Elizabeth Baker is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as the Finance Committee Chairperson for Seymour Congregational Church in Seymour, CT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable breadth of investment options including insurance-related products and bank deposit sweep programs.

Egzon Dauti is a financial advisor with UBS Financial Services in New Haven, CT, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining UBS in 2025, he worked at Key Bank and Citizens Securities, INC, accumulating a total of nine years in the financial sector. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Corey Gallagher is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Securities Corporation and Citigroup. LPL Financial is a national broker-dealer and SEC-registered investment adviser supporting individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using various investment strategies and tools.

Charles Stack is a financial advisor with LPL Financial and holds Series 63 and Series 65 registrations. He has 32 years of industry experience, including prior roles at Royal Alliance and National Planning Corporation. In addition to his advisory work, he serves as a part-time music director at Tabor Evangelical Lutheran Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Alison Masopust is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 66 designation and previously worked at Merrill and Bank of America. Outside of her advisory role, she is involved in a family-run horticulture business and serves on the CIMA Certification Commission for the Investment & Wealth Institute. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services guided by a proprietary investment strategy methodology.

Nicholas Agresti is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and one year of industry experience. His work background includes roles at Eastern Connecticut State University and PFS Investments Inc. He has also held positions in education at Joseph A Foran High School and Harborside Middle School. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts, with operational support from BNY Mellon Advisors and Pershing.

Paul Fitzpatrick is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Sagepoint Financial, Inc. for 14 years. Fitzpatrick is a 25% owner of Diversified Financial Solutions, P.C., a CPA firm where he performs accounting and tax preparation services, and he serves on the board of the YMCA of Naugatuck. OSAIC serves a diverse range of clients including individual investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and supports both discretionary and non-discretionary portfolio management across various investment vehicles.

Gustabo Sempertegui is a financial advisor with LPL Enterprise holding a Series 66 designation and four years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he is involved in outbrokerage activities for fixed insurance products. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

John Billington is a CFP® and ChFC® with 44 years of experience in the financial services industry. He has worked at MassMutual Investors Services since 2017 and has prior experience with Metropolitan Life Insurance Company and Metlife Securities, Inc. In addition to his advisory work, he serves as a trustee for several family trust accounts and is a partner in Harbor Oak Professional Services, LLC, which manages tax-related matters for the partnership. MassMutual 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 programs, emphasizing collaborative, annual client relationships and event-driven planning services.

Wayne Tolson Jr. serves as a Senior Financial Advisor and Sports & Entertainment Advisor at Merrill Lynch Wealth Management, based at 75 Rockefeller Plaza. In his role, he focuses on delivering comprehensive wealth management strategies that are customized to meet the individual needs of clients, including highly compensated executives, business owners, athletes, and artists. His expertise encompasses areas such as divorce transition planning, executive compensation, family wealth management strategies, personal retirement planning, and both individual and corporate investment strategy. Mr. Tolson holds a Bachelor of Science degree from Charter Oak State College and maintains professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Advisor. He is bilingual in English and Spanish and is affiliated with professional organizations including the NAACP and NMSDC. His approach emphasizes client empowerment, financial literacy, and transparency, aiming to tailor flexible solutions as client needs and market conditions evolve. Beyond his professional duties, Wayne Tolson Jr. contributes to the community as a volunteer for the USAD Youth Mentoring Program, where he supports financial literacy initiatives. His personal interests include basketball, football, golfing, hiking, music, singing, and traveling.

Mauricio Trabuco is a financial advisor with MassMutual Investors Services and holds Series 66, Series 65, and Series 63 licenses. He has 21 years of industry experience, including prior roles at The Prudential Insurance Company of America and Pruco Securities. In addition to his advisory work, he operates as an independent insurance agent selling life, fixed annuities, disability, long-term care, health, and property and casualty insurance. MassMutual Investors Services, LLC 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, utilizing firm-approved analytical tools and offering various programs including educational seminars.

James Atkinson is a Series 66 licensed financial advisor with Merrill in Southbury, CT, and has 8 years of industry experience. He previously worked at Webster Bank for two years before joining Merrill. 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

David Colangelo is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and previously worked at MassMutual Life Insurance Company and ATA Aerospace. Outside of advising, he is also licensed as an insurance broker, selling life, disability, long-term care, fixed annuities, and health insurance. 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, educational seminars, and specialized programs including divorce and estate-settlement planning.

John Pearson is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 39 years of industry experience, including prior roles at Metlife Securities, Inc. and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, Pearson owns a CPA tax preparation business and serves as treasurer for Harbor Oak Professional Services, LLC, a firm focused on shared operational infrastructure and expense management. MassMutual Investors Services 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 emphasizes collaborative, annual financial planning engagements and provides specialized programs such as divorce planning, estate settlement, and employer-sponsored planning.

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.

Norman Forrester is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. He provides a comprehensive range of financial services including asset management strategies, estate planning, and liability management, tailoring personalized wealth management strategies to help clients pursue their long-term financial goals. He holds a Bachelor's Degree from Southern Connecticut State University and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise spans areas such as college education planning, divorce transition planning, family wealth management, retirement income, and strategies for endowments, foundations, and non-profits. Norman follows the Merrill tradition of community engagement, participating actively as Chairman of the Board for the New Haven Parking Authority and within Alpha Phi Alpha Fraternity Inc. Outside of his professional work, he pursues interests including adventure sports, biking, billiards, gardening, music, and traveling.

Fritz Ek IV is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding CFP®, ChFC®, and Series 66 designations and having eight years of industry experience. His prior roles include positions at Barnum Financial Group/Oasis and multiple MassMutual affiliates. Outside of his advisory work, he is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and property/casualty insurance, and he is also a mortgage loan originator. 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 offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

David Leibell is a financial advisor at UBS Financial Services with 12 years of industry experience and holds a Series 66 designation. He has been with UBS since 2013. Outside of his advisory role, he serves as a trustee and executor for multiple family trusts and estates, sits on the board of The Carl and Dorothy Bennet Foundation, and contributes as chair of the Family Business Advisory Committee for Trusts and Estates Magazine. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services. The firm utilizes proprietary research and model-based asset allocations to tailor strategies, offering a broad range of services including wealth management, institutional trading, and capital markets solutions.

Joseph Lopresti is a ChFC® with 33 years of experience in the financial services industry. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. and Metropolitan Life Insurance Company for 25 years. He also serves as president of the Barnum Foundation for Life, a nonprofit organization where he volunteers on the board of directors. Mass Mutual Investors Services, LLC 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, annual planning engagements using firm-approved tools to analyze client goals and delivers written recommendations.