Stephen Harrington is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2017. Harrington holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Michael Prior is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1991, providing financial planning and wealth management services. His client base includes high-net-worth families, individuals, and not-for-profit institutions. Michael attended Notre Dame West Haven High School and The Williston Northampton School. He holds a Bachelor's degree from The University of Connecticut and has earned the Personal Investment Advisor (PIA) designation. He is a long-time resident of North Haven, where he lives with his wife, Sue.

Mark Meotti is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2017. Prior to that, he spent time at CDW and took a year for extended travel. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and planning tools, using methodologies such as Monte Carlo simulations to model outcomes.

Stacy Capobianco is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and 11 years of industry experience. She previously worked at Janney Montgomery Scott from 2007 to 2017 before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of financial advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Lydia Taft is a financial advisor with Ameriprise in Middlebury, CT, holding a Series 66 designation and two years of industry experience. Prior to her current role, she worked in various positions including at Farmhouse Tacos and Building Blocks Childcare & Preschool. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Paul Schott is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 25 years of industry experience. His prior roles include positions at Edward Jones, Wealthvest, and Broker's Central. He is also the owner of Seaview Wealth Advisors LLC, a business entity for tax and investment purposes. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

Jack Murray is a Financial Advisor at Merrill Lynch Wealth Management based in New Haven, Connecticut. Since beginning his career in wealth management in 2018 after graduating from Quinnipiac University, he has worked with a broad range of families and clients. He particularly focuses on serving physicians and healthcare workers. Jack holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He provides guidance across a variety of areas such as college education planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of his professional work, Jack enjoys spending time boating, playing hockey, exercising, and being outdoors. He strives to build relationships based on integrity, loyalty, and objectivity to help clients achieve their financial goals.

John Glowka is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation and Invest Financial Corp. He also operates JL Glowka Wealth LLC and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning and investment management through a network of independent professionals, employing a range of portfolio management strategies and multiple custody platforms tailored to client objectives.

Frank Navario is a financial advisor with LPL Financial who has 51 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 16 years. In addition to his role at LPL, he provides financial planning and consulting services through Summit Planning Group LLC, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research from LPL Research and third-party subadvisors, and a variety of portfolio management tools.

George Simmons is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their individual goals and adapt to changing market conditions. Through his role, George provides access to Merrill's investment insights and the banking and lending solutions of Bank of America, supporting a comprehensive approach to wealth management. George holds a Master’s Degree from the University of New Haven and a Bachelor’s Degree from the University of Massachusetts System. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). George is also committed to community involvement, dedicating time to volunteer with organizations in the communities served by Merrill Lynch.

Adam Richwine is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at City National Bank, RBC Capital Markets, LLC, and Edward Jones. 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 supported by model portfolios and research.

Ryan Nuzzo Sr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to his current role, he worked at Long View Investments LLC and has experience in educational settings including the University of Connecticut and Amity Regional High School. He is also involved with Long View Investments LLC, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through various advisory programs and maintaining a focus on technology and compliance.

Julie Beauchamp is a CFP® with 30 years of industry experience, currently serving at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning from 2009 to 2022. She also owns Beauchamp Investment Group, a financial enterprise based in Burlington, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, utilizing Wells Fargo research and tools to deliver tailored recommendations.

Steven Banaletti is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with LPL Financial since 2009. 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 advisory programs, financial planning, and retirement plan consulting with discretionary and non-discretionary management, utilizing research and model portfolios from multiple sources.

Allen Bellantoni is a financial advisor at Edward Jones in Branford, CT, holding a Series 66 designation. He has experience working with Edward Jones since 2023, as well as prior roles at Guilford Savings Bank, Nike, and Ohio State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bosmat Cohen is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to her role in finance, she worked with the Cheshire Board of Education and Lincoln College of New England. Outside of her advisory duties, she is a spinning instructor at the Southington-Cheshire YMCA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Kevin Gargano is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior work includes roles at Prudential Insurance Co of America, Prudential Annuities Distributors, Raymond James Financial Services, Liberty Bank, and Vantis Life Insurance Co of CT. Outside of finance, he is the president and owner of RoGar Pharma, a non-investment-related business. 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, leveraging research and model portfolios from various sources to support both discretionary and non-discretionary management strategies.

Patrick Skelly is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2016. Outside of his advisory role, he is involved in fiduciary activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement planning with written recommendation reports and annual advice on income sources and tax-aware withdrawal strategies.

Jeffrey Knight is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Edward Jones and Cantella & Co Inc. Outside of his advisory work, he is the owner of Plunderchess, a business he has operated since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Joseph Kintschi is a financial advisor with Ameriprise in Portland, CT, holding Series 63 and Series 66 designations and 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves as Vice President on the Nutmeg Business Network Board, is a board member of Middlesex United Way, and volunteers as a youth basketball coach for Rocky Hill Park and Rec. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service, which provides tailored retirement income planning through a combination of proprietary research and third-party data.