Joel Bernstein is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding a Series 66 designation and 21 years of industry experience. He previously worked at MetLife Securities from 2013 to 2017 and has been associated with Massachusetts Mutual Life Insurance Company since 2016. Bernstein is also an independent insurance agent, selling various insurance products including dental, disability, life, and long-term care coverage. 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, with planning engagements structured as annual, collaborative relationships using advanced analytical tools.

Darryl Zebrowski is a financial advisor at Edward Jones with 25 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Peter Velcofsky is a financial advisor at Ameriprise with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors and as Assistant Treasurer of the Town of East Lyme Public Library. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Matthew Webber is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors for Fairfield FITS and owns a business that provides office and administrative assistance, including expert witness payment services. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Murali Chegu is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. His work history includes roles at SAITCORE Technologies LLC, Connexus Credit Union, and Selective Insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and various affiliated services such as trust custody and insurance product sales.

John Michael Peters is a Wealth Management Advisor at Merrill Lynch Wealth Management in Westport, Connecticut. He founded the Peters Group over twenty years ago, establishing a planning-focused advisory team that works closely with growth-minded and forward-thinking clients. His practice emphasizes values-based decision making, helping clients understand their financial environment to make disciplined long-term investment choices. John Michael’s approach integrates insight and empathy, supporting clients in defining their meanings of wealth and preserving family legacies. With extensive experience guiding individuals and families through the complexities of wealth creation, preservation, and distribution, John Michael focuses on managing risk and addressing potential financial challenges. His services include customized portfolio management, debt minimization, retirement plan coordination, insurance evaluation, income tax review, and estate planning. He collaborates with clients’ accountants and attorneys to ensure comprehensive financial solutions. John Michael’s client focus encompasses family wealth management, institutional consulting, legacy planning, managing new wealth, retirement planning, philanthropic planning, small business strategies, special needs planning, individual and corporate investment strategy, and tax minimization. John Michael holds a Bachelor of Science degree in Business Management with a minor in Economics and a concentration in Finance from Springfield College. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Personal Investment Advisor. Outside of his professional pursuits, John Michael enjoys cooking, golfing, hiking, interior decorating, music, scuba diving, table tennis, traveling, yoga, and spending time with his family. He serves on the Board of Directors of the United Veterans Beacon House, which provides housing for military veterans and their families. John Michael and his son reside in Scottsdale, Arizona.

Anisa Gjermeni is a financial advisor with Merrill and holds Series 63 and Series 66 licenses. She has nine years of industry experience and previously worked at Citizens Securities, Inc. and Citizens Bank before joining Merrill and Bank of America in 2019. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Moran is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Minnesota Life and Securian Financial Services Inc. for 20 years, as well as ownership of The Hired Brush, a residential interior painting business. Outside of finance, he is an artist and a football official. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with options ranging from model portfolios to bespoke strategies.

Michelle Castellucci is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining LPL Financial, she worked at Wells Fargo in various capacities for 18 years, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering services such as financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tanya Parker is the Branch Leader at Fidelity Investments' New Haven Investor Center. In this role, she focuses on delivering wealth planning strategies that help clients understand their financial goals, develop and maintain their relationship with Fidelity, and work towards a confident financial future. She has held the position of Branch Leader at Fidelity since 2023. Prior to this, Tanya worked as a Registered Wealth Management Client Associate at Merrill Lynch from 2018 to 2023, and as a Senior Regional Sales Consultant at Prudential Annuities from 2008 to 2016. Her professional experience spans wealth management, client relationship development, and financial planning. Outside of her professional work, Tanya enjoys activities such as spending time at the beach, gardening, hiking, and traveling.

Gene Borchetta is a financial advisor with Ameriprise in Trumbull, CT, holding a Series 66 designation and with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to create personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Thomas Gilhuly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides clients with access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. He focuses on creating personalized wealth management strategies based on a thorough understanding of each client’s financial picture and long-term goals. With extensive experience serving clients in Fairfield County, where he is a lifelong resident, Thomas aims to be a lifetime and essential resource for those who entrust him with their financial well-being. He emphasizes developing objectives and strategies tailored to his clients’ risk tolerance, time horizon, liquidity needs, and overall investment goals. Thomas holds a Bachelor's degree in Economic Management from Ohio Wesleyan University and has earned the Personal Investment Advisor (PIA) designation. He is engaged in his community through volunteer work, reflecting the Merrill tradition of local participation.

Sandra Assunto is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with People's United Advisors, Inc. and People's Securities, Inc. over her career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes various portfolio strategies supported by technology and research tools.

Michael Derby is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Citigroup, Guardian Life Insurance, Opus Advisory Group, and Park Avenue Securities. He is based in Fairfield, CT. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Noah Baskin is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works with individuals and families to navigate important financial decisions, focusing on early wealth building through the transition into retirement. Noah emphasizes the importance of clear planning and provides personalized guidance using a disciplined approach to long-term investing. Prior to his current role, Noah served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as a Financial Representative at the same firm from 2022 to 2023. His experience at Fidelity Investments spans several roles, allowing him to develop expertise in financial consulting and investment strategies. Outside of his professional work, Noah has interests in fitness, museums, pets, skiing, and traveling.

William Little is a financial advisor at Edward Jones in Woodbridge, CT, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2018 and previously worked as a high school soccer coach. Outside of advisory work, he has managed rental properties, including tenant relations and property maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julian Diaz is a financial advisor with MassMutual Investors Services in Shelton, CT, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He previously worked at MetLife Securities Inc. and has been with MassMutual entities since 2016. In addition to advisory work, he is an independent insurance agent specializing in dental, group disability income, fixed annuities, life/accident/health, and long-term care insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

George Stambouloglou is a financial advisor with LPL Financial in Branford, CT, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His background includes roles at Webster Bank, Liberty Bank, Raymond James Financial Services, Infinex Investments, United Bank, and Santander Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kenneth Sorrentino is a financial advisor with LPL Financial based in Trumbull, CT. He holds the Series 66 designation and has four years of industry experience. His work history includes roles at LPL Financial and Retirement Planning Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Ryan Pearl is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. He has worked at Warner Group and LPL Financial since 2017. In addition to his advisory role, he operates the Southern CT Tax Group, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by advisor-facing technology.