Joan Zorena is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and has been with UBS since 2014. Outside of her advisory role, she is involved with Second Saturday Divorce Workshops. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and institutional trading capabilities.

Gina Magaudda is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 20 years of industry experience. She previously worked at METLIFE Securities Inc for 16 years before joining Mass Mutual Life Insurance Company and Mass Mutual Investors Services. In addition to her advisory role, she is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, 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 offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Lucas Gifford is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at American Portfolios Financial Services Inc. and Jacob Gifford & Associates. He is also an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance on a part-time basis. 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 ongoing financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements.

Ira Levine is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent 21 years at Pruco Securities, LLC and has operated his own CPA practice since 1985. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a primarily model-driven investment approach, offering financial planning, access to third-party asset managers, and other financial services through a network of investment adviser representatives.

Steven Gordon is a CFP® with 38 years of industry experience, currently with RBC Capital Markets and City National Bank since 2019. He previously worked at Oppenheimer for 12 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies, utilizing a mix of in-house and third-party investment managers and providing portfolio management, financial planning, custody, and brokerage services.

Cassandra Quintiliano is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and over four years of industry experience. Her career includes roles at Barnum Financial Group and Hubbell Inc., where she worked as a supply chain analyst. MassMutual 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, and charitable organizations. The firm offers collaborative, goal-based financial planning supported by firm-approved analytical tools and a range of investment programs.

Beth Botti is a financial advisor with Equitable Advisors in Milford, CT, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Equitable Advisors and its predecessor Axa Advisors since 2003. Outside of her advisory role, she serves as a liaison with American Field Service, working with exchange students and their host families. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a variety of third-party and proprietary advisory programs, with an emphasis on risk assessment and client-specific model matching, covering mutual funds, ETFs, separately managed accounts, and certain alternative investments.

Slade Yancy is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He supports clients through the financial planning process aimed at educating them and helping bring clarity and peace of mind to their families. Prior to his current position, Slade served as a Financial Consultant at Fidelity Investments from 2020 to 2023 and as Assistant Branch Manager from 2016 to 2020. His earlier experience includes roles at Merrill Edge Bank of America as Market Sales Manager from 2013 to 2015 and Financial Solutions Advisor from 2011 to 2013, as well as Financial Advisor at Merrill Lynch from 2008 to 2010. Slade holds a California Insurance License. Further educational background and personal interests were not provided.

James Agostisi is a financial advisor with Ameriprise in Fairfield, CT, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he has interests in real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, providing comprehensive recommendation reports that include income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, primarily for clients holding assets in Ameriprise-managed accounts.

Trey Hogsten is a Financial Consultant at Fidelity Investments, where he partners with families to develop tailored, comprehensive strategies focused on accumulation, preservation, and the seamless transfer of their wealth across generations. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before assuming his current position in 2024. Throughout his career at Fidelity, Trey has gained experience in financial planning and client relationship management. His work centers on helping clients address their financial goals through personalized strategies. Outside of his professional role, Trey has interests in the beach, food, golf, museums, traveling, and volunteering.

Lindsay Pereguda is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Janney Montgomery Scott and Wells Fargo Clearing before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

David Dellacato is a Financial Consultant at Fidelity Investments, where he assists clients in enhancing their financial wellbeing through the Fidelity platform and comprehensive financial planning processes. He is a member of a Wealth Management Team focused on understanding clients' priorities and helping design and implement strategies aligned with their goals. Before his current role beginning in 2026, David held various positions at Fidelity, including Investment Consultant, Investment Solutions Representative II, and High Net Worth Associate. Prior to joining Fidelity, he served as Director of Institutional Sales at MKM Partners from 2011 to 2018. Outside of his professional responsibilities, David enjoys baseball, beach activities, comedy, concerts, football, and movies.

William Trond is a Series 66-licensed financial advisor with Ameriprise, based in Wallingford, CT, and has 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate written Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Linda Roman is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. She has worked at LPL Financial since 2022 and previously with Wells Fargo Clearing from 2016 to 2022. Outside of her advisory work, Roman is the president and business owner of Cat Rescue Inc., a nonprofit organization she founded in 2003. 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 financial planning and investment management solutions through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and technology-driven tools.

Alexandra Brinkerhoff is a Series 66-credentialed financial advisor with 16 years of industry experience, all of which she has spent at Merrill in New Haven, CT. 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. The firm offers model-based and discretionary investment strategies and supports individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Irwin Maisner is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2014. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to each client's risk profile and utilizing a mix of in-house and third-party investment managers.

Shane Henderson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previous experience working at hospitality and recreation-related businesses, including Fresh Salt: Saybrook Point Inn Resort & Marina and Waters Edge Resort and Spa. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and offers advisory services to multiple registered investment companies and fund-of-funds.

Victor Pena is a financial advisor with Morgan Stanley in Westport, CT, holding CFP® and Series 66 credentials and possessing 11 years of industry experience. His prior work history includes roles at Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Steven Baklas is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to understand their priorities and help them pursue their financial goals through personalized strategies. His approach involves forming long-lasting relationships and guiding clients through various objectives, including business growth, legacy planning, education funding, retirement planning, and asset protection. His expertise spans family wealth management strategies, legacy planning, liquidity management, managing new wealth, retirement planning, portfolio management services, small business strategies, investment strategy for individuals and corporations, tax minimization, and retirement income. Steven holds the Personal Investment Advisor (PIA) designation and has earned a Master of Business Administration (MBA) as well as a Bachelor's Degree, both from the University of Connecticut. He is proficient in English, Greek, and Spanish. Outside of his professional work, Steven has interests in activities such as adventure sports, baseball, basketball, chess, cooking, football, gardening, pickleball, traveling, and watching movies.

Celeste Barham is a financial advisor with Wells Fargo Clearing in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. for 12 years before joining Wells Fargo in 2016. 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.