Noah Baskin is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works with individuals and families to navigate important financial decisions, focusing on early wealth building through the transition into retirement. Noah emphasizes the importance of clear planning and provides personalized guidance using a disciplined approach to long-term investing. Prior to his current role, Noah served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as a Financial Representative at the same firm from 2022 to 2023. His experience at Fidelity Investments spans several roles, allowing him to develop expertise in financial consulting and investment strategies. Outside of his professional work, Noah has interests in fitness, museums, pets, skiing, and traveling.

William Little is a financial advisor at Edward Jones in Woodbridge, CT, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2018 and previously worked as a high school soccer coach. Outside of advisory work, he has managed rental properties, including tenant relations and property maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julian Diaz is a financial advisor with MassMutual Investors Services in Shelton, CT, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He previously worked at MetLife Securities Inc. and has been with MassMutual entities since 2016. In addition to advisory work, he is an independent insurance agent specializing in dental, group disability income, fixed annuities, life/accident/health, and long-term care insurance. MassMutual Investors Services 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, wrap and money-manager programs, and educational seminars.

George Stambouloglou is a financial advisor with LPL Financial in Branford, CT, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His background includes roles at Webster Bank, Liberty Bank, Raymond James Financial Services, Infinex Investments, United Bank, and Santander Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Pearl is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. He has worked at Warner Group and LPL Financial since 2017. In addition to his advisory role, he operates the Southern CT Tax Group, a tax preparation and accounting business. 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, including financial planning and access to third-party asset management, utilizing various investment strategies supported by advisor-facing technology.

Daniel Comastra is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he collaborates closely with individuals and families to develop financial plans that aim to strengthen their financial outlook and provide peace of mind. He emphasizes building relationships based on trust and respect while leveraging unique strategies to help clients pursue their financial goals. Daniel has been with Fidelity Investments since 2021, progressing through roles including Investment Consultant, Investment Solutions Representative II, Investment Solutions Representative, High Net Worth, and Customer Relationship Advocate. His experience encompasses various aspects of investment consultation and client relationship management. He holds an Arkansas Insurance License and has personal interests in cars, fitness, football, golf, and skiing.

Thomas Cosgriff is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the ChFC® designation and Series 66 license. His prior roles include positions at Barnum Financial Group and Parkview Advance LLC. He is also an independent insurance agent specializing in the sales and service of life insurance, 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, employing collaborative, goal-focused strategies supported by firm-approved analytical tools.

John Corraro is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at MetLife Securities. Outside of his advisory work, Corraro serves as chairman of the board for Center Stage Theatre, is a board member for the Foundation for Life, and sits on the development committee of the Boys and Girls Club of the Lower Naugatuck Valley. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning engagements tailored to client goals.

Raymond Powell Jr. is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 33 years of industry experience, including roles at Cambridge Investment Research, Inc. since 2011 and operating Rw Powell Enterprises Inc. since 1987. Outside of investment advisory, he manages Powells Income Tax Services, where he prepares income taxes. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Deborah Moore is a financial advisor with Merrill in New Haven, CT, holding Series 63 and Series 66 licenses and has 33 years of industry experience. She has been with Merrill since 1990 and also worked at Bank of America N.A. starting in 2020. Outside of her advisory role, she operates a sole proprietorship as a Life/Happiness Coach. 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, retirement plans, corporations, and charitable organizations.

Matthew Kissh is a financial advisor with Equitable Advisors in Cheshire, CT, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Outside of his advisory work, he operates Life of Light LLC, selling art online through websites. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm employs a variety of advisory models and works with third-party asset managers, focusing on personalized risk assessment and client matching to investment solutions.

Liliya Carlage is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo and Fidelity Investments since 2015. Outside of her advisory role, she serves as an officer for the Cheshire Robotics Explorers Foundation, a nonprofit organization supporting youth robotics programs. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves a diverse client base including registered investment companies and charitable funds.

Donald Boyce is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at MetLife Financial and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as Treasurer for the Knights of St. Patrick Charitable Foundation and holds leadership positions on local nonprofit boards, including a church. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm emphasizes annual, collaborative planning engagements using firm-approved analytical tools to develop written recommendations tailored to client goals.

Nolan Cleary is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 11 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is an agent for individual life and disability insurance through Charter Oak Financial and owns Clear World Financial LLC. Mass Mutual Investors Services, LLC 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 emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers programs including wrap accounts and money-manager options.

Jason Merker is a financial advisor with Cetera, holding Series 66 and Series 63 credentials and one year of industry experience. He has previously worked with Hilltop MHC LLC, Hilltop Investors LLC, Cetera Wealth Services, LLC, and Wells Fargo Advisors. Outside of his advisory role, Merker is a licensed attorney in New York State, currently non-practicing. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes a multi-manager platform with a range of discretionary and non-discretionary investment program options.

Allison Mislow is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 66 licenses and has 20 years of industry experience. She previously worked at MetLife Insurance Company for 17 years before joining MassMutual Investors Services in 2017. Outside of her advisory role, she is involved in insurance sales and serves as a power of attorney for her parent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative planning engagements supported by firm-approved software tools and educational seminars.

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.

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.

Mike Card is a financial advisor at LPL Enterprise with three years of industry experience and holds a Series 66 designation. His work history includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Charter Communications. He has also been involved with a dive bar and restaurant business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Daniel Hoffmann is a CFP®-certified financial advisor with Mass Mutual Investors Services in Shelton, CT, where he has worked since 2021. He has four years of industry experience and previously held roles at Southern Tide, Vincere Management Group, and Salve Regina University. Hoffmann also works as an independent insurance agent, selling life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative client relationships and goal-based recommendations.