William Newman is a financial advisor with Raymond James & Associates in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2008. Newman is also a partner in NEWMAST LLC, an investment-related business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Stephen Sayegh is a CFP® with 40 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. He previously worked at People's United Advisors, Inc. and People's Securities, Inc. for a total of over 30 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 both proprietary and third-party strategies across various allocation approaches.

Amy C Hessel is a financial advisor with Ameriprise in Shelton, CT, holding a Series 66 designation and four years of industry experience. Before joining Ameriprise in 2022, she worked at WorldCare Pet Transport, Mercy Learning Center of Bridgeport, and Pearson, and spent nine years in education. She also provides technology consulting services to an individual client outside of her advisory work. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes a written Recommendation Report and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies, with recommendations based on internal research and third-party data.

Theodore De Giacomo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds professional designations as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). Theodore completed an Accredited Certificate Program from CSU. His expertise focuses on providing investment management and personal advising services to clients.

Mike Card is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working in hospitality at a dive bar and restaurant. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily implements investment strategies using model portfolios developed by LPL’s Research Department and third-party portfolio strategists, and also offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Daniel Hoffmann is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 66 credentials and five years of industry experience. His prior work includes roles at Southern Tide and Vincere Management Group. He also operates an independent insurance business, selling life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements supported by firm-approved tools and provides event-driven planning programs such as divorce and estate settlement planning.

Daniel Waldron is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, David Lerner Associates, and Brescome Barton. 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.

Tressan Quinn is a Series 66 licensed financial advisor with 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a wide range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and tools to develop recommendations implemented through brokerage or advisory programs.

Eric Palmer is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America and Liberty Bank, and experience in media at The Day Publishing Co. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Anthony Marchitto is a Series 66-licensed financial advisor with LPL Financial, bringing seven years of industry experience. He previously worked at Christopher Gavin and Waddell And Reed, Inc., and has entrepreneurial experience with Prime One Eleven Restaurant. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory services with a broad range of non-advisory financial activities.

Brian Ward is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 16 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and MSI Financial Services. Outside of his advisory work, he serves as a financial representative offering life, disability, long-term care, fixed annuities, and health insurance. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Leonel Calderon is a financial advisor with LPL Financial in Shelton, CT, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has worked at LPL Financial since 2015 and previously held roles at Northstar Wealth Partners, LLC and MSI Financial Services, Inc. Outside of advisory work, he operates a business entity for tax purposes. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Marcus Devito is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has held roles at firms including Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Outside of his advisory work, Marcus serves on the Branford Fair Rent Commission and is a board member of the Quinnipiac Chamber of Commerce. Cetera Investment Advisers LLC supports a large nationwide network of independent advisors and serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ronald Quagliani Jr. is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and two years of industry experience. His prior roles include positions at Barnum Financial Group and Marcum LLP, as well as experience outside finance in the food service and recreation sectors. Mass Mutual Investors Services 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 using firm-approved software tools and emphasizes collaborative, annual planning relationships.

Nuno Tecla is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with MassMutual-affiliated firms since 2016 and maintains an outside insurance sales position focusing on life, accident, health, property and casualty, dental, group disability income, fixed annuities, long-term care, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships supported by analytical tools and event-driven planning services.

Kristina Daoud is a financial advisor with Ameriprise in Guilford, CT, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Ameriprise since 2012. Outside of her advisory role, she is involved with Nancy S. Daoud & Associates, LLC in a non-investment-related capacity. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income and tax-aware withdrawal strategies through a structured, non-discretionary service model.

Crissel Lopez is a Financial Consultant currently working at Fidelity Investments since 2020. In this role, she collaborates with clients to develop financial plans that address their needs, goals, and concerns, aiming to help them feel comfortable and confident about their financial future. Her professional experience includes positions as a Wealth Management Advisor at TIAA from 2017 to 2020, Retirement Counselor and Assistant Director of Sales Execution at Prudential Retirement between 2013 and 2017, and various roles in financial services dating back to 1995. Over the years, she has gained expertise in wealth management, retirement planning, sales execution, and business development within the financial sector. Outside of her professional career, Crissel enjoys spending time at the beach, cooking and baking, participating in family activities, watching football, solving puzzles, and attending theater events.

Luke Pergola is a Planning Consultant at Fidelity Investments, where he collaborates with clients in a branch setting to understand their financial goals and co-create personalized plans. He provides guidance on retirement planning, investment allocation, and other financial topics, focusing on collaboration and education to help clients make informed decisions aligned with their needs. Prior to his current role, Luke gained experience as an Investment Consultant and High Net Worth Service Associate at Fidelity Investments, as well as serving as an Investment Advisor Representative at Barron Financial Group and a Financial Representative at Equitable. His professional background reflects a breadth of experience in financial advising and client service. Outside of his professional work, Luke has personal interests that include food, social events, music, outdoor adventures, and tennis.

Ernest Asprelli Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank since 2015, having previously worked at Citigroup Global Markets from 1996 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and methodologies, including Monte Carlo simulations, to support its planning processes.

Isaiah Hernandez is a financial advisor with LPL Financial based in New Haven, CT. He holds the Series 66 designation and has one year of industry experience, including roles at M&T Bank, JPMorgan Chase, and Sun Life Financial. Hernandez also has a background in education from Bowdoin College and the Taft 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.