Michael Weiss Jr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lord Abbett from 2011 to 2017 before joining Morgan Stanley and its Private Bank division in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and modeling techniques, offering tailored solutions primarily in an advisory capacity.

Marcello De Pascale is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding a Series 66 designation and 16 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities from 2009 to 2017. Outside of his advisory role, he serves as a trustee for family accounts and manages an LLC focused on administrative business operations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by technology tools and offers specialized programs such as divorce planning, estate settlement, and employer-sponsored plans.

Nicole Forzano is a financial advisor with OSAIC based in Milford, CT, holding a Series 66 designation and seven years of industry experience. She has been with OSAIC since 2023 and also operates Independent Financial Consulting, providing financial services since 2019. Outside of finance, she has been involved with APEX Mixed Martial Arts since 2008 and assists with advertising for a medical lab technician training program. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering brokerage, advisory, financial planning, and managed-account services. The firm employs various portfolio construction tools and supports multiple platforms, including third-party model and managed-account solutions.

Daniel De Salva is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has worked with Cetera Wealth Services, Georgetown Financial Group, and other firms since 2016. De Salva serves as president of the Western Connecticut Estate & Tax Planning Council, a nonprofit organization. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a nationwide network of over 10,000 advisors.

Michael Weiss Sr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Weiss serves on the finance committee of the National Ability Center, a charitable nonprofit in Park City, Utah. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

Robert Peckham is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and 32 years of industry experience. He previously worked at Infinex Investments, Inc. for 17 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advice. The firm’s approach 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 Baptiste is a financial advisor at LPL Enterprise with 31 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 for over 30 years. Baptiste is also involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services with an integrated platform that includes access to model portfolios, third-party asset management, and insurance products through affiliated entities.

Ravi Sankar is a financial advisor at LPL Enterprise with Series 66 credentials and two years of industry experience. His prior work includes roles at Pruco Securities LLC, Sutherland Global, and Wipro. Outside of advising, he is a passive owner of a rental property in Chennai, India. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform.

Ronald Rienas 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 affiliate Ameriprise Financial Services, Inc. since 2011. Rienas serves on the Board of Directors for the Yonkers Chamber of Commerce and owns a business entity established to manage his practice’s staff and expenses. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports delivered in partnership with financial advisors.

Brian Tabanski is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 licenses. He has four years of experience in financial services, including two years with Primerica Advisors and ongoing involvement with Primerica Financial Services since 2022. Outside of his advisory role, he is the owner and chef of SimplyFood LLC, a business he has operated since 2012. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

David Zavarelli is a financial advisor with LPL Financial in Danbury, CT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior work includes roles at Raymond James Financial and Union Savings Bank, as well as non-variable insurance positions. Outside of advising, he is a commissioned notary in Connecticut and manages a business entity for tax and investment purposes. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with research-supported model portfolios and diversified strategies.

Henry Cooperman is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 credentials. He has 44 years of industry experience, including a decade at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC beginning in 2016. 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, managing approximately $2.74 trillion in client assets.

Andrew Wigzell is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding the ChFC® designation and Series 66 license. He has 26 years of industry experience, including prior roles at Metlife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory role, he is an insurance agent specializing in individual and group life, health, fixed annuities, long-term care, and disability products. MassMutual 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 programs, structuring engagements as annual collaborative relationships utilizing firm-approved software and strategies.

Christopher Kalivas is a Series 66-licensed financial advisor with Ameriprise in Stamford, CT, where he has worked since 2017. He has seven years of industry experience and is involved with Team Dizzy, a game development and book publishing venture where he designs content, produces web videos, and helps organize related events. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports through a centralized consulting team.

James Hurley Jr. is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management provides a variety of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and corporate financial planning agreements.

Jonathan Di Pietro is a Series 66-licensed advisor with LPL Enterprise, based in Shelton, CT, and has four years of industry experience. Prior to joining LPL Enterprise in 2024, he worked with The Prudential Insurance Company of America and Pruco Securities LLC. His background also includes a long tenure at Waterford Hotel Group. In addition to his advisory role, he is involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

Lee Povinelli is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He was previously with Royal Alliance Associates, Inc. for 21 years before joining Osaic in 2023. Outside of advising, he operates a sole proprietorship as a tax preparer. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs sophisticated asset-allocation tools and supports both discretionary and non-discretionary account management across various investment types.

Zachary Bass is a financial advisor with LPL Enterprise, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include seven years at Edward Jones and positions at SagePoint Financial and OSAIC. Outside of advising, he is involved in non-variable insurance activities. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by research, model portfolios, and third-party asset managers within an integrated platform that includes insurance products and collateralized lending programs.

Stephen Purdy is a Financial Consultant currently working with Fidelity Investments since 2022. He has previous experience as a Financial Advisor at Ameriprise from 2021 to 2022. Stephen partners with his clients to co-create, implement, and maintain financial plans that align with their goals and visions of success, security, and peace of mind. With a background as a former college professor, Stephen has a strong passion for financial education. He emphasizes comprehensive client understanding of the planning process, guiding them step by step. His objective is to establish lifelong and enduring relationships with clients, supporting their financial well-being over time. Outside of his professional work, Stephen has interests in art, comedy, golf, music as an instrumentalist, and parenthood.

Keith Butler is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Janney Montgomery Scott for eight years and currently manages client investment portfolios as the managing partner of Lodestar Capital Management LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional capabilities in municipal finance and specialized retirement plan consulting.