Shawn Mccormick is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and firm-approved planning tools, without providing individual security recommendations as part of standalone planning.

Christopher Rizzio is a CFP® certified financial advisor with five years of industry experience, currently with Cambridge Investment Research Advisors. He has been associated with Cambridge Investment Research entities since 2021 and also has a background teaching at the University of Hartford from 2015 to 2022. Outside of advisory work, he is involved as an independent insurance agent and serves as an independent contractor for Varsity Tutors. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Anthony De Grandi is a financial advisor with Merrill and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. He is based in Farmington, Connecticut. 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, pension plans, corporations, and charitable organizations.

Peter Murphy is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 44 years of industry experience to his role. He specializes in areas such as college education planning, employee financial health, and retirement income, developing personalized financial strategies to help clients pursue their long-term goals. Peter holds a Bachelor's Degree from the University of California, San Diego (UCSD) and a Master's Degree from Trinity College. He also holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Peter enjoys spending time with his family and friends, reading and writing history, playing tennis and golf, and traveling with his wife.

Gregg Karal is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Cambridge since 2006 and previously worked at Advest, Inc. and National Planning Corporation. Outside of advisory work, he is involved in independent insurance sales and tax preparation, including volunteering with the AARP Tax-Aide program. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management platforms and proprietary model strategies, serving clients through thousands of financial professionals managing a multi-billion dollar asset base.

Heather Hepburn is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials. She has 26 years of industry experience, including 19 years at People's Securities, Inc., and has been with LPL Financial and Webster Bank since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by extensive research and operational tools.

Justin Vescovi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at M&T Bank, Webster Bank, People's Securities, Inc., and People's United Bank. He is also a commissioned notary in Connecticut. 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 portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Stephen Anagnostou is a financial advisor with J.P. Morgan Securities in Newington, CT, holding Series 63 and Series 65 credentials and with 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, and has prior experience with Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Barnum Financial Group, and MSI Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Lauren Gotay is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. Prior to joining Raymond James in 2018, she worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for nearly a decade. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services supported by a range of portfolio management strategies and affiliated research.

David Ferris is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and six years of industry experience. Prior to joining LPL Financial in 2024, he worked at John Hancock Distributors LLC for four years and at Oracle Corporation for five years. 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 financial planning and asset management services through a large network of investment adviser representatives, utilizing various investment strategies and supporting tools.

John Capece is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Voya Financial Advisory and Waddell & Reed. In addition to his financial advisory work, he serves as a substitute teacher at Grammer School in North Haven, CT. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Lassen is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Voya Financial Advisors and Equitable Advisors. In addition to his advisory role, he is involved with Brokers Service Marketing Group, focusing on non-variable insurance. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Massa is a financial advisor with Equitable Advisors in Hamden, CT, holding a Series 66 designation and four years of industry experience. Prior to his current role beginning in 2022, he worked at Del Mar Union School District for six years and at Point Loma Nazarene University for three years. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers. The firm’s approach includes matching clients to advisory models and discretionary managers, utilizing a range of investment vehicles and fiduciary services for qualified plans.

Erin Smith is a Series 65–licensed financial advisor with Edelman Financial Engines, based in Oakville, CT. She has three years of industry experience, including roles at Financial Engines Advisors L.L.C. since 2022 and Bank of America from 2015 to 2022. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Brian Cohan is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Chubb and PLS Logistics. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individual and institutional investors, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and a multi-billion dollar asset base.

Jacqueline Ferguson is a financial advisor at OSAIC with five years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, she worked at TD Private Client Wealth LLC and TD Bank from 2016 to 2024. Outside of finance, she is involved with Ragnarok Tattoo Company, Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various investment tools.

Brian Kelaher is a Wealth Management Advisor based in the Farmington Merrill Lynch Wealth Management office. He has been a financial advisor with Merrill Lynch since November 2012 and has spent his entire career in financial services. Brian works with clients to develop personalized wealth management strategies that address various factors including risk tolerance, current resources, family dynamics, and long-term goals. His approach emphasizes consistent communication and collaboration to help clients navigate their financial futures. Brian holds a Bachelor's Degree in Economics from Brown University and has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise covers a range of client focus areas such as retirement income, legacy planning, family wealth management strategies, investment consulting for defined contribution plans, small business strategies, and college education planning. Outside of his professional work, Brian is involved with Amy's Angels in the community. He lives in Canton, CT with his wife and their two children. Brian welcomes the opportunity to learn about clients’ financial goals and to apply his knowledge and resources to support their long-term success.

Seth Stark is a financial advisor at Ameriprise in Oxford, CT, with Series 66 credentials and less than one year of industry experience. His prior work includes roles at Investec, King Paper, and Borderline Surf Shop, as well as academic pursuits. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Adam Peterson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to his current role, he has worked at JPMorgan Chase Bank, Santander Bank, Hartford Healthcare, and several other organizations across various sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence that combines quantitative screens and qualitative research.

Ryan Naser is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and Investors Capital Corp. In addition to his advisory work, he is involved in software sales through a separate business activity. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.