Joseph Palmucci is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with LPL Financial since 2021 and is also associated with Daniel Guerra LLC. Palmucci serves on the board of The Amity Club of New Haven and holds a municipal position with the City of Shelton. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Danny Ferreira is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006, also working at Bank of America N.A. from 2023 to present. He is based in New Haven, CT. Merrill, along 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, and institutional investors.

Keara Williams is a financial advisor with Merrill in New Haven, CT, holding Series 66 and Series 63 credentials and six years of industry experience. Her prior roles include positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. She serves on the Board and Development Committee of the Museum of Contemporary Art Connecticut, where she helps with event planning and fundraising. Merrill, along 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.

Joao Gomes is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Securities America Advisors, LPL Financial, and National Planning Corporation. In addition to his advisory role, Gomes operates an accounting and tax preparation practice. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm utilizes a variety of tools and platforms to construct and manage diversified portfolios for its clients.

Sonia Sternbach is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has previously worked at Moneco Advisors, The Falcon Group, and Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

John Foreman is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Mass Mutual Investors Services since 2017. He also serves as a town councilman for Trumbull, CT. Mass Mutual 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 advisory programs including wrap accounts, money-manager programs, and educational seminars.

David Beeman is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Mass Mutual Investors Services and has worked at Massachusetts Mutual Life Insurance Company and METLIFE SECURITIES Inc. He is also an independent insurance agent specializing in various insurance 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 provides financial planning, asset management, and educational seminars, working with clients through annual collaborative planning engagements.

Robert Tosetti III is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Orange Hills Country Club. Outside of his advisory role, he is also a registered staff member in client service at Nancy S Daoud & Associates LLC. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations delivered through a centralized consulting team. The firm serves a broad client base and provides a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Alexander Bijanada is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides tailored, non-discretionary recommendations using research and modeling tools, emphasizing tax-smart withdrawal strategies and asset allocation within its managed accounts.

Christopher Holley is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, previously serving at Metlife Securities Inc. from 2005 to 2017. In addition to his advisory role, he is an independent insurance agent focusing on dental, disability, and Medicare-related products. MassMutual Investors Services, LLC 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, annual financial planning engagements using firm-approved analytical tools and also provides education seminars and specialized event-driven planning programs.

David Ivanovich Jr. is a financial advisor with UBS Financial Services in New Haven, CT, holding a Series 63 designation and bringing 36 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including fee-based financial planning, discretionary portfolio management, and access to proprietary research and capital markets services.

Michael Linder is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Morgan Stanley in New Haven, CT, having previously worked at Citigroup, JP Morgan Securities, and ACI Catering Group. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by proprietary planning tools and a broad range of investment services.

Sean Reilly is a financial advisor at Morgan Stanley with three years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, Tide Line Customs LLC, and Thimble Island Brewing Company LLC. Outside of his advisory role, he is the sole proprietor of New England Oyster Farm LLC and is involved in recreational fishing through Sea Sprite Sport Fishing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by firm-approved planning tools and extensive resources.

Gregory Caturano is a financial advisor with Mass Mutual Investors Services holding CFP® and Series 66 credentials and has four years of industry experience. His prior roles include work at The Stand and MassMutual Life Insurance Co. He is also an independent insurance agent involved in sales and service of life, disability, long-term care, fixed annuities, and health insurance. MassMutual 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’s approach includes collaborative, annual planning engagements using firm-approved analytical tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

Christopher Coppola III is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he is involved in equine training through Triple Bar C and serves on the Economic Development Commission for the town of Berlin, Connecticut. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Elizabeth Baker is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as the Finance Committee Chairperson for Seymour Congregational Church in Seymour, CT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable breadth of investment options including insurance-related products and bank deposit sweep programs.

Wayne Staschke is a CFP® professional with 43 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2022, and previously spent over three decades at Royal Alliance Associates and Guilford Financial Group. In addition to his advisory role, he is licensed to sell fixed and life insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of advisers, offering a range of financial planning, advisory programs, and brokerage services.

Egzon Dauti is a financial advisor with UBS Financial Services in New Haven, CT, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining UBS in 2025, he worked at Key Bank and Citizens Securities, INC, accumulating a total of nine years in the financial sector. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Corey Gallagher is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Lincoln Financial Securities Corporation and Citigroup. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Charles Stack is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at Royal Alliance and National Planning Corporation. Outside of his advisory work, he serves as a part-time music director at Tabor Evangelical Lutheran Church in Branford, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, supported by research and technology, to provide discretionary and non-discretionary portfolio management.