Justin Knickerbocker is a financial advisor with Ameriprise in Cheshire, CT, holding the Series 66 and Series 63 credentials and bringing 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves as a swimming meet official for USA Swimming and is involved with Doolittles of America, an organization for descendants of Abraham Doolittle. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and ongoing advice. The firm’s retirement income offering involves a collaborative, non-discretionary process supported by proprietary investment research and third-party data.

Leonard Whitlock Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 20 years of industry experience. His prior roles include positions at Citigroup Global Markets, Merrill, Bank of America, and Wells Fargo. He is also associated with Webster Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and diverse investment strategies.

Tyler Naumann currently serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he gained extensive experience at Fidelity in various capacities, including Financial Consultant from 2021 to 2026, Planning Consultant from 2021 to 2022, Workplace Financial Consultant from 2016 to 2021, and Financial Representative from 2014 to 2016. Throughout his career at Fidelity, Tyler has supported clients through a disciplined process aimed at helping them become confident and comfortable in their financial planning and investment strategies. He focuses on educating clients about their options and guiding them in making financial decisions that align with their individual situations, goals, and preferences. His approach emphasizes proper financial planning and implementation to help clients manage their assets effectively and live life on their own terms.

Jeffrey Bruneau is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC and a tenure at Wachovia Bank, N.A. dating back to 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

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 with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior positions include roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. Outside of his advisory work, he serves on the committee of a small club focused on member recruitment and organizational sustainability. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management styles and specialized municipal advisory services.

Michelle Cutrali is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has worked at firms including TD Ameritrade, New York Life Insurance Company, and Eagle Strategies, and owns Cutrali Insurance & Financial Services, LLC, where she acts as an independent insurance agent. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering comprehensive investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with a broad menu of planning options for clients who meet net-worth thresholds.

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.

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.

John Grillo is a CFP® professional with over 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and previously operated Grillo & Associates for more than two decades. Outside of advising, he is owner and CPA at Compass Tax LLC and serves on the board of the Atlanta Neuroscience Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charities, and trusts. The firm offers financial planning, investment management, retirement advisory, and financial-wellness services through a network of independent professionals utilizing multiple platform arrangements and a mix of proprietary and third-party strategies.

Robert Hoynes is a financial advisor with LPL Financial, holding the ChFC® and Series 66 designations and bringing 25 years of industry experience. He previously worked for Sagepoint Financial, Inc. for 10 years before joining LPL Financial in 2019. Hoynes also serves as a trustee in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and a variety of portfolio options.

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.

Steven Tillona is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His work history includes multiple roles with Cetera and CCR Wealth Management dating back to 2015. Outside of advisory services, he is an adjunct professor teaching a personal finance course, serves as a board member for a nonprofit that supports persons with disabilities, and manages a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and financial planning services, supported by a nationwide network of over 10,000 advisors and more than $256 billion in assets under management.

Robert Outtrim Jr. is a financial advisor with Merrill in New Haven, CT, holding Series 63 and Series 65 credentials and nearly 50 years of industry experience. He has worked at Merrill since 1976 and has been associated with Bank of America since 2009. Outside of his advisory role, he serves on the audit committee of the New Haven Lawn Club. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad range of clients including individuals, high-net-worth investors, and institutional entities.

Bryan Kotlarz is a CFP® with 13 years of industry experience, currently an advisor at Osaic since 2023. He previously worked at Sagepoint Financial, Inc. and TD Private Client Wealth LLC/TD Bank, N.A. His outside activities include serving as CFO of Diant Pharma and managing an investment management LLC, BK Capital. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios comprising stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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 credential. He has less than one year of industry experience and previously worked at Merrill Lynch and Bank of America, N.A. before joining Merrill. Merrill, alongside 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

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.