Scott Langlais is a CFP®-designated financial advisor with 27 years of industry experience, currently with Fidelity. He has previously worked at LPL Financial and MONECO Advisors and has spent multiple years with Fidelity Investments and its brokerage services. Outside of finance, Langlais is a partner in an indoor golf simulator business in Fairfield, Connecticut. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

David Lalich is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliate since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendations, supported by a centralized consulting team and a structured oversight process.

Jonathan Farens is a financial advisor with LPL Financial in Stratford, CT, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory services including financial planning, retirement consulting, and access to various managed programs, supported by research and technology-driven strategies.

Michael Roman Jr. is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019. His background includes time at the University of Rhode Island and a role at The 'Port Restaurant. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and market simulations.

Mario Sclafani is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior roles include positions at Pruco Securities LLC, State Farm, The Prudential Insurance Company of America, Allstate Insurance, and his own firm, Sclafani Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by an integrated platform that combines adviser programs with financial product sales and lending solutions.

William Debille is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has previously worked at CUNA Brokerage Services, Inc. and Cuna Mutual. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management options.

Zahya Beall is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior roles include positions at Edward Jones and Legg Mason. She is also involved as an owner and producer at an insurance agency and works as an insurance agent for Crump Life Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by research and multiple portfolio management options.

Jon Garofalo is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in assets and employing firm‑approved tools such as Secular Return Estimates and Monte Carlo simulations in its planning process.

Melinda Lee is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also maintaining a long-term association with Jpmorgan Chase Bank, N.A. since 1993. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Figuly is a CFP® professional with 26 years of industry experience. He is currently an advisor at Wells Fargo Clearing, where he has worked since 2022, following six years at JPMorgan Securities LLC. 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.

Hannah Kleinbeck is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various roles including a front desk and sales position at a cycling studio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios to intermediary platforms.

Joseph Persempere is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1997 to 2024 before joining LPL Enterprise. Outside of his advisory role, he is involved in property and casualty insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products supported by an integrated platform.

Kenneth Bernheim is a Financial Advisor at Merrill Lynch Wealth Management. With more than 25 years of experience, he advises families, entrepreneurs, financial professionals, and senior corporate executives on comprehensive wealth management, financial planning, and customized lending solutions. He focuses on integrating banking, investment management, and fiduciary capabilities to bring clarity to important financial decisions. Ken structures and implements strategies across liquidity management, fixed income and equity markets, and alternative investments. In his role, he coordinates access to Merrill Lynch Wealth Management's commercial and investment banking teams as well as the firm's global markets platform. His areas of expertise include investment management, wealth transfer planning, and credit solutions. He holds a Bachelor's Degree from Ithaca College and the Personal Investment Advisor (PIA) designation. Ken lives in Wilton, Connecticut, with his wife and their two college-aged children. He is actively involved in his community and serves as Vice Chairman of the Norwalk Community College Foundation. Outside of work, he enjoys traveling, skiing, and spending time on Cape Cod.

Randy Makles is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2015, previously working at Axa Advisors. Outside of his advisory role, he is involved in direct carrier appointments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that includes both advisory and brokerage channels to meet client needs.

Alanis McNier is a Financial Consultant at Fidelity Investments, where she partners with clients to empower their relationship with the firm and assist them in making educated decisions about their family's financial future. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Her experience at Fidelity Investments spans several years, during which she has gained expertise in client relationship management and financial planning. Alanis's work focuses on helping clients navigate their financial options and develop strategies aligned with their goals. Outside of her professional role, Alanis enjoys spending time at the beach, engaging in family activities, exploring culinary interests as a foodie, and embracing parenthood.

William James III is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and its affiliated entities since 2013. Outside of his advisory role, he serves as an executor for two estates based in New York. Merrill provides managed account services through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciary clients within the Bank of America platform.

Alfred Zappulla is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Pruco Securities LLC, NYLife Securities LLC, New York Life Insurance Company, Confluence Global Capital, and TIAA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with active sales of financial products.

Charles Falzone is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Investments, Bank of America, and Merrill. Outside of his advisory work, he has been involved with Pulse4Pulse LLC and Sanuwave Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Robert Lo Ricco is a Series 66 licensed advisor with Cetera in New Haven, CT, bringing one year of industry experience. Prior to joining Cetera, he worked at Wealth Advisory Group LLC and Industrial Acceptance Corporation. Outside of his financial career, he serves as the boys varsity lacrosse head coach at Hopkins School and volunteers with local community organizations. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers, with assets under management exceeding $256 billion.

Joseph Rahtelli is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1991. Outside of his advisory role, he is self-employed as an owner of intellectual properties and works as an engineer consultant. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.