Bennett Sacks is a financial advisor at LPL Enterprise with five years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, and Axa Advisors, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through a combined advisory and brokerage platform.

Peter Holmquist is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has six years of industry experience, including prior roles at Merrill Lynch and Farther Finance Advisors. His background also includes long-term experience in energy trading at HQ Energy Trading, LLC. 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, with a focus on collaborative, goal-based financial planning supported by firm-approved analytical tools.

Matthew Stinson is a financial advisor with Equitable Advisors in West Hartford, CT, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2006. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Michael Falkowski is a CFP® with 27 years of experience in the financial services industry. He has been with Cetera and Cetera Wealth Services, LLC since 2025. Prior to that, he worked at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. for a combined 26 years. Falkowski also operates Falkowski Income Tax Service and Falkowski Financial Inc., providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supported by over 10,000 advisors and $256 billion in assets under management.

Neel Kamdar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Neel's educational background includes a High School Diploma from Hamden High School. Specific details regarding his areas of expertise and additional professional experience have not been provided.

Michael Jones is a CFP® professional with 34 years of industry experience, currently with Mass Mutual Investors Services since 2017. His prior experience includes MSI Financial. He is also an independent insurance agent offering various insurance products, including disability, Medicare-related products, and life 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 financial planning, asset management, and educational seminars with a focus on collaborative client relationships and event-driven planning services.

Erik Holton is a financial advisor with UBS Financial Services in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he is a partner in an LLC formed with his wife to manage residential rental properties. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets services.

Matthew Fleming is a financial advisor at LPL Financial with 19 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes roles at Janney Montgomery Scott LLC and Prudential Insurance Company of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Robert Donnelly III is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Lucas Mainiero is a Series 66-licensed financial advisor with Raymond James Financial, based in Branford, CT, with 12 years of industry experience. He has worked at various Raymond James entities since 2017. Outside of his advisory role, he is the CEO of Shoreline Financial LLC, a support company he manages as sole proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consultative services using analytical tools and supports a wide advisor network with specialized municipal and public-finance capabilities.

Timothy Debowes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked for Viking Construction, Inc. and Hathaway Property Management, Inc. for seven years and Compass Corporate Housing, LLC for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute and third-party sources to evaluate managers and options, emphasizing diversification and modern portfolio theory.

Robert Outtrim III is a Series 66-licensed financial advisor with Merrill in New Haven, CT, bringing 15 years of industry experience. He has worked with Bank of America and Merrill Lynch since 2011. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies designed by internal and third-party managers.

Ketan Shah is a CFP® and holds a Series 66 designation with 23 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. and related entities since 2017, following a four-year tenure at Citizens Investment Services Corp. Shah is also associated with Liberty Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing risk profiling and analytical tools, and supports municipal and public-finance work through an affiliated municipal advisor.

Theodore Koppy is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds the Series 66 designation and has worked at MassMutual Life Insurance Co. and Mass Mutual Investors Services since 2023. Prior to his current roles, he held positions in media and insurance-related companies. Koppy also conducts life, disability, long-term care, fixed annuities, and health insurance sales as an insurance broker. 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 a range of programs and educational seminars while structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Michael Mendillo Jr. is a CFP® professional with 11 years of industry experience, currently with Raymond James Financial. He previously worked at Commonwealth Financial Network and Lobo & Pascale Wealth Management for over a decade. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary investment advice using analytical tools and supports its recommendations through various advisory programs.

Jeremy Hus is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 21 years of industry experience. He previously worked at METLIFE Securities Inc for 12 years before joining Mass Mutual in 2016. He is also the CEO of Holistic Planning Support, a company that provides data entry services for financial planners. 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 offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning engagements.

Xhoana Dika is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015, also working with JPMORGAN Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by centralized due diligence and ESG processes.

Nicholas De Brizzi is a financial advisor at Morgan Stanley in New Haven, CT, holding a Series 66 designation with two years of industry experience. His prior work includes roles outside finance such as at Pawn Haven, Golds Gym Burlington, At&T, New Haven Country Club, and educational positions from 2015 to 2023. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Thomas Kelly is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. 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, model wealth portfolios, third-party asset management, and access to a range of brokerage and insurance products within an integrated platform.

Scott Zavatkay is an investment advisor representative at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is a partner at RetirementPlus Financial Solutions LLC, providing retirement, college, and investment planning advice. He also serves as a notary public and sells collectibles periodically. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.