Daniel Lariccia is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Northwestern Mutual, and several automotive dealerships. Outside of financial services, he works as a consultant and independent contractor for Amazon Flex. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Maura O Brien is a financial advisor at Ameriprise Financial Services LLC with one year of industry experience. She has previously worked at Northwestern Mutual and has experience outside finance with roles at Amore Cucina and Jackass Brewing Company. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement income planning advice through a written Recommendation Report and focuses on dependable income sources and tax-aware withdrawal strategies.

Richard Cacciapaglia is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He previously worked at UBS Financial Services for 22 years and City National Bank for six years. Outside of his advisory role, he serves on the board of directors for Soteria, a cybersecurity company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Steven Miranda is a financial advisor at LPL Enterprise with one year of experience in the industry. He holds the Series 66 designation and has a background that includes roles at Quattros and Connecticut Pest Elimination. Outside of his advisory work, he is involved with non-variable insurance through his own insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various advisory programs. The firm utilizes a platform that integrates adviser programs with brokerage and insurance product sales, supported by LPL’s research and model portfolios.

Nicholas Wells is a financial advisor with Mass Mutual Investors Services in Shelton, CT. He holds Series 65 and Series 63 licenses and began his advisory career in 2026. Prior to joining Mass Mutual, he held various roles including positions at Elite Income Advisors, Inc. and Allegis Group, as well as academic roles at the University of Maryland and Anne Arundel Community College. Mass Mutual 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 provides structured, collaborative planning engagements supported by firm-approved analytical tools and offers a range of investment and event-driven planning programs.

Steven Nussbaum is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 38 years of experience in the financial services industry, specializing in personalized retirement income planning, active portfolio management, and wealth preservation strategies. His areas of focus include college education planning, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, socially responsible investing, and retirement income. Steven holds the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's degree from Washington University in Saint Louis and a Master's degree from Boston University. Steven resides in Westport, Connecticut with his wife, Susan. He is involved in the community as a member of the Westport Rotary Club. In his free time, he enjoys biking, golfing, and hiking.

Nolan Menachemson is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Sterling National Bank, Private Advisor Group, Hornor Townsend & Kent Inc, and Penn Mutual Life. In addition to his advisory work, he is involved in tax preparation and accounting as a CPA and sells non-variable insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced portfolio management techniques.

Nikhil Kapoor is a Financial Consultant currently working at Fidelity Investments since 2021. He has over a dozen years of experience in financial planning, having previously served as a Financial Planning Consultant at Barnum Financial Group from 2011 to 2021. As a Certified Financial Planner, Nikhil focuses on providing clients with the knowledge and guidance necessary to make informed decisions to support their aspirational goals. Throughout his career, Nikhil has developed expertise in financial planning, assisting clients in navigating their financial futures. His professional background equips him to address a range of financial needs and objectives. Outside of his professional work, Nikhil has personal interests that include the beach, cars, comedy, football, tennis, and traveling.

Norman Leslie is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with related firms including Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1993. Outside of his advisory role, he operates as an independent insurance agent offering a range of insurance products including dental, disability, annuities, life, and long-term care. 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 that focus on investment categories and strategies, alongside services such as educational seminars and specialized planning programs.

John Picard is a financial advisor with Ameriprise, holding a Series 63 designation and over 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, Picard serves on multiple boards, including as Chairman of the Tweed New Haven Airport Board of Directors and as a member of the Town of Madison Board of Finance. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, offering tailored, research-supported recommendations through a centralized consulting team. The firm combines advisory, brokerage, and insurance solutions within a large institutional framework.

Robert Tuzza is a Senior Financial Advisor and a partner of The K,B,T&J Group within Merrill Lynch Wealth Management. He leads a team that provides integrated wealth advisory solutions for institutions, families, and business founders and executives. Robert focuses on retirement plan consulting, collaborating with committees, HR leaders, and finance teams to support investment oversight, fiduciary practices, plan design, and employee education. His approach emphasizes simplifying complex decisions and enhancing the effectiveness and sustainability of retirement programs. Robert's expertise extends to comprehensive personal financial planning, investment management, and advising entrepreneurial families and executives through business transitions such as growth, succession, and liquidity events. This allows him to coordinate institutional benefits with personal financial goals, supporting clients through various life and business phases. His mission centers on helping institutions thrive, employees build financial confidence, and families and founders achieve enduring outcomes. He started his career with Merrill Lynch Wealth Management in 2008 while completing his Bachelor of Science at Fairfield University's Charles F. Dolan School of Business, becoming a Financial Advisor in 2010. Robert holds the Certified Plan Fiduciary Adviser (CPFA) designation, Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) certifications. He is actively involved with his alma mater as a mentor in the Dolan School of Business Professional Development Series Program. Robert resides in Fairfield, Connecticut, with his wife and daughter and enjoys golfing and fishing.

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.

Joseph Kabulis Jr. is a financial advisor with Primerica Advisors in Brookfield, CT, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of advising, he is the owner of Genco Holdings, LLC, a Primerica entity. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients, operating under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors for implementation.

Ewa Gebicka Dedios is a financial advisor at Merrill with 18 years of industry experience. She holds Series 66 and Series 63 credentials and has worked at People's United Bank, Bank of America, and Merrill. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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.