Amarjit Singh is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes nine years at MetLife Securities and he has been with Mass Mutual since 2016. Outside of his advisory role, he serves as a presenter for the Department of Justice on faith-based discussions and consults for a nonprofit foundation focused on scholarship programs. 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, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers various programs including educational seminars and event-driven planning services.

Stephen Mcguirk is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 39 years of industry experience. He previously worked at Metlife Securities Inc. for 15 years and has been with Massachusetts Mutual Life Insurance Company since 2016. He also operates as an independent insurance agent focusing on dental, group disability income, long-term care, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations within collaborative, annual planning engagements.

Gerald Hollmann is a financial advisor with LPL Enterprise in Shelton, CT, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. Prior to his current role, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, he operates Hollmann Manufacturing Technologies, LLC, a business focused on engineering, design, and sales of medical devices and components. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Matthew Lubanko is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and previously worked at Morgan Stanley Smith Barney starting in 2009. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and investment services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Amer Abdel Hack is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior experience at Barnum Financial Group and MassMutual Life Insurance Company. Outside of finance, he has worked in the hospitality sector at Spotted Horse Tavern and has an academic background with the University of Connecticut. MassMutual Investors Services, LLC 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, and educational seminars, using firm-approved tools to develop client recommendations while maintaining limited investment discretion.

Megan Kelly Luginsland is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Northeast Wealth Solutions, and Austin McGuire Company. She also has academic experience from Sacred Heart University and Albertus Magnus College. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning that employs structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Logan Reed is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. He previously worked at Janney Montgomery Scott for eight years. Reed is also involved with Thimble Island Health Insurance LLC, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a broad network of investment adviser representatives.

Justin Vescovi is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at institutions including M&T Bank, Webster Bank, and People's United Bank. He also serves as a notary public in Connecticut. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Sonia Caban is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has been with Cambridge Investment Research Advisors since 2013. Outside of her advisory role, she serves as president of Caban Financial, LLC, where she is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent financial professionals, providing tailored investment strategies across multiple platforms and custody arrangements.

John Hufnagel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Pruco Securities, LLC for 12 years and has been a business owner and partner at Amedeo Marano & Hufnagel PC since 2008. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing services through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with product sales.

Michael Becque is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His career includes roles at Merrill since 2020 and Bank of America from 2020 to 2024, as well as prior experience at Hallmark. 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 and profit-sharing plans, corporations, and charitable organizations.

David Caraglior is a CFP®-certified financial advisor with 31 years of industry experience. He has worked at Ameriprise since 2017, including its affiliated entities, and previously spent over a decade at MetLife Resources. Outside of advisory work, he is involved in independent insurance brokering focused on universal life products. Ameriprise provides retirement-income planning services targeted at individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Sarah White is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2026. She has been with Fidelity since 2019, previously serving as Vice President Wealth Planner and Financial Consultant. Prior to joining Fidelity, Sarah held various roles including Wealth Strategy Associate at UBS Financial Services Inc., Financial Consultant Vice President at Santander Investments Services LLC, Wealth Advisor at Gupta Wealth Management, and Senior Registered Client Service Associate at UBS Financial Services Inc. Throughout her career, Sarah has focused on financial planning and wealth management, helping families work toward life fulfillment through structured financial plans. She emphasizes the importance of planning to anticipate both the joys and challenges of life. Outside of her professional work, Sarah enjoys golf and traveling.

Edward Fredericks is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

William Collins is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has four years of experience in the financial services industry, including roles at MassMutual Life Insurance Co. and Barnum Financial Group. Prior to his advisory career, he gained diverse experience across several industries and attended Sacred Heart University. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning with a range of asset management and educational offerings.

Jennifer Cimilluca is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Christopher Maciejak is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 23 years of industry experience. He has been with Ameriprise since 2006, including six years at the current firm. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Haddam Killingworth Little League. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning, emphasizing dependable income sources and tax-aware withdrawal strategies.

John Capece is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Voya Financial Advisory for seven years and has been with LPL Financial since 2021. Outside of his advisory role, he works as a substitute teacher at Grammer School in North Haven, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Timothy Lassen is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at VOYA Financial Advisors for seven years before joining LPL Financial. Outside of his advisory role, Lassen is involved with Brokers Service Marketing Group, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting through a national network of investment adviser representatives.

Jarrod Slater is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a corporator for Milford Hospital, helping to organize charity events. 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.