David Fishman is a financial advisor with Fisher Investments, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Raymond James & Associates, Tocqueville Securities L.P., and AMG Funds LLC. Fisher Investments serves a global client base of institutional and private investors, offering discretionary portfolio management and sub-advisory services across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research, with risk management strategies that include tax-aware processes and defensive tactics.

Robert Outtrim Jr. is a financial advisor with Merrill in New Haven, CT, holding Series 63 and Series 65 credentials and nearly 50 years of industry experience. He has worked at Merrill since 1976 and has been associated with Bank of America since 2009. Outside of his advisory role, he serves on the audit committee of the New Haven Lawn Club. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad range of clients including individuals, high-net-worth investors, and institutional entities.

Jessica Myers is a financial advisor at OSAIC with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with Valerio Financial Group and National Planning Corporation. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment process with portfolio optimization and provides a variety of programs such as Unified Managed Accounts and third-party money manager options.

Matthew Fortney is a financial advisor with LPL Financial in Shelton, Connecticut, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Northstar Wealth Partners, MSI Financial Services, Ast Investment Services, and American Skandia Advisory Services. Outside of his advisory work, he is involved with Stoneshore Partners LLC, a business entity for tax and investment purposes. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive investment tools and a large network of over 22,800 advisors.

Dean Volain is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes over four decades at Volain & Volain Certified Public Accountants P.C., as well as roles at Raymond James Financial and experience in insurance brokering. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm delivers these services through a centralized consulting team using research, modeling, and tax-efficiency analysis, with a focus on assets held in Ameriprise managed accounts.

Brett Hutchison is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides guidance and support to clients in managing their financial assets. He holds a Bachelor's Degree from Quinnipiac University.

Christopher Podkowiak is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Primerica in various capacities since 2010. Outside of advising, he has been serving at the Probate Court of Berlin, CT since 2015. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and billions in assets under management.

Chelsea Spencer is a financial advisor at Cetera with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Foresters Financial Services and in the hospitality sector. Outside of her advisory role, she is involved with New View Wealth Management LLC, operating under Cetera Business. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Janet Connolly is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior roles include positions at Merrill, Morgan Stanley, and Citigroup Global Markets. She is also involved in an investment-related activity with Wilmington Advisors at M&T. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Frederick Condit is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing equity compensation plans for corporate executives and implementing tax minimization strategies for concentrated stock positions. Frederick provides customized planning services, including college savings and family wealth management strategies, tailoring his approach to clients’ specific needs and risk tolerance. He focuses on areas such as personal retirement planning, retirement income, and tax minimization. Frederick holds a Bachelor’s Degree from Suffolk University and has earned the Personal Investment Advisor (PIA) designation. He is committed to community involvement and participates in local initiatives such as Saint Vincent's Swim Across the Sound. Based in Seymour, Connecticut, Frederick lives with his fiancé and their four cats. Outside of work, he enjoys boating, skiing, cooking, and following professional sports teams including the New York Yankees and Philadelphia Eagles.

Matthew Barrett is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care products, and also assists clients with life settlements. Mass Mutual Investors Services, LLC 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 provides structured, collaborative financial planning engagements supported by firm-approved software and offers specialized programs including divorce planning and event-driven estate and employer-sponsored planning services.

Daniela Aponte is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. Her career includes roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. She is also an independent insurance agent specializing in long-term care and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational services, focusing on collaborative, annual financial planning engagements.

Christopher Young is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2015. Outside of his advisory role, he is also involved in insurance brokerage, focusing on individual life and fixed annuities through Guggenheim Life and Annuity. 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 financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements without discretionary investment authority.

Matthew Hyres is a financial advisor with Merrill in New Haven, CT, holding Series 66 and Series 63 credentials and six years of industry experience. His prior roles include positions at Bank of America, The Vanguard Group, and Fidelity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth investors, and institutional entities.

Ashley Gaines is a financial advisor with Ameriprise in Shelton, CT, holding Series 63 and Series 65 licenses and 15 years of industry experience. Prior to joining Ameriprise in 2024, she worked for 14 years at David Lerner Associates, Inc. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team.

Daniel Grove is a financial advisor with Mass Mutual Investors Services in Hamden, CT, holding Series 63 and Series 65 credentials and four years of industry experience. He previously worked at State Farm Insurance for 15 years. Outside of advisory work, he is also licensed as an insurance agent, focusing on life, disability, long-term care, fixed annuities, and health insurance products. 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 financial planning, asset management, and educational seminars, employing firm-approved analytical tools and offering collaborative, annual planning engagements.

Susananne Bailey is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Securities before joining Merrill and its affiliate Bank of America. Merrill 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 plans, corporations, and charitable organizations.

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.