Jeremy Beitel is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Osaic and previously worked at Securities America Advisors and LPL Financial. Beitel serves as a board member for MW Chrysalis, a nonprofit providing services to domestic violence victims. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced asset-allocation tools and access to multiple third-party money managers and platforms.

Benjamin Williams is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory roles, he is involved with The Lighthouse Sober Living and Recovery 365, a position he has held for four years. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to provide customizable portfolio management.

Charles Lombardi Jr. is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a board member of the Orange Board of Finance and chairs the Orange Republican Town Committee, both in Orange, Connecticut. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including customized financial planning supported by advanced analytical tools and investment research.

Joseph Palmucci is a financial advisor with LPL Financial in Shelton, CT, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior work includes roles at Morgan Stanley, Citigroup Global Markets, Merrill, and Merrill Lynch Trust Company. Outside of advisory work, he serves as a board member for The Amity Club of New Haven and as a reconciler for the City of Shelton. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management solutions, combining technology-driven research support with a broad range of asset management options.

John Carroll is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Prior to joining LPL Enterprise, he worked in various non-financial roles, including positions in education and retail. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and a range of affiliated services.

Danny Ferreira is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006, also working at Bank of America N.A. from 2023 to present. He is based in New Haven, CT. 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 individuals, high-net-worth clients, and institutional investors.

William Conner is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 credential and has worked previously at Ameriprise and UBS Financial Services. Outside of his advisory role, he is co-owner of a wellness center with his wife. 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 financial planning and investment services through a large network of advisers, employing various portfolio strategies and advisory platforms.

Keara Williams is a financial advisor with Merrill in New Haven, CT, holding Series 66 and Series 63 credentials and six years of industry experience. Her prior roles include positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. She serves on the Board and Development Committee of the Museum of Contemporary Art Connecticut, where she helps with event planning and fundraising. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Raymond Powell is a CFP® and holds a Series 66 license, currently associated with Cambridge Investment Research Advisors. He has three years of industry experience, including roles at Heritage Financial Services and MFS Investment Management. Powell also has a background involving community engagement through the Bentley Service Learning & Civic Engagement Center. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals utilizing a range of portfolio management and model-based solutions.

Ryan Allison is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Cheshire, CT. He has been with Thrivent Financial and Thrivent Investment Management since 2026. His prior experience includes roles at Detwiler's Farm Market, Power Home Remodeling Group, and the University of Florida. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial plans without discretionary trading authority. The firm integrates planning with managed-account programs through the WealthPlan option while maintaining separate planning and investment services.

Joao Gomes is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Securities America Advisors, LPL Financial, and National Planning Corporation. In addition to his advisory role, Gomes operates an accounting and tax preparation practice. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm utilizes a variety of tools and platforms to construct and manage diversified portfolios for its clients.

Christopher Borajkiewicz is a financial advisor with Ameriprise in Prospect, CT, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Borajkiewicz serves on the Southern Connecticut State University Alumni Board of Directors and is chair of the Southern Connecticut State University Foundation. Ameriprise provides a range of advisory, brokerage, and insurance solutions, including a retirement-income planning service tailored for individuals with significant investable assets. The firm’s approach includes detailed income and tax planning supported by algorithmic tools and oversight from specialized committees.

Sonia Sternbach is a financial advisor at Stifel with one year of industry experience. She holds the Series 66 designation and has previously worked at Moneco Advisors, The Falcon Group, and Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary methodology from its Investment Strategy Group.

John Foreman is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with Mass Mutual Investors Services since 2017. He also serves as a town councilman for Trumbull, CT. 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 advisory programs including wrap accounts, money-manager programs, and educational seminars.

Christopher Covello is a Certified Financial Planner (CFP®) with 11 years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at Union Savings Bank and MetLife Securities Inc. Covello holds a Series 66 license and is based in Middletown, CT. 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 financial planning, asset management, wrap and money-manager programs, and educational seminars.

David Beeman is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with Mass Mutual Investors Services and has worked at Massachusetts Mutual Life Insurance Company and METLIFE SECURITIES Inc. He is also an independent insurance agent specializing in various insurance products. 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 seminars, working with clients through annual collaborative planning engagements.

Stephanie Field is a financial advisor with Ameriprise in Cheshire, CT, holding a Series 66 designation and five years of industry experience. She has been with Ameriprise since 2018 and has prior work experience outside finance, including roles at Vespucci's Restaurant and Eye Level Learning Center. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides tailored retirement-income planning through a collaborative, non-discretionary approach using proprietary research and third-party data.

Robert Tosetti III is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Orange Hills Country Club. Outside of his advisory role, he is also a registered staff member in client service at Nancy S Daoud & Associates LLC. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research and modeling to provide tax-efficient, non-discretionary recommendations delivered through a centralized consulting team. The firm serves a broad client base and provides a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Alexander Bijanada is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm provides tailored, non-discretionary recommendations using research and modeling tools, emphasizing tax-smart withdrawal strategies and asset allocation within its managed accounts.

Christopher Holley is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, previously serving at Metlife Securities Inc. from 2005 to 2017. In addition to his advisory role, he is an independent insurance agent focusing on dental, disability, and Medicare-related products. MassMutual Investors Services, LLC 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, annual financial planning engagements using firm-approved analytical tools and also provides education seminars and specialized event-driven planning programs.