Curtis Meyer is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and three years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2022. Prior to his finance career, Curtis worked at Deep River Elementary School for seven years. He also engages in outside insurance sales specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Diego Montoya is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Metlife Securities Inc. In addition to his advisory role, he is also engaged in life, disability, long-term care, health, and fixed annuities insurance sales. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced analytical tools and also conducts educational seminars.

Jeremy Bossio is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America, Inc. and Securities Service Network. In addition to his advisory role, he is involved in non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 a large network of investment adviser representatives.

Joseph Todice Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 15 years at Metlife Securities Inc. Todice also operates an independent insurance business, focusing on disability, fixed annuities, life, accident, health, long-term care, and medical-related insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm emphasizes ongoing financial planning engagements using firm-approved software and provides various programs including asset management, wrap fee programs, and educational seminars.

Christopher Baudouin is a financial advisor at Ameriprise with 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he owns and manages Ascend Coastal, Inc. and is involved in buying and selling sports memorabilia through Bodes Cards. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kevin Peel is a financial advisor with Wells Fargo Clearing in New Haven, CT, holding a Series 66 designation and 20 years of industry experience. His prior work includes positions at A. G. Edwards & Sons, Inc., Merrill, and Ameriprise. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Andrew Champagne is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he provides commercial hardware bids for Kelley Bros Hardware Corp. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to external asset managers, and participation in a wrap fee program.

Brian Noe is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, he worked at SagePoint Financial, Lincoln Financial Advisors, and Guardian Life. Brian and his wife Shelby co-authored a book about Hammonasset Beach State Park. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization within a multi-advisor platform supported by a complex affiliate network and private-equity ownership.

Glen Maleri is a financial advisor at OSAIC with 36 years of industry experience and holds a Series 65 designation. He has worked at OSAIC since 2024 and previously spent seven years at Securities America Advisors and three years at National Planning Corporation. Maleri is also the owner-manager of The Maleri Group LLC, which provides sales and services in fixed products, employee benefits, and various insurance lines. Additionally, he serves as an uncompensated board member for The Children's Community Programs of CT. OSAIC Wealth serves a wide range of clients, including retail investors, high-net-worth households, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with model-based asset allocation and portfolio optimization tools, and it is notable for its scale, affiliate network, and private-equity ownership.

Charles Lombardi Jr. is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a board member of the Orange Board of Finance and chairs the Orange Republican Town Committee, both in Orange, Connecticut. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including customized financial planning supported by advanced analytical tools and investment research.

Joseph Palmucci is a financial advisor with LPL Financial in Shelton, CT, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, Merrill, Merrill Lynch Trust Company, and Waddell & Reed. He serves on the board of The Amity Club of New Haven and works as a reconciler for the City of Shelton. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions for individuals, retirement plans, banks, and institutions.

John Carroll is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he worked in various non-financial roles, including positions in education and retail. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and a range of affiliated services.

Danny Ferreira is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006, also working at Bank of America N.A. from 2023 to present. He is based in New Haven, CT. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Keara Williams is a financial advisor at Merrill with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Merrill since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Williams serves as a board member and is involved with the Museum of Contemporary Art Connecticut, participating in event planning and fundraising efforts. Merrill, together with its affiliate Managed Account Advisors LLC, 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joao Gomes is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors, LPL Financial, and National Planning Corporation. Outside of advising, he operates an accounting and tax preparation practice. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, with options for discretionary management and third-party strategies.

Sonia Sternbach is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has previously worked at Moneco Advisors, The Falcon Group, and Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

John Foreman is a financial advisor with Mass Mutual Investors Services, holding Series 63, Series 66, and Series 65 credentials and 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. since 2016 and 2011, respectively. Outside of his advisory role, Foreman serves as a town councilman in Trumbull, CT, and is a trustee for the William H. Foreman Trust. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, annual financial planning engagements and educational seminars, focusing on investment categories and strategies without discretionary management.

David Beeman is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Mass Mutual Investors Services and has worked at Massachusetts Mutual Life Insurance Company and METLIFE SECURITIES Inc. He is also an independent insurance agent specializing in various insurance products. 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, asset management, and educational seminars, working with clients through annual collaborative planning engagements.

Robert Tosetti III is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Orange Hills Country Club. Outside of his advisory role, he is also a registered staff member in client service at Nancy S Daoud & Associates LLC. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations delivered through a centralized consulting team. The firm serves a broad client base and provides a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Alexander Bijanada is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides tailored, non-discretionary recommendations using research and modeling tools, emphasizing tax-smart withdrawal strategies and asset allocation within its managed accounts.