Alison Masopust is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America. Outside of her advisory role, she is involved in a family-run horticulture business and serves on the CIMA Certification Commission for the Investment & Wealth Institute. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services guided by a proprietary investment strategy methodology.

Paul Fitzpatrick is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial, Inc. for 14 years. Fitzpatrick is a 25% owner of Diversified Financial Solutions, P.C., a CPA firm where he performs accounting and tax preparation services, and he serves on the board of the YMCA of Naugatuck. OSAIC serves a diverse range of clients including individual investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and supports both discretionary and non-discretionary portfolio management across various investment vehicles.

James Atkinson is a Series 66 licensed financial advisor with Merrill in Southbury, CT, and has 8 years of industry experience. He previously worked at Webster Bank for two years before joining Merrill. 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 offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gennaro Nardelli is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously spent time at Foresters Financial Services. Outside of his advisory role, he is involved in the resale of goods from online marketplaces. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that combines affiliated and third-party models to provide tailored investment solutions.

Jason Macaluso is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services Inc. for 16 years before joining Raymond James in 2024. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through various advisory programs.

Cameron Rice is a financial advisor with LPL Financial in Wallingford, CT, holding a Series 63 designation and 27 years of industry experience. He previously worked at Voya Financial Advisors for seven years before joining LPL Financial in 2021. Outside of his advisory role, Rice is also a licensed non-variable insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from various sources.

Thomas Scanlon is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He collaborates with high net worth individuals, families, and small businesses to develop and manage financial plans aimed at providing fulfillment and peace of mind. Thomas has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as an Investor Service Representative at Putnam Investments from 2014 to 2015.

Gregg Karal is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 licenses. He has 32 years of industry experience, including over 20 years with Cambridge Investment Research Advisors. Outside of his advisory role, he works as an independent insurance agent and tax preparer. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Heather Hepburn is a financial advisor with LPL Financial in Waterbury, CT, holding Series 63 and Series 65 licenses and 25 years of industry experience. Prior to joining LPL Financial in 2019, she worked at People's Securities, Inc. for 19 years. She is also associated with Webster Bank in an investment-related capacity. 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 advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Justin Vescovi is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at institutions including M&T Bank, Webster Bank, and People's United Bank. He also serves as a notary public in Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Sonia Caban is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has been with Cambridge Investment Research Advisors since 2013. Outside of her advisory role, she serves as president of Caban Financial, LLC, where she is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent financial professionals, providing tailored investment strategies across multiple platforms and custody arrangements.

Sarah White is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2026. She has been with Fidelity since 2019, previously serving as Vice President Wealth Planner and Financial Consultant. Prior to joining Fidelity, Sarah held various roles including Wealth Strategy Associate at UBS Financial Services Inc., Financial Consultant Vice President at Santander Investments Services LLC, Wealth Advisor at Gupta Wealth Management, and Senior Registered Client Service Associate at UBS Financial Services Inc. Throughout her career, Sarah has focused on financial planning and wealth management, helping families work toward life fulfillment through structured financial plans. She emphasizes the importance of planning to anticipate both the joys and challenges of life. Outside of her professional work, Sarah enjoys golf and traveling.

Christopher Maciejak is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 23 years of industry experience. He has been with Ameriprise since 2006, including six years at the current firm. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Haddam Killingworth Little League. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

John Capece is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Voya Financial Advisory for seven years and has been with LPL Financial since 2021. Outside of his advisory role, he works as a substitute teacher at Grammer School in North Haven, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Timothy Lassen is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at VOYA Financial Advisors for seven years before joining LPL Financial. Outside of his advisory role, Lassen is involved with Brokers Service Marketing Group, a non-variable insurance business. 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 services, and retirement plan consulting through a national network of investment adviser representatives.

David Moran is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Moran is based in New Haven, CT. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting through various specialized programs.

Michael Massa is a financial advisor at Equitable Advisors with four years of industry experience. He holds the Series 66 designation and previously worked for six years at Del Mar Union School District and three years at Point Loma Nazarene University. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, using a delivery model that includes LPL-sponsored programs and endorsed third-party managed account platforms.

Erin Smith is a Series 65–licensed financial advisor with Edelman Financial Engines, based in Oakville, CT. She has three years of industry experience, including roles at Financial Engines Advisors L.L.C. since 2022 and Bank of America from 2015 to 2022. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Michael Blaszczak is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Blaszczak has been with Cambridge Investment Research Advisors since 2007 and also works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, delivering customized strategies across multiple platforms and a mix of discretionary and non-discretionary management options.

Riley Ward is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 and Series 63 licenses. His prior work includes roles at Manzi Insurance and Bull's Bridge Golf Club, as well as time spent at Salve Regina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.