John Sack is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2015 and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is involved in estate administration as an executor. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Michael Sondak is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked at Ameriprise since 2009 in various roles within the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Wayne Tolson Jr. serves as a Senior Financial Advisor and Sports & Entertainment Advisor at Merrill Lynch Wealth Management, based at 75 Rockefeller Plaza. In his role, he focuses on delivering comprehensive wealth management strategies that are customized to meet the individual needs of clients, including highly compensated executives, business owners, athletes, and artists. His expertise encompasses areas such as divorce transition planning, executive compensation, family wealth management strategies, personal retirement planning, and both individual and corporate investment strategy. Mr. Tolson holds a Bachelor of Science degree from Charter Oak State College and maintains professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Advisor. He is bilingual in English and Spanish and is affiliated with professional organizations including the NAACP and NMSDC. His approach emphasizes client empowerment, financial literacy, and transparency, aiming to tailor flexible solutions as client needs and market conditions evolve. Beyond his professional duties, Wayne Tolson Jr. contributes to the community as a volunteer for the USAD Youth Mentoring Program, where he supports financial literacy initiatives. His personal interests include basketball, football, golfing, hiking, music, singing, and traveling.

Timothy Cunningham is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1979. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mickey Goldberg is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and has previously worked at Sagepoint Financial, Inc. and Bard Financial Services Inc. Outside of advising, he occasionally sells sports memorabilia and sports cards through eBay. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct diversified portfolios on both discretionary and non-discretionary bases.

Charles Johnson is a financial advisor with LPL Financial who holds a Series 63 designation and has 35 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from internal and third-party sources.

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.

Carrie O'neil is the Resident Director and Wealth Management Advisor at Merrill, where she has been a member of the Merrill Lynch Wealth Management team since 2010. She holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. In addition, Carrie holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), with FINRA Series 7, 9, 10, and 66 registrations and Life and Variable Life insurance licenses. Carrie specializes in customized wealth planning tailored to each client's unique financial goals and objectives. Her expertise encompasses a range of integrated strategies including wealth transfer, tax minimization, lending, philanthropic strategies, and support for client needs such as divorce transition planning, family wealth management, services for endowments and non-profits, managing new wealth, socially responsible investing, retirement income, and investment strategies for individuals and corporations. She takes an individualized approach that considers clients' financial needs alongside their lives, family, and interests. She holds a Bachelor's Degree from Central Connecticut State University and has completed an accredited certificate program from the American College. Carrie is a member of Elm City BNI. Outside of her professional work, she enjoys camping, music, painting, reading, traveling, and spending time with her husband, Patrick, and their four children in Clinton.

Norman Forrester is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. He provides a comprehensive range of financial services including asset management strategies, estate planning, and liability management, tailoring personalized wealth management strategies to help clients pursue their long-term financial goals. He holds a Bachelor's Degree from Southern Connecticut State University and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise spans areas such as college education planning, divorce transition planning, family wealth management, retirement income, and strategies for endowments, foundations, and non-profits. Norman follows the Merrill tradition of community engagement, participating actively as Chairman of the Board for the New Haven Parking Authority and within Alpha Phi Alpha Fraternity Inc. Outside of his professional work, he pursues interests including adventure sports, biking, billiards, gardening, music, and traveling.

Adam Novak is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, BNY Mellon, and Columbia Threadneedle. His other business activities include independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with algorithmic automation to deliver these services, emphasizing assets held in Ameriprise-managed accounts.

Marko Cohen is a financial professional at Cetera with three years of industry experience. He holds a Series 66 credential and has worked at Cetera and related entities since 2023. Prior to his financial career, he was a student for 22 years. Cohen is also involved with Wooster Square Advisors, where he provides financial planning and investment allocation services. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by over 10,000 advisors and approximately $256 billion in assets under management.

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.

Hilary Donofrio Lawton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2018, she worked at Westport Capital Markets, LLC for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Kathryn Zebrowski is a Series 66 licensed financial advisor with Edward Jones in West Haven, CT, with four years of industry experience. Prior to joining Edward Jones, she worked in education for nine years. She serves as a board member of the Ward-Heitman House Museum Foundation, Inc., which focuses on preserving the historic Ward-Heitman House in West Haven. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alexander Santacroce is a financial advisor at Merrill in New Haven, CT, holding a Series 66 designation with 14 years of industry experience. He has worked at both Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2012. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Kenneth Spitzbard is a financial advisor at Osaic Wealth, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sagepoint Financial, Inc. and Bard Financial Services, where he continues to serve as president. He is a member of the investment oversight committee for the Jewish Foundation of Greater New Haven. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides a range of services including brokerage, investment advisory, financial planning, retirement consulting, and access to third-party managers, using firm-provided tools and multiple advisory platforms.

David Laughran is a CFP®-designated financial advisor with 12 years of industry experience, currently practicing at Edward Jones in Branford, CT. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Keri Walsh is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017, including her current role at Morgan Stanley Private Bank, N.A. Since 2016, she took a brief career pause as a homemaker. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning through direct client engagements and corporate financial planning agreements.