Tammy Kenny is a Series 66-licensed financial advisor with Merrill in Ridgefield, CT, where she has worked since 1993, totaling 39 years of industry experience. 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 and profit-sharing plans, corporations, and charitable organizations.

Bryan Duffy is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual. Outside of his advisory role, he assists clients with Medicare coverage options through a non-variable insurance business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by in-house research and third-party portfolio managers.

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.

Victor Garra is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of his advisory role, he works as an independent insurance agent specializing in life insurance, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven planning with optional implementation of recommendations through brokerage or insurance arrangements.

Raymond Goskowski is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and 14 years of industry experience. His previous roles include positions at Guardian Life Insurance Company and Northwestern Mutual Wealth Management Company. He is based in Shelton, CT. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and offers event-driven planning programs such as estate settlement and employer-sponsored planning.

Richard Wolf is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including Woodbury Financial Services, Infinex Investments, Newtown Savings Bank, and Prudential. He serves as a board member for several nonprofit organizations in Trumbull, CT, including the Tashua Fathers Club and local soccer clubs. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Michael Blaszczak is a financial advisor at Cambridge Investment Research Advisors with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Blaszczak has been with Cambridge Investment Research Advisors since 2007 and also works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, delivering customized strategies across multiple platforms and a mix of discretionary and non-discretionary management options.

Riley Ward is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 and Series 63 licenses. His prior work includes roles at Manzi Insurance and Bull's Bridge Golf Club, as well as time spent at Salve Regina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Nicole Marron is a financial advisor at Morgan Stanley in Ridgefield, CT, holding a Series 66 designation with four years of industry experience. Before joining Morgan Stanley in 2022, she worked at Hope Evangelical Free Church and The Plumbing Artisans. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to support clients’ financial goals.

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.

Steven Mattson Jr. is a financial advisor at Wells Fargo Advisors in Danbury, CT, holding Series 63 and Series 65 credentials with 31 years of industry experience. He has worked at Wells Fargo Advisors and related entities since 2009. Outside of his financial career, he is the author of a book titled *Adventures Around Putnam Volume I*, which explores hiking and the history of Putnam County, NY. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Brian Pisacich is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial advising with Merrill Lynch in 1991. After a nine-year tenure at Morgan Stanley/Smith Barney from 2003 to 2012, he returned to Merrill Lynch to establish the Kazcka – Pisacich Group. His advisory approach emphasizes planning to assist clients in allocating their financial assets. Brian's expertise includes college education planning, managing new wealth, personal retirement planning, and retirement income strategies. He holds a Bachelor's Degree from Boston College, where he graduated in 1986 and served as President of the BC Investment Club. He also earned the Personal Investment Advisor (PIA) designation. He resides in Newtown, Connecticut with his wife Cathi and their two daughters. Outside of his professional work, Brian enjoys activities such as baseball, biking, gardening, golfing, hiking, surfing, and yoga.

Swapna Patra is a financial advisor at Fidelity with Series 65 and Series 63 credentials and seven years of industry experience. Her prior roles include positions at Symbridge LLC, MML Investor Services, Bank of America, and Merrill Lynch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages fund-of-funds structures, and delivers model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Craig Dellarocco Jr. is a Series 66 registered advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he held various roles including positions at Farms Country Club and McLain Electric Co. Inc. Craig is also involved with Farms Country Club outside of his advisory work. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through integrated advisory and brokerage channels.

Laura Maguire is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has previously worked at Kestra Advisory Services, Kestra Investment Services, and CETERA Advisor Networks. In addition to her advisory role, Maguire serves as secretary on the board of a local condominium association and volunteers assisting elders with money management services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and nonprofit organizations through a national network of advisors. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jackson Fredericks is a financial advisor with Ameriprise in Southbury, CT, holding a Series 66 credential and four years of industry experience. His prior work includes roles at the Dental Associates of Connecticut and Jackson, Grant Investment Advisors Inc., among others. He also worked at Eastern Connecticut State University and Brookfield Public Schools. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Klaus Engstler is a financial advisor at Edward Jones in Middlebury, CT, with seven years of industry experience. He holds the CFA® and ChFC® designations, as well as Series 66 and Series 63 licenses. Engstler has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Michael Taguiam is a Series 66-licensed financial advisor with Equitable Advisors in Brookfield, CT, where he has worked since 1999. He has 47 years of industry experience, including prior work with Axa Advisors, LLC. He also holds non-Equitable network appointments with United Health Care, Reliance Standard, and Sun Life. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Anthony Leonardi is a CFP® with 31 years of industry experience and is currently affiliated with OSAIC since 2025. Prior to joining OSAIC, he spent 25 years at Lincoln Financial Advisors Corp. Outside of his financial advisory role, Leonardi owns Muscle Up Bars LLC, a business focused on producing and selling protein bars, and he is also an author. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Colton De Leo is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, he held roles at LL Bean, J & H Pool and Patio, and worked at the University of Southern Maine and Fairfield Comedy Club. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.