Lori Jensen is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018. Prior to joining Schwab, she was employed at Texas Roadhouse for one year. Charles Schwab & Co., Inc. serves a large client base of 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 offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios supported by Schwab Center for Financial Research and a formal alternative-investment process.

Robert Vittori is a financial advisor at Ameriprise Financial Services with a Series 66 designation and one year of industry experience. His previous roles include positions at Lyric - Clarity In Motion, Change Healthcare, and McKesson Health Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Oliver Christie is a financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at JetSpring, LLC, Proper Insurance, LLC, and several other firms. He is the founder and CEO of The George B. Christie Foundation, Inc., a charitable foundation currently incorporated and expected to seek tax-exempt status in 2026. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.

Michael Trombetta is a Financial Consultant currently working at Fidelity Investments since 2022. He collaborates with clients to evaluate their current portfolios and assists them in avoiding common financial pitfalls through ongoing support and planning. His professional experience includes roles as a Financial Advisor at Investmark Advisory Group from 2020 to 2022, Regional Sales Consultant at Prudential Financial from 2015 to 2020, and Fund Specialist at Franklin Templeton from 2012 to 2015. Michael is a Certified Financial Planner (CFP4).

Glenn Levine is a financial advisor with LPL Enterprise, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he operates an insurance and financial services business in Orange, CT. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and various insurance and trust services.

Carla Regina is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Prudential for nearly three decades. Regina’s recent roles also include time at Thimble Island Private Wealth and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager selection, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria where applicable.

Rebecca Dalrymple is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Bank of America and Merrill since 2010. Based in New Haven, CT, her career spans over a decade at these institutions. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), 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 by offering model-based and discretionary strategies developed by internal teams and third-party managers.

Cedric Hankerson is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to this, he worked at Boston University for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial and estate planning. The firm employs a structured financial planning process using proprietary tools and offers a broad range of investment services.

Heather Magnotta is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. Her professional background includes roles at Norwalk Hospital and Pride Dental Group. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Auriemma Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Equity Services, Inc. and National Life Group. He is also an insurance agent specializing in individual and group life and health insurance, fixed annuities, and long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved tools to analyze client goals and develop written recommendations.

Timothy Macdonald is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, spanning eight to ten years. Outside of his advisory work, he owns and operates The Floor Store, a retail flooring sales and installation business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, with additional services in insurance and trustee products.

Jason Medoff is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2017, progressing through roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Jason worked at Peoples Securities, Inc, where he served as Financial Consultant, AVP from 2013 to 2017 and as Investment Associate from 2011 to 2013. His financial services career also includes roles at Northstar Financial Planning and Putnam Investments. Jason is a Certified Financial Planner™ who collaborates with clients to develop personalized financial plans tailored to retirement and other life events. He and his team focus on understanding clients' goals and priorities to help them work toward financial security and comfort.

Raymond Bovich is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a board member for The Connection Inc., a community services organization, and holds leadership positions as president of CT Waverunners, a nonprofit, and board member of the CFA Society Hartford. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, covering a broad range of investment strategies and program structures.

Russell Hanson is a financial advisor with LPL Enterprise LLC, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. His prior experience includes roles at Bank of America and JPM Chase. He is also involved in a non-variable insurance business based in Darien, CT. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, high-net-worth individuals, retirement plans, banks, and charitable entities. The firm typically employs model-driven investment strategies and offers financial planning, access to third-party managers, and insurance products through affiliated entities.

Natalina Demeis is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. She holds the Series 66 credential and has held roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and METLIFE Securities Inc from 2007 to 2017. Outside of her advisory work, she is the owner and manager of Barnum Benefit Advisors, LLC, an insurance business consulting clients and managing a team, and she also works as an independent insurance agent. Mass Mutual Investors Services 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 programs, focusing on collaborative, annual planning relationships and a range of investment and planning services.

Patrick Shannon is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning through written recommendation reports and annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Mary Kay Hermann is a financial advisor with Raymond James Financial in Monroe, CT, holding a Series 63 designation and bringing 41 years of industry experience. She has been with Raymond James Financial since 2009 and operates M.K. Financial Services LLC, a support company used for tax purposes, since 2001. Outside of her advisory work, she serves as a Facebook administrator for groups focused on codependency and narcissistic abuse. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning using analytical tools to illustrate potential outcomes and supports specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Bauer is a financial advisor at LPL Enterprise with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prudential Insurance Company of America, Schwab, Voya Investment Management, and Citigroup Global Markets. He is also involved in non-variable insurance activities through Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Michael Thompson is a financial advisor with LPL Financial based in North Haven, CT, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. His prior roles include positions at Foresters Financial Services and Foresters Advisory Services LLC. Thompson is also a licensed notary public and holds an insurance brokerage role specializing in non-variable insurance. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad spectrum of non-advisory financial services.

Michael Iandoli is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. He has been affiliated with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and a range of affiliated portfolio services.