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 at Merrill with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Bank of America and Merrill since 2013. Outside of his advisory role, he is the sole owner of an unrelated business, 4 Turtle Bay, located in Branford, Connecticut. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond investment management.

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.

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.

Karen Sullivan is a financial advisor with Merrill in Fairfield, CT, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked at Merrill Lynch since 2007 and at Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.

Thomas Carbin is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Southport Harbor Wealth Advisors and Raymond James in 2019. He is also the owner of Southport Harbor Wealth Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support rather than discretionary management.

Colin St. Pierre is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has two years of industry experience and has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory roles, 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 institutional clients. The firm offers a range of services such as financial planning, advisory programs, and access to both proprietary and third-party investment solutions, as well as brokerage and insurance products through its integrated platform.

Cameron Brown is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at several firms, including Southport Harbor Wealth Advisors, Franklin Templeton Investor Services, and Charles Schwab. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, institutional clients, and small businesses through its SIMPLE IRA Employer Advisory & Consulting Services Program. The firm offers tailored, non-discretionary advisory solutions and maintains a notable presence in municipal and public finance.

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.

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.

Thomas J Madigan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining LPL Financial in 2026, he worked at UBS Financial Services Inc. for 18 years. He serves as a board member and treasurer for the Willie & Aikisha Colon Foundation, a charitable organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by extensive research and a variety of investment strategies.

Mark Franco is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Benjamin F. Edwards & Company, Inc. for 11 years before joining LPL Financial in 2021. Outside of advising, he is involved with a non-investment-related business called UGNTERPRISES. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and technology solutions.

Joseph Furlong is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at UBS Financial Services for 25 years before joining Morgan Stanley in 2022. He is currently based in Fairfield, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Brenda Catugno is a financial advisor at OSAIC with 29 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Her prior roles include positions at Securities America Advisors, Inc. and Investacorp Advisory Services. Catugno is also a Certified Divorce Financial Analyst and teaches adult financial literacy programs in Connecticut. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios on discretionary or non-discretionary bases.

Steven Cohen is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at firms including JPMorgan Chase and Instacart. Outside of his advisory role, Cohen performs live music. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs including divorce planning and estate-settlement services.

Amy Terzakis is a Series 66-licensed financial advisor with Morgan Stanley in Orange, CT, bringing 18 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models developed by its Global Investment Committee.