Mary Gray is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Her prior roles include positions at Bank of America, Robert B. Ausdal & Co., Inc., and Probabilities Fund Management, LLC. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Salustro is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Devivo is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has worked at Ameriprise since 2017, following prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Resources. He serves on the Board of Directors for St. Joseph High School. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficient strategies to create personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Todd Murphy is a financial advisor with Equitable Advisors in Milford, CT, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at Pruco Securities, Prudential Insurance, Hornor, Townsend & Kent, Penn Mutual Life Insurance, AXA Advisors, and Heirloom Financial. Outside of his advisory role, Murphy facilitates courses on interpersonal and group dynamics at Yale University School of Management and runs a small group coaching practice; he also serves on the boards of several nonprofit organizations focused on mental health, early childhood education, and the study of social systems. Equitable Advisors serves a diverse client base including individuals, high‑net‑worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker‑dealer services, insurance distribution, and access to third‑party asset management programs. The firm operates primarily through sponsored programs and third‑party managers, with a substantial portion of assets managed on a non‑discretionary basis.

Jeffrey Nelson is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Merrill Lynch and Prudential. Outside of his advisory role, Nelson is involved in sports broadcasting, working as a broadcaster and reporter for Post University and independently. 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, and charitable organizations. The firm provides collaborative, annual planning engagements using firm-approved analytical tools and offers specialized event-driven planning programs.

Gregory Wachter is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at MetLife Securities from 2011 to 2017 before joining Mass Mutual in 2017. Outside of advisory work, he founded the CJA Foundation, a charitable organization, and is involved in consulting for financial advisor software through Barnum Inforce Insights. 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 through collaborative, annual engagements using firm-approved tools and offers asset management and educational programs.

Kenneth Mcadam is a financial advisor with Wells Fargo Advisors in Danbury, CT, holding Series 63 and Series 65 licenses and having 43 years of industry experience. He has worked with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, Mcadam serves on the Business & Finance Committee for the First Church of Christ in Redding, CT. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services tailored to qualified clients. The firm integrates advisory services with banking and other financial products, delivering recommendations developed using Wells Fargo research and planning tools.

Thomas Collins Jr. is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Collins also serves on the Board of Directors for the Stratford YMCA. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Elena Peterson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2008. Outside of her financial career, she works as a background actor with Central Casting. J.P. Morgan Securities 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 non-discretionary advisory model.

Joseph Stango is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves on the board of Dora's Voice and contributes as a commentator on issues affecting the Medicaid population for the Waterbury Sunday Republican and WATR. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers these services through a centralized consulting team and integrates algorithmic tools overseen by an internal committee.

Victor Joseph is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His career includes multiple tenures at Joseph Brothers, LLC and roles at Bourgeon Capital Management and Wells Fargo Advisors LLC. He previously owned a landscaping business through Joseph Brothers LLC, which has been inactive since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research and analytics.

Isabella Pilato is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. Prior to joining LPL Financial, she worked at Oak Beach Bar & Grill for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

William Calderon is a financial advisor at LPL Financial holding the Series 66 designation. He began his advisory career in 2023 and has previous experience as a student at Syracuse University and as a teacher at Staples High School and Coleytown Middle School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management and offers access to proprietary and third-party research and investment strategies.

Kevin Chapin is Vice President and Financial Consultant at Fidelity Investments. In this role, he works with high-net-worth individuals, families, and business owners to provide clarity and structure to their financial lives. He has been with Fidelity Investments since 2013, progressing through roles as Financial Representative, Investment Consultant, and now Vice President. Kevin focuses on developing personalized financial plans and implementing tailored strategies to help clients grow, manage, and transfer their wealth efficiently.

Kristina Kiraly is a financial advisor with Ameriprise in Shelton, CT, holding a Series 66 designation and six years of industry experience. Her prior work includes positions at Bank of America, Merrill, Darden Restaurants Inc, General Electric/ABB, and Keller Williams Realty. Outside of her advisory role, she sells personal items on eBay and Mercari. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

George Viebrock Jr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

Daniel Bedard is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. His career includes prior roles at Avantax Advisory Services and Premier Pay Solutions, and he also operates Bedard & Company, PC, providing tax preparation and accounting services. Bedard serves on the board of directors for Newtown Savings Bank, a mutually owned local community bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

David Rudolf is a financial advisor at Osaic with over 34 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Phoenix Mutual Life Insurance Co since 1989. Outside of his advisory role, he is president of Rudolf Associates Inc, a company that sells group benefits, Medicare plans, and various types of insurance, and owns a blue stone quarry on forestry property where lumber is sold periodically. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, efficient-frontier analysis, and automated rebalancing to construct diversified portfolios tailored to client risk tolerance.

George Goldman is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He previously worked at Metlife Securities Inc. for 15 years before joining Mass Mutual affiliates in 2016. He is also an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, long-term care, and property and casualty insurance, and is a partner in Golman Wealth Advisory Team, LLC. 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, utilizing tools such as Monte Carlo simulations and automated asset-allocation software.

Jennifer Ibrahim is a financial advisor with Primerica Advisors in Milford, CT, holding Series 63 and Series 65 licenses and having two years of industry experience. She has worked at Primerica Advisors since 2023 and previously at Primerica Financial Services starting in 2022. Outside of her advisory role, she is involved as an independent market partner with Monat Global and an affiliate with Amare, and she works as a self-employed nanny. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of discretionary separately managed accounts. The firm employs third-party asset managers overseen by an independent due-diligence consultant and uses BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure and maintaining authority over model selection.