Christopher Taylor is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 15 years of industry experience, including previous roles at FSC Securities. Taylor serves as a board member for the nonprofit Dream Come True of Western Connecticut and acts as treasurer and board member for the Danbury Rugby Football Club. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

Nicholas Hall is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior work includes a position at Guilford Savings Bank and roles outside finance such as managing Huskies Bar & Restaurant. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm employs model-driven investment strategies developed by internal and third-party research, and offers financial planning, access to third-party asset managers, and an affiliated insurance agency.

Adam Usinger is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved in non-variable insurance activities through a Prudential-sponsored insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities, primarily using model-driven investment portfolios developed by LPL’s Research Department and third-party strategists.

Joseph Hudson is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2021 and Morgan Stanley Private Bank, N.A. since 2025. Prior to entering the financial industry, he was employed at The Boxoffice Company for five years. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm utilizes structured planning tools and scenario modeling to develop financial plans, while clients remain responsible for implementation and updates.

Louis Herskovitz is a financial advisor at Morgan Stanley in Westport, CT, holding Series 65 and Series 63 licenses. He has four years of industry experience, including roles at SwifTest and work as an actor under the name Lev Harvey. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, serving clients through both direct and corporate agreements.

John Probst is a financial advisor at Morgan Stanley with 4 years of industry experience. His background includes roles at T3 Trading Group, Northwestern Mutual, and A1 Reliable Industries. Prior to his financial services career, he worked in the restaurant industry and education. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and various investment strategies while serving a broad client base.

Jessica Fanelli is a financial advisor at Merrill in New Haven, CT, holding a Series 66 designation with 5 years of industry experience. She has been with Merrill since 2015. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Matthew Incitti is a financial advisor at Merrill with 17 years of industry experience and holds the Series 66 designation. He has been with Merrill since 2008. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Ransom is a financial advisor with Mass Mutual Investors Services in Hamden, CT, holding Series 63 and Series 66 designations and having 20 years of industry experience. She has been with Mass Mutual Investors Services since 2006 and has been affiliated with MassMutual life Insurance Co since 2003. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including wrap accounts, money-manager programs, and educational seminars.

Mark Tutino is a financial advisor with LPL Financial in Milford, CT, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Linsco/Private Ledger Corp. since 1992. In addition to his advisory role, Tutino is involved in a non-variable insurance business through Tutino Financial, LLC, focusing on life insurance and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, supported by a large network of investment adviser representatives.

Anthony Herman is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Precision Valley Communications, InstaCart, and Eastern Pharmacy, among others. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI-driven research tools.

Jonathan Gottlieb is a financial advisor at Morgan Stanley with 39 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers customized financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Scott Kelly is a financial advisor with Raymond James Financial in Westport, CT, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior experience includes positions at Ameriprise and Wells Fargo Clearing. He serves on the board of the Umbrella Club, a nonprofit organization based in Stamford, CT. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes non-discretionary planning tailored to client goals, supported by analytical tools and a broad advisor network.

Nicholas Quagliani is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding a CFP® designation and Series 63 and 65 licenses. He has five years of experience at MassMutual Life Insurance Company and Mass Mutual Investors Services and previously spent five years working with Eli's Restaurant Group. Outside of his advisory role, he operates as an independent insurance agent selling life, fixed annuities, disability, and health insurance. Mass Mutual Investors Services, LLC 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 seminars, using technology-driven tools to support goal analysis and written recommendations.

James Iseman is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 2012 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Daniel Hamilton is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His prior roles include positions at Equitable Advisors, LLC, Eze Castle Integration, and Hamilton and Hamilton PC. He has also worked in education at Fordham University and Lincoln Sudbury Regional High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies with formal advisory and governance roles.

Jordan Iannone is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2016, concurrently affiliated with Bank of America during much of that time, and had a brief role at InsurBanc in 2016. 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, pension plans, corporations, and charitable organizations.

Nicholas Vamvakas is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at MassMutual Life Insurance Company and MassMutual Investors Services since 2017 and was previously with METLIFE Securities Inc from 2012 to 2017. In addition to his advisory role, he owns a consulting firm that provides software guidance for financial advisors and works as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm emphasizes annual collaborative financial planning engagements supported by firm-approved software and offers specialized services including divorce planning and estate-settlement assistance.

Tracy Rotman is a financial advisor with LPL Enterprise LLC holding a Series 66 designation and one year of industry experience. Prior to joining LPL, she operated Elite Lawn Maintenance, LLC for sixteen years. LPL Enterprise provides investment advisory and brokerage services to a broad client base including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Lisa Nekrich is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2014. Outside of her advisory role, she serves as a board member of the Willow Ridge Condominium Association. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs and portfolio management services, utilizing both in-house and third-party investment managers, with tailored strategies based on each client’s risk profile.