Tracy Curtis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining LPL Financial in 2025, Curtis worked for 14 years at David Lerner Associates. Outside of advisory work, Curtis is involved in a retirement and wealth management business and co-owns a real estate rental venture with a spouse. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and employs various investment strategies supported by LPL Research and third-party subadvisors.

Anne Orr is a Series 66 licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill in 2024, she held positions at Serena & Lily, vineyard vines, Ivory Ella, Centric Brands Group, and Savannah College of Art and Design. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Oliver Christie is a financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at JetSpring, LLC, Proper Insurance, LLC, and several other firms. He is the founder and CEO of The George B. Christie Foundation, Inc., a charitable foundation currently incorporated and expected to seek tax-exempt status in 2026. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.

Michael Trombetta is a Financial Consultant currently working at Fidelity Investments since 2022. He collaborates with clients to evaluate their current portfolios and assists them in avoiding common financial pitfalls through ongoing support and planning. His professional experience includes roles as a Financial Advisor at Investmark Advisory Group from 2020 to 2022, Regional Sales Consultant at Prudential Financial from 2015 to 2020, and Fund Specialist at Franklin Templeton from 2012 to 2015. Michael is a Certified Financial Planner (CFP4).

Glenn Levine is a CFP® professional with 43 years of industry experience. He is currently affiliated with LPL Enterprise and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC. Additionally, he operates Glenn A. Levine Insurance & Financial Services, specializing in non-variable insurance products. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional investors. The firm provides financial planning, consulting, and brokerage services through an integrated platform that combines advisory programs with insurance and lending products.

Carla Regina is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Prudential for 29 years, followed by a year at Thimble Island Private Wealth. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Antonio Dispensa is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities LLC since 2016. His practice is based in Danbury, Connecticut. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nicholas Kreuzer is a financial advisor with LPL Enterprise, holding a Series 66 designation and starting his industry experience in 2025. Prior to joining LPL Enterprise, he held positions in education and retail. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios, blending adviser programs with brokerage and insurance products through an integrated platform.

Nicholas Auriemma Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior roles include positions at Equity Services, Inc. and National Life Group. He is also an insurance agent specializing in individual and group life and health insurance, fixed annuities, and long-term care. 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 provides ongoing financial planning, asset management, and educational seminars using firm-approved tools to analyze client goals and develop written recommendations.

Timothy Macdonald is a financial advisor with LPL Enterprise in Orange, CT, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also the owner of The Floor Store, a retail business specializing in soft and hard flooring installation. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering services through advisory and brokerage channels. The firm provides access to model wealth portfolios, third-party asset management, and a range of financial products supported by its integrated platform.

Ashley Kaiser is a financial advisor with UBS Financial Services in Ridgefield, CT, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor client plans.

Scott Mitchell is a financial advisor at OSAIC with 26 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial, Inc. for 14 years. Outside of advising, he is a CPA partner at Melillo & Mitchell and Innovative CPA Group, specializing in tax preparation and planning, and operates an independent insurance sales business. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of advisers, offering brokerage and investment advisory services, financial planning, and access to managed portfolios. The firm employs asset-allocation tools, risk assessments, and multiple investment platforms to customize client portfolios, including stocks, bonds, mutual funds, ETFs, and alternative investments.

Jason Medoff is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2017, progressing through roles including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Jason worked at Peoples Securities, Inc, where he served as Financial Consultant, AVP from 2013 to 2017 and as Investment Associate from 2011 to 2013. His financial services career also includes roles at Northstar Financial Planning and Putnam Investments. Jason is a Certified Financial Planner™ who collaborates with clients to develop personalized financial plans tailored to retirement and other life events. He and his team focus on understanding clients' goals and priorities to help them work toward financial security and comfort.

Liam Whaley is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior work experience with MassMutual Life Insurance Co, the University of Massachusetts Dartmouth, and East Lyme Public Schools. Outside of finance, he was involved in managing Supercharged Indoor Karting and Axe Throwing for four years. 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-oriented planning engagements and a range of educational and event-driven planning programs.

Robert Baptist Jr. is a financial advisor at LPL Financial with 38 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked with People's United Advisors, Inc. and People's Securities, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research.

Michaela Hewett is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 42 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she is involved with Emerson Reid. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and access to asset management through various third-party programs. The firm utilizes a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Russell Hanson is a financial advisor with LPL Enterprise, holding Series 66 and Series 63 licenses and 18 years of industry experience. His prior positions include roles at Bank of America and JPM Chase. Hanson is also involved in non-variable insurance activities through an affiliated agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory services with brokerage and insurance products through an integrated platform.

Paul Curtis is a financial advisor with Wells Fargo Clearing in Stamford, CT, holding Series 63 and Series 66 credentials and 30 years of industry experience. His previous roles include positions at The Prudential Insurance Company of America and Seersite LLC. Outside of his advisory work, he serves as co-treasurer for the Staples High School Cross Country Team in Westport, CT. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Anni Berkeley is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s corporate platform, providing access to a wide range of products and services beyond traditional investment management.

Natalina Demeis is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. She holds the Series 66 credential and has held roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and METLIFE Securities Inc from 2007 to 2017. Outside of her advisory work, she is the owner and manager of Barnum Benefit Advisors, LLC, an insurance business consulting clients and managing a team, and she also works as an independent insurance agent. 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 provides financial planning, asset management, and educational programs, focusing on collaborative, annual planning relationships and a range of investment and planning services.