Daniel Grove is a financial advisor with Mass Mutual Investors Services in Hamden, CT, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at State Farm Insurance for 15 years. Outside of advisory work, he is also licensed as an insurance agent, focusing on life, disability, long-term care, fixed annuities, and health insurance products. 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 provides financial planning, asset management, and educational seminars, employing firm-approved analytical tools and offering collaborative, annual planning engagements.

Susananne Bailey is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Securities before joining Merrill and its affiliate Bank of America. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daken Vanderburg is a CFA® charterholder with 10 years of industry experience. He is currently with Mass Mutual Investors Services, where he has worked since 2020, following prior roles at Granite Peak Investors and Granite Peak Asset Management. Vanderburg serves as an advisory member for ResonanceX Ltd., a company providing software and analytics for structured products, and holds board positions with the Aspetuck Land Trust and Gnome Surf, a nonprofit focused on surf therapy for children of all abilities. Mass Mutual Investors Services operates as 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, and educational programs, with an emphasis on collaborative, ongoing client relationships and goal-oriented recommendations.

James English III is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 49 years of industry experience. Prior to joining LPL Financial in 2024, he spent over two decades at Janney Montgomery Scott and briefly worked at RBC Capital Markets. 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 services, utilizing both discretionary and non-discretionary strategies supported by proprietary research and technology.

Philip Gottlick is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on family wealth management strategies, women and wealth, and retirement income, aiming to provide clients with strategic estate and retirement planning services. Philip is dedicated to understanding clients' individual needs, goals, and objectives to deliver innovative financial guidance throughout changing life situations, utilizing Merrill's research and tools. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Philip received his Bachelor's Degree in Business Administration from Drexel University and his high school diploma from Westfield High School. With over 30 years of experience in financial services, he has worked in New York City, London, England, and Connecticut. Philip resides in Madison, Connecticut, and has four children. He participates actively in the local Shoreline community and enjoys golfing, adventure sports, and skiing.

David Costa is a Series 66 licensed financial advisor with Merrill in New Haven, CT, bringing three years of industry experience. He has previously worked at Bank of America for eleven years before joining Merrill in 2022. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

James Troy is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2013. 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, and institutional investors, employing strategic and tactical asset allocation with options for tax-sensitive portfolios.

Jason Phillips is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Cetera and its affiliated firms since 2019. Outside of his advisory work, he has been involved with youth sports organizations, including a role with the Greater New Haven Warriors Youth Hockey League. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large 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 various program structures and investment options to accommodate diverse client needs.

Sydney Cunningham is an advisor with LPL Financial and holds the Series 66 designation. Their professional background includes roles at Sound Generational Wealth and Target, as well as entrepreneurial experience with Just Hatched LLC. Cunningham has also been involved with the University of Connecticut and Guilford High School. 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 financial planning and portfolio management solutions through a large network of advisors and utilizes various advisory platforms and operational tools.

David Gay is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has held prior roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is active as an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies, with over $256 billion in assets under management.

Thomas Riedy is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of Riedy & Associates. He has been recognized on Forbes Magazine's "Best-in-State Wealth Advisors" list multiple times, including in 2019, 2022, 2023, 2024, 2025, and 2026. He holds several professional designations including the Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor™ (CRPC™), and the Merrill Lynch Wealth Management title of Wealth Management Advisor (WMA). Additionally, he is an approved Merrill Lynch Wealth Management Discretionary Portfolio Manager and holds FINRA Series 7, 8, 9, 63, and 65 registrations, along with life and health insurance licenses. His areas of expertise include college education planning, corporate executive services, divorce transition planning, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, socially responsible investing, individual and corporate investment strategy, tax minimization, and retirement income planning. He earned a Certificate of Professional Development from the Wharton School of Business and holds a High School Diploma from Smithtown High School. Thomas serves on the Board of Trustees for the Cradle of Aviation Museum and is a member of the Advisory Board for the Town of Islip-MacArthur Airport. He is a past board member of ADDAPT and a member of the TPC River Highlands Golf Club. He is also an instrument rated private airplane pilot. In addition to his professional commitments, Thomas mentors new employees at Merrill Lynch. His personal interests include baseball, cooking, golfing, ice hockey, music, and skiing.

Jason Dazey is a financial advisor with Morgan Stanley in Madison, CT, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering 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 provides financial plans based on structured discovery and firm-approved tools.

Starin Pinover is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Merrill since 2013. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies constructed by internal teams and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.