Matthew Lubanko is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and previously worked at Morgan Stanley Smith Barney starting in 2009. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and investment services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Megan Kelly Luginsland is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Northeast Wealth Solutions, and Austin McGuire Company. She also has academic experience from Sacred Heart University and Albertus Magnus College. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Logan Reed is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. He previously worked at Janney Montgomery Scott for eight years. Reed is also involved with Thimble Island Health Insurance LLC, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a broad network of investment adviser representatives.

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.

Guillermo Torres Jr. is a financial advisor with Merrill in New Haven, CT, holding a Series 66 designation and six years of industry experience. He has been with Merrill and its parent company Bank of America since 2015. Prior to his current role, he worked for Luxury Brand Holdings / Ross-Simons for seven years. 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 supported by internal and third-party managers for a range of clients, including individuals, high-net-worth investors, and institutions.

Joseph Raymond is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a tenure at JPMorgan Chase Bank starting in 2011. Outside of his advisory role, he is involved in managing residential rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management functions.

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.

Jarrod Slater is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a corporator for Milford Hospital, helping to organize charity events. 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 offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Michael Massa is a financial advisor with Equitable Advisors in Hamden, CT, holding a Series 66 designation and four years of industry experience. Prior to his current role beginning in 2022, he worked at Del Mar Union School District for six years and at Point Loma Nazarene University for three years. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers. The firm’s approach includes matching clients to advisory models and discretionary managers, utilizing a range of investment vehicles and fiduciary services for qualified plans.

Mark Stevens is a CFP® with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He has held various roles in financial services, including leadership positions at Stevens Group Financial Services LLC and Stevens & Boutilier Financial Advisors. Stevens has also worked in the insurance sector throughout his career. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Eric Lawton III is a financial advisor with LPL Financial in Guilford, CT, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He previously worked at Westport Capital Markets, LLC for five years before joining LPL Financial in 2018. Outside of his advisory role, he is involved with The Keeper LLC, a business offering boat tours in Shoreham, RI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology solutions to support diversified investment strategies.

Luke Rassow Kantor is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Octagon prior to his current role. 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 plans, corporations, and charitable organizations.

Timothy Cashman is a financial advisor with Morgan Stanley in Madison, CT, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services before joining Morgan Stanley. He serves as a board member on the Finance Committee for the United Way of Greater New Haven. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides advisory services through structured planning tools and a broad set of retail and institutional offerings.

Adelio Gallucci is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Eric Tashlein is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with Cambridge Investment Research Advisors and has held various positions within the Cambridge organization since 2011, along with owning Connecticut Benefits Group, an insurance and benefits firm. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple portfolio management strategies and emphasizes both proprietary and third-party model solutions.

Ryan Naser is a financial advisor with LPL Financial in Wallingford, CT, holding a Series 66 designation and 12 years of industry experience. He previously worked at Woodbury Financial Services for six years before joining LPL Financial, where he has been since 2022. In addition to his advisory work, he is involved in software sales through a separate business venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by model portfolios and research from multiple sources.