Minnampalli Selvaraj is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and John Hancock Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology-driven research and operational tools.

Donald Boyce is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at MetLife Financial and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as Treasurer for the Knights of St. Patrick Charitable Foundation and holds leadership positions on local nonprofit boards, including a church. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative planning engagements using firm-approved analytical tools to develop written recommendations tailored to client goals.

Nolan Cleary is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 11 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is an agent for individual life and disability insurance through Charter Oak Financial and owns Clear World Financial LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers programs including wrap accounts and money-manager options.

Patrick Clark is a financial advisor with Raymond James Financial, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He previously worked for Commonwealth Financial Network for 15 years and Wrp Investments, Inc. for one year. Clark is the owner of Alpine Wealth Management, LLC, a private entity created to facilitate securities and fixed insurance business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and employs analytical tools such as deterministic and probability modeling to support client goals.

Jason Merker is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with Wells Fargo Advisors and Biltmore Capital Group. Merker is also a licensed attorney in New York, though non-practicing. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using multiple program structures and manager platforms.

Allison Mislow is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 66 licenses and has 20 years of industry experience. She previously worked at MetLife Insurance Company for 17 years before joining MassMutual Investors Services in 2017. Outside of her advisory role, she is involved in insurance sales and serves as a power of attorney for her parent. MassMutual 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 planning engagements supported by firm-approved software tools and educational seminars.

William Newman is a financial advisor with Raymond James & Associates in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2008. Newman is also a partner in NEWMAST LLC, an investment-related business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michael Frascione is a financial advisor with Wells Fargo Clearing and holds the Series 63 and Series 65 designations. He has experience beginning in 2024 with Wells Fargo Bank and joined Wells Fargo Clearing in 2025. Additionally, he has been involved with Connecticut Weather Center, Inc. since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stephen Sayegh is a CFP® with 40 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. He previously worked at People's United Advisors, Inc. and People's Securities, Inc. for a total of over 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various allocation approaches.

Amy C Hessel is a financial advisor with Ameriprise in Shelton, CT, holding a Series 66 designation and four years of industry experience. Before joining Ameriprise in 2022, she worked at WorldCare Pet Transport, Mercy Learning Center of Bridgeport, and Pearson, and spent nine years in education. She also provides technology consulting services to an individual client outside of her advisory work. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies, with recommendations based on internal research and third-party data.

Theodore De Giacomo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). Theodore completed an Accredited Certificate Program from CSU. His expertise focuses on providing investment management and personal advising services to clients.

Mike Card is a financial advisor with LPL Enterprise holding a Series 66 designation and three 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 in hospitality at a dive bar and restaurant. LPL Enterprise, LLC 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 primarily implements investment strategies using model portfolios developed by LPL’s Research Department and third-party portfolio strategists, and also offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Daniel Hoffmann is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 66 credentials and five years of industry experience. His prior work includes roles at Southern Tide and Vincere Management Group. He also operates an independent insurance business, selling life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements supported by firm-approved tools and provides event-driven planning programs such as divorce and estate settlement planning.

Daniel Waldron is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, David Lerner Associates, and Brescome Barton. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tressan Quinn is a Series 66 licensed financial advisor with 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a wide range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and tools to develop recommendations implemented through brokerage or advisory programs.

Eric Palmer is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America and Liberty Bank, and experience in media at The Day Publishing Co. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Anthony Marchitto is a Series 66-licensed financial advisor with LPL Financial, bringing seven years of industry experience. He previously worked at Christopher Gavin and Waddell And Reed, Inc., and has entrepreneurial experience with Prime One Eleven Restaurant. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory services with a broad range of non-advisory financial activities.

Brian Ward is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 16 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and MSI Financial Services. Outside of his advisory work, he serves as a financial representative offering 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Leonel Calderon is a financial advisor with LPL Financial in Shelton, CT, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has worked at LPL Financial since 2015 and previously held roles at Northstar Wealth Partners, LLC and MSI Financial Services, Inc. Outside of advisory work, he operates a business entity for tax purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Marcus Devito is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has held roles at firms including Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Outside of his advisory work, Marcus serves on the Branford Fair Rent Commission and is a board member of the Quinnipiac Chamber of Commerce. Cetera Investment Advisers LLC supports a large nationwide network of independent advisors and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.