Nicholas Cyr is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant I. Prior to joining Fidelity, he worked as an Insurance Representative at Mutual of Omaha in 2020. In his current role, Nicholas partners with clients to develop comprehensive financial plans tailored to their individual goals. His approach emphasizes educating clients to simplify complex financial topics and enhance their understanding. Nicholas holds a California Insurance License. Outside of his professional work, he enjoys activities such as beach outings, golf, and skiing.

Joyce Goldfarb is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. She has worked with Morgan Stanley since 2009, including her role at Morgan Stanley Private Bank, N.A. since 2015, based in Naples, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers structured planning tools supported by investment research and modeling techniques.

Jodi Polick is a financial advisor with Merrill in New Haven, CT, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Merrill since 2009 and also has a longstanding affiliation with Bank of America. 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, and various institutional investors.

Todd Cody is a financial advisor at Merrill with 22 years at the firm and 10 years of industry experience. He holds the Series 66 designation and is based in New Haven, CT. 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.

Jesse Sheldon is a financial advisor at Ameriprise Financial Services, holding Series 63 and Series 66 credentials with 20 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Ameriprise in various capacities since 2017. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm uses a combination of investment research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and dependable income plans for clients approaching or in retirement.

Anne Debowes is a financial advisor with Wells Fargo Clearing in New Haven, CT, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior roles include positions at Chase Investment Services Corp. and J.P. Morgan Securities Inc. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Pingan Geng is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, Geng focuses on helping clients manage their wealth by developing personalized strategies that adapt to changing market conditions. Utilizing investment insights from Merrill and the banking and lending services of Bank of America, Geng works to assist clients in pursuing their financial goals. Geng holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Hubei University of Chinese Medicine. Committed to community involvement, Geng participates in volunteer activities with local organizations as part of Merrill’s tradition of serving the communities in which they operate.

Matthew Becker is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, he worked in higher education at Daemen University and Saint Anselm University, as well as at Fairfield Warde High School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service which provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Paul Sheldon is a financial advisor at Ameriprise with Series 63 and Series 65 credentials and 51 years of industry experience. His career includes positions at Ameriprise Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he performs stand-up comedy and has appeared at events such as a one-hour routine at the Shawangunk Country Club. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Philip Allopenna is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. His professional activities include involvement with Prudential-sponsored non-variable insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal research and third-party strategists, and it offers financial planning, access to asset managers, and insurance products through affiliated entities.

Michael Prior is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1991, providing financial planning and wealth management services. His client base includes high-net-worth families, individuals, and not-for-profit institutions. Michael attended Notre Dame West Haven High School and The Williston Northampton School. He holds a Bachelor's degree from The University of Connecticut and has earned the Personal Investment Advisor (PIA) designation. He is a long-time resident of North Haven, where he lives with his wife, Sue.

Craig Amundson is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been associated with Linsco Private Ledger Corp since 2001. Amundson serves as an appointed member of the Town of Greenwich Representative Town Meeting, a volunteer position involving local government affairs. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various account types.

Mark Meotti is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to his current role, he took a one-year break for extended travel. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Stacy Capobianco is a financial advisor with Morgan Stanley in New Haven, CT, holding a Series 66 designation and 11 years of industry experience. She previously worked at Janney Montgomery Scott from 2007 to 2017 before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of financial advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gavin Esposito is a financial advisor with Mass Mutual Investors Services and holds the Series 66 credential. He has two years of industry experience, including roles at MassMutual Life Insurance Co and Barnum Financial Group. Outside of advising, he is also licensed as an insurance broker, specializing in life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, event-driven planning tailored to client goals.

James Alperin is a financial advisor with Wells Fargo Clearing in New Rochelle, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2016 to 2019. Outside of his advisory work, he is the owner of JIGGSY, LTD and holds a silent partnership in DONJITO INC. LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm uses an IPS-driven advisory process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jack Murray is a Financial Advisor at Merrill Lynch Wealth Management based in New Haven, Connecticut. Since beginning his career in wealth management in 2018 after graduating from Quinnipiac University, he has worked with a broad range of families and clients. He particularly focuses on serving physicians and healthcare workers. Jack holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He provides guidance across a variety of areas such as college education planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of his professional work, Jack enjoys spending time boating, playing hockey, exercising, and being outdoors. He strives to build relationships based on integrity, loyalty, and objectivity to help clients achieve their financial goals.

Mary Richard is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill, RBC Capital Markets, and Morgan Stanley Smith Barney. Outside of her advisory work, she is involved as a singer with Hamill Productions in Stratford, CT. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors develop tailored recommendations using firm research and planning tools, with clients having flexibility in implementing those recommendations through various brokerage or advisory programs.

Gregory Kuhfeldt is a financial advisor with Edward Jones in Southport, CT, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2024, he worked at BlackRock for nine years. 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 supported by a nationwide network of more than 23,700 financial advisors.

Matthew Rohr is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2024, he worked at ZoomInfo for four years and held positions in various other companies across different industries. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.