Gillian Hannon is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior work includes roles at Mass Mutual Investors Services, Barings, and the University of South Carolina. She also has experience as an insurance broker, selling individual life, disability, long-term care insurance, fixed annuities, and health products. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frederick Booth III is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets starting in 2003. Outside of his advisory work, Booth serves as a board member of the Wallingford Country Club. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and comprehensive investment resources in its financial planning process.

Charles Gay is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Fairfield, Connecticut office. He serves families and individuals, including multigenerational families, business owners, and clients preparing for or living in retirement. Charles focuses on developing personalized wealth management strategies that align with his clients' long-term goals, with an emphasis on family wealth management strategies, legacy planning, personal retirement planning, tax minimization, and retirement income. Charles joined Merrill Lynch in 2007 and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his undergraduate degree from Harvard University and holds a master's degree from Cornell University. Charles lives in Ridgefield, Connecticut, with his wife and three children. In his personal time, he enjoys golfing, skiing, and practicing yoga.

Melissa Morley is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2026, she worked for the Department of Veterans Affairs from 2012 to 2025. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s services include proprietary and third-party investment advisory programs delivered through a broad network of Investment Adviser Representatives.

Kassandra Petrocelli is a Financial Consultant at Fidelity Investments, where she has been employed since 2017. In her current role, she works closely with a Wealth Management Team to assist clients in pursuing their financial goals through personalized financial planning. Her experience at Fidelity includes various positions such as Planning Consultant, Relationship Manager, Financial Representative, Investment Sales Associate, and Brokerage Operations Representative, reflecting a comprehensive understanding of financial services and client relationship management. This progression within the firm highlights her commitment to developing tailored strategies that align with each client's unique needs and priorities. Outside of her professional responsibilities, Kassandra engages in activities such as cooking and baking, photography, tennis, traveling, and attending social events with friends.

Joshua Salgado is a financial advisor with LPL Financial in Hamden, CT, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial, he worked at David Lerner Associates and held various roles at PepsiCo. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives managing over $819 billion in discretionary assets.

Allison Novak is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 10 years of industry experience, including prior roles at Legacy Financial Group and Cambridge Investment Research. She has been with Mass Mutual and its affiliated entities since 2019. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and provides additional services such as educational seminars and event-driven planning programs.

Melissa De Brino is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has worked at Morgan Stanley since 2021 and previously was employed by UBS Financial Services from 2017 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market models to support its advisory services.

Charles Mac Namara is a financial advisor at LPL Enterprise with a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, BNY Mellon Securities Corporation, Equitable Advisors, and AXA Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses a primarily model-driven investment approach with access to third-party asset managers and operates as both a broker-dealer and an insurance product facilitator through affiliated entities.

Nikola Sormaz is a Series 66-credentialed financial advisor with Edward Jones in New Haven, CT, bringing eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Jensen Industries from 2004 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Alexander Potocsny is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley and International Assets Advisory, LLC. 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 asset management services through a large network of investment adviser representatives, with a focus on both advisory and non-advisory financial activities.

Gregory Fischer is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. He began his career in 1999 and has over two decades of experience guiding clients through complex financial decisions. He focuses on building lasting relationships with a select group of clients and their families, providing tailored wealth strategies that support their goals, priorities, and legacy. Greg holds the Certified Private Wealth Advisor\u00ae (CPWA\u00ae) designation, administered by the Investments & Wealth Institute in conjunction with the University of Chicago Booth School of Business. He also holds the Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He graduated from Wesleyan University with a bachelor's degree in Economics, where he played football and ice hockey. Greg lives in Redding, Connecticut with his two sons. Outside of work, he enjoys snowboarding, golfing, mountain biking, and spending time outdoors with family and friends.

John Ahern is a Financial Consultant currently working at Fidelity Investments since 2021. He has over a decade of experience in financial advisory roles, including positions as an Investment Consultant at Fidelity Investments, and Financial Advisor roles at MML Investor Services, LLC, MSI Financial Services, Inc., and New England Securities. He began his career as a Junior Associate at Financial Advisory Network, LLC. John is a Certified Financial Planner™ professional who focuses on helping clients work towards their long-term financial goals by developing a thorough understanding of their current situation and future objectives. He collaborates with clients to establish a clear financial picture and identify strategies to improve their likelihood of long-term success. Outside of his professional work, John enjoys activities such as beach outings, biking, family activities, golf, running, and skiing.

Karen Scinto is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked with firms including Northwestern Mutual Investment Management and Merrill. Scinto also maintains an affiliation with Tennant Financial in connection with her LPL Business activities. 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, third-party asset management, and institutional platforms.

John Lombardi is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PFS Investments Inc. and Primerica Financial Services since 2010. Outside of advisory work, he is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process, with trade implementation delegated to BNY Mellon Advisors.

John Uyeki is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Janney Montgomery Scott, Chelsea Groton Bank, and Infinex Investments Inc./Osaic Institutions, Inc. Outside of his advisory work, he is an owner and partner of Stripers Inc. LLC, a recreational fishing boat business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a centralized due-diligence and ESG eligibility process.

Kalie Van Cura is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, previously employed by Tudor Investment Corporation. 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, pension plans, corporations, and charitable organizations.

Philip Ucci III is a financial advisor with Raymond James Financial, holding the ChFC® and Series 66 designations and bringing 20 years of industry experience. His prior work includes eight years at Edward Jones and a year with KeyBank and Key Investment Services LLC. Outside of his advisory role, he is CEO of Sound Financial Partners LLC and President of Ucci Partners Wealth Management LLC, entities involved in his business operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm uses a tailored, non-discretionary approach incorporating risk profiling and analytical tools, and it supports a broad advisor network with specialized programs and institutional consulting.

Lisa Capobianco is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of advising, she serves as Secretary and Treasurer of WHITECAP Technologies, Inc., a telecommunications sales company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools.

Gerald Nearier is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel since 2007 and previously worked at Ryan Beck & Co. from 2004 to 2007. He holds Series 63 and Series 65 licenses and serves clients from Hamden, CT. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.