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. His prior work includes tenures at Merrill from 1999 to 2003 and LPL Financial from 2003 to 2004. Since 2016, he has been with Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

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 at Equitable Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Pruco Securities LLC, The Prudential Insurance Company of America, and AXA Advisors. Outside of his advisory role, Murphy is involved in educational services as a course facilitator at Yale University School of Management and provides coaching in interpersonal and group dynamics. He also serves on the boards of the Connecticut Mental Health Center Foundation, NHChILD, and the AK Rice Institute for the Study of Social Systems. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. Its advisory approach involves assessing client risk tolerance and matching clients to third-party investment programs, using a range of mutual funds, ETFs, separately managed accounts, and alternative investments.

Jeffrey Nelson is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63, Series 65, and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Prudential Insurance Company of America, and MassMutual Life Insurance Co. Outside of his financial career, he works as a sports broadcaster with Post University and independently. 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 collaborative, goal-focused planning engagements and various programs including Divorce Planning, estate settlement, and employer-sponsored planning.

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 credentials and bringing 44 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also serves on the Business & Finance Committee of the First Church of Christ in Redding, CT. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a wide range of planning services tailored to clients who meet a net-worth threshold and integrates advisory services with other financial product offerings.

Thomas Collins Jr. is a financial advisor at Ameriprise with 40 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors for the Stratford YMCA. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning 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 credentials and 18 years of industry experience. She has worked at various J.P. Morgan entities 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 plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria within a non-discretionary program.

Joseph Stango is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Merrill and Wells Fargo Clearing prior to joining Ameriprise. Outside of his advisory work, he serves on the Board of Directors for Dora's Voice and contributes commentary on Medicaid issues for local media outlets. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, combining investment research and algorithmic analysis to provide tailored, tax-aware withdrawal strategies.

Victor Joseph is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 17 years of industry experience. He has worked at several firms including Wells Fargo Advisors LLC, Northwestern Mutual Investment Management, LPL Financial, and has operated Joseph Brothers, LLC, a landscaping business that has been inactive since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from the Wells Fargo Investment Institute with third-party data to support its investment approach, offering both brokerage and advisory solutions at a large scale.

Isabella Pilato is a financial advisor with LPL Financial, holding the Series 66 designation. She joined LPL Financial in 2024 and has previous experience working at Oak Beach Bar & Grill. Isabella is currently based in Milford, CT. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various advisor-facing tools.

Daniel Recalde is a financial advisor with Cambridge Investment Research Advisors holding the Series 63 and Series 65 designations and has one year of industry experience. His prior work includes positions at Northwestern Mutual and roles outside finance such as eCommerce and brand management. He is also active as an insurance and benefits agent and operates Caban Financial, LLC, a registered administrative business. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management styles and provides access to third-party advisers and proprietary model strategies.

William Calderon is a Series 66-registered financial advisor with LPL Financial based in Shelton, CT. He has been with LPL Financial since 2023 and has no prior industry experience before joining the firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

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.

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 with LPL Financial, holding a Series 66 license and over 16 years of industry experience. Prior to joining LPL in 2024, he was involved with Avantax Advisory Services and Premier Pay Solutions, among other firms. He is also engaged in tax preparation and accounting through Bedard & Company, PC, and serves on the board of directors for Newtown Savings Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management access, supported by extensive operational and research tools.

David Rudolf is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Osaic in 2024, he worked at Phoenix Mutual Life Insurance Co for 37 years. Outside of advising, he is president of Rudolf Associates Inc, which sells group benefits and various insurance plans, and owns a blue stone quarry on forestry property where he manages lumber sales. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services including comprehensive financial planning and managed portfolios. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

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.