Michael Becque is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His career includes roles at Merrill since 2020 and Bank of America from 2020 to 2024, as well as prior experience at Hallmark. 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 and profit-sharing plans, corporations, and charitable organizations.

David Caraglior is a CFP®-certified financial advisor with 31 years of industry experience. He has worked at Ameriprise since 2017, including its affiliated entities, and previously spent over a decade at MetLife Resources. Outside of advisory work, he is involved in independent insurance brokering focused on universal life products. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Sarah White is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2026. She has been with Fidelity since 2019, previously serving as Vice President Wealth Planner and Financial Consultant. Prior to joining Fidelity, Sarah held various roles including Wealth Strategy Associate at UBS Financial Services Inc., Financial Consultant Vice President at Santander Investments Services LLC, Wealth Advisor at Gupta Wealth Management, and Senior Registered Client Service Associate at UBS Financial Services Inc. Throughout her career, Sarah has focused on financial planning and wealth management, helping families work toward life fulfillment through structured financial plans. She emphasizes the importance of planning to anticipate both the joys and challenges of life. Outside of her professional work, Sarah enjoys golf and traveling.

Edward Fredericks is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has worked at Equitable Advisors since 2005 and previously held positions at AXA Advisors, Trusted Securities Advisors Corp., and Mony Securities Corporation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm delivers its services through a network of Investment Adviser Representatives and utilizes a variety of third-party and proprietary advisory programs.

William Collins is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has four years of experience in the financial services industry, including roles at MassMutual Life Insurance Co. and Barnum Financial Group. Prior to his advisory career, he gained diverse experience across several industries and attended Sacred Heart University. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning with a range of asset management and educational offerings.

Jennifer Cimilluca is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Christopher Maciejak is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 23 years of industry experience. He has been with Ameriprise since 2006, including six years at the current firm. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Haddam Killingworth Little League. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

Guillermo Torres Jr. is a financial advisor with Merrill in New Haven, CT, holding a Series 66 designation and six years of industry experience. He has been with Merrill and its parent company Bank of America since 2015. Prior to his current role, he worked for Luxury Brand Holdings / Ross-Simons for seven years. 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 supported by internal and third-party managers for a range of clients, including individuals, high-net-worth investors, and institutions.

John Capece is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Voya Financial Advisory and Waddell & Reed. In addition to his financial advisory work, he serves as a substitute teacher at Grammer School in North Haven, CT. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Lassen is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Voya Financial Advisors and Equitable Advisors. In addition to his advisory role, he is involved with Brokers Service Marketing Group, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jarrod Slater is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a corporator for Milford Hospital, helping to 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Bryan Duffy is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Northwestern Mutual. Outside of his advisory work, he assists clients with Medicare coverage options through his side business focused on Medicare-related insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, as well as institutional clients such as employer-sponsored retirement plans and charitable entities. The firm employs a model-driven investment approach, offering access to third-party asset managers and participating in wrap programs, while also facilitating insurance product sales through affiliated entities.

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.

Victor Garra is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of his advisory role, he works as an independent insurance agent specializing in life insurance, disability, long-term care, fixed annuities, and health insurance. MassMutual 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, and educational seminars, focusing on collaborative, goal-driven planning with optional implementation of recommendations through brokerage or insurance arrangements.

Raymond Goskowski is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and 14 years of industry experience. His previous roles include positions at Guardian Life Insurance Company and Northwestern Mutual Wealth Management Company. He is based in Shelton, CT. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and offers event-driven planning programs such as estate settlement and employer-sponsored planning.

Richard Wolf is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His prior roles include positions at Woodbury Financial Services, Infinex Investments, Newtown Savings Bank, Prudential Annuities Distributors, and Prudential Insurance Company of America. Wolf serves on several nonprofit boards in Trumbull, CT, including the Tashua Fathers Club and local soccer organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and asset management solutions, leveraging a large network of investment adviser representatives and a range of investment strategies supported by technology and research tools.

Riley Ward is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 and Series 63 licenses. His prior work includes roles at Manzi Insurance and Bull's Bridge Golf Club, as well as time spent at Salve Regina University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Mark Stevens is a financial advisor with LPL Financial based in Hamden, CT. He holds the CFP® designation along with Series 63 and 65 licenses and has 29 years of industry experience. Stevens has operated multiple advisory businesses under his name since 2013 and has longstanding experience with Waddell & Reed since 1997. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions through a large network of advisors.

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.