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.

Leslie Williams is a financial advisor with Morgan Stanley, holding a Series 66 designation and having 22 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2013 and 2015, respectively, and has served on the board of Enexus Corp., an industrial manufacturing equipment company, since 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Richard Camarda is a financial advisor with Raymond James Financial, holding a Series 63 designation and 41 years of industry experience. He has been affiliated with Raymond James Financial Services Advisors Inc. and Southport Financial Group since 2012, where he also serves as a branch manager. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to develop tailored recommendations.

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.

Diane McGuire is a financial advisor at Merrill with 39 years of industry experience, including 34 years at Merrill. She holds the Series 63 and Series 65 designations. In addition to her advisory role, she serves as a power of attorney for her parents. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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.

Paul Salmore is a Financial Consultant at Fidelity Investments, bringing over 27 years of experience in the financial services industry. He joined Fidelity in 2022 as an Investment Consultant and transitioned to his current role in 2023. Throughout his career, Paul has held leadership positions, including Managing Director roles at Raymond James, BB&T Capital Markets (now Truist), and KeyBanc Capital Markets. He also has experience as an Associate Director at UBS and as an Associate at Morgan Stanley. Paul's expertise lies in collaborating with clients to develop investment and income strategies tailored to their goals. His professional objective is to work closely with clients to ensure they have effective financial plans in place. Outside of his professional work, Paul engages in activities such as comedy, family activities, parenthood, caring for pets, playing tennis, and volunteering.

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.

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.

Michael Bencivengo Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 15 years. Outside of advisory services, he is licensed as an agent offering accident & health, disability, fixed annuities, and traditional life insurance products. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing a range of investment tools and third-party platforms to construct portfolios tailored to client risk profiles and preferences.

Agata Pajares is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She has worked previously at Ayco/Julius Gaudio and participated in nonprofit and educational organizations including Youth for Understanding and STS Foundation. Outside of her advisory role, she works as an independent contractor for CIEE, assisting international students and host families. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Wiktor Wozniak is a financial advisor at UBS Financial Services in New Haven, CT, holding a Series 66 designation with nine years of industry experience. Prior to joining UBS in 2018, he worked at AXA Advisors, LLC from 2016 to 2018. Outside of advisory work, Wozniak is involved in real estate as an owner and landlord. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services alongside fee-based financial planning and portfolio management.

David Brown is a financial advisor at Ameriprise with 26 years of industry experience. He has held roles at Raymond James Financial and in insurance prior to joining Ameriprise in 2021. His credentials include Series 63 and Series 65 licenses. Outside of advising, he is involved in independent insurance brokering focused on fixed annuities. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to support its advisory approach.

Donna Potter is a financial advisor with LPL Financial in Oxford, CT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior work includes roles at Webster Bank, Citizens Securities, Inc., and It Works. LPL Financial is an SEC-registered firm serving individual and institutional clients through a national network of investment adviser representatives, offering a broad range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Alexander De Meis is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and has three years of industry experience. He has worked exclusively with Mass Mutual affiliated firms since 2021. In addition to his advisory role, he is also engaged in outside insurance sales, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning and asset management services, using firm-approved tools to deliver collaborative, annual planning engagements.

Stacy Skeete is a Series 66-licensed financial advisor at Merrill with three years of industry experience. Prior to joining Merrill, Stacy worked at Amazon and the New England College of Business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Charles Hite is a financial advisor with MassMutual Investors Services who holds the CFP® designation and has 27 years of industry experience. He previously worked at Metlife Securities Inc. for 18 years before joining MassMutual Life Insurance Co. and MassMutual Investors Services, where he has been since 2016 and 2017 respectively. Outside of his advisory role, he is a member of March Financial LLC and operates as an independent insurance agent selling a range of insurance products. MassMutual Investors Services, LLC 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 uses firm-approved software to analyze client goals and offers various event-driven planning services, including a recently added Divorce Planning offering.

Brian Kiska is a financial advisor at Fisher Investments with 24 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Legg Mason & Co LLC, ClearBridge Investments LLC, and Legg Mason Investor Services from 2005 to 2020. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative analysis and employs tax-aware and defensive strategies to manage risk.

Stephen Black is a financial advisor with Ameriprise in Ridgefield, CT, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate since 2002. Outside of his advisory role, he participates in the Ridgefield Business Management Council, where he prepares and runs meeting agendas for a local networking group. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Burton Caldwell is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to develop personalized financial plans. He focuses on understanding clients' goals and financial situations to create strategies that aim to provide confidence and peace of mind. Prior to his current role, Burton worked as a Financial Representative at Fidelity Investments from 2023 to 2025. He also has experience as an Account Executive and Mortgage Loan Originator at NewDay USA in 2022. His professional background centers on investment consulting and financial representation. Outside of his professional work, Burton enjoys golf, skiing, and traveling.