westport Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Reed Abend is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 designations and 14 years of industry experience. His work history includes roles at Fidelity Investments, Northwestern Mutual, and Strategic Lifelines LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary services along with model portfolios built from mutual funds, ETFs, and ETPs.

Brian Elliott is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Elliott serves as a board member of the West Haven Rotary Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Brittney Taylor is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and CITIGROUP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad array of capital markets solutions.

Marc Agresti is a financial advisor with Primerica Advisors in Milford, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Michail Borisov is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2011 and Bank of America, N.A. since 2016. 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 wide range of clients, including individuals, high-net-worth clients, and institutional entities.

Erin Candler is a financial advisor at LPL Financial with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at People's United Advisors, Inc. and People's Securities, Inc. since 1990. 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, providing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Miklos Gudricza Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Mass Mutual and Waddell & Reed, Inc. He is based in Westport, CT. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research resources, and technology solutions.

Achyuta Nidadavolu is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP®, ChFC®, PFS™, and Series 66 credentials and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Sabrina Angiolillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with People's United Advisors and People's Securities over the past two decades. Outside of her advisory role, she participates in product testing and mystery shopping activities. 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 and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tara O'Connor is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Her prior work includes positions at Goodwin Procter LLP and CDM Smith, as well as roles at Northeastern University and Victoria's Secret & Co. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

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.