Mark Delgrego is a financial advisor with Mass Mutual Investors Services, holding CFP® certification and Series 63 and 65 licenses, with 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent eight years at Metlife Securities Inc. In addition to his advisory role, he operates as an independent insurance agent specializing in property and casualty, life insurance, disability, long-term care, fixed annuities, and health products. MassMutual 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 financial planning and asset management services using firm-approved analytical tools and offers event-driven planning programs including estate settlement and divorce planning.

Maxwell Mclenna is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial and Webster Bank for 10 years each. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program platforms and third-party managers.

David Pendleton is a financial advisor at Merrill with Series 63 and 66 designations and four years of industry experience. Prior to joining Merrill, he worked at Edward Jones and has held various roles at institutions including Wells Fargo, JPMorgan Chase, and OFX. He also serves as the head esports coach at the University of New Haven, focusing on in-game strategy and leadership for collegiate competitive teams. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ethan McMahon is an Investment Consultant at Fidelity Investments. In his current role, he partners with individuals and families to design personalized investment strategies that align with their unique financial goals, risk tolerance, and life vision. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative and Relationship Manager before becoming an Investment Consultant. This experience has provided him with a comprehensive understanding of client relationship management and investment consulting. Further details about his education, credentials, personal interests, or community involvement have not been provided.

Ralph Minichino is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include long-term positions at Securities America Advisors and ownership of Minichino Financial Group, LLC. He also serves as a director of The Amity Club of New Haven and is involved with a thoroughbred horse partnership. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple platform arrangements and proprietary and third-party model strategies.

Nicholas Pelaccia is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. His prior work includes roles outside finance, such as at Dick's Last Resort and Auto Repairs Unlimited, alongside a period of full-time education. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate personalized recommendations.

Richard Zorena is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the Board of Directors for the Orange Chamber of Commerce and is a board member of the Rotary Club of Orange. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering a range of services including portfolio management, financial planning, and capital markets solutions.

Robert Heagney is a financial advisor with Ameriprise Financial Services in New Haven, CT, holding a Series 66 designation and 21 years of industry experience. His prior experience includes roles at Cetera Advisor Networks LLC and Savona Financial Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual advice. The firm’s approach includes asset allocation, tax-aware withdrawal strategies, and Social Security claiming options, supported by proprietary research and third-party data.

Tyler Naumann currently serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he gained extensive experience at Fidelity in various capacities, including Financial Consultant from 2021 to 2026, Planning Consultant from 2021 to 2022, Workplace Financial Consultant from 2016 to 2021, and Financial Representative from 2014 to 2016. Throughout his career at Fidelity, Tyler has supported clients through a disciplined process aimed at helping them become confident and comfortable in their financial planning and investment strategies. He focuses on educating clients about their options and guiding them in making financial decisions that align with their individual situations, goals, and preferences. His approach emphasizes proper financial planning and implementation to help clients manage their assets effectively and live life on their own terms.

Anthony Sorrentino Jr. is a financial advisor with LPL Financial, holding a Series 65 designation and bringing 49 years of industry experience. His prior firms include Securities America, Securities Service Network, and Retirement Planning Partners LLC, where he maintains ongoing involvement. He also has a longstanding role with Financial Underwriters, Inc., which includes non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management strategies supported by in-house and third-party research.

William Miller Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior positions include roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. Outside of his advisory work, he serves on the committee of a small club focused on member recruitment and organizational sustainability. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles and specialized municipal advisory services.

Pamela Smith is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. She is based in Branford, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs supported by proprietary and third-party research, providing both discretionary and non-discretionary management options.

Richard Suraci is a financial advisor with Primerica Advisors in Hamden, CT, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advising, he is involved with Christian Question Inc, a role he has held since 2000. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and implementation delegated to BNY Mellon Advisors.

Christopher Carrano is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial industry. He focuses on understanding his clients' personal priorities to develop tailored strategies that support their financial goals. His expertise spans general investing, retirement planning, college education funding, executive compensation, and family wealth management. Christopher holds a Bachelor's Degree from Saint Anselm College and has earned the Professional Investment Advisor (PIA) designation. He takes a personalized approach to advising, emphasizing simplicity and transparency in navigating complex investment decisions. Outside of his professional responsibilities, Christopher is involved in the community through organizations such as Guilford Youth Football and the Guilford Youth Lacrosse Association. His personal interests include adventure sports, biking, hiking, music, and rock climbing.

Daniel Smith is a financial advisor at Wells Fargo Clearing in Madison, CT, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jonathan Snyder is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial and estate planning. The firm uses structured discovery processes and planning tools such as Monte Carlo simulations to support its financial planning services.

Bryan Hoffman is a financial advisor with LPL Financial based in Guilford, CT, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at OneAmerica Securities, American United Life, and New York Life Insurance Company. Hoffman serves on the board of the Barrington Business & Community Association, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Christopher Esposito is a financial advisor with Mass Mutual Investors Services in Guilford, CT, holding the ChFC® designation and Series 66 license. He has 15 years of industry experience, including prior roles at METLIFE SECURITIES Inc. and Mass Mutual Life Insurance Company. Mass Mutual 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 emphasizes collaborative, annual financial planning using firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored planning.

Lindsey Shaffner is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2023 to 2025. Lindsey has extensive experience in the financial sector, having worked as an Equity Trader at Neuberger Berman from 2006 to 2021. In her current position, Lindsey focuses on building trusted relationships by understanding each client's goals and partnering with them to develop personalized financial plans aimed at long-term success. Outside of her professional work, her personal interests include spending time at the beach, comedy, fitness, social events with friends, movies, and reading.

Robert Outtrim Jr. is a financial advisor with Merrill in New Haven, CT, holding Series 63 and Series 65 credentials and nearly 50 years of industry experience. He has worked at Merrill since 1976 and has been associated with Bank of America since 2009. Outside of his advisory role, he serves on the audit committee of the New Haven Lawn Club. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad range of clients including individuals, high-net-worth investors, and institutional entities.