David Snetro is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2011. He is based in New Haven, CT. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process employs structured discovery and firm-approved tools, relying on modeling techniques such as Monte Carlo simulations without providing individual security recommendations as part of standalone plans.

Kurt Lenz is a financial advisor with Equitable Advisors in Hamden, CT, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors. Outside of his advisory work, he is a joint owner of a vacation rental property in Corolla, NC, where he manages upkeep by hiring contractors. 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 operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor solutions based on client goals, risk tolerance, and time horizon.

Tomeka Robinson is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, including roles at various Wells Fargo affiliates since 2011. Robinson is based in Milford, CT. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

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.

Gary Helbling is a financial advisor with Ameriprise in Durham, CT, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He previously worked at Oppenheimer from 2014 to 2019 before joining Ameriprise Financial Services Inc. and Ameriprise in 2019 and 2020, respectively. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Larry Esposito is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked for ten years at Wallingford Buick-GMC. 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, and manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors nationwide.

Robert Ginsberg is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Woodbury Financial Services for six years before joining LPL Financial in 2022. Ginsberg is also active as a non-variable insurance agent with several providers, including Nationwide, OneAmerica, Securian, and Symetra. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research from LPL and third-party subadvisors.

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.

Jeremy Lobo is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Raymond James Financial Services Advisors Inc. and Raymond James Financial Services Inc., having previously spent 24 years at Commonwealth Financial Network. In addition to his advisory work, he is co-founder and president of Lobo & Pascale Wealth Management, LLC, a support company he has led since 2001. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisor affiliation and targeted advisory programs.

Gerald Oliano is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for H. Beck, Inc. before joining Cambridge in 2017. He is also president of Jerry Oliano LLC, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent financial professionals, utilizing a variety of portfolio management approaches and platform arrangements.

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.

Alan Williams is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Avantax Insurance Agency and Avantax Investment Services, as well as self-employment since 1993. Outside of advising, he owns and operates a tax preparation and accounting business and serves as treasurer and comptroller for a construction company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party model portfolios.