Michael Sherman is a financial advisor at UBS Financial Services with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Murali Chegu is a financial advisor at LPL Enterprise with a Series 66 credential and no prior industry experience. His background includes roles at SAITCORE Technologies LLC and Connexus Credit Union, as well as experience at Selective Insurance. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers a range of services such as financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products, supported by an integrated platform that combines advisory programs with other financial products.

John Michael Peters is a Wealth Management Advisor at Merrill Lynch Wealth Management in Westport, Connecticut. He founded the Peters Group over twenty years ago, establishing a planning-focused advisory team that works closely with growth-minded and forward-thinking clients. His practice emphasizes values-based decision making, helping clients understand their financial environment to make disciplined long-term investment choices. John Michael’s approach integrates insight and empathy, supporting clients in defining their meanings of wealth and preserving family legacies. With extensive experience guiding individuals and families through the complexities of wealth creation, preservation, and distribution, John Michael focuses on managing risk and addressing potential financial challenges. His services include customized portfolio management, debt minimization, retirement plan coordination, insurance evaluation, income tax review, and estate planning. He collaborates with clients’ accountants and attorneys to ensure comprehensive financial solutions. John Michael’s client focus encompasses family wealth management, institutional consulting, legacy planning, managing new wealth, retirement planning, philanthropic planning, small business strategies, special needs planning, individual and corporate investment strategy, and tax minimization. John Michael holds a Bachelor of Science degree in Business Management with a minor in Economics and a concentration in Finance from Springfield College. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Personal Investment Advisor. Outside of his professional pursuits, John Michael enjoys cooking, golfing, hiking, interior decorating, music, scuba diving, table tennis, traveling, yoga, and spending time with his family. He serves on the Board of Directors of the United Veterans Beacon House, which provides housing for military veterans and their families. John Michael and his son reside in Scottsdale, Arizona.

Anisa Gjermeni is a financial advisor at Merrill with 8 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Bank of America, Citizens Securities, and Citizens Bank. Gjermeni is based in Trumbull, CT. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Michael Moran is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at Minnesota Life and Securian Financial Services Inc. for 20 years, as well as ownership of The Hired Brush, a residential interior painting business. Outside of finance, he is an artist and a football official. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with options ranging from model portfolios to bespoke strategies.

Harold Smith Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 40 years of experience in financial advising and wealth management, including roles as Senior Vice President and Wealth Management Advisor at Merrill for 28 years, Executive Vice President at Webster Bank for more than 20 years, and member of KPMG Peat Marwick, C.P.A.'s for 2 years. Harold holds the Chartered Financial Consultant (ChFC) designation, the Certified Financial Planner (CFP) certification, and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from Georgetown University. Throughout his career, Harold has worked with high-net-worth clients, advising on family wealth management strategies, investment consulting for defined contribution plans, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and portfolio management services. His approach involves working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals. Harold also collaborates with clients' attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy planning. Harold resides in Middlebury, Connecticut, with his wife and two children and is a former Captain in the United States Marine Corps. He has been involved in various community service organizations and board memberships, including the United Way, Naugatuck Valley Development Corporation, Waterbury Association for Retarded Citizens, Waterbury Development Corporation, Waterbury Hospital Corporation, and the YMCA. His personal interests include golfing, hiking, skiing, and tennis.

Sean Kilmurray is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 65 designations and has prior experience at Ameriprise Financial Services and Northwestern Mutual. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad platform of trading, underwriting, and wealth management services.

Michelle Castellucci is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and investment research.

Tanya Parker is the Branch Leader at Fidelity Investments' New Haven Investor Center. In this role, she focuses on delivering wealth planning strategies that help clients understand their financial goals, develop and maintain their relationship with Fidelity, and work towards a confident financial future. She has held the position of Branch Leader at Fidelity since 2023. Prior to this, Tanya worked as a Registered Wealth Management Client Associate at Merrill Lynch from 2018 to 2023, and as a Senior Regional Sales Consultant at Prudential Annuities from 2008 to 2016. Her professional experience spans wealth management, client relationship development, and financial planning. Outside of her professional work, Tanya enjoys activities such as spending time at the beach, gardening, hiking, and traveling.

