Matthew Hecker is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 65 and Series 63 licenses and eight years of industry experience. He has been employed with Massachusetts Mutual Life Insurance Company and MML Investors Services, LLC since 2017. Outside of his advisory role, he is also an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to support collaborative, goal-oriented planning relationships.

Taylor Marnett is a Financial Consultant at Fidelity Investments, a position held since 2025. In this role, Taylor collaborates with clients and their families to develop comprehensive financial plans that align with their goals. Taylor's experience at Fidelity Investments includes roles as an Investment Consultant from 2023 to 2025, Financial Representative from 2022 to 2023, Investor Center Intern in 2021, and Inside Sales Intern in 2020. This progression reflects a continuous commitment to the financial services industry and client-focused consulting. Outside of work, Taylor has interests in pets and yoga.

Richard Hughes is a financial advisor with J.P. Morgan Securities and holds Series 65 and Series 63 licenses. He has 10 years of industry experience, including prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. Hughes is based in Guilford, Connecticut. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis.

Frederick Booth III is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets starting in 2003. Outside of his advisory work, Booth serves as a board member of the Wallingford Country Club. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides 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 utilizes structured planning tools and comprehensive investment resources in its financial planning process.

Melissa Morley is a financial advisor at Equitable Advisors with one year of industry experience. She holds a Series 66 designation and previously worked for the Department of Veterans Affairs from 2012 to 2025. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a variety of LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Joshua Salgado is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial, Salgado worked at David Lerner Associates for two years and has a background that includes multiple roles at PepsiCo. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Allison Novak is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 10 years of industry experience, including prior roles at Legacy Financial Group and Cambridge Investment Research. She has been with Mass Mutual and its affiliated entities since 2019. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and provides additional services such as educational seminars and event-driven planning programs.

Charles Mac Namara is a financial advisor at LPL Enterprise with five years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Merrill, BNY Mellon Securities, and Equitable Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolios, and a range of brokerage and insurance products through an integrated platform.

Nikola Sormaz is a Series 66-credentialed financial advisor with Edward Jones in New Haven, CT, bringing eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Jensen Industries from 2004 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Alexander Potocsny is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His career includes roles at Morgan Stanley and International Assets Advisory, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

John Lombardi is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PFS Investments Inc. and Primerica Financial Services since 2010. Outside of advisory work, he is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process, with trade implementation delegated to BNY Mellon Advisors.

Philip Ucci III is a financial advisor with Raymond James Financial, holding the ChFC® and Series 66 designations and bringing 20 years of industry experience. His prior work includes eight years at Edward Jones and a year with KeyBank and Key Investment Services LLC. Outside of his advisory role, he is CEO of Sound Financial Partners LLC and President of Ucci Partners Wealth Management LLC, entities involved in his business operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm uses a tailored, non-discretionary approach incorporating risk profiling and analytical tools, and it supports a broad advisor network with specialized programs and institutional consulting.

Lisa Capobianco is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of advising, she serves as Secretary and Treasurer of WHITECAP Technologies, Inc., a telecommunications sales company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools.

Gerald Nearier is a financial advisor at Stifel with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel since 2007. Nearier is also a Notary Public in Hamden, CT. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Stephen Alfaro is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He provides guidance on general investing, retirement planning, and preparing for unforeseen financial events. Additionally, he coordinates with Bank of America specialists to offer services related to banking, credit, home financing, and small business solutions. Stephen holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Syracuse University. His approach focuses on understanding what matters to clients and their families in order to create tailored financial strategies.

Cheryl Smith is a financial advisor with LPL Financial in Branford, CT, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with LPL Financial since 2016 and also works with Webster Bank during the same period. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 various institutional services.

Vincent Atkins is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for David Lerner Associates for 21 years before joining Ameriprise in 2024. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, algorithm-assisted recommendations, primarily for assets held in Ameriprise Managed Accounts.

Christopher Durkin is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Prior to joining Edward Jones in 2021, he worked at Pruco Securities LLC, Prudential Annuities Distributors, Inc., and Prudential Insurance Company of America from 2019 to 2021, and previously spent seven years with Knights of Columbus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Jeffrey Rice is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Metlife Securities Inc. before joining MassMutual in 2016. In addition to his advisory role, he is also licensed as an insurance agent, selling individual and group life, health, and property/casualty 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 analytical tools and provides a range of event-driven and estate-related planning programs.

John Nevins is a financial advisor with Wells Fargo Clearing in Ansonia, CT, holding a Series 63 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016, including prior roles at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.