Riley Ward is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity, he worked at Manzi Insurance and has experience in both the hospitality and education sectors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers a range of advisory services, including managing funds and delivering model portfolios.

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.

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.

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.

Swapna Patra is a financial advisor at Fidelity with Series 65 and Series 63 licenses and seven years of industry experience. Her prior roles include positions at Symbridge LLC, MML Investor Services, Bank of America, and Merrill Lynch. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and acts as an advisor to multiple registered investment companies and fund-of-funds.

Craig Dellarocco Jr. is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His work history includes roles across various industries such as hospitality, education, and electrical services. He is also involved with Farms Country Club. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to a range of financial planning and asset management services.

Laura Maguire is a financial advisor with LPL Financial based in Southbury, CT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Kestra Advisory Services, Kestra Investment Services, and CETERA Advisor Networks LLC. Maguire serves as secretary on the board of the Winding Brook Condominium Association and volunteers assisting elders with money management through New Opportunities RSVP. 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 range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by research tools and a broad non-advisory financial services platform.

Jackson Fredericks is a financial advisor with Ameriprise in Southbury, CT, holding a Series 66 credential and four years of industry experience. His prior work includes roles at the Dental Associates of Connecticut and Jackson, Grant Investment Advisors Inc., among others. He also worked at Eastern Connecticut State University and Brookfield Public Schools. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

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.

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.

Anthony Leonardi is a CFP® professional at OSAIC with 31 years of industry experience. He previously spent 25 years with Lincoln Financial Advisors Corp. Outside of his advisory role, he owns Muscle Up Bars LLC, a business that produces and sells protein bars, and he has authored a book. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and recent consolidation activity.

Colton De Leo is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, he held roles at LL Bean, J & H Pool and Patio, and worked at the University of Southern Maine and Fairfield Comedy Club. 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 plans, corporations, and charitable organizations.

Abel Ramos is a financial advisor at Raymond James Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 1999. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports advisory programs with a wide network of advisors.

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.

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.

Robert Sorensen is a financial advisor with Edward Jones in New Haven, CT. He holds Series 66 and Series 63 licenses and has 13 years of industry experience. Prior to joining Edward Jones in 2023, he worked at Tage Wright State Farm, Transform/Sears, Alpine School District, and Primerica Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.