Gene Borchetta is a financial advisor with Ameriprise in Trumbull, CT, holding a Series 66 designation and with 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to create personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Thomas Gilhuly is a Senior Financial Advisor with Merrill Lynch Wealth Management. He provides clients with access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. He focuses on creating personalized wealth management strategies based on a thorough understanding of each client’s financial picture and long-term goals. With extensive experience serving clients in Fairfield County, where he is a lifelong resident, Thomas aims to be a lifetime and essential resource for those who entrust him with their financial well-being. He emphasizes developing objectives and strategies tailored to his clients’ risk tolerance, time horizon, liquidity needs, and overall investment goals. Thomas holds a Bachelor's degree in Economic Management from Ohio Wesleyan University and has earned the Personal Investment Advisor (PIA) designation. He is engaged in his community through volunteer work, reflecting the Merrill tradition of local participation.

Sandra Assunto is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked with People's United Advisors, Inc. since 2018 and People's Securities, Inc. since 1993. Her current role is based in Milford, CT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, and offers access to model portfolios, research, and various wealth management solutions.

Michael Derby is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Citigroup, Guardian Life Insurance, Opus Advisory Group, and Park Avenue Securities. He is based in Fairfield, CT. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Noah Baskin is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He works with individuals and families to navigate important financial decisions, focusing on early wealth building through the transition into retirement. Noah emphasizes the importance of clear planning and provides personalized guidance using a disciplined approach to long-term investing. Prior to his current role, Noah served as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as a Financial Representative at the same firm from 2022 to 2023. His experience at Fidelity Investments spans several roles, allowing him to develop expertise in financial consulting and investment strategies. Outside of his professional work, Noah has interests in fitness, museums, pets, skiing, and traveling.

William Little is a financial advisor at Edward Jones in Woodbridge, CT, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2018 and previously worked as a high school soccer coach. Outside of advisory work, he has managed rental properties, including tenant relations and property maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julian Diaz is a financial advisor with MassMutual Investors Services in Shelton, CT, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He previously worked at MetLife Securities Inc. and has been with MassMutual entities since 2016. In addition to advisory work, he is an independent insurance agent specializing in dental, group disability income, fixed annuities, life/accident/health, and long-term care insurance. MassMutual Investors Services 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, wrap and money-manager programs, and educational seminars.

Christopher Desantis is a financial advisor with Morgan Stanley in Westport, CT. He holds a Series 66 designation and has 18 years of industry experience, including 12 years with Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through 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 that incorporates firm-approved tools and market simulations.

Kenneth Sorrentino is a financial advisor with LPL Financial in Trumbull, CT, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial and Retirement Planning Partners since 2021, and previously was involved with Yale University Athletics and the University of New Haven. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with a wide range of management options and model portfolios supported by LPL Research and third-party subadvisors.

Ryan Pearl is a financial advisor with LPL Financial in Hamden, CT, holding a Series 66 credential and eight years of industry experience. He has worked at LPL Financial and Warner Group since 2017. Pearl is also involved in tax preparation through his work with Southern CT Tax Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to proprietary and third-party research.

Daniel Comastra is a Planning Consultant at Fidelity Investments, a position he has held since 2026. In this role, he collaborates closely with individuals and families to develop financial plans that aim to strengthen their financial outlook and provide peace of mind. He emphasizes building relationships based on trust and respect while leveraging unique strategies to help clients pursue their financial goals. Daniel has been with Fidelity Investments since 2021, progressing through roles including Investment Consultant, Investment Solutions Representative II, Investment Solutions Representative, High Net Worth, and Customer Relationship Advocate. His experience encompasses various aspects of investment consultation and client relationship management. He holds an Arkansas Insurance License and has personal interests in cars, fitness, football, golf, and skiing.