Jarrod Slater is a financial advisor with Wells Fargo Clearing in New Haven, CT, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a corporator for Milford Hospital, where he helps organize charity events. 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 combines extensive research and analytics with a broad range of brokerage and advisory solutions.

Michael Massa is a financial advisor with Equitable Advisors in Hamden, CT, holding a Series 66 designation and four years of industry experience. Prior to his current role beginning in 2022, he worked at Del Mar Union School District for six years and at Point Loma Nazarene University for three years. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers. The firm’s approach includes matching clients to advisory models and discretionary managers, utilizing a range of investment vehicles and fiduciary services for qualified plans.

Erin Smith is a Series 65–licensed financial advisor with Edelman Financial Engines, based in Oakville, CT. She has three years of industry experience, including roles at Financial Engines Advisors L.L.C. since 2022 and Bank of America from 2015 to 2022. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Jacqueline Ferguson is a financial advisor at OSAIC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at TD Private Client Wealth LLC and TD Bank. Outside of her advisory role, she is involved with Ragnarok Tattoo Company, Inc. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and third-party solutions to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Mark Stevens is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial since 2021. He has previously worked at Waddell & Reed, Inc. for 24 years and operates Stevens & Boutilier Financial Advisors LLC and Stevens Group Financial Services LLC. Stevens also has involvement in non-variable insurance 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 services including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Eric Lawton III is a financial advisor with LPL Financial in Guilford, CT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Westport Capital Markets, Merrill, Wells Fargo Clearing, Legg Mason Wood Walker, and Prudential Equity Group. Outside of his advisory work, he is involved with The Keeper LLC, which operates boat tours in Shoreham, RI. 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 provides advisory and brokerage services through a network of investment adviser representatives and offers a range of financial planning and investment management solutions.

Seth Stark is a financial advisor at Ameriprise in Oxford, CT, with Series 66 credentials and less than one year of industry experience. His prior work includes roles at Investec, King Paper, and Borderline Surf Shop, as well as academic pursuits. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Luke Rassow Kantor is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Octagon prior to his current role. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Cashman is a financial advisor with Morgan Stanley in Madison, CT, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services before joining Morgan Stanley. He serves as a board member on the Finance Committee for the United Way of Greater New Haven. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides advisory services through structured planning tools and a broad set of retail and institutional offerings.

Adelio Gallucci is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets from 1993 to 2009. He holds the Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured tools and modeling techniques.

Eric Tashlein is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2022. His prior experience includes roles at Connecticut Capital Management Group, LLC, and multiple positions within Cambridge Investment Research entities dating back to 2011. He is also the owner of Connecticut Benefits Group, LLC, an insurance and benefits firm he has operated since 1990. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers a range of investment solutions through independent financial professionals, utilizing proprietary models and third-party managers across various platform arrangements.

Ryan Naser is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and Investors Capital Corp. In addition to his advisory work, he is involved in software sales through a separate business activity. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Klaus Engstler is a CFA® and ChFC® credentialed financial advisor with seven years of industry experience, all of which has been with Edward Jones since 2019. He is based in Middlebury, CT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Justin Carfora is a financial advisor with LPL Financial based in Branford, CT, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at First Trust Advisors, TerraNova Capital Equities, and Citigroup Global Markets. He is also involved with Webster Bank in an investment-related capacity. 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 investment management services through a large network of advisors and integrates both proprietary research and third-party strategies into its client solutions.

Kirk Knudsen is a CFP®-credentialed financial advisor with 38 years of industry experience. He is currently with Morgan Stanley in New Haven, CT, having joined the firm in 2026 following a 21-year tenure at UBS Financial Services. Outside of his advisory work, Knudsen serves on the finance committee of the New Haven Rowing Club, contributing to the organization’s community rowing initiatives. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad range of investment offerings, serving clients through various advisory and brokerage services.

Michael Leclair is a financial advisor with Stifel in Hamden, CT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Marc Dynder is a CFP® and ChFC® with 26 years of experience in financial advisory. He has been with Ameriprise since 2005, currently serving in Southington, CT. Outside of his advisory role, he is involved in community activities including serving on the Southington Conservation Commission and Open Space Committee, and acting as an assistant coach for the Southington Youth Wrestling Club. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Shubina Mathur is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been a part of the Bank of America organization since 1989. She specializes in areas such as Education Planning, Family Wealth Management Strategies, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Women and Wealth, and Retirement Income. Throughout her career, Shubina has collaborated with multiple teams and internal partners to develop customized financial strategies and has established strong client relationships. Shubina holds a Bachelor's Degree from Vanita College and has pursued continuing education in economics and sociology. She has earned several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Originally from India, Shubina is fluent in Hindi and has been a resident of Connecticut for the past 35 years. She lives with her husband, an engineer, and has two children and two grandchildren. Both of her children are Finance graduates working in hedge funds and private equity in New York and Toronto, respectively.

Charles Kaywood is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves on the Finance and Investment Committee of Trinity Church, where he assists with operational and financial matters. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process and offers a broad range of financial products and services.

Daniel Calarco is a financial advisor with Wells Fargo Clearing in Hamden, CT, holding a Series 66 designation and 24 years of industry experience. He previously worked at Citizens Securities, Inc. for eight years before joining Wells Fargo in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving a broad range of institutional clients.