David Murphy is a financial advisor at Osaic with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Boston Private Wealth LLC, TD Private Client Wealth LLC, and People United Advisors. Outside of his advisory role, he serves as an ice hockey referee and is a board member of the Memorial Day Flowers Foundation, an organization dedicated to remembering fallen veterans. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing firm-provided tools and third-party solutions to construct diversified portfolios that accommodate client preferences and investment restrictions.

Christopher Coppola III is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he is involved in equine training through Triple Bar C and serves on the Economic Development Commission for the town of Berlin, Connecticut. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Wayne Staschke is a CFP® professional with 43 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2022, and previously spent over three decades at Royal Alliance Associates and Guilford Financial Group. In addition to his advisory role, he is licensed to sell fixed and life insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of advisers, offering a range of financial planning, advisory programs, and brokerage services.

Egzon Dauti is a financial advisor with UBS Financial Services in New Haven, CT, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining UBS in 2025, he worked at Key Bank and Citizens Securities, INC, accumulating a total of nine years in the financial sector. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment 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.

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.

Bradley Nelsen is a financial advisor with OSAIC based in Durham, CT, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Allstate Financial. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party money managers and investment platforms.

Michael Gilliland is a financial advisor with Mass Mutual Investors Services in Middletown, CT, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Lincoln Financial Advisors, where he worked for 18 years. He has been with Mass Mutual Investors Services since 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and supports a range of event-driven planning programs.

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.

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.

Beat Ryff is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has been associated with LPL Financial since 2022 and previously worked with People's United Advisors, Inc. and People's Securities, Inc. He is also involved in Wilmington Advisors @ M&T in an investment-related role. 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. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

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.

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.

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.

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.