John Doris is a financial advisor with Stifel in Hamden, CT, holding Series 63 and Series 65 designations and possessing 29 years of industry experience. He has been with Stifel since 2007. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jared Sumner is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he collaborates with clients and their families to develop personalized financial plans that align investment strategies with their important financial goals. Jared emphasizes providing clear guidance on complex topics and helping clients understand their available options to support confident financial decision-making. Prior to his current role, Jared held several positions at Fidelity Investments, including Investment Consultant (2024-2025), Investment Solutions Representative II - Fixed Income Specialist (2023-2024), Investment Solutions Representative I (2022-2023), and Customer Relationship Advocate (2021-2022). These roles contributed to his experience and expertise in financial planning and investment solutions.

Denise Hotch is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has been with Merrill since 2021 and is also a group fitness instructor at Edge Fitness and the Westport Weston Family YMCA, where she has worked since 2002. 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 both model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and charitable organizations.

Richard Curtis Jr. is a Series 66-licensed financial advisor with UBS Financial Services in New Haven, CT, where he has worked since 2002. He has 24 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and a broad range of capital markets services. The firm uses proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Thomas Hutchison is a Wealth Management Advisor at Merrill Lynch Wealth Management in New Haven, Connecticut, and a founding partner of the GKH Group. He has been with Merrill since 1998 and brings over two decades of experience in investment and wealth planning. His practice focuses on areas including wealth transfer strategies, philanthropic giving, educational planning, wealth accumulation plans, executive stock options, estate planning services, portfolio management, education planning, family wealth management, liquidity management, philanthropic planning, sports and entertainment, tax minimization, and retirement income. Mr. Hutchison received his bachelor's degree in sociology from Yale University in 1994. Prior to his career in wealth management, he played professional baseball for two seasons with the Montreal Expos organization and worked for three seasons in the New York Mets front office as assistant director of player personnel. He holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ in conjunction with the Wharton School. Additionally, he has been recognized on Barron's "Top 1,200 Financial Advisors" list from 2019 to 2025 and Forbes' "Best-in-State Wealth Advisors" list from 2020 to 2025. Outside of his professional work, Mr. Hutchison has served as Past President of the Yale Baseball Alumni Association and the Turkey Hill School Fathers Club of Orange, Connecticut. He is involved in coaching and supporting youth sports programs. Personal interests include baseball, basketball, fishing, football, reading, spending time with family, watching movies, and practicing yoga.

Connor Breit is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2021. Outside of his advisory role, he works part-time delivering food for Uber Technologies, Inc. and DoorDash Inc. 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 a wide range of individual and institutional clients.

Michael Bucci is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked previously at Bozzutos Inc and First Republic Bank. Before his financial services career, he spent several years in education and building maintenance. 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.

Zachary Dugas is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017, following four years at MetLife Securities Inc. He also operates as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, long-term care, and Medicare-related products. Mass Mutual Investors Services 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, and educational programs, providing collaborative, annual planning engagements that use firm-approved analytical tools without discretionary authority over client investments.

Robert Giannini is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and over 55 years of industry experience. He has been with Raymond James and its affiliated entities since 2012. Giannini also serves as a trustee of a small bank account for a previous client. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with notable offerings in municipal finance and SIMPLE IRA employer advisory services.

Christopher Hiza is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 15 years of industry experience, including roles at MetLife Securities Inc. and MassMutual Life Insurance Company. In addition to his advisory work, he operates as an independent insurance agent selling property and casualty, Medicare-related, life, accident, health, fixed annuities, dental, and group disability income products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses analytical tools and collaborative planning to deliver written recommendations, with implementation handled through separate brokerage or insurance arrangements.

Zachary Wojtowicz is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations, and has 10 years of industry experience. He previously worked at Metlife Securities before joining Mass Mutual in 2016. In addition to his advisory role, he is licensed as an insurance agent specializing in life, health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers services including asset management, wrap programs, and educational seminars.

Saul Mag is a Wealth Management Senior Relationship Manager at Fidelity Investments. In this role, he supports Fidelity's most valued clients and their families by helping them navigate the firm's resources and providing a personalized approach to assistance that strengthens client relationships. Saul has been with Fidelity Investments since 2013, progressing through several roles including Investment Representative, Relationship Manager, Planning Consultant, and currently Senior Relationship Manager. His experience spans wealth management and client relationship services, focusing on delivering tailored financial solutions. Outside of his professional work, Saul's personal interests include comedy, golf, parenthood, pets, and tennis.

Ryan Cassidy is the Vice President and Branch Leader responsible for leading Fidelity's New Haven Investor Center. In this role, he offers guidance to customers on a range of financial planning services including one-on-one retirement and investment planning, income strategies, college planning services, and integrated employee benefits strategies. He has been with Fidelity Investments since 2016, initially serving as Director of Investor Center Operations from 2016 to 2021 before assuming his current leadership position in 2021.

Anthony Passarello is a financial advisor at Morgan Stanley with 55 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliated entities since 2009, as well as Citigroup Global Markets from 1993 to 2009. He is based in New Haven, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary investment modeling in its advisory services.

Peter Schutt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Massachusetts Mutual Life Insurance Company, and New York Life Insurance Company. 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’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to third-party asset managers and various financial planning services.

Joseph Mcdonagh is a financial advisor with LPL Financial in Hamden, CT, holding a ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including roles at Waddell & Reed, various insurance carriers, and his own practice. He is also involved in his local community as an election worker for the Town of Hamden. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Wendy Wheeler is a financial advisor at Morgan Stanley with 48 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, previously serving with Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-supported planning process focused on advisory services rather than individual security recommendations.

Steven Green is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses. He has one year of industry experience and a background in emergency services, including roles with the Norwalk Police Department, Rocky Hill Police Department, Baltimore Police Department, and American Medical Response. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and a large network of advisors.

Lisa Cullen is a Planning Consultant at Fidelity Investments, where she has been serving clients since 2023. She provides personalized and customized financial planning services, aiming to co-create plans that offer clients peace of mind and a high-quality experience. Prior to her current role, Lisa worked as a Relationship Manager and Financial Representative at Fidelity Investments from 2019 to 2023. She also has experience as an Investment Strategist at Merrill Lynch & Co., Inc. from 1994 to 2001. Throughout her career, Lisa has developed expertise in financial planning and client relationship management. Her professional background includes working with a diverse set of clients to tailor financial strategies that meet their individual needs. Outside of her professional work, Lisa enjoys hiking, kayaking, visiting museums, listening to music, reading, and skiing.

Jacquelyn Smith is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.