Brett Dolan is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Securities America Inc. and National Planning Corporation. Outside of advisory work, he serves as a trustee and executor for family trusts and estates and is licensed as an insurance agent. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and third-party solutions to manage portfolios across multiple asset classes for both discretionary and non-discretionary accounts.

Kimberly Saja is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has been with Ameriprise Financial Services since 2019, following roles at Massachusetts Mutual Life Insurance Company, MML Investors Services, Barnum Financial Group, and Connecticut Children's Medical Center. Kimberly is also involved with Honey Badger Management, an S Corporation connected to her Ameriprise employment. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice, utilizing both proprietary research and third-party data.

Eleanor Barnes is a financial advisor at Morgan Stanley with 11 years of experience. She holds the Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Barnes serves as a board member for Trustees for Receiving Donations for the Support of the Bishop and is actively involved as a vestry member at St. John's Episcopal Church. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that combine broad retail and institutional offerings with additional investment and trading activities.

Craig Platt is a CFP®-designated financial advisor with six years of industry experience, currently associated with Cetera Wealth Services LLC. His prior experience includes roles at Prudential Insurance Company of America and LPL Enterprise. He is also a wealth advisor at Wooster Square Advisors, where he provides financial services full time. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary programs.

Michelle Norbeau is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following prior roles at Citizens Bank and Citizens Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kimberly Chorney is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial since 2000. She is based in Madison, CT, and holds Series 63 and Series 65 licenses. Outside of her advisory role, she spends a small portion of time writing term and permanent insurance for Transamerica. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives, offering financial planning, advisory programs, and brokerage services. The firm provides both discretionary and non-discretionary management and utilizes model portfolios and research from multiple sources.

Jeffrey Meotti is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including work at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in trust business management and accounting activities in Old Saybrook, CT. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Curtis Meyer is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and three years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2022. Prior to his finance career, Curtis worked at Deep River Elementary School for seven years. He also engages in outside insurance sales specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Diego Montoya is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Metlife Securities Inc. In addition to his advisory role, he is also engaged in life, disability, long-term care, health, and fixed annuities insurance sales. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced analytical tools and also conducts educational seminars.

Jeremy Bossio is a financial advisor with LPL Financial in North Haven, CT, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles at Securities America, Securities Service Network, and Retirement Planning Partners, where he remains active. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Joseph Todice Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 15 years at Metlife Securities Inc. Todice also operates an independent insurance business, focusing on disability, fixed annuities, life, accident, health, long-term care, and medical-related insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm emphasizes ongoing financial planning engagements using firm-approved software and provides various programs including asset management, wrap fee programs, and educational seminars.

Christopher Baudouin is a financial advisor at Ameriprise with 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory role, he owns and manages Ascend Coastal, Inc. and is involved in buying and selling sports memorabilia through Bodes Cards. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to generate personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kevin Peel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Andrew Champagne is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has been involved with Kelley Bros Hardware, providing commercial hardware bids for construction contractors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, model portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

Brian Noe is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at SagePoint Financial, Inc. and Lincoln Financial Advisors. Brian co-authored the book "Hammonasset Beach State Park" with his wife, Shelby Docker. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisors. The firm offers integrated brokerage and advisory services, using various asset-allocation tools and third-party solutions to construct diversified portfolios on both discretionary and non-discretionary bases.

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.

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, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with LPL Financial since 2021 and is also associated with Daniel Guerra LLC. Palmucci serves on the board of The Amity Club of New Haven and holds a municipal position with the City of Shelton. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

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 with LPL Financial, holding the Series 66 credential and bringing 20 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is a co-owner of a wellness center, Healthy Weighs, LLC, located in Brookfield, CT. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by various model portfolios and research resources.