Christopher Coppola III 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 affiliated entities since 2009. Outside of his advisory work, he is involved in equine training through Triple Bar C and serves on the Economic Development Commission for the town of Berlin, Connecticut. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Elizabeth Baker is a financial advisor with Wells Fargo Clearing in Ansonia, CT, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as the Finance Committee Chairperson at Seymour Congregational Church, overseeing budgeting and expenditures. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through over 14,000 financial advisors and offers both brokerage and advisory solutions.

Wayne Staschke is a financial advisor with LPL Financial in Guilford, CT, holding the CFP® and Series 63 designations with 43 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Guilford Financial Group, Inc. He is also an insurance agent offering fixed and life insurance products alongside his advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party strategies.

Egzon Dauti is a financial advisor with UBS Financial Services in New Haven, CT, holding Series 63 and Series 66 licenses and one year of industry experience. He previously worked at Key Bank and Citizens Securities, INC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets services.

Brett Cavalieri is a financial advisor with Morgan Stanley in Madison, CT, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools but does not include individual security recommendations as part of standalone plans.

Patricia Walsh is a financial advisor at Stifel with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co. Inc. since 2012. Outside of her advisory work, she is a licensed notary. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and asset allocation guidance.

John Sack is a financial advisor at Morgan Stanley with a Series 66 designation and 10 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2015 and Morgan Stanley Private Bank, N.A. since 2018. Outside of his advisory role, he is involved in estate administration as an executor. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Michael Sondak is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked at Ameriprise since 2009 in various roles within the firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It 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.

Wayne Tolson Jr. is a Senior Financial Advisor and Sports & Entertainment Advisor at Merrill Lynch Wealth Management based at 75 Rockefeller Plaza. He specializes in providing comprehensive wealth management services tailored to clients in sports and entertainment, as well as highly compensated executives, business owners, and individuals navigating complex financial scenarios. With over eighteen years of global wealth management experience, Mr. Tolson's practice focuses on creating customized financial plans, investment strategies, and legacy management frameworks. His expertise includes executive compensation, divorce transition planning, family wealth management strategies, personal retirement planning, and individual and corporate investment strategy. He utilizes resources from Merrill Lynch and Bank of America to address various aspects of his clients' financial lives, emphasizing client empowerment, financial literacy, and transparency. Mr. Tolson holds a Bachelor of Science degree from Charter Oak State College and carries professional designations including Personal Investment Advisor (PIA), Sports & Entertainment Advisor (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is bilingual in English and Spanish and participates in professional organizations such as NAACP and NMSDC. Additionally, he volunteers with the USAD Youth Mentoring Program to promote financial literacy.

Timothy Cunningham is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1979. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mickey Goldberg is a financial advisor with OSAIC holding a Series 66 designation and six years of industry experience. He previously worked at Bard Financial Services Inc. and Sagepoint Financial, Inc. Outside of advising, he occasionally sells personal sports memorabilia and sports cards through eBay. OSAIC serves a diverse client base that includes individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes various portfolio construction tools and provides access to third-party managed account solutions across multiple asset classes.

Charles Johnson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Ameriprise Financial Services, Inc. for 16 years. 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 advanced operational and research tools.

Bradley Nelsen is a financial advisor with OSAIC based in Durham, CT, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior work includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Allstate Financial. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party money managers and investment platforms.

Michael Gilliland is a financial advisor with Mass Mutual Investors Services in Middletown, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual since 2018, following 18 years at Lincoln Financial Advisors and 10 years at Lincoln Financial Securities Corporation. MassMutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that provides ongoing financial planning, asset management, and educational programs to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative relationships focused on client goals using approved analytical tools and offers event-driven planning services including a standalone Divorce Planning offering.

Gennaro Nardelli is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously spent time at Foresters Financial Services. Outside of his advisory role, he is involved in the resale of goods from online marketplaces. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that combines affiliated and third-party models to provide tailored investment solutions.

Carrie O'neil is the Resident Director and Wealth Management Advisor at Merrill, where she has been a member of the Merrill Lynch Wealth Management team since 2010. She holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. In addition, Carrie holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA), with FINRA Series 7, 9, 10, and 66 registrations and Life and Variable Life insurance licenses. Carrie specializes in customized wealth planning tailored to each client's unique financial goals and objectives. Her expertise encompasses a range of integrated strategies including wealth transfer, tax minimization, lending, philanthropic strategies, and support for client needs such as divorce transition planning, family wealth management, services for endowments and non-profits, managing new wealth, socially responsible investing, retirement income, and investment strategies for individuals and corporations. She takes an individualized approach that considers clients' financial needs alongside their lives, family, and interests. She holds a Bachelor's Degree from Central Connecticut State University and has completed an accredited certificate program from the American College. Carrie is a member of Elm City BNI. Outside of her professional work, she enjoys camping, music, painting, reading, traveling, and spending time with her husband, Patrick, and their four children in Clinton.

Norman Forrester is a Senior Financial Advisor and First Vice President with over 20 years of experience in the financial services industry. He provides a wide array of financial services including asset management strategies, estate planning services, and liability management, working closely with clients to develop personalized financial strategies tailored to their specific goals. He offers expertise in areas such as college education planning, divorce transition planning, family wealth management, LGBT wealth planning, retirement income, and services for endowments, foundations, and non-profits. Norman holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Southern Connecticut State University and is fluent in English and Spanish. Norman is also involved in professional and community organizations, serving as Chairman of the Board for the New Haven Parking Authority and participating in Alpha Phi Alpha Fraternity Inc. Outside of his professional work, Norman enjoys adventure sports, biking, billiards, gardening, music, and traveling.

Adam Novak is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, BNY Mellon, and Columbia Threadneedle. His other business activities include independent insurance brokering. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling techniques with algorithmic automation to deliver these services, emphasizing assets held in Ameriprise-managed accounts.

Marko Cohen is a financial professional at Cetera with three years of industry experience. He holds a Series 66 credential and has worked at Cetera and related entities since 2023. Prior to his financial career, he was a student for 22 years. Cohen is also involved with Wooster Square Advisors, where he provides financial planning and investment allocation services. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by over 10,000 advisors and approximately $256 billion in assets under management.

Jason Macaluso is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services Inc. for 16 years before joining Raymond James in 2024. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and investment consulting through various advisory programs.