Xhoana Dika is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015, also working with JPMORGAN Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by centralized due diligence and ESG processes.

Nicholas De Brizzi is a financial advisor at Morgan Stanley in New Haven, CT, holding a Series 66 designation with two years of industry experience. His prior work includes roles outside finance such as at Pawn Haven, Golds Gym Burlington, At&T, New Haven Country Club, and educational positions from 2015 to 2023. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Scott Zavatkay is an investment advisor representative at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is a partner at RetirementPlus Financial Solutions LLC, providing retirement, college, and investment planning advice. He also serves as a notary public and sells collectibles periodically. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

Brett Dolan is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Securities America Inc. and National Planning Corporation. Outside of advisory work, he serves as a trustee and executor for family trusts and estates and is licensed as an insurance agent. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes for both discretionary and non-discretionary accounts.

Eleanor Barnes is a financial advisor at Morgan Stanley with 11 years of experience. She holds the Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Barnes serves as a board member for Trustees for Receiving Donations for the Support of the Bishop and is actively involved as a vestry member at St. John's Episcopal Church. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that combine broad retail and institutional offerings with additional investment and trading activities.

Craig Platt is a CFP®-designated financial advisor with six years of industry experience, currently associated with Cetera Wealth Services LLC. His prior experience includes roles at Prudential Insurance Company of America and LPL Enterprise. He is also a wealth advisor at Wooster Square Advisors, where he provides financial services full time. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary programs.

Michelle Norbeau is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following prior roles at Citizens Bank and Citizens Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kimberly Chorney is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2000. She is based in Madison, CT, and holds Series 63 and Series 65 licenses. Outside of her advisory role, she spends a small portion of time writing term and permanent insurance for Transamerica. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary management and utilizes model portfolios and research from multiple sources.

Jeffrey Meotti is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in trust business management and accounting activities in Old Saybrook, CT. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Curtis Meyer is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and three years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2022. Prior to his finance career, Curtis worked at Deep River Elementary School for seven years. He also engages in outside insurance sales specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual 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 financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Diego Montoya is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Metlife Securities Inc. In addition to his advisory role, he is also engaged in life, disability, long-term care, health, and fixed annuities insurance sales. Mass Mutual Investors Services operates as a subsidiary of MassMutual, 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 supported by advanced analytical tools and also conducts educational seminars.

Jeremy Bossio is a financial advisor with LPL Financial in North Haven, CT, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles at Securities America, Securities Service Network, and Retirement Planning Partners, where he remains active. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Kevin Peel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Brian Noe is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at SagePoint Financial, Inc. and Lincoln Financial Advisors. Brian co-authored the book "Hammonasset Beach State Park" with his wife, Shelby Docker. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisors. The firm offers integrated brokerage and advisory services, using various asset-allocation tools and third-party solutions to construct diversified portfolios on both discretionary and non-discretionary bases.

Charles Lombardi Jr. is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a board member of the Orange Board of Finance and chairs the Orange Republican Town Committee, both in Orange, Connecticut. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including customized financial planning supported by advanced analytical tools and investment research.

Danny Ferreira is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2006, with additional experience at Bank of America N.A. since 2023. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s broader platform, providing access to various products and services.

Keara Williams is a financial advisor at Merrill with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2019. Prior to that, she was employed at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of her advisory role, she serves on the board and development committee of the Museum of Contemporary Art Connecticut, assisting with event planning and fundraising. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Sonia Sternbach is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has previously worked at Moneco Advisors, The Falcon Group, and Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

Alexander Bijanada is a financial advisor at Ameriprise with 22 years of industry experience. He holds a 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 criteria. The firm provides tailored, non-discretionary recommendations using research and modeling tools, emphasizing tax-smart withdrawal strategies and asset allocation within its managed accounts.

David Ivanovich Jr. is a financial advisor with UBS Financial Services in New Haven, CT, holding a Series 63 designation and bringing 36 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including fee-based financial planning, discretionary portfolio management, and access to proprietary research and capital markets services.