Jeremy Bossio is a financial advisor with LPL Financial in North Haven, CT, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles at Securities America, Securities Service Network, and Retirement Planning Partners, where he remains active. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Kevin Peel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Lucas Van Zandt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with LPL Financial since 2021 and has held roles at Waddell & Reed, Inc. and various insurance carriers through W&R Insurance Agencies from 2009 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Michael Leone is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Cambridge since 2012 and has operated his own Leone Financial Services since 1996. Outside of his advisory work, Leone serves on the board of PLAN OF CT, acts as secretary and treasurer for the Plainville Fish and Game Association, owns a race car business, and is the author of a book on race car setup. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual investors, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Jeremy Beitel is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Osaic and previously worked at Securities America Advisors and LPL Financial. Beitel serves as a board member for MW Chrysalis, a nonprofit providing services to domestic violence victims. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced asset-allocation tools and access to multiple third-party money managers and platforms.

Michael Przygocki is a financial advisor with Ameriprise in Plainville, CT, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service for individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm serves clients through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Charles Lombardi Jr. is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a board member of the Orange Board of Finance and chairs the Orange Republican Town Committee, both in Orange, Connecticut. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including customized financial planning supported by advanced analytical tools and investment research.

Danny Ferreira is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006, also working at Bank of America N.A. from 2023 to present. He is based in New Haven, CT. 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, and institutional investors.

Keara Williams is a financial advisor with Merrill in New Haven, CT, holding Series 66 and Series 63 credentials and six years of industry experience. Her prior roles include positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. She serves on the Board and Development Committee of the Museum of Contemporary Art Connecticut, where she helps with event planning and fundraising. 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 plans, corporations, and charitable organizations.

Sonia Sternbach is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has previously worked at Moneco Advisors, The Falcon Group, and Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

Christopher Covello is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at Union Savings Bank and MetLife Securities Inc. Covello holds a Series 66 license and is based in Middletown, CT. Mass Mutual 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.

Stephanie Field is a financial advisor with Ameriprise in Cheshire, CT, holding a Series 66 designation and five years of industry experience. She has been with Ameriprise since 2018 and has prior work experience outside finance, including roles at Vespucci's Restaurant and Eye Level Learning Center. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides tailored retirement-income planning through a collaborative, non-discretionary approach using proprietary research and third-party data.

Alexander Bijanada is a financial advisor at Ameriprise with 22 years of industry experience. He holds a 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 criteria. The firm provides tailored, non-discretionary recommendations using research and modeling tools, emphasizing tax-smart withdrawal strategies and asset allocation within its managed accounts.

Christopher Benjamin is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and with 39 years of industry experience. He has worked at firms within the Wells Fargo group since 2009. Benjamin also owns Christopher Benjamin Financial Group, a financial practice based in Simsbury, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and special-needs analysis, using Wells Fargo research and planning tools.

David Ivanovich Jr. is a financial advisor with UBS Financial Services in New Haven, CT, holding a Series 63 designation and bringing 36 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including fee-based financial planning, discretionary portfolio management, and access to proprietary research and capital markets services.

Michael Linder is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Morgan Stanley in New Haven, CT, having previously worked at Citigroup, JP Morgan Securities, and ACI Catering Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by proprietary planning tools and a broad range of investment services.

Sean Reilly is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Tide Line Customs LLC, and Thimble Island Brewing Company LLC. Outside of his advisory role, he is the sole proprietor of New England Oyster Farm LLC and is involved in recreational fishing through Sea Sprite Sport Fishing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by firm-approved planning tools and extensive resources.

David Murphy is a financial advisor at Osaic with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Boston Private Wealth LLC, TD Private Client Wealth LLC, and People United Advisors. Outside of his advisory role, he serves as an ice hockey referee and is a board member of the Memorial Day Flowers Foundation, an organization dedicated to remembering fallen veterans. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing firm-provided tools and third-party solutions to construct diversified portfolios that accommodate client preferences and investment restrictions.

Christopher Coppola III is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he is involved in equine training through Triple Bar C and serves on the Economic Development Commission for the town of Berlin, Connecticut. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Wayne Staschke is a CFP® professional with 43 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2022, and previously spent over three decades at Royal Alliance Associates and Guilford Financial Group. In addition to his advisory role, he is licensed to sell fixed and life insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of advisers, offering a range of financial planning, advisory programs, and brokerage services.