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.

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.

Joshua Carter is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and possessing 17 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2013. Outside of his advisory role, he is the sole owner of a business called 4 Turtle Bay in Branford, 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

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 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.

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.

Nils Anderson is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors. He has prior experience at Aon plc and Apple, Inc., and has been involved with Freedom Financial Coaching since 2020. Anderson joined Cambridge Investment Research Advisors in 2026. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers various investment strategies through independent Financial Professionals, combining proprietary models and third-party solutions across multiple platform arrangements.

Karen Sullivan is a financial advisor at Merrill with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Bank of America and Merrill Lynch since 2007. 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.

Thomas Carbin is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Boston Harbor. He is also involved with Southport Harbor Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, supported by a large network of advisors and unique affiliations such as municipal advisory services.

Colin St. Pierre is a financial advisor at LPL Enterprise with a Series 66 credential and three years of industry experience. He has worked with Prudential Insurance Company of America and Pruco Securities LLC. Outside his advisory roles, he has been involved with Newtown Country Club since 2015. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Cameron Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at Franklin Templeton Investor Services, Legg Mason Investor Services, and Charles Schwab. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools, and supports clients through advisory programs and institutional consulting across a large advisor network.

David Davidson is a financial advisor with Morgan Stanley Wealth Management in Fairfield, CT, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at JP Morgan Securities, LLC for 10 years before joining Morgan Stanley in 2023. Outside of his advisory role, he is a partner in 2 Cottage Place, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling 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.