Joel Bernstein is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding a Series 66 designation and 21 years of industry experience. He previously worked at MetLife Securities from 2013 to 2017 and has been associated with Massachusetts Mutual Life Insurance Company since 2016. Bernstein is also an independent insurance agent, selling various insurance products including dental, disability, life, and long-term care coverage. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using advanced analytical tools.

Darryl Zebrowski is a financial advisor at Edward Jones with 25 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Peter Velcofsky is a financial advisor at Ameriprise with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors and as Assistant Treasurer of the Town of East Lyme Public Library. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Matthew Webber is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors for Fairfield FITS and owns a business that provides office and administrative assistance, including expert witness payment services. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Murali Chegu is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes roles at SAITCORE Technologies LLC and Connexus Credit Union, as well as experience at Selective Insurance. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products, supported by an integrated platform that combines advisory programs with other financial products.

Ashmal Baig is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials. Baig has been with Wells Fargo since 2022 and previously worked in retail and education sectors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Anisa Gjermeni is a financial advisor at Merrill with 8 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Bank of America, Citizens Securities, and Citizens Bank. Gjermeni is based in Trumbull, CT. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Michael Moran is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Minnesota Life and Securian Financial Services Inc. for 20 years, as well as ownership of The Hired Brush, a residential interior painting business. Outside of finance, he is an artist and a football official. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with options ranging from model portfolios to bespoke strategies.

Harold Smith Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 40 years of experience in financial advising and wealth management, including roles as Senior Vice President and Wealth Management Advisor at Merrill for 28 years, Executive Vice President at Webster Bank for more than 20 years, and member of KPMG Peat Marwick, C.P.A.'s for 2 years. Harold holds the Chartered Financial Consultant (ChFC) designation, the Certified Financial Planner (CFP) certification, and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from Georgetown University. Throughout his career, Harold has worked with high-net-worth clients, advising on family wealth management strategies, investment consulting for defined contribution plans, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and portfolio management services. His approach involves working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. Harold also collaborates with clients' attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy planning. Harold resides in Middlebury, Connecticut, with his wife and two children and is a former Captain in the United States Marine Corps. He has been involved in various community service organizations and board memberships, including the United Way, Naugatuck Valley Development Corporation, Waterbury Association for Retarded Citizens, Waterbury Development Corporation, Waterbury Hospital Corporation, and the YMCA. His personal interests include golfing, hiking, skiing, and tennis.

Michelle Castellucci is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and investment research.

Tanya Parker is the Branch Leader at Fidelity Investments' New Haven Investor Center. In this role, she focuses on delivering wealth planning strategies that help clients understand their financial goals, develop and maintain their relationship with Fidelity, and work towards a confident financial future. She has held the position of Branch Leader at Fidelity since 2023. Prior to this, Tanya worked as a Registered Wealth Management Client Associate at Merrill Lynch from 2018 to 2023, and as a Senior Regional Sales Consultant at Prudential Annuities from 2008 to 2016. Her professional experience spans wealth management, client relationship development, and financial planning. Outside of her professional work, Tanya enjoys activities such as spending time at the beach, gardening, hiking, and traveling.

Gene Borchetta is a financial advisor with Ameriprise in Trumbull, CT, holding a Series 66 designation and with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to create personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jay Pinto is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 credentials, and has 31 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years. He also provides financial planning and consulting services through Summit Planning Group LLC, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services supported by research and a variety of portfolio management options.

Sandra Assunto is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked with People's United Advisors, Inc. since 2018 and People's Securities, Inc. since 1993. Her current role is based in Milford, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, and offers access to model portfolios, research, and various wealth management solutions.

Michael Derby is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Citigroup, Guardian Life Insurance, Opus Advisory Group, and Park Avenue Securities. He is based in Fairfield, CT. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Noah Baskin is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works with individuals and families to navigate important financial decisions, focusing on early wealth building through the transition into retirement. Noah emphasizes the importance of clear planning and provides personalized guidance using a disciplined approach to long-term investing. Prior to his current role, Noah served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as a Financial Representative at the same firm from 2022 to 2023. His experience at Fidelity Investments spans several roles, allowing him to develop expertise in financial consulting and investment strategies. Outside of his professional work, Noah has interests in fitness, museums, pets, skiing, and traveling.

William Little is a financial advisor at Edward Jones in Woodbridge, CT, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2018 and previously worked as a high school soccer coach. Outside of advisory work, he has managed rental properties, including tenant relations and property maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julian Diaz is a financial advisor with MassMutual Investors Services in Shelton, CT, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He previously worked at MetLife Securities Inc. and has been with MassMutual entities since 2016. In addition to advisory work, he is an independent insurance agent specializing in dental, group disability income, fixed annuities, life/accident/health, and long-term care insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

George Stambouloglou is a financial advisor with LPL Financial in Branford, CT, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Webster Bank, Liberty Bank, Raymond James Financial Services, Infinex Investments, and United Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Kenneth Sorrentino is a financial advisor with LPL Financial in Trumbull, CT, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial and Retirement Planning Partners since 2021, and previously was involved with Yale University Athletics and the University of New Haven. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with a wide range of management options and model portfolios supported by LPL Research and third-party subadvisors.