Edward Soderberg is a financial advisor with LPL Financial in Easton, CT, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 52 years of industry experience, having previously worked at Invest Financial Corporation and Osaic FA, Inc. Outside of his advisory role, he has served as a YMCA instructor since 2001 and is also active as a photographer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Ceccarelli is a financial advisor with Ameriprise in Fairfield, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily for clients with assets managed within Ameriprise.

Zakariya Doar is a financial advisor with LPL Enterprise holding a Series 66 designation and has been in the industry since 2026. Prior to joining LPL Enterprise, he held positions at Structis Construction Solutions, Energy Spray Systems, KPOT, Chilis, Lindquist, Fedex, and Popeyes. LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Michael Riley is a CFP® with 36 years of industry experience, currently affiliated with LPL Financial since 2023. Prior to joining LPL, he spent 29 years at Ameriprise Financial Services, Inc. In addition to his advisory work, he is involved with Northstar Wealth Partners in a business development role. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Steczkowski is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. As a Board CERTIFIED FINANCIAL PLANNER™, he partners with high net worth clients to implement financial strategies designed to provide peace of mind. He has extensive experience in financial planning and consulting, having worked at various firms since 2005. His previous roles include Financial Planner positions at Merrill Lynch Pierce Fenner Smith and Chase Investment Securities Corporation, Senior Account Executive at Fidelity Investments, Associate Director of Financial Planning at Sanders Morris Harris LLC and EF Legacy Securities, and a Financial Planner at TIAA-CREF Individual & Institutional Services. Outside of his professional work, Robert has interests in fitness and skiing.

Alisa Olsen is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. Her prior experience includes roles at Mass Mutual Life Insurance Company and METLIFE SECURITIES Inc. She is also the treasurer of the Tashua School PTA, where she manages the organization's budget and cash flow. 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 planning engagements using firm-approved software to analyze client goals and generally recommends investment categories and strategies.

Chelsea Le Moine is a financial advisor with LPL Financial in Waterbury, CT, holding a Series 66 designation and one year of industry experience. Her prior background includes roles at Webster Bank, Fidelity Investments, and MassMutual, as well as work with the Incline Village General Improvement District and involvement with nonprofit organizations such as the Full Community Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Joseph Bogardus is a CFP® professional with 16 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Co since 2016, with prior experience at MetLife Securities Inc. from 2009 to 2017. Outside of his advisory role, he serves as president of Harbor Oak Professional Services LLC, a company focused on shared operational infrastructure and expense management. MassMutual 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 offers a range of planning programs and educational seminars, utilizing firm-approved software and a collaborative annual engagement model.

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 and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is a joint owner of a vacation property where he manages contractor hiring for its upkeep. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management services. The firm utilizes a range of advisory programs and third-party managers, offering products including mutual funds, ETFs, separately managed accounts, and alternative investments.

Matthew Hecker is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Massachusetts Mutual Life Insurance Company and MML Investors Services, LLC since 2017 and previously at General Nutrition Company. Hecker also works as an independent insurance agent focusing on life, fixed annuities, disability, long-term care, and health insurance. MassMutual 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, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved tools and also features event-driven planning programs such as divorce planning and estate settlement.

Michael Martin is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). Michael earned his Bachelor's Degree from Central Connecticut State University. Details regarding his specific areas of expertise, professional experience, or personal interests have not been provided.

Helen Curtin is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Curtin is a member of the Brookfield Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Jeffrey Desmarais is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Pruco Securities, The Prudential Insurance Company of America, Massachusetts Mutual Life Insurance Company, and New York Life Insurance Company, among others. He is based in Plantsville, CT. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and asset-management programs. The firm leverages a range of third-party advisory models and delivering tools including mutual funds, ETFs, separately managed accounts, and select alternative investments.

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.

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.

Robert O'Donnell is a financial advisor at Edward Jones with a Series 66 designation and eight years of industry experience. He previously worked at Prudential Annuities for 14 years and operated O'Donnell Consulting (Longevity Partners) for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 financial advisors.

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.

Adam Swiger is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to his current role, he was associated with Christ the Redeemer Church for eight years. Outside of his advisory work, he serves as an Associate Financial Advisor with Honey Badger Management Inc., a practice entity for franchise advisor Mark Jones. Ameriprise offers retirement-income planning services targeting individuals with substantial net investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored retirement recommendations.