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 in Stratford, CT, holding a Series 66 license and 27 years of industry experience. He has worked at LPL Financial since 2011, following nine years with Uvest Financial Services Group and two years at Equitable Advisors. Morris operates under the DBA Sikorsky Financial Services Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 and holds a Series 66 designation. He has two years of industry experience, with prior roles at MML Investors Services LLC, MassMutual Life Insurance Co, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of finance, his background includes work in sectors such as hospitality and manufacturing. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm typically employs model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products.

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® professional with 26 years of experience in the financial services industry. He currently works with LPL Financial, having joined in 2022, and previously spent 18 years at Guilford Financial Group, Inc. Staschke is also licensed as an insurance agent, selling Medicare Advantage, Medicare Supplement, life, and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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. Prior to joining LPL Financial in 2024, he worked at Cetera Investment Services and Foresters Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors using both proprietary and third-party strategies.

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 registrations and possessing 26 years of industry experience. He has been with Equitable Advisors since 2001. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers both proprietary and third-party advisory programs, focusing on matching clients to suitable investment models and discretionary managers.

Wilbur Mann Jr. is a financial advisor at LPL Financial with 31 years of industry experience. He has been with LPL Financial since 2004 and previously worked at Main Street Management Company. He holds Series 63 and Series 65 credentials and is based in Cheshire, CT. Mann also acts as an independent agent for fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.

Mark Massa is a financial advisor with Equitable Advisors in Hamden, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999 and prior to that was affiliated with Axa Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching clients to appropriate program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

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 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, various insurance carriers, and participation in community and business ventures such as Carriage 7B Realty, LLC, and Bni Orange, CT. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisors with multiple investment platforms, including model portfolios and third-party subadvisors, and manages over $819 billion in discretionary assets.

Zachary Green is a financial advisor with Wells Fargo Advisors in Cheshire, CT, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Wells Fargo Bank NA, Wells Fargo Clearing Services LLC, and Wells Fargo Advisors since 2017, with earlier experience in retail. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients’ needs using proprietary research and planning tools.

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.