Dean Volain is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes over four decades at Volain & Volain Certified Public Accountants P.C., as well as roles at Raymond James Financial and experience in insurance brokering. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using research, modeling, and tax-efficiency analysis, with a focus on assets held in Ameriprise managed accounts.

Brett Hutchison is a financial advisor at Merrill with a Series 66 credential. He has less than one year of industry experience and previously worked at Merrill Lynch and Bank of America, N.A. before joining Merrill. Merrill, alongside 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Christopher Podkowiak is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having 12 years of industry experience. He has worked at Primerica Financial Services since 2010 and concurrently serves at the Probate Court of Berlin, CT. In addition to his advisory role, he is involved in the sale of loan products and home security referrals through affiliates of PFS Investments Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program using model-delivery strategies created by unaffiliated asset managers and provides trade execution and custody support through Pershing and BNY Mellon Advisors.

Chelsea Spencer is a financial advisor at Cetera with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Foresters Financial Services and in the hospitality sector. Outside of her advisory role, she is involved with New View Wealth Management LLC, operating under Cetera Business. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Frederick Condit is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing equity compensation plans for corporate executives and implementing tax minimization strategies for concentrated stock positions. Frederick provides customized planning services, including college savings and family wealth management strategies, tailoring his approach to clients’ specific needs and risk tolerance. He focuses on areas such as personal retirement planning, retirement income, and tax minimization. Frederick holds a Bachelor’s Degree from Suffolk University and has earned the Personal Investment Advisor (PIA) designation. He is committed to community involvement and participates in local initiatives such as Saint Vincent's Swim Across the Sound. Based in Seymour, Connecticut, Frederick lives with his fiancé and their four cats. Outside of work, he enjoys boating, skiing, cooking, and following professional sports teams including the New York Yankees and Philadelphia Eagles.

Christopher Young is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2015. Outside of his advisory role, he is also involved in insurance brokerage, focusing on individual life and fixed annuities through Guggenheim Life and Annuity. 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, asset management, and educational seminars, emphasizing collaborative annual planning engagements without discretionary investment authority.

Matthew Hyres is a financial advisor at Merrill in New Haven, CT, holding Series 66 and Series 63 credentials with six years of industry experience. His prior roles include positions at The Vanguard Group and GWFS Equities, Inc. Outside of his advisory work, he has experience working at Target and a service business, Jimmy's Service Group. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Grove is a financial advisor with Mass Mutual Investors Services in Hamden, CT, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to his current role, he worked for State Farm Insurance for 15 years. He is also an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved software and offers a range of event-driven planning programs.

Susananne Bailey is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Securities before joining Merrill and its affiliate Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daken Vanderburg is a CFA® charterholder with nine years of industry experience. He has worked at Mass Mutual Investors Services since 2020 and has been with MassMutual since 2019. Prior to that, he spent six years with Granite Peak Asset Management, LLC and five years with Granite Peak Investors, LLC. Outside of his advisory role, he serves on the board of the Aspetuck Land Trust, is chairman of the board for Gnome Surf, a nonprofit surf therapy organization, and provides entrepreneurial advice to ResonanceX Ltd. 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 ongoing financial planning, asset management, and educational programs, using a collaborative, software-driven approach focused on client goals.

James English III is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 48 years of industry experience. He previously spent 22 years at Janney Montgomery Scott before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Philip Gottlick is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on family wealth management strategies, women and wealth, and retirement income, aiming to provide clients with strategic estate and retirement planning services. Philip is dedicated to understanding clients' individual needs, goals, and objectives to deliver innovative financial guidance throughout changing life situations, utilizing Merrill's research and tools. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Philip received his Bachelor's Degree in Business Administration from Drexel University and his high school diploma from Westfield High School. With over 30 years of experience in financial services, he has worked in New York City, London, England, and Connecticut. Philip resides in Madison, Connecticut, and has four children. He participates actively in the local Shoreline community and enjoys golfing, adventure sports, and skiing.

David Costa is a Series 66 licensed financial advisor with Merrill in New Haven, CT, bringing three years of industry experience. He has previously worked at Bank of America for eleven years before joining Merrill in 2022. 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 various institutional investors.

James Troy is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2013. 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, and institutional investors, employing strategic and tactical asset allocation with options for tax-sensitive portfolios.

Jason Phillips is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has been with Cetera and its related entities since 2019 and previously worked with Foresters Financial and Foresters Advisory Services for over two decades. He has also been involved in youth hockey organizations in the New Haven area. Cetera Investment Advisers LLC is an SEC-registered advisor that serves 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 multi-manager platform, providing advisors with diverse investment options and program structures.

Sydney Cunningham is a financial advisor at LPL Financial with the Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Cunningham has held roles at Sound Generational Wealth and Target, and has been involved with Just Hatched LLC since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Daniel Recalde is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Northwestern Mutual and other financial services firms. He is also involved as an agent in insurance and benefits-related activities through his other business engagements. Cambridge Investment Research Advisors serves a broad range of clients, including individual and institutional investors, by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm utilizes a variety of portfolio management approaches and emphasizes tailored strategies through a network of independent Financial Professionals.

David Gay is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held prior roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is active as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies, with over $256 billion in assets under management.

Thomas Riedy is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of Riedy & Associates. He has been recognized on Forbes Magazine's "Best-in-State Wealth Advisors" list multiple times, including in 2019, 2022, 2023, 2024, 2025, and 2026. He holds several professional designations including the Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), and the Merrill Lynch Wealth Management title of Wealth Management Advisor (WMA). Additionally, he is an approved Merrill Lynch Wealth Management Discretionary Portfolio Manager and holds FINRA Series 7, 8, 9, 63, and 65 registrations, along with life and health insurance licenses. His areas of expertise include college education planning, corporate executive services, divorce transition planning, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, socially responsible investing, individual and corporate investment strategy, tax minimization, and retirement income planning. He earned a Certificate of Professional Development from the Wharton School of Business and holds a High School Diploma from Smithtown High School. Thomas serves on the Board of Trustees for the Cradle of Aviation Museum and is a member of the Advisory Board for the Town of Islip-MacArthur Airport. He is a past board member of ADDAPT and a member of the TPC River Highlands Golf Club. He is also an instrument rated private airplane pilot. In addition to his professional commitments, Thomas mentors new employees at Merrill Lynch. His personal interests include baseball, cooking, golfing, ice hockey, music, and skiing.

Jason Dazey is a financial advisor with Morgan Stanley in Madison, CT, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and provides financial plans based on structured discovery and firm-approved tools.