Anthony Sorrentino Jr. is a financial advisor with LPL Financial and holds a Series 65 designation. He has 49 years of industry experience, including roles at Securities America Advisors, SSN Advisory, and Ameritas Investment Corp., among others. He also operates Retirement Planning Partners, LLC, through which he provides advisory and insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and services, including financial planning, model portfolios, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

William Miller Jr. is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he serves on a committee for a small membership club focused on recruiting new members. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs.

Pamela Smith is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, and Mass Mutual Investors Services. She is based in Branford, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including 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 supported by proprietary and third-party research, providing both discretionary and non-discretionary management options.

Richard Suraci is a financial advisor with Primerica Advisors in Hamden, CT, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advising, he is involved with Christian Question Inc, a role he has held since 2000. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and implementation delegated to BNY Mellon Advisors.

Christopher Carrano is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial industry. He focuses on understanding his clients' personal priorities to develop tailored strategies that support their financial goals. His expertise spans general investing, retirement planning, college education funding, executive compensation, and family wealth management. Christopher holds a Bachelor's Degree from Saint Anselm College and has earned the Professional Investment Advisor (PIA) designation. He takes a personalized approach to advising, emphasizing simplicity and transparency in navigating complex investment decisions. Outside of his professional responsibilities, Christopher is involved in the community through organizations such as Guilford Youth Football and the Guilford Youth Lacrosse Association. His personal interests include adventure sports, biking, hiking, music, and rock climbing.

Daniel Smith is a financial advisor at Wells Fargo Clearing in Madison, CT, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jonathan Snyder is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and 19 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial and estate planning. The firm uses structured discovery processes and planning tools such as Monte Carlo simulations to support its financial planning services.

Bryan Hoffman is a financial advisor with LPL Financial based in Guilford, CT, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at OneAmerica Securities, American United Life, and New York Life Insurance Company. Hoffman serves on the board of the Barrington Business & Community Association, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, model portfolios, and retirement plan consulting.

Christopher Esposito is a financial advisor with Mass Mutual Investors Services in Guilford, CT, holding the ChFC® designation and Series 66 license. He has 15 years of industry experience, including prior roles at METLIFE SECURITIES Inc. and Mass Mutual Life Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning using firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored planning.

Lindsey Shaffner is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she served as a Planning Consultant at Fidelity Investments from 2023 to 2025. Lindsey has extensive experience in the financial sector, having worked as an Equity Trader at Neuberger Berman from 2006 to 2021. In her current position, Lindsey focuses on building trusted relationships by understanding each client's goals and partnering with them to develop personalized financial plans aimed at long-term success. Outside of her professional work, her personal interests include spending time at the beach, comedy, fitness, social events with friends, movies, and reading.

Robert Outtrim Jr. is a financial advisor with Merrill in New Haven, CT, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Merrill since 1976 and also affiliated with Bank of America since 2009. Outside his advisory role, he serves on a committee at the New Haven Lawn Club, overseeing audit procedures. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm leverages its integration with Bank of America to access a broad suite of products and services.

Jessica Myers is a financial advisor at Osaic with Series 63 and Series 65 credentials. She has been in the industry since 2017, with experience at Osaic Wealth Inc., Valerio Financial Group, and National Planning Corporation. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.

Dean Volain is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes over four decades at Volain & Volain Certified Public Accountants P.C., as well as roles at Raymond James Financial and experience in insurance brokering. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using research, modeling, and tax-efficiency analysis, with a focus on assets held in Ameriprise managed accounts.

Brett Hutchison is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Merrill Lynch, Bank of America, and Colony Grill. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Christopher Podkowiak is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having 12 years of industry experience. He has worked at Primerica Financial Services since 2010 and concurrently serves at the Probate Court of Berlin, CT. In addition to his advisory role, he is involved in the sale of loan products and home security referrals through affiliates of PFS Investments Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program using model-delivery strategies created by unaffiliated asset managers and provides trade execution and custody support through Pershing and BNY Mellon Advisors.

Chelsea Spencer is a financial advisor at Cetera with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Foresters Financial Services and in the hospitality sector. Outside of her advisory role, she is involved with New View Wealth Management LLC, operating under Cetera Business. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Frederick Condit is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing equity compensation plans for corporate executives and implementing tax minimization strategies for concentrated stock positions. Frederick provides customized planning services, including college savings and family wealth management strategies, tailoring his approach to clients’ specific needs and risk tolerance. He focuses on areas such as personal retirement planning, retirement income, and tax minimization. Frederick holds a Bachelor’s Degree from Suffolk University and has earned the Personal Investment Advisor (PIA) designation. He is committed to community involvement and participates in local initiatives such as Saint Vincent's Swim Across the Sound. Based in Seymour, Connecticut, Frederick lives with his fiancé and their four cats. Outside of work, he enjoys boating, skiing, cooking, and following professional sports teams including the New York Yankees and Philadelphia Eagles.

Angelo Pederson is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His previous work includes roles at Bank of America, Modern Woodmen of America, and various other businesses. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Christopher Young is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2015. Outside of his advisory role, he is also involved in insurance brokerage, focusing on individual life and fixed annuities through Guggenheim Life and Annuity. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements without discretionary investment authority.

Matthew Hyres is a financial advisor at Merrill with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including The Vanguard Group and Bank of America, N.A. No notable outside activities are listed. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries.