Warren Pena is a financial advisor at Mass Mutual Investors Services with 20 years of industry experience. He holds the CFP® designation and has worked at firms including Northwestern Mutual and Mass Mutual Life Insurance Company. In addition to his advisory role, he is a sales agent for individual life and health insurance and owns SoNo Financial LLC, an accounting and bookkeeping entity. MassMutual Investors Services provides financial planning and related services to individuals, business owners, trusts, and charitable organizations. The firm offers asset management, educational seminars, and tailored planning programs addressing areas such as divorce, estate settlement, and employer-sponsored benefits.

Brian Dineen is a Financial Consultant at Fidelity Investments, where he assists clients in developing and implementing comprehensive financial plans by utilizing the resources available through Fidelity. He has been with Fidelity since 2021, serving in various roles including High Net Worth Associate, Relationship Manager, Investment Consultant, and PWM Planning Consultant before his current position. Prior to joining Fidelity, Brian held roles at UBS Investment Bank as an Executive Director from 2004 to 2019, at Charles Schwab and Co. as Director in 2004, and at Soundview Technology Group as Vice President from 1997 to 2004. He has over 25 years of experience in financial services.

Wendy Hindman Hauck is a financial advisor at Morgan Stanley with one year of industry experience. She holds the Series 66 designation and previously worked at the Department of State and HomeServices Lending. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and supports clients through both direct and employer-sponsored planning services.

Timothy Kelly is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2010. The firm serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, offering financial planning, portfolio management, and a range of alternative products. UBS integrates institutional trading capabilities with wealth management, supported by proprietary research and a comprehensive platform of capital markets services.

Amy Fino is a financial advisor at OSAIC with 22 years of industry experience. She holds a Series 66 credential and previously worked at FSC Securities Corporation for 20 years. Outside of her advisory role, she manages operations and compliance as Vice President at Independent Financial Consulting, Inc., a financial services firm she has been involved with since 2003. OSAIC serves a broad mix of retail and institutional clients through a large network of advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Christopher J. Kral is a Senior Financial Advisor and Managing Director with Merrill Lynch Wealth Management. He has been with Merrill since 1989 and has held various roles including Senior Financial Consultant, Vice President, First Vice President, and Senior Vice President. In his current role, he works with corporations, business owners, and executives to establish and support corporate retirement plans, and collaborates with clients on cash management and credit facilities for businesses. Chris has been recognized on the Financial Times Top 401 Retirement Plan Advisers list consistently, including in 2020 for the sixth consecutive year. He holds professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Villanova University. In addition to his professional work, Chris is a past member of the Patterson Club and is involved with the First Tee of Connecticut chapter. His personal interests include golf, skiing, fishing, and ice hockey. He resides in Fairfield, CT with his wife and their three children.

William Caso is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Avantax Advisory Services and Avantax Insurance Agency. Caso is also a CPA providing tax preparation and accounting services and serves as treasurer of the Kawanis Club of Danbury. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a suite of affiliated and third-party investment solutions.

Kevin Linn is a financial advisor with Equitable Advisors in Milford, CT. He holds the Series 66 designation and has been with the firm since 2023. Outside of advising, he has worked in retail at Total Wine & More since 2024. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Derek Sabine is a financial advisor with LPL Financial in Westport, CT, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of his advisory work, he operates a home-based photography business that offers his art for sale. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform that supports both discretionary and non-discretionary account management.

Michael Haggerty is a financial advisor at UBS Financial Services in New Haven, CT, holding a Series 66 designation with 14 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a partner at New Haven Strength & Athletics and serves on the board of the New Haven Chamber of Commerce, where he runs a young professionals networking group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm provides a broad range of services including fee-based financial planning, portfolio management, and capital markets activities.

Kurt Wischow is a financial advisor with Ameriprise in Milford, CT, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Ameriprise and its affiliate since 1996. Outside of his advisory role, he serves as a trustee for America St John's #8, where he participates in decision-making based on recommendations he provides. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax analysis to create tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Eric Lovas is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is also an insurance agent specializing in individual and group life and health insurance, fixed annuities, long-term care, and disability insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by advanced software tools and offers a range of planning programs including estate-settlement and employer-sponsored options.

Damian Prajer is a financial advisor affiliated with LPL Financial in Stratford, CT. He holds Series 63 and Series 65 licenses and has three years of industry experience, with prior roles at Webster Bank, MML Investors Services, and Mass Mutual Life Insurance Company. 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 services and platforms, including financial planning, model portfolio programs, and institutional wealth management solutions.

Julia Strickland is currently a Branch Leader, leveraging her experience to guide clients in achieving financial stability and success. In her role, she collaborates closely with local individuals, families, and small businesses to develop and implement personalized financial strategies that align with their unique goals. Julia focuses on simplifying complex financial concepts to empower clients to make informed decisions about their financial futures. She has held various positions in the financial sector, including Financial Consultant at Fidelity Investments since 2023, Financial Solutions Advisor and Assistant Vice President at Merrill from 2020 to 2023, and ADP Relationship Manager at Bank of America between 2019 and 2020. Outside of her professional career, Julia has interests in art, fitness, music, traveling, and volunteering.

Robert Hoffman is a financial advisor at LPL Financial with 47 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including Ameriprise Financial Services, UBS Financial Services, and several regional wealth management companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with a broad range of financial planning, portfolio management solutions, and institutional platforms.

Bernard Reidy Jr. is a financial advisor with Merrill who holds Series 63, 65, and 66 licenses and has 21 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he serves as a trustee for the St. Patricks Day Parade Foundation in New York City, primarily involved in fundraising activities. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Steiger is a Series 66-licensed advisor with LPL Enterprise, holding three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of financial services, he has worked for Instacart and held various roles including at the University of Connecticut and E.A. Quinn Landscape Contracting Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Michael Tiefenthaler is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 license and six years of industry experience. His career includes positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. He has also worked in roles outside the financial industry, including at Augusta National Golf Club and Shore and Country Club. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutional clients, including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Laura Haynes is a financial advisor with LPL Financial in Westport, CT, holding a Series 66 license and with 25 years of industry experience. Her prior roles include positions at Merrill, UBS Financial Services, Mass Mutual Investors Services, and Webster Bank. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Mueller is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009, following prior experience at Citigroup Global Markets starting in 2003. Outside of his advisory role, he manages a rental property in Ridgefield, Connecticut. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through various channels, including its Financial Advisors and Estate Planning Strategies Group.