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 Series 66-credentialed financial advisor with Edward Jones in Wallingford, CT, and has two years of industry experience. Prior to joining Edward Jones, he worked for ten years at Wallingford Buick-GMC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of advisors and branch offices.

Robert Ginsberg is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Woodbury Financial Services and Investors Capital Corp. Ginsberg is also involved in non-variable insurance activities as a licensed agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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 at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following six years at Wells Fargo Clearing Services. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Frederick Booth III is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and also spent six years at Citigroup Global Markets. He serves as a board member of the Wallingford Country Club in Connecticut. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of advisory programs.

Melissa Morley is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2026, she worked for the Department of Veterans Affairs from 2012 to 2025. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s services include proprietary and third-party investment advisory programs delivered through a broad network of Investment Adviser Representatives.

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 with LPL Financial in Hamden, CT, holding Series 63 and Series 66 licenses and bringing two years of industry experience. Prior to joining LPL Financial in 2026, he worked at David Lerner Associates for two years and spent several years at PepsiCo. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for advisor use.

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 a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, BNY Mellon Securities Corporation, Equitable Advisors, and AXA Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a primarily model-driven investment approach with access to third-party asset managers and operates as both a broker-dealer and an insurance product facilitator through affiliated entities.

Nikola Sormaz is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Jensen Industries for 13 years. Sormaz holds a Series 66 designation and is based in New Haven, CT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Alexander Potocsny is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley and International Assets Advisory, LLC. 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 asset management services through a large network of investment adviser representatives, with a focus on both advisory and non-advisory financial activities.

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.

Philip Ucci III is a financial advisor with Raymond James Financial, holding the ChFC® and Series 66 designations and bringing 20 years of industry experience. His prior work includes eight years at Edward Jones and a year with KeyBank and Key Investment Services LLC. Outside of his advisory role, he is CEO of Sound Financial Partners LLC and President of Ucci Partners Wealth Management LLC, entities involved in his business operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm uses a tailored, non-discretionary approach incorporating risk profiling and analytical tools, and it supports a broad advisor network with specialized programs and institutional consulting.

Lisa Capobianco is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of advising, she serves as Secretary and Treasurer of WHITECAP Technologies, Inc., a telecommunications sales company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools.

Frank Adams III is a financial advisor with LPL Financial in Wallingford, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at VOYA Financial Advisors, CFP Associates, and Waddell & Reed. He is a partial owner and tenant of a real estate rental building through CFP Associates. 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 broad range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gerald Nearier is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel since 2007 and previously worked at Ryan Beck & Co. from 2004 to 2007. He holds Series 63 and Series 65 licenses and serves clients from Hamden, CT. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.