David Snetro is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2011. He is based in New Haven, CT. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process employs structured discovery and firm-approved tools, relying on modeling techniques such as Monte Carlo simulations without providing individual security recommendations as part of standalone plans.

Kurt Lenz is a financial advisor with Equitable Advisors in Hamden, CT, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is a joint owner of a vacation property where he manages contractor hiring for its upkeep. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management services. The firm utilizes a range of advisory programs and third-party managers, offering products including mutual funds, ETFs, separately managed accounts, and alternative investments.

Tomeka Robinson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at various Wells Fargo entities since 2011. 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 databases.

Matthew Hecker is a financial advisor with MassMutual Investors Services in Shelton, CT. He holds Series 65 and Series 63 licenses and has eight years of industry experience. Prior to his current role, he worked at General Nutrition Company and Central Connecticut State University. Hecker is also an independent insurance agent, selling life insurance, fixed annuities, disability, long-term care, and health insurance. MassMutual 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 uses firm-approved software tools to deliver written recommendations through annual, collaborative financial planning engagements.

Jeremy Stewart is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved with Machrotech LLC for nine years and worked as a self-employed professional for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Ben Zeisler is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with individuals, families, and business owners, providing personalized planning and tailored wealth management strategies. His services include college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Ben holds a Bachelor's Degree in Economics and Finance from Bentley University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is also a member of the professional organization Kappa Pi Alpha. Raised in Fairfield, Connecticut, Ben now serves clients in the community where he grew up. He enjoys golfing, fishing, and skiing in Vermont during the winter. His professional philosophy centers on helping clients uncover what matters to them and their families to create strategies for pursuing their financial goals.

Gregory Coghlan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, he co-owns Christie Coghlan Investment Management LLC with his spouse and serves as a trustee for the associated 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu that includes niche services such as business-owner transition planning and special-needs analysis, with advisors delivering tailored recommendations supported by Wells Fargo research and tools.

Harris Halloran is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes positions at Northwestern Mutual and Zinnia, as well as educational roles at several schools. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Taylor Marnett is a Financial Consultant at Fidelity Investments, a position held since 2025. In this role, Taylor collaborates with clients and their families to develop comprehensive financial plans that align with their goals. Taylor's experience at Fidelity Investments includes roles as an Investment Consultant from 2023 to 2025, Financial Representative from 2022 to 2023, Investor Center Intern in 2021, and Inside Sales Intern in 2020. This progression reflects a continuous commitment to the financial services industry and client-focused consulting. Outside of work, Taylor has interests in pets and yoga.

Gillian Hannon is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior work includes roles at Mass Mutual Investors Services, Barings, and the University of South Carolina. She also has experience as an insurance broker, selling individual life, disability, long-term care insurance, fixed annuities, and health products. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frederick Booth III is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and also spent six years at Citigroup Global Markets. He serves as a board member of the Wallingford Country Club in Connecticut. Morgan Stanley Wealth Management provides investment advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of advisory programs.

Heidy Villarroel is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and bringing 15 years of industry experience. Her prior work includes six years at Ameriprise and nine years at Ameriprise Financial Services, Inc. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Charles Gay is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Fairfield, Connecticut office. He serves families and individuals, including multigenerational families, business owners, and clients preparing for or living in retirement. Charles focuses on developing personalized wealth management strategies that align with his clients' long-term goals, with an emphasis on family wealth management strategies, legacy planning, personal retirement planning, tax minimization, and retirement income. Charles joined Merrill Lynch in 2007 and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his undergraduate degree from Harvard University and holds a master's degree from Cornell University. Charles lives in Ridgefield, Connecticut, with his wife and three children. In his personal time, he enjoys golfing, skiing, and practicing yoga.

Melissa Morley is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she worked for 13 years at the Department of Veterans Affairs. 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 utilizes a range of advisory programs and third-party asset managers to deliver customized investment solutions.

Kassandra Petrocelli is a Financial Consultant at Fidelity Investments, where she has been employed since 2017. In her current role, she works closely with a Wealth Management Team to assist clients in pursuing their financial goals through personalized financial planning. Her experience at Fidelity includes various positions such as Planning Consultant, Relationship Manager, Financial Representative, Investment Sales Associate, and Brokerage Operations Representative, reflecting a comprehensive understanding of financial services and client relationship management. This progression within the firm highlights her commitment to developing tailored strategies that align with each client's unique needs and priorities. Outside of her professional responsibilities, Kassandra engages in activities such as cooking and baking, photography, tennis, traveling, and attending social events with friends.

Mark Burton is a financial advisor at Morgan Stanley with 27 years of industry experience and holds Series 63 and Series 65 designations. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as secretary of Audiotronics, a family-owned business. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved planning tools and models.

Joshua Salgado is a financial advisor with LPL Financial in Hamden, CT, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining LPL Financial in 2026, he worked at David Lerner Associates for two years and has several years of experience at PepsiCo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Allison Novak is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 10 years of industry experience, including prior roles at Legacy Financial Group and Cambridge Investment Research. She has been with Mass Mutual and its affiliated entities since 2019. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and provides additional services such as educational seminars and event-driven planning programs.

Melissa De Brino is a financial advisor with Morgan Stanley in Fairfield, CT, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has worked at Morgan Stanley since 2021 and previously was employed by UBS Financial Services from 2017 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individuals and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market models to support its advisory services.

Charles Mac Namara is a financial advisor at LPL Enterprise with a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America, Merrill, BNY Mellon Securities Corporation, Equitable Advisors, and AXA Advisors. 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 uses a primarily model-driven investment approach with access to third-party asset managers and operates as both a broker-dealer and an insurance product facilitator through affiliated entities.