James Tomoda is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is part of a senior wealth advisory practice dedicated to serving senior executives, business owners, and wealthy families through detailed planning and investment oversight. James holds a Bachelor's Degree from Indiana University and an MBA from the University of North Carolina. He has earned professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). His team's approach focuses on understanding client values, needs, and goals to develop customized wealth plans. They emphasize ongoing engagement and proactive reviews of wealth strategies to adapt to clients' changing priorities. James and his team prioritize prompt service as they oversee wealth planning, investment management, and private banking to help clients achieve their financial objectives.

Cole Billington is a CFP® with four years of industry experience, currently affiliated with Mass Mutual Investors Services. He previously worked at Brown Brothers Harriman for seven years. Outside of his primary role, he also works as an insurance broker specializing in life, disability, long-term care, and fixed annuities. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved software tools.

Peter Steiwer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He worked at A. G. Edwards & Sons, Inc. for 22 years before joining Wells Fargo in 2016. Outside of finance, he has a minority ownership interest in an indoor tennis court facility in Salem, New York. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 advisors.

Michael Coco is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Andre Aflalo LLC, Waddell & Reed, Inc., and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Jordan Kerner is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 17 years of industry experience. His prior experience includes roles at Waddell & Reed, Mass Mutual, and his own firm, Jordan Kerner Company. 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 broad range of financial planning and investment services, including third-party asset management and institutional platforms, supported by a network of over 22,800 advisors.

Byron Eller is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Prudential Annuities Distributors and Prudential Insurance Company of America. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Richard Doyle Jr. is a financial advisor with J.P. Morgan Securities in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2008 and 2010, respectively, and previously worked at AON Retirement Plan Advisors and Aon Capital Advisors. Outside of his advisory role, he is an investor in Loeb Partners Realty LLC, a private real estate company focused on property repositioning and asset management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Bryan Roth is a CFP® designated financial advisor with Edward Jones in Newtown, CT, with 19 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

William Mitchell is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Primerica since 2002 and has prior experience at companies including Champion Maintenance and UBER. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Jeffrey Cohen is a financial advisor with Wells Fargo Clearing in Westport, CT, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Truhlar Financial Strategies, Oakwood Counselors, and CAP Advisors. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Lisa Valerio is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She worked at National Planning Corporation for nine years before joining OSAIC in 2017. Outside of her advisory role, she owns Valerio Tax Edge, providing tax preparation and small business bookkeeping services, and is an active member of the Milford Regional Chamber of Commerce and the Network of Executive Women. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through multiple programs. The firm utilizes a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various strategies and third-party managers.

Steven Flagg is a CFP®-certified financial advisor with 39 years of industry experience. He currently works at Morgan Stanley, where he has been since 2022, having previously held positions at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

Jonathan De Pino is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining the firm, he held various roles including positions at United Concrete Products and National Fitness Partners. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements and a range of event-driven planning programs.

Joel Bernstein is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding a Series 66 designation and 21 years of industry experience. He previously worked at MetLife Securities from 2013 to 2017 and has been associated with Massachusetts Mutual Life Insurance Company since 2016. Bernstein is also an independent insurance agent, selling various insurance products including dental, disability, life, and long-term care coverage. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using advanced analytical tools.

Karl Mergenthaler is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 66 credentials and with 13 years of industry experience. He previously worked at J.P. Morgan for 10 years before joining Morgan Stanley and its Private Bank in 2017. Outside of his advisory role, he serves as an adjunct professor at Fairfield University and is involved with Columbia University and the CFA Institute in non-investment-related educational and administrative capacities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, with plans typically not including individual security recommendations and client implementation responsibilities.

Darryl Zebrowski is a financial advisor at Edward Jones with 25 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joseph Barbetta is a financial advisor with Equitable Advisors in Westport, CT, holding a Series 66 designation and with 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2000. Barbetta serves as a legislative ambassador for the American Cancer Society, representing the organization in lobbying efforts at state and federal levels. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers its services through a network of Investment Adviser Representatives and utilizes a range of investment programs and third-party asset managers.

Brian Swedrock is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked at Webster Wealth Advisors for a decade before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools that incorporate Global Investment Committee return estimates and Monte Carlo simulations.

Peter Velcofsky is a financial advisor at Ameriprise with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors and as Assistant Treasurer of the Town of East Lyme Public Library. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Matthew Webber is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors for Fairfield FITS and owns a business that provides office and administrative assistance, including expert witness payment services. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.