Suzanne Bartek is a financial advisor at Merrill with four years of industry experience and holds a Series 66 designation. She has worked at Bank of America since 2014 and was employed by the United States Census Bureau in 2020, where she conducted surveys related to crime during evenings and weekends. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Kopf is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at various entities within the Cetera network, as well as Ciampi Financial Services and Ciampi Wealth Management Corp. Outside of his advisory role, he serves as an investment analyst for Ciampi Tax and Financial Services, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Morris is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he operates a DBA named Sikorsky Financial Services Group in Stratford, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Anthony Gallagher is a financial advisor with Primerica Advisors in Hamden, CT, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Primerica Advisors since 2017 and has also worked with Primerica Financial Services since 2013. Outside of his advisory role, he is involved with Global Spice, a business he has been associated with since 2011. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers, employs a tiered wrap fee structure, and delegates trading responsibilities to BNY Mellon Advisors.

David Ventura is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank since 2018, following prior roles at HSBC Bank and HSBC Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, tailoring services to plan objectives and acting as an ERISA fiduciary when providing investment advice.

Deborah Swarr is a Series 66-licensed financial advisor with Morgan Stanley in Madison, CT, where she has worked since 2013. She has 19 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of investment programs, managing approximately $2.74 trillion in client assets.

Luke Gowargy is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working at Shorehaven Golf Club and in the food service industry. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Damian Campagnano is a financial advisor at Stifel with 27 years of industry experience. He has held his current position since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning analyses.

Scott Staschke is a CFP®-designated financial advisor with 26 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following a long tenure at Guilford Financial Group, Inc., and Royal Alliance Associates, Inc. In addition to his advisory role, he holds a non-variable insurance agent license, selling Medicare Advantage, Medicare Supplement, life, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management options supported by research and model portfolios.

Edward Lamanna is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2020 and has prior experience in various roles including at Momentum Solar and Manhattan Beer Distributors. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Belanger is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Investment Services and Foresters Advisory Services prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios, research, and technology-driven solutions.

Martin Girouard is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, with previous experience at MetLife Securities Inc. He is also an independent insurance agent, offering products including dental, group disability income, fixed annuities, life/accident/health, long-term care, Medicare-related products, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning relationships using firm-approved analytical tools and features event-driven planning services such as divorce and estate-settlement planning.

Matthew Cooper is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley since 2016. Outside of his advisory role, Cooper is involved with the Town of Wethersfield Parks and Recreation as a recreation specialist running an elementary school ski club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and methodologies.

Gregory Geloso is a financial advisor with Equitable Advisors in Milford, CT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Equitable Advisors since 2001. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Wilbur Mann Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial since 2004 and holds Series 63 and Series 65 licenses. In addition to his advisory role, Mann acts as an agent for fixed insurance products on an independent producer basis. LPL Financial is a national investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations, offering various advisory programs, financial planning, and brokerage services.

Mark Massa is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Diego Arbelaez Doncel is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with ETI Sales for 15 years and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2003. Outside of his advisory role, he is involved with Isla's Business Services LLC, which provides tax preparation and bookkeeping services. Primerica Advisors serves primarily individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Brandon Pepe is a CFP® professional with 16 years of experience in the financial services industry. He has been with LPL Financial since 2021 and previously worked at Waddell & Reed, Inc. for 12 years. Outside of financial advising, he is involved with Carriage 7B Realty, LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Zachary Green is a financial advisor at Wells Fargo Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a broad range of planning services and integrates advisory offerings with various financial product sales and referral channels.

Drescott Thompson III is a financial advisor at Ameriprise with 20 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset requirements. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, utilizing a combination of research, modeling, and tax-efficiency analysis.