William Prather III is a financial advisor with Ameriprise in Stratford, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations through a centralized consulting team.

Peter Haupt is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he serves part-time as a counselor with Hart United. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

William Pello is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and creates personalized wealth management strategies that reflect their unique investment personalities and life priorities. He provides access to investment insights and banking solutions to pursue clients' long-term financial objectives. William's expertise spans education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, tax minimization, and retirement income. He serves as a personal advisor, investment manager, and retirement planner, emphasizing a collaborative and client-centered approach. He holds a Bachelor's Degree from Bentley College and professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). William also participates in community activities and spends time volunteering with local organizations. His personal interests include baseball, biking, bowling, cooking, golfing, hiking, music, and spending time with his family.

Chad Cartier is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at Cetera Investment Advisers, LLC since 2017. Cartier also operates Cartier Wealth and has been involved with Pillar Plan Financial since 2010. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets across a network of over 10,000 advisors.

Thomas Ellis IV is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Barnum Financial Group and Vitamin Shoppe. Outside of his advisory role, he serves as a brand ambassador for Get Raw Nutrition, promoting sports supplement products. 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, and charitable organizations. The firm offers collaborative, goal-oriented planning engagements supported by firm-approved analytical tools.

Jordan True is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2017 to 2025. Additionally, he has a non-investment-related business, Lobo Pascale Wealth Management LLC, based in Wallingford, CT. 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 consulting, utilizing analytical tools to help clients understand potential outcomes.

Alex Gonzalez is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this, Alex held the position of Financial Consultant at Equitable Advisors from 2020 to 2021. Alex focuses on collaborating with families to develop financial plans tailored to their needs and long-term goals, aiming to serve as a long-term resource for clients to prepare for their future. Alex's professional experience includes working with clients to build comprehensive financial strategies that address individual circumstances. Outside of his professional work, Alex has interests in cars, fishing, motorcycles, outdoor adventures, and parenthood.

Ernest Montavon is a financial advisor with Wells Fargo Clearing in Ansonia, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and is also involved with Millenmium Construction And Development, LLC, a business he has been associated with since 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Atkins is a financial advisor at Cetera with 20 years of industry experience and holds Series 63 and Series 66 designations. His career includes roles at ION Investments, Osaic Institutions, Cambridge Investment Research Advisors, and Main Street Financial Group. Outside of his advisory work, he is a bass player in two bands, Capricorn and Guy Malone. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers, managing over $256 billion in assets.

William Passarelli is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including MassMutual and Edward Jones. In addition to his advisory role, he is employed outside the investment industry as an Electronics Systems Server at Pratt & Whitney. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Peter Holmquist is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has six years of industry experience, including prior roles at Merrill Lynch and Farther Finance Advisors. His background also includes long-term experience in energy trading at HQ Energy Trading, LLC. 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 ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based financial planning supported by firm-approved analytical tools.

Matthew Stinson is a financial advisor with Equitable Advisors, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including the period when the firm operated as Axa Advisors, LLC. Equitable Advisors serves individuals across the wealth spectrum, as well as pension plans, corporations, and nonprofit organizations, providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm uses a range of advisory models, often implemented through third-party managers or LPL-sponsored programs, and offers services including ERISA fiduciary support for qualified plans.

Michael Falkowski is a CFP® with 27 years of experience in the financial services industry. He has been with Cetera and Cetera Wealth Services, LLC since 2025. Prior to that, he worked at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. for a combined 26 years. Falkowski also operates Falkowski Income Tax Service and Falkowski Financial Inc., providing tax preparation and accounting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supported by over 10,000 advisors and $256 billion in assets under management.

Neel Kamdar is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advising services to clients, helping them manage their investments and achieve their financial goals. He holds the Professional Investment Advisor (PIA) designation, indicating his qualifications in personal investment advising. Neel Kamdar earned his High School Diploma from Hamden High School.

Michael Jones is a CFP® professional with 34 years of industry experience, currently with Mass Mutual Investors Services since 2017. His prior experience includes MSI Financial. He is also an independent insurance agent offering various insurance products, including disability, Medicare-related products, and life insurance. Mass Mutual Investors Services, LLC 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 seminars with a focus on collaborative client relationships and event-driven planning services.

Erik Holton is a financial advisor with UBS Financial Services in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he is a partner in an LLC formed with his wife to manage residential rental properties. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides a broad platform that includes custody, underwriting, and capital markets services.

Benjamin Edwards is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Sammons Institutional Group, Jackson National Life Distributors, Mass Mutual Investors Services, MSI Financial Services, Morgan Stanley, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a range of investment approaches, including model portfolios, third-party asset management, and customized strategies, and maintains significant scale with over 22,800 advisors and $819 billion in discretionary assets under management.

Matthew Fleming is a CFP® licensed financial advisor with 20 years of industry experience. He currently works at LPL Financial and has previous experience at Janney Montgomery Scott LLC and Prudential Insurance Company of America. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Robert Donnelly III is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Lucas Mainiero is a Series 66-licensed financial advisor with Raymond James Financial, based in Branford, CT, with 12 years of industry experience. He has worked at various Raymond James entities since 2017. Outside of his advisory role, he is the CEO of Shoreline Financial LLC, a support company he manages as sole proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consultative services using analytical tools and supports a wide advisor network with specialized municipal and public-finance capabilities.