David Gornbein is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes over a decade at Fidelity Investments and seven years with Fidelity Personal and Workplace Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions alongside integrated brokerage, custody, and advisory services.

Rossarin Gaetano is a Series 66-licensed financial advisor with Merrill in New Haven, CT, with 15 years at the firm and 1 year of industry experience. He is a general partner and managing member of AboveandBeyond LLC, a family restaurant business in Wallingford, Connecticut. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Wyndsor Doyle is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 65 credentials and having approximately four years of industry experience. Prior to joining Mass Mutual, Doyle worked with Northwestern Mutual in various capacities from 2021 to 2024. Outside of finance, Doyle has engaged in entrepreneurial ventures including roles at Coa Agaveria and Cocina and Eddies Calzones. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative annual planning relationships and uses technology-driven analysis tools to support client goal assessment.

Andrew Roselli is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 20 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with Mass Mutual Life Insurance Company dating back to 2016. Outside of his advisory work, he volunteers at a local high school, assisting with a stock market club. MassMutual Investors Services, LLC 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, focusing on collaborative annual planning engagements using firm-approved analytical tools.

Richard Moran Jr. is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securian Financial Services and Allied Wealth Partners. Outside of his advisory role, he is involved as a board member of the New Haven Football Official Association and the Orange Players Theater Group, and he volunteers as a radio host and participates in local performing arts as a vocalist and actor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary accounts across diverse strategies and custodial relationships.

Joseph Norvish is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2013, previously working at Axa Advisors. 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 uses a range of advisory models, often through third-party sponsors, and offers services including mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Thomas Belden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. His career includes roles at Merrill and Banc of America Investment Services before joining Wells Fargo in 2011. 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 utilizes research and analytics to support its investment approach.

Eric Sappington is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2010 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, with a focus on eligible strategies and an ESG eligibility framework.

Wu Yan is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, Wu collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Leveraging the resources of Merrill and Bank of America, Wu provides clients with investment insights alongside banking and lending solutions. Wu holds a Doctorate from the Medical College of Ohio, a Master's Degree from Quinnipiac University, and a Bachelor's Degree from Wuhan University in China. Wu is also designated as a Personal Investment Advisor (PIA). Committed to community involvement, Wu volunteers with local organizations, reflecting the Merrill tradition of community participation.

Melissa Naumann is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she supports Fidelity's clients and their families in achieving their personal financial goals. Melissa has been with Fidelity Investments since 2014, progressing through several positions including Financial Representative (2014-2015), Private Client Relationship Manager (2015-2017), Wealth Management Relationship Manager (2017-2020), and her current role as Wealth Management Planning Consultant since 2020.

Robert Daly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at People's United Advisors, Inc. and People's Securities, Inc., where he worked for over two decades. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Juan Carlos Riera is a Financial Advisor with the GTZ Group at Merrill Lynch Wealth Management. Since joining the team in 2019, he has worked with both international and domestic high to ultra-high net worth individuals, their families, and businesses. His role involves developing personalized financial strategies that align with clients’ goals and priorities, focusing on areas such as family wealth management, international wealth management, portfolio management services, individual and corporate investment strategies, and retirement income planning. Juan Carlos holds a bachelor's degree in finance from the University of Arizona, Eller College of Management. He is registered with FINRA, holding Series 7 and 66 licenses, and has earned the Personal Investment Advisor (PIA) designation. Fluent in both English and Spanish, he aims to educate clients about investing and the financial planning process to help them understand the market challenges and opportunities that impact their overall financial lives. Outside of his professional work, Juan Carlos enjoys football, spending time with his family, and traveling.

Mark Monteiro is a CFP® professional with seven years of industry experience, currently serving with MML Investors Services, LLC, a subsidiary of MassMutual. His work history includes roles at LPL Financial and Securities America Advisors, among others. Outside of his advisory role, he is also an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance products. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements using advanced analytical tools and also features specialized programs including divorce planning and estate-settlement services.

Parker Dellaquila is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 licenses. In addition to his advisory role, he is active as an insurance broker specializing in life, fixed annuities, disability, long-term care, and health insurance. 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 offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning engagements.

Anthony Salerno is a financial advisor with Ameriprise in Southport, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is president of AJS Corp, a consulting firm involved in operations and management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written retirement income recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Carl Donatello is a financial advisor at UBS Financial Services in New Haven, CT, with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2007, following roles at Banc of America Investment Services and Quick & Reilly. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets and banking solutions.

Michael Raymond is a financial advisor with Raymond James Financial, holding a Series 63 designation and over 43 years of industry experience. He previously worked at LPL Financial and Cambridge Investment Research Advisors. His other business activities include involvement with Raymond Wealth Advisors in a non-investment related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to corporations and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probabilistic modeling to inform client strategies.

Nicholas Ciampanelli is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He previously worked at Guardian Life and National Financial Network before joining Cetera in 2025. Outside of his advisory role, Ciampanelli serves as treasurer on the board of Foundation 4 Orphans and works as a food delivery driver. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform that includes discretionary and non-discretionary options, model portfolios, and access to third-party managers.

Leslie Eisen Abrams is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Robert Brennan is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked for Bartlett Tree Experts for five years and held positions at Insight Global and LifeBridge Community Services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and various insurance products through affiliated entities.