David Schrage is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Merrill since 1983 and also worked at Bank of America, N.A. for 15 years. 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.

Lori Christensen is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and 23 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. Christensen is also the Director of Client Development and Relationship Management at ClearPath Financial Solutions, LLC, where she is involved in marketing and client relationship management. MassMutual 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 collaborative, annual financial planning engagements using firm-approved software tools and provides event-driven planning services such as divorce and estate-settlement planning.

Wayne Lagasse is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 28 years of industry experience. He has worked at LPL Financial since 2022 and was previously with Cuna Mutual Group and CUNA Brokerage Services, Inc. from 2007 to 2022. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Philip Aronoff is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and joined Morgan Stanley Private Bank, National Association in 2015. Aronoff also holds a role related to a trust as noted in his business activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning that employs structured discovery conversations and firm-approved planning tools.

Keith Noyes Jr. is a Series 66-credentialed financial advisor at LPL Financial with two years of industry experience. He has worked at LPL Financial since 2023 and has held positions at CorePlus Federal CU and other firms in prior years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolio programs, third-party asset management access, and institutional platforms.

Thomas Burrows Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at VOYA Financial Advisors and running his own firm, T.M. Burrows Associates, LLC. He also operates as an independent insurance agent specializing in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers various portfolio management and financial planning services through a multi-manager platform, leveraging a large network of independent advisors and multiple investment program options.

Matthew Delaney is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2017 and previously worked at UBS Financial from 2015 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jennifer Fissette is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized guidance, primarily for clients with Ameriprise-managed accounts.

Rebecca Rice is a Series 66 licensed advisor at Merrill with nine years of industry experience. She has worked at Merrill since 2017 and previously spent seven years at VisionIT. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kathryn Gilmore is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has been with the group since 2011, where she assists clients in connecting the dots in their lives with strategies tailored to their individual situations and aspirations. Kathryn emphasizes engaging clients in discussions about the people, issues, and world around them, focusing on identifying each client’s values as a foundation for establishing purposeful financial strategies. Kathryn holds several professional certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Private Wealth Advisor® (CPWA®). She is also a qualified Senior Portfolio Manager and a graduate of Bentley University. Her approach involves maintaining frequent communication with clients to create flexible wealth management plans that address both short- and long-term goals while managing risk. Outside of her professional life, Kathryn enjoys outdoor activities such as hiking, golf, and pickleball, as well as playing cribbage indoors. She and her husband support community organizations including the Boy Scouts and youth sports programs that promote teamwork and life skills.

Parker Stone is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and previously worked at firms including DoorDash, Empower Energy Solutions, and Vector Marketing, where he served as a sales representative for Cutco Cutlery. Mass Mutual Investors Services 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, goal-oriented financial planning using firm-approved analytical tools and offers a range of programs including educational seminars, wrap accounts, and money-manager services.

Melissa Marr is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019, following roles at Janney Montgomery Scott, Wells Fargo Clearing, and Wells Fargo Advisors. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Stewart is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Liberty Bank and its investment services since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors, using tailored, non-discretionary planning and analytical tools to support client goals.

Todd O Donnell is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies designed to connect all aspects of a client's financial life, helping them prioritize and pursue their most important goals. His expertise includes college education planning, employee benefits planning, family wealth management strategies, legacy planning, tax minimization, and retirement income. Todd holds a Bachelor's Degree from Gettysburg College and has earned multiple professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional work, Todd is involved in his community through volunteer activities. His personal interests include boating, football, golfing, pickleball, racquetball, scuba diving, skiing, spending time with his family, tennis, and traveling.

Richard Sullivan Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been a financial advisor since 1989 and currently focuses on wealth management planning for entrepreneurs, business owners, and high net-worth families. Richard is a qualified Portfolio Manager who provides investment advice and builds personalized investment strategies that may include individual stocks and bonds as well as third-party managers. He holds a Bachelor's Degree from Connecticut College and has earned the designations of Retirement Accredited Financial Advisor (RAFA), Certified Plan Fiduciary Advisor (CPFA®), and Personal Investment Advisor (PIA). Richard emphasizes a personalized approach, working one-on-one with clients to develop financial strategies aligned with their long-term goals. Richard has a history of community involvement, serving as the past president of the Old Saybrook Rotary Club. He is committed to participating in the communities he serves and dedicates time to volunteering with local organizations.

Seanice Austin is a financial advisor with Primerica Advisors based in Griswold, CT. She holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to her advisory roles, she worked at the University of Connecticut for over two decades. Outside of her financial services career, she manages a short-term rental property. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services via model-driven strategies managed by unaffiliated asset managers.

David Kahal is a financial advisor with Equitable Advisors in Lebanon, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Equitable Distributors, LLC since 2012 and was previously affiliated with AXA Distributors, LLC. Outside of his advisory role, he is a member of Kahal Family Vineyards LLC, a small winery producing and distributing limited quantities of wine. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Andrew Nollman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Cambridge since 2009. Outside of his advisory work, he serves in several community roles including chairman of the Greater Norwich Area Chamber of Commerce and board memberships with local nonprofit organizations and educational institutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing both proprietary and third-party model strategies across multiple custody platforms.

Lorna Burkart is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and Primerica Financial Services since 1990. Her other business activities include part-time involvement in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Michael Doherty Jr. is a financial advisor at LPL Financial with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2023, he was affiliated with Doherty Financial Services, LLC and Commonwealth Financial Network for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, utilizing a variety of investment strategies and operational tools.