Tressan Quinn is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the Series 66 designation and has been with various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Anthony Marchitto is a Series 66 licensed financial advisor with seven years of industry experience. He is currently with LPL Financial in Milford, CT, where he has worked since 2021. His prior experience includes roles at Christopher Gavin and Waddell And Reed, Inc. Outside of finance, he was involved with Prime One Eleven Restaurant for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.

Brian Ward is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory duties, he works as a financial representative providing life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

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 Middletown, CT, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has been with Ameriprise since 2012, including its affiliated entities. Outside of her advisory role, she is involved with Nancy S. Daoud & Associates, LLC in a non-investment capacity. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations focused on income sources, tax strategies, and Social Security options. The firm combines algorithmic tools with professional oversight and provides a broad array of advisory, brokerage, and insurance services typical of large institutional firms.

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 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. He also has a long tenure at Citigroup Global Markets dating back to 1996. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jacklin Ledoux is a financial advisor with Primerica Advisors in Hamden, CT, holding Series 65 and Series 63 certifications and one year of industry experience. Prior to joining Primerica Advisors, Ledoux worked at Amazon.com LLC and Hospitality Staffing Solutions. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of financial advisors utilizing model-based investment strategies supported by third-party asset managers and custodians.

Isaiah Hernandez is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at M&T Bank, Starbucks Coffee, JPMorgan Chase, and Sun Life Financial. Hernandez also has academic experience from Bowdoin College and Taft School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and retirement plan consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Connor Carroll is a financial advisor with Ameriprise based in Madison, CT. He holds a Series 66 designation and has been with Ameriprise since 2026. Prior to his advisory role, he has professional experience with Structure Tone and an academic background from Providence College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice with a focus on dependable income sources and tax-aware withdrawal strategies.

Paul Keating is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at BOFA Securities, Inc. and Merrill. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning services that incorporate firm-approved tools and modeling techniques while maintaining a broad range of retail and institutional investment solutions.

Colin St. Pierre is a financial advisor with LPL Enterprise holding a Series 66 license and three years of industry experience. He has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he has been involved with the Newtown Country Club since 2015. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage channels. The firm provides financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Charles Walz IV is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Morgan Stanley Wealth Management since 2013 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in owning and managing rental real estate properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and supports planning through structured discovery conversations and firm-approved tools.

Brett Amendola is a financial advisor with Cetera in New Haven, CT, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He is the owner of Wooster Square Advisors, LLC and Wooster Square Partners LLC, and chairs the investment committee as an elected board member of Quinnipiac University. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting discretionary and non-discretionary account structures across multiple program options.

Susan Cooper is a CFP® with 42 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. She also acts as president of Susan Cooper Capital Management Inc., where she functions as an independent insurance agent for various companies. Additionally, she holds a Notary Public commission in Hamden, CT. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing tailored strategies across multiple custody platforms and both discretionary and non-discretionary arrangements.

Wayne Blanchette is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Prudential Insurance Company of America and Pruco Securities, LLC. His other business activities include involvement with Prudential/Crump in non-variable insurance products. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Heidi Whelahan is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop financial plans aimed at enhancing their families' financial well-being. She has held several roles at Fidelity Investments, including Relationship Manager from 2024 to 2025 and Financial Representative from 2023 to 2024. Her experience encompasses client relationship management and financial planning. Outside of her professional responsibilities, Heidi has interests in beach activities, cooking and baking, gardening, skiing, and volunteering